Roof inspection & repair proposal: Free template

Customize this free roof inspection & repair proposal with Cobrief

Open this free roof inspection & repair proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on the client’s roof type, condition, and property use. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.

Once you're done, send, download, or save the proposal in one click — no formatting or setup required.

This template is fully customizable and built for real-world use — ideal for quoting roof assessments, targeted repairs, or preventative maintenance plans. Whether you’re working with flat commercial roofs, shingle systems, or metal panels, this version gives you a structured head start and removes the guesswork.

What is a roof inspection & repair proposal?

A roof inspection & repair proposal outlines your plan to assess the condition of a client’s roof and recommend specific fixes. It typically includes a description of current issues, inspection scope, repair plan, timeline, and pricing.

This type of proposal is commonly used:

• After visible leaks, storm damage, or signs of wear are reported
• As part of routine property upkeep or real estate due diligence
• When clients need expert confirmation before committing to repair or replacement

It helps property owners or managers understand what’s wrong, what needs to happen next, and how you’ll do the work safely and efficiently.

A good proposal helps you:

• Build trust by showing clear reasoning behind every repair
• Set expectations for timing, access, and potential contingencies
• Clarify whether the work is preventative, corrective, or urgent
• Demonstrate professionalism without overwhelming the client with technical detail

Why use Cobrief to edit your proposal

Cobrief gives you a faster way to build clear, professional proposals — with in-browser editing and built-in AI support.

• Edit the proposal directly in your browser: Start working right away without dealing with formatting tools or file conversions.
• Rewrite sections with AI: Instantly rephrase explanations, simplify jargon, or tailor your scope to the client’s building type.
• Run a one-click AI review: Catch vague phrasing, missing details, or weak positioning before sending.
• Apply AI suggestions instantly: Accept changes line-by-line or apply all edits with a single click.
• Share or export instantly: Send the proposal directly or download a polished PDF or DOCX version.

You’ll save time and present your plan more clearly — even when the job is complex.

When to use this proposal

Use this roof inspection & repair proposal when:

• Quoting repairs after storm, hail, or seasonal weather damage
• Proposing patchwork or spot repairs for aging roofs
• Responding to a real estate inspection report or due diligence checklist
• Recommending maintenance plans to extend roof lifespan
• Offering small repairs as a lead-in to a potential future replacement

It’s especially helpful when clients are unsure whether they need a full replacement — and want expert input first.

What to include in a roof inspection & repair proposal

Use this template to walk the client through what you’ll inspect, what you’ll repair, and how you’ll handle the job from start to finish.

• Project overview: Summarize the issue (e.g., leaks, ponding, visible damage) and explain how your inspection and repair work will address it.
• Scope of inspection: List what areas will be assessed — roof surface, flashing, vents, drainage, membrane, insulation, or skylights.
• Findings and recommendations: If already assessed, summarize what you found and what work is required. Otherwise, outline what will be evaluated.
• Repair plan: Explain what types of repairs are included — such as patching, sealing, shingle replacement, flashing fixes, or drainage corrections.
• Materials and tools: Describe the products and methods you’ll use, including warranties or life expectancy if relevant.
• Timeline and access: Provide expected start and end dates, and note any site access, safety, or weather considerations.
• Pricing: Present a clear breakdown — per repair item, flat fee, or labor + materials. Highlight any optional upgrades or maintenance plans.
• Next steps: End with a clear CTA — approve scope, schedule an inspection, or confirm the project timeline.

How to write an effective roof inspection & repair proposal

This proposal should feel credible, clear, and practical — especially for non-technical property managers or owners.

• Avoid jargon and guesswork: Be specific about what’s included — don’t leave room for confusion.
• Address urgency without fear tactics: Help the client understand what’s at stake without overselling.
• Explain what’s temporary vs. permanent: Clarify whether repairs are meant to extend life or resolve issues fully.
• Mention weather and safety factors: Show awareness of practical limitations like rain, wind, or rooftop access.
• Reinforce professionalism: Note relevant certifications, experience, and safety protocols to build trust.
• Always close with clarity: Give the client one specific action to move forward — don’t end on uncertainty.

Frequently asked questions (FAQs)

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This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.