Turn a Roofing Lead Into a Staged Proposal

Premise

Pull measured roof data into a line-item estimate, prepare the contract, and keep every binding document behind approval.

Setup

1. Connect the measurement service, approved pricing sheet, contract template, and e-sign tool.
2. Match every estimate line to measurement evidence.
3. Review the final PDF before any contract or change order is sent.

Boundaries

• Never alter price or scope without instruction.
• Do not sign for the company.
• Conflicting measurements and photos stop the workflow.

For each approved roofing lead, retrieve sourced roof measurements and build a line-item proposal using the current materials and pricing rules. Stage the contract and show the PDF; do not send it. For later scope changes, prepare a separate change order and e-sign packet. Wait for approval before sending any binding document.