Roofing Intake Assessment

---
name: roofing-intake-assessment
description: |
  Run a structured intake and initial assessment for homeowners, builders and property managers in rooftops and construction sites.
  TRIGGERS - Use when a roofer needs a intake & initial assessment for homeowners, builders and property managers in rooftops and construction sites.
category: Roofing
license: MIT
version: 1.0
---
# Intake & Initial Assessment — Roofing

Run a structured intake and initial assessment for homeowners, builders and property managers in rooftops and construction sites. The deliverable is a completed intake record and initial assessment summary.
This skill is written for a roofer working with homeowners, builders and property managers in rooftops and construction sites.

## When to use
- You are a roofer preparing, delivering or reviewing this part of your work in rooftops and construction sites.
- You need a defensible, repeatable approach that produces a completed intake record and initial assessment summary.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| Felt | a waterproof roofing material used on flat roofs |
| Flashing | metal strips sealing joints where a roof meets a wall or chimney |
| Pitch | the steepness of a roof slope |

## Workflow
1. **Step 1** - Confirm identity, consent and the reason for referral or engagement, and open the record that will hold roof surveys
2. **Step 2** - Gather history and current circumstances from homeowners, builders and property managers, using the standard intake structure for rooftops and construction sites
3. **Step 3** - Record baseline observations and measurements relevant to job completion times, noting anything that changes the priority of the case
4. **Step 4** - Flag immediate concerns — especially falls from height — and escalate or fast-track anything urgent before proceeding
5. **Step 5** - Summarise findings for homeowners, builders and property managers in plain language, agree the next step, and file the intake section of roof surveys

## Profession-Specific Components
| Component | Details for Roofing |
|-----------|-------------------------------|
| Core documentation | roof surveys; quotes; guarantee documents; job records |
| Core tools & equipment | safety harnesses; ladders and access equipment; roofing tools; moisture meters |
| People involved | homeowners, builders and property managers; the roofer; colleagues and other services in rooftops and construction sites |
| Primary record | roof surveys — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in rooftops and construction sites] | **Objective:** [What this must achieve] | **Audience:** [homeowners, builders and property managers and other stakeholders]

The finished output is a completed intake record and initial assessment summary, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in roof surveys.
2. **Short-term:** Complete the workflow steps and record outcomes against job completion times.
3. **Medium-term:** Review results, close actions, and update local procedures in rooftops and construction sites.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| job completion times | Agree a local target and track the trend | Measured from roof surveys and reviewed on a set cycle |
| leak callbacks | Agree a local target and track the trend | Measured from roof surveys and reviewed on a set cycle |
| guarantee claims | Agree a local target and track the trend | Measured from roof surveys and reviewed on a set cycle |
| customer satisfaction | Agree a local target and track the trend | Measured from roof surveys and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: falls from height.
- Never let this happen: water ingress after repairs.
- Never let this happen: unsafe structures.
- Work only within the competence and authority of a roofer; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to rooftops and construction sites's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A roofer in rooftops and construction sites applies this workflow for homeowners, builders and property managers: they open
roof surveys, work through the five steps using safety harnesses, and close by recording
the outcome against job completion times and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)