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Roofing Scope of Work Template

Download a free roofing scope of work template. Covers tear-off, underlayment, shingle installation, flashing, and cleanup for roofing contractors.

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Roofing Scope of Work Template
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What's Included

A new roof is one of the biggest investments a homeowner makes — and one of the most important. A scope of work defines what's being torn off, what's going on, and how the job will be protected along the way. This template covers tear-off, underlayment, shingle installation, flashing, and ventilation. It works for asphalt shingle, metal, and flat roof projects. Customize it for your roof type and project.

Project Overview

This scope covers roofing work including tear-off, deck inspection, underlayment, shingle or roofing material installation, flashing, ventilation, and cleanup.

Typical Projects Include:

  • Asphalt shingle roof replacement
  • Metal roof installation
  • Flat roof membrane installation
  • Roof repair (leak or storm damage)
  • Roof overlay (second layer)
  • New construction roofing

Scope of Work

Tear-Off & Prep

TaskDescription
ProtectionProtect landscaping, siding, windows, and driveway from debris. Set up tarps and boards.
Tear-OffRemove existing shingles, underlayment, and flashing down to the roof deck.
Deck InspectionInspect roof deck for damage, rot, or soft spots. Replace damaged sheathing.
Drip EdgeInstall new drip edge along eaves and rakes.

Installation

TaskDescription
UnderlaymentInstall ice and water shield in valleys, at eaves, and around penetrations. Install synthetic underlayment on the rest.
Shingle InstallationInstall shingles per manufacturer specifications — proper nailing, offset, and exposure.
FlashingInstall step flashing, valley flashing, pipe boots, and counter flashing at all penetrations and intersections.
VentilationInstall ridge vent, box vents, or other ventilation per code requirements.

Cleanup & Closeout

TaskDescription
Debris RemovalRemove all old roofing material, nails, and debris. Run a magnetic nail sweep of the yard and driveway.
Gutter CleaningClean out gutters and downspouts of any debris from the roofing work.
Final InspectionInspect the completed roof from the ground and on the roof. Check all flashing and details.
WalkthroughWalk the project with the homeowner. Provide warranty documentation and maintenance tips.

Timeline & Milestones

Most residential roof replacements take 1-3 days. Weather can extend the timeline.

PhaseDurationDescription
Tear-Off & Prep0.5-1 dayProtection, tear-off, and deck repair.
Installation1-2 daysUnderlayment, shingles, flashing, and vents.
Cleanup0.5 dayDebris removal, nail sweep, and walkthrough.

Roles & Responsibilities

Property Owner

  • Select shingle type, color, and warranty level
  • Move vehicles away from the work area
  • Provide access to the property
  • Process payments per the agreed schedule

Roofing Contractor

  • Pull permit and schedule inspection
  • Protect the property during work
  • Install roofing per manufacturer and code specs
  • Clean up all debris including nail sweep
  • Provide warranty and inspection documentation

Materials & Equipment

Roofing

  • Shingles (architectural or 3-tab)
  • Synthetic underlayment
  • Ice and water shield
  • Ridge cap shingles

Flashing & Accessories

  • Drip edge
  • Step flashing and valley flashing
  • Pipe boots and vent flashing
  • Ridge vent

Equipment

  • Roofing nailer
  • Tear-off shovels
  • Dump trailer or dumpster
  • Magnetic nail sweeper

Quality Control Standards

Manufacturer Specs

Shingles installed per manufacturer specifications — correct nailing pattern, offset, and exposure.

Flashing Details

All flashing properly installed at every penetration, wall intersection, and valley.

Clean Roof Lines

Straight shingle lines, consistent exposure, and clean edges at rakes and eaves.

Safety Protocols

Fall Protection

Use harnesses, ropes, and anchor points on steep roofs. Follow OSHA fall protection requirements.

Ladder Safety

Secure ladders at the top and extend 3 feet above the roof edge.

Heat Safety

Roofing in summer is hot work. Monitor crew for heat stress and ensure water is available.

Project Documentation

  • Signed contract and scope of work
  • Shingle product and color selection
  • Building permit
  • Inspection record
  • Manufacturer warranty registration
  • Before and after photos

Financial Terms

Payment Structure

Roofing is typically a short project with deposit and completion payments.

Terms & Conditions

  • Deposit due at contract signing (typically 30-50%)
  • Final payment due after completion and cleanup
  • Deck repair is typically a per-sheet change order
  • Insurance claim work may have different payment terms
  • Payment due within 30 days of invoice

Acceptance Criteria & Sign-Off

The project is considered complete when the following criteria are met:

  • 1Shingles installed per manufacturer specifications
  • 2All flashing properly installed at penetrations and intersections
  • 3Ridge vent and ventilation installed per code
  • 4New drip edge at all eaves and rakes
  • 5Property cleaned with nail sweep completed
  • 6Inspection passed and warranty registered

Frequently Asked Questions

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