Considerations for Every Stage of a Roofing Project

There is a lot that goes into planning and preparing for any roofing job. Even more so if a roofing project involves a large-sized roof, a roof with an extreme slope, or a roof that is difficult for a roofing installation team to access.


Below is a general checklist for things to consider when undertaking a roofing job for each stage of the roof installation process with some additional considerations for large-scale or more complicated projects.  

  1. Survey and Bid

When heading to the property to survey the area to formulate a comprehensive bid, here are some things to keep in mind when pricing out a job:

  • Size of roof: Get an accurate measurement of the surface area that requires replacement to determine the amount of materials you will need to cover the space and how long it will take your team to complete the project.
  • Analyze roof materials being removed: If there are multiple layers that need to be taken off of the roof, this will take longer to remove and add costs to the job. The type of roofing material can affect price as well. If it is a heavier material, more care will be needed when removing that roofing material and it will also cost roofers more to dispose of it.
  • Slope of roof: First, different roof slopes have different underlayment system requirements for fire ratings, so the slope can determine how many layers are needed and thus affect the price. Also, steep roofs with a pitch over 6:12 are more difficult to maneuver on and require special safety equipment that can add to operation costs.
  • Type of new roofing material: The type and cost of the new roofing materials obviously have a direct effect on pricing. For example, metal roofing will cost more than asphalt shingles. Certain materials also take longer to install, which could add to labor costs.
  • Other components and repairs: Consider any other components that need to be installed in the process as well as any additional repairs that are required.
  • Roof access: The easier it is for the team of workers and roofing materials to get safely onto the roof, the fewer considerations need to be taken into account and the less of a chance of an added cost.
  • Time required: With all of the different elements in mind, including roof size and difficulty of the job, determine how long it will take for your team to complete this roofing job. If it is a full-time project that will span several days, you may need to consider added costs of renting porta potties for the duration of the job.
  1. Select Materials and Finalize Order


At this stage, when the customer is deciding what materials they would like on their new roof, be sure to discuss any recommendation you may have as far as type of materials the customer’s particular roof may require. Once they make a decision, then you can move forward with ordering the amount of materials needed based on the size of the roof.

  1. Schedule Timing for the Job

Determining a date for the roofing job is a balancing act. Here’s what can go into getting a time on the calendar:

  • Getting an accurate time for when the roofing materials will arrive if shipped from another location
  • Having all of the equipment, trucks, and dumpster available at the same time
  • The availability of the roofing team for the period of time required to complete it
  • Also, make sure to let your customers know that extreme temperatures or bad weather can stall a job and therefore push back their start date
  1. Removing Old Roof

Before grabbing your forks and shovels to start removing all of the original layers of roofing materials, be sure to lie down tarps to protect the property and for easier shingle cleanup at the end. In addition to protecting the property, be sure your team takes extra precautions to protect themselves. Here are some tips for staying safe during a roofing job:

  • Make sure everyone is wearing fall protection harnesses and ropes. This is particularly important on steeper, more challenging roofs.
  • Wear shoes with rubber soles to reduce slipping risk.
  • The whole team should wear hard hats to protect themselves from falling debris.
  • Keep the roof clear of debris so someone does not accidentally trip over or slip on anything loose.
  • Everyone should be trained on how to safely climb and operate a ladder.
  1. Repairs, Underlayment, and New Shingles

After all of the old roofing materials are cleared away is when it is a good time to assess any repairs needed on the wood decking. If any wood is soft or rotted, it will need to be replaced to create a solid base for a sound roof.  

Once the wood decking is in good shape, it is now time to add any roofing underlayment that may be needed for the job, such as:

  • Deck protection: felt, rubberized asphalt, synthetic
  • Leak barrier
  • Ice and water shield
  • Flashing for any valleys in the roof

The slope of the roof determines how many layers of underlayment are needed. Lower sloped and flat roofs require more layering than steep roofs because precipitation and debris does not slide off as easily. Then, it is time to install the new roofing materials starting from the bottom up to the top, as well as a drip edge, flashing, ridge vents, and ridge capping where it is needed.

  1. Cleanup Time

Once the new roof is complete and looking fantastic, it is now time to clean up the mess that was left behind. Here are some tools that can help speed up the cleanup process:

  • Tarps: Remove any tarps that were attached to the property for protection and pull the tarps that acted as material collectors and drag them to the dumpster.
  • Shovels and wheelbarrows: Shovel piles of materials collected around the property into wheelbarrows for easy depositing into the dumpster.
  • Leaf blowers: These help to quickly push any loose shingles or other materials that are scattered around the property toward the dumpster for faster collection.
  • Magnets: There are many lose nails left behind after a roofing project that can pose a hazard if missed. Make sure to walk around the property with a magnet to collect all of these loose nails.
  1. Follow-Up Inspection

The follow up inspection is a good time to make sure the roof installation was done correctly, handle any remaining questions or concerns the client may have, as well as settle the final payment.

It is always wise to brush up on an operational checklist to make sure your team is coverings its bases and you are not leaving out any special considerations that could affect the accuracy of your bid and the execution of your roofing plan.

About author

You might also like

Featured Blogs 0 Comments

Building permit for my roof, do I need one?

Building permits for roofs are required in some cities, towns and counties. There are some places that don’t require them. The best way to confirm needing a build permit or

Installation Tips 5 Comments

Rain Gutters When is the best time to install them?

Installing Rain Gutters can be done without removing the roof. It is wise to have a rain gutters contractor that understands all types of roofing since gutters are typically attached

Featured Blogs 0 Comments

What is a Slate Roof?

Slate roofs are one of the longest lasting roofs you could have and are found all over the world. It is not uncommon to see these rock roofs last 100-200


No Comments Yet!

You can be first to comment this post!

Leave a Reply