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Job Title *
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Roofing
HVAC
Status
Scheduled
In Progress
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Address
Scheduled Date
Time
Crew
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Customer Name
Phone
Notes
Roofing Details
Job Type
Select type
Tear-off & Replace
Overlay
Repair
Inspection
Emergency Leak
Roof Pitch
Select pitch
Low (<4:12)
Mid (4:12–8:12)
Steep (9:12+)
Squares (1 sq = 100 sq ft)
Existing Layers
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1
2
3+
Material Type
Select material
Asphalt Shingle
Metal
TPO
EPDM
Tile
Slate
Cedar Shake
Decking Condition
Select
Sound
Partial Replace
Full Replace
Manufacturer
Product Line
Underlayment Type
Select
Synthetic
Felt 15#
Felt 30#
Ice & Water Shield
Ventilation
Ridge Vent (linear ft)
Exhaust Fans (qty)
Soffit vent included
Insurance Claim
Insurance claim involved
Claim #
Carrier
Adjuster Contact
HVAC Details
Job Type
Select type
Diagnostic
Install
Maintenance
Warranty
Equipment Type
Select equipment
Furnace
AC
Heat Pump
Mini-Split
Boiler
Water Heater
Ductwork
Thermostat
Other
Equipment Make
Equipment Model
Refrigerant Type
N/A
R-410A
R-32
R-22
R-454B
Refrigerant Lbs (recovered/added)
⚠ Assigned tech has no EPA 608 cert — refrigerant work requires certification
Customer on maintenance plan
Plan Name
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Crew Name
Trade
Roofing
HVAC
EPA 608 Cert Level
None
Type I (Small Appliances)
Type II (High-Pressure)
Type III (Low-Pressure)
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