Roofing Referral Coordination

---
name: roofing-referral-coordination
description: |
  Refer homeowners, builders and property managers onward and coordinate with other professionals and services.
  TRIGGERS - Use when a roofer needs a referral & coordination for homeowners, builders and property managers in rooftops and construction sites.
category: Roofing
license: MIT
version: 1.0
---
# Referral & Coordination — Roofing

Refer homeowners, builders and property managers onward and coordinate with other professionals and services. The deliverable is a referral pack and a coordination log with responses tracked.
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 referral pack and a coordination log with responses tracked.
- 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 the referral is appropriate: what homeowners, builders and property managers need that sits outside the roofer scope in rooftops and construction sites
2. **Step 2** - Prepare the referral from roof surveys — relevant history, current status, the specific question being asked
3. **Step 3** - With consent, send the referral and log who received it and when; chase non-responses on a set schedule
4. **Step 4** - Share incoming findings back into the main record so the plan and job completion times stay joined up
5. **Step 5** - Close the loop with homeowners, builders and property managers: explain what happens next, who owns it, and what to do if things worsen — mindful of falls from height

## 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 referral pack and a coordination log with responses tracked, 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.)