Industries

Professional template

Roofing template for construction teams.

The Roofing template gives roofing companies a focused way to track inspection, estimate, contract, materials, tear-off, installation, and final inspection.

Projects / Smith Residence
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Smith Residence

In ProgressRoof Replacement
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Client Portal
Overview
Timeline
Tasks
Photos
Docs
Finances

Client

Mike

Contract

$18,750

Start Date

May 6, 2024

Billed

Target

May 24, 2024

Collected

$7,500

Roof Replacement Template Timeline

Template

Inspection

Estimate

Contract Signed

Permits

Materials Ordered

Tear Off

Underlayment

Installation

Final Inspection

Current Phase: Tear Off
Update Status

Tasks

View All
Tear OffUpcoming
UnderlaymentUpcoming
InstallationUpcoming

Financial Summary

View
Total Contract$18,750
Billed to Date$9,375
Collected$7,500

What it sets up

A ready workflow, not a blank project.

Each BLTHQ template changes the default project phases and the way the project overview talks about the job. The core tools stay consistent, so teams can move between templates without learning a different app.

Default roofing workflow from inspection to project complete

Material order and installation progress tracking

Photo and document records for contracts, permits, and certificates

Client-facing updates for scheduling, progress, and completion

Default Workflow

1Inspection
2Estimate
3Contract Signed
4Permits
5Materials Ordered
6Tear Off
7Underlayment
8Installation
9Final Inspection
10Project Complete

Best-Fit Teams

  • Residential roofing crews and office teams
  • Companies moving quickly from inspection to material order and install
  • Roofers who need cleaner client communication around insurance and scheduling

Why It Works

  • Roofing timeline from inspection through final inspection
  • Material, crew, photo, document, and client updates in one project view
  • Fast status reporting for short-cycle, high-volume job flow

Start with the Roofing template.

Create your workspace, pick the template during setup, and BLTHQ will seed new projects with the matching workflow.

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