Sample Roofing & Repair · company orientation

Your first week at Sample Roofing & Repair

For new roofers. Go through it with your crew lead; the shop's own procedures and your crew lead come first.

Sample company

Your company

How Sample Roofing & Repair works, in Ray's words.

Welcome aboard. You start on Darnell's repair crew. Nobody expects you to know our way yet, so ask. Nobody here ever gets in trouble for coming down off a roof to ask a question.

Ray, owner

Ray's rules

  1. The fall-protection setup goes in before anyone leaves the ladder. No exceptions, no 'just a minute'.
  2. Every stage photo goes in CompanyCam before the crew packs up. The permit needs them.
  3. Never quote a price, and never talk insurance with a homeowner. Prices come from Ray; insurance questions go to the office.
  4. Sweep the yard and the driveway for nails before you leave. Every house, every time.
  5. No smoking or vaping on a customer's property.
  6. Leave the gutters cleaner than you found them.

What we expect on every job

  • Be at the truck ready to roll when the crew lead says, with your harness and gloves.
  • Tell the homeowner who you are and what the crew is doing today, in plain words.
  • Cover the bushes, the AC unit and anything under the drip line before tear-off starts.
  • Photos and notes go in CompanyCam before you leave the driveway.
  • Ask for the review on the final walk. Same ask, every customer.
  • You go up on your own only when Darnell and Ray say you're ready, not before.

What to wear

  • Company shirt, clean every morning. Tina orders more when you need them.
  • Long pants and boots with soft, grippy soles for the roof; Ray shows you which ones work.
  • Your harness, checked every morning before you get in the truck.
  • Gloves and safety glasses in your pocket, not in the truck.
  • A hat and sunscreen in summer, and water on you.

Your schedule

  • Monday to Friday, plus Saturday mornings in busy season. Meet at the shop at 6:45; first job by 7:30.
  • Rain days: Tina texts by 6:00 whether we're working.
  • After a storm the schedule changes fast. Ray sets it, and nobody goes to a house he hasn't scheduled.
  • Time off: ask Tina a week ahead, by text so it's written down.

Who to call

  • Tina · Officea schedule change, a materials question, or a customer on the phone(504) 555-0160 · 8 to 1, Monday to Friday
  • Darnell · Crew lead, repair crewa question on the job, or anything on the stop-and-call list(504) 555-0161 · any time you're on a job
  • Ray · Owneran injury, damage at a customer's house, a power line near the work, or an upset customer(504) 555-0162 · any time

How a call gets booked

  1. A homeowner calls. Tina answers 8 to 1; after that it rings Ray's cell.
  2. A missed call gets a text back asking whether water is coming in now or it's for an estimate.
  3. Ray looks at every roof himself before anything is priced, and photographs it in CompanyCam.
  4. Ray writes the estimate; when the homeowner signs, Tina pulls the permit and orders materials.
  5. The crew lead gets the job, the address and the notes; read them before you drive.
  6. Stage photos go in CompanyCam as the job goes, before the crew packs up each day.
  7. Ray walks the yard with the homeowner at the end and asks for the review.

The truck checklist

Every morning before the first job. Ticks stay on this phone until you clear them.

Check yourself

Tap an answer to see the shop's answer. Nothing is saved or sent, and nobody sees what you picked. Talk any surprise through with your crew lead.

When and where do we meet in the morning?
A homeowner asks whether insurance will cover the job. What do you say?
What has to be in CompanyCam before the crew packs up?
Who do you call about a schedule change, a materials question, or a customer on the phone?
Who do you call about a question on the job, or anything on the stop-and-call list?
In this shop, what happens right after this step: “A homeowner calls. Tina answers 8 to 1; after that it rings Ray's cell.”

Meet the roof: an asphalt-shingