Roofing

The Roofing pack tunes Manuall for leak calls, repairs, full tear-off and reroof, and scheduled maintenance on both steep-slope and flat roofs. Apply it at signup from the Trade dropdown, or anytime from Settings -> Vertical Packs. It ships 9 custom fields, 13 job templates, 26 services, 3 checklists with 49 items, 20 parts wired to those services by 28 bill-of-materials rows, and 4 seasonal pricing proposals.

What the pack adds

Custom fields

• Customer: Stories (1 / 2 / 3+).
• Job: Roof Slope (Low / Medium / Steep), Squares (Material), Insurance Claim Number, Insurance Carrier, Date of Loss.
• Equipment: Covering Type (twelve options from 3-Tab Asphalt through TPO, EPDM and Built-Up), Roof Size (Squares), Pitch, Existing Layers, Deck Substrate.
• Lead: Where Is It Leaking?

The roof itself is the Equipment record. Fill those five fields on the first visit and the next crew already knows the covering, the pitch, whether there is a second layer up there, and what the deck is made of before anyone climbs. The three claim fields on the Job are there because the pack ships a storm inspection template and two storm seasonal rules: a storm shop needs somewhere structured to put the claim. An adjuster name and phone are yours to add in Custom Fields if you work the same few carriers.

Job templates

Thirteen, all named with a Roofing: prefix, sized for the slot finder and gated by skills: Leak Diagnostic (90 min), Storm Damage Inspection (120, Roofing + Insurance), Emergency Tarp / Patch (90, Emergency priority), Shingle Repair (Small) (90), Flashing Repair (120), Chimney Re-Flash (180), Roof Deck Repair (240), Attic Ventilation Upgrade (300), Flat Roof Recoat (480), Full Roof Replacement (1440, Roofing + Installation), Annual Maintenance Visit (120), Commercial Flat Roof Maintenance (180, Roofing + Commercial), Gutter Clean + Inspect (60, Roofing + Gutters). Minutes throughout.

Each template pre-fills its billable lines. Two carry assumptions worth checking before you use them. Full Roof Replacement pre-fills Architectural Shingle Roof System at qty 22, which is a 2,200 sq ft roof and nothing else, so tear-off, underlayment, ice and water, drip edge and the dumpster get added per job. Attic Ventilation Upgrade pre-fills Ridge Vent Installation at qty 4, and that service bills per 10 linear feet, so 4 means a 40-foot ridge. Roof Deck Repair pre-fills three sheets, four squares of underlayment and a shingle repair, which is a starting point, not a measurement.

Services

Twenty-six lines, all badged "Set your price" until you save them; prices are a 2025 US national average and will be wrong for your market in both directions. Each carries a Member and a Commercial price alongside the default, plus a cost, so the Price Book shows margin. Nine of the twenty-six are flagged to show in public booking and on the public site; the per-square system lines are not, because a homeowner cannot pick a tear-off off a dropdown.

• Measured lines: per square, Architectural Shingle Roof System, Existing Roof Removal, Synthetic Underlayment, Ice and Water Shield, Flat Roof Coating System; per linear foot, Drip Edge Installation and Roof Valley Replacement.
• Flat repair lines: Emergency Roof Tarp (Temporary), "Shingle Repair, Up to 10 Shingles", Vent Pipe Boot Replacement, Wall Flashing Repair, Skylight Flashing Repair, Ridge Cap Shingle Repair, Chimney Flashing Replacement, Roof Deck Sheathing Replacement (per 4x8 sheet), Skylight Replacement, Ridge Vent Installation (per 10 linear feet).
• Visits and reports: Roof Leak Diagnostic Visit, After-Hours Emergency Response, Written Roof Inspection Report, and Gutter Cleaning for a single story and for two.
• Recurring and other: Annual Roof Maintenance Plan (per year), Commercial Roof Maintenance Visit (per visit), Roofing Labor (per hour, per roofer, portal to portal), Dumpster and Debris Disposal (per load, roughly 20 to 25 squares of single-layer asphalt).

Checklists

Three, shipped for you to check against your own procedure. Leak Diagnostic Checklist (16 items) walks the interview, the attic trace, and flashings and boots before the field, then captures suspected source, moisture readings, measured pitch, layer count and attic ventilation as real fields rather than checkboxes.

Full Replacement Checklist (20 items) runs permit and dumpster through nail pattern, ice and water coverage, drip edge, ventilation area, dumpster loads, warranty registration and the magnetic sweep, with required photos of each slope before tear-off and of the bare deck before underlayment. Pre-Service Safety Check (13 items) covers ladder set, fall-protection method, 5,000 lb anchor, harness inspection, covered deck openings, roof surface condition, wind speed and the toolbox talk, and is linked to eleven of the thirteen templates.

