Build SRQ · Field Tool
Job Worksheet
Capture everything on the roof in one guided pass.
How it works
- 1Start with the basics — homeowner name, sales rep, and job date.
- 2Walk through each section: roof basics, pipe boots, vents, flashings, skylights, solar, flat roof, colors, and delivery.
- 3Add notes and snap site photos as you go. Your progress auto-saves on this device.
- 4Review the full worksheet, confirm it's correct, and hit submit.
- 5A branded PDF with all the answers and photos is generated and emailed to production.
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