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:

  Date

• Customer Tel:

• Customer Email:

• Lead Source: (Canvas, Appointment, Referral, etc.)

  Select

• Who was the customer who made the introduction?

External Home Walkaround (Build rapport and ask questions as you circle and document the building)

• 1. How old is the roof?

• 2. Have you ever had any leaks?

  Yes

  No

  N/A

• Where? Is it a current leak? Repaired? Did you do an insurance claim? (Provide details)

• Take a picture of all 4 sides of the home including fascia, soffits, and take any obvious damage closeups as well. (Try to get some distance shots to include any roofing damage if possible)

  Media

• Take a picture of HVAC exterior unit & close-up of any dated labels while asking how old it is. (Possible Aeroseal seed planting)

• Any visible water damage to windows? Ask if they have suffered any leaks inside by windows (if yes, Can you show me when we get inside?)

  Yes

  No

  N/A

• Any cracks in the exterior walls or foundation? (If yes, take pictures)

  Yes

  No

  N/A

Interior Walkthrough (If Homeowner agrees - Gauge based on rapport and Seek Permission)

• Location of primary attic access?

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

  Yes

  No

  N/A

• Is there is a ladder drop down to attic? (If yes, ask for permission to go up to take a few pics)

  Yes

  No

  N/A

• Do you see any water damage? (If yes, take images with flashlight)

  Yes

  No

  N/A

• 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)

  Yes

  No

  N/A

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

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

  Yes

  No

  N/A

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

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

  Yes

  No

  N/A

• Do you see any mold in or around AC closet?

  Yes

  No

  N/A

• Would you like me to take a complimentary mold and water sample to have our in-house lab test it for you? (Show coupon from folder / take swab and use as taught and return it to ziplock and label it with customer name - using sharpie)

  Yes

  No

  N/A

• Which faucet would you like me to take the water sample from? (Take water sample, label with Sharpie, take picture & add to bag with ziplocked swab, **ASK HO TO COMPLETE NexLab Card and include in bag** )

• While I'm doing this would you like me to check for any water damage under your sinks? (If yes, document as trained with flashlight and notes)

  Yes

  No

  N/A

• Any other areas of concern in the home? (leaky windows, ceiling water damage, baseboard water damage, etc)

  Yes

  No

  N/A

How did you leave off with customer?

• Signed Agreement

  Yes

  No

  N/A

• Left Estimate

  Yes

  No

  N/A

• Scheduled follow up site assessment prior to next steps / Contacted manager

  Yes

  No

  N/A

Additional (Optional) Images or Comments

• Additional Image 1

  Media

Submit Report

• Location Tag
  Address