Roofing Initial Appointment Inspection

• Customer Name:

• Project Address:

• Photo of front of home including driveway (Think of where teardown dumpster will sit, truck is parked, etc.)

  Media

• Lynk Pros Representative:

• Inspection Date: (After this knock on door and introduce yourself and confirm their contact details in the next fields)

  Date

• Confirm Customer Tel:

• Confirm Customer Email:

• Question to HO: How did you find out about us? (Lead Source: Canvas, Appointment, Referral, etc.)

  Select

• Who was the customer who made the introduction?

External Home Walkaround (Build RAPPORT, have them join you & make a FRIEND. Ask the following questions as you circle and inspect the exterior)

• Question to HO: How old is the roof?

• Question to HO: Have you ever had any leaks?

  Yes

  No

  N/A

• Dig into this info (i.e. Where? Is it a current leak? Repaired? Did you do an insurance claim? What was that process like? etc. etc.) **Provide detailed notes and images**

• Take a picture of all 4 sides of the home including fascia, soffits, and take any obvious damage closeups as well. (Explain to HO what you are doing and why & try to get some distance shots to include any roofing damage if possible)

  Media

• When you see HVAC unit ask if it is ok for you to document it. (Explain so the roofers know to cover it, and also depending on rapport you can introduce Aeroseal without going in depth) Take a picture of HVAC exterior unit & close-up of any data labels while asking how old the unit is.

  Media

• Question to You: Any visible water damage to exterior windows/doors? Ask if they have suffered any leaks inside by windows (if yes, "Perhaps you can show me when we get inside? We also have a property damage and claims division.")

  Yes

  No

  N/A

• Question to HO: Are you aware of any visible cracks in the exterior walls or foundation? (If yes, ask if you can take pictures / If HO pushes back, mention that we also need to cover our liability as well for insurance purposes)

  Yes

  No

  N/A

Interior Walkthrough (If Homeowner agrees - Gauge based on RAPPORT and Seek Permission - If they try to keep you outside mention that you at least need to see attic access for your in-house engineering team)

• Question to HO: Where is your primary attic access?

• Is there a secondary access point to attic? (If yes make sure to detail location in Notes)

  Yes

  No

  N/A

• Question to you/HO: Is there is a ladder drop down to attic? (If yes, ask for permission to go up to take a few pics of decking and rafters - you do not need to enter into attic. Just pop your head up in there and use your flashlight, look like a professional and take images and/or notes) Keep the HO updated on anything you see after documenting it as it further establishes TRUST and CONFIDENCE in your expertise) **DO NOT ENTER ANY NON-DROP DOWN LADDER ATTICS OR USE ANY OF THEIR LADDERS**

  Yes

  No

  N/A

• Question to you: Do you see any signs of water damage? (If yes, take images with flashlight)

  Yes

  No

  N/A

• Question to you: Does it smell damp in the attic while inspecting and/or does the attic feel cooler than it should be? (i.e. AC cooling attic via duct leak) If any of these are a YES then make notes and use the following talking points with the HO.

  Yes

  No

  N/A

• Question to HO: How would you say the AC is performing inside you home on a scale of 1-10?

• Question to HO: Most homes suffer from one or two warmer rooms. Have you experienced that?

  Yes

  No

  N/A

• Which room? Offer to use your temperature gun to check all of their AC vents? (Test AC vents and document which rooms are not accurate & then discuss Aeroseal briefly and mention you can show them a video later)

• Question to HO: May I check your inside AC unit? (If yes, take full image and close-ups of any labels and data tags)

  Yes

  No

  N/A

• Question to You: Do you see any visible mold in or around AC closet? (refer to your swab/water training)

  Yes

  No

  N/A

• Question to HO: Would you like me to take a complimentary mold and water sample to have our in-house lab test it for you? It is complimentary and you will receive a full analysis report in about a week or so (If yes, take the swab from your kit and use as taught in training (Don't forget to label it with customer's name using sharpie)

  Yes

  No

  N/A

• Mention to them that kitchen faucet is the preferred source to take the water sample. (Take water sample as taught in training & add to bag with ziplocked swab, **ASK HO TO COMPLETE NexLab Card, take a pic of completed card and include in bag** ) --- If you get any push back politely mention that for the complimentary service you have to submit both in the packet.

• While I'm doing this would you like me to check for any visible water damage under your sinks? (If yes, document as trained with flashlight and be descriptive in notes i.e. smells damp, visible mold/leak/drip, etc)

  Yes

  No

  N/A

• Would you like me to check the other bathrooms and under the kitchen sink as well? (same as before)

  Yes

  No

  N/A

• Any other areas of concern in the home? (leaky windows, ceiling water damage, baseboard water damage, etc) **ONCE DONE WITH ALL OF THIS GO SIT WITH HO AND GO OVER THE ROOF QUOTE - DO NOT SUBMIT REPORT YET**

  Yes

  No

  N/A

• Before leaving the home (WON): let them know that if they agree, someone from our PROPERTY DAMAGE DIVISION will be in touch within 3-5 business days to go over the results of today's report. If you took swab and water sample make sure to let them know this report might take a little longer but they will get a copy via email. Before leaving the home (THINK ABOUT IT): If you took swab and water sample make sure to let them know you will follow up with them on the results which take around 48-72 hours from our in-house, nationally accredited Lab. **SCHEDULE A FOLLOW UP APPT WITH THEM RIGHT THEN - CALL THE CALL CENTER TO BOOK IT**. Before leaving the home (100% LOST): let them know that if they agree, someone from our PROPERTY DAMAGE DIVISION can be in touch within 1-3 business days to go over the results of the report. If you took swab and water sample make sure to let them know that this report might take a little longer but they will get a copy via email.

How did you leave off with customer?

• Outcome

  Select

• Paperwork signed?

  Yes

  No

  N/A

• Share Folder Submitted?

  Yes

  No

  N/A

• Welcome call complete with Manager?

  Yes

  No

  N/A

• Reason for Think About It?

• Left Estimate

  Yes

  No

  N/A

• Contacted manager

  Yes

  No

  N/A

• Is this customer expecting a follow up Property Damage call?

  Yes

  No

  N/A

Additional (Optional) Images or Comments

• Additional Image 1

  Media

Submit Report

• Location Tag
  Address