Parts

Twenty truck-stock items across ten categories: Shingles (architectural, starter, hip and ridge), Underlayment (synthetic roll, ice and water), Flashing (pipe boot, step, drip edge, W-valley, counter-flashing), Fasteners (coil nails, cap nails), Sealants (flashing cement, polyether tube), Ventilation (ridge vent section), Emergency (tarp, battens), Decking (7/16 OSB), Coatings (elastomeric), and Skylights (curb-mount kit). Part numbers carry an RF- prefix.

Cost and price are a national average, stock is zero and there is no reorder point, because nothing here can know what is on your truck. Count the truck first, then set reorder points in Parts and Inventory so low-stock alerts mean something. The 28 bill-of-materials rows tie parts to the services that consume them, so a tarp job pulls a tarp and eight battens, and a chimney re-flash pulls eighteen step flashings, two counter-flashing sticks and two tubes of sealant.

Seasonal pricing proposals

Four, all shipped switched off. The pricing engine ignores an inactive rule, so nothing moves until you read one and turn it on in Seasonal Pricing. The winter discount is the one to think hardest about: it exists to keep a crew on payroll in January, and if you sub out your installs instead, it is margin you gave away for nothing.

• Storm Season, April 1 to September 30, Emergency Roof Tarp (Temporary) at 1.25x.
• Hail Claim Season, April 15 to July 31, Written Roof Inspection Report at 1.15x.
• Fall Leaf Drop, October 1 to December 15, "Gutter Cleaning, Two Story" at 1.15x.
• Winter Slow Season, December 15 to February 28, Architectural Shingle Roof System at 0.90x.

Typical workflow

• A leak call arrives as a lead or through Public Booking, and Where Is It Leaking? tells the dispatcher whether it is a boot or a valley. Leak Diagnostic goes out first, billed as its own visit; its findings and photos become the repair estimate, and reroof quotes go out as an estimate with a deposit.
• Tear-offs need a permit before the dumpster lands. Track it on the job in Permits. The Full Replacement checklist opens with a required "permit pulled + posted" item for that reason.
• Rotten deck found at tear-off is a Change Order against the job, not an edit of the signed estimate. Photograph the open deck first; that photo is the whole justification.
• Maintenance plans carry the flat season: an Annual Roof Maintenance Plan or Commercial Roof Maintenance Visit wrapped in a Service Agreement, with recurring jobs generating the visits.
• Register the manufacturer warranty at close and record the workmanship term in Warranties, so a callback three years out lands against a record. Crews you sub out for peak-season tear-offs go on through Subcontractors, where the cost hits the job's margin unless you flag it billed to the customer.

Storm work, insurance, and supplements

Storm season is a different business from a repair calendar, and the pack builds for it. Storm Damage Inspection is its own template at two hours with an Insurance skill, so only the estimators who can talk to an adjuster get assigned. It pre-fills the Written Roof Inspection Report as the billable line, and it carries the safety checklist rather than the leak checklist, because a post-hail roof is walked, not traced.

The document trail is what gets paid. Photograph every slope, log the covering age and layer count on the Equipment record, and attach the carrier's scope to the job so the estimate and the scope of loss sit side by side.

A supplement is scope the carrier's original estimate did not include, found once the roof is open: rotten decking, a second layer nobody knew about, ice and water the code requires that the scope skipped, a chimney cricket. Manuall has no supplement object and does not need one. Raise each supplement as a Change Order on the job, one line per item, priced off the same per-square and per-sheet services as the original.

That gives you a dated record of what was found, what it cost, and who approved it, which is what the adjuster wants anyway. The Full Replacement checklist's decking-sheets-replaced count and its required bare-deck photo are the evidence behind it. The deductible is ordinary invoicing: bill it, take it through the customer portal like any other payment, and do not net it out of the claim total.

Re-applying and mixing packs

Applying a pack twice adds only what is missing and never overwrites an edit, so layering is safe. Roofing shops commonly also run Gutters (this pack cleans gutters, it does not install them), Window Replacement for full-exterior storm work, Chimney Sweep if you are already up there re-flashing, and Solar where mounts and reroof coordination overlap. Handyman is the usual catch-all for the punch-list work that follows a reroof. Apply any of them from Settings -> Vertical Packs; see Vertical Packs for what Remove takes back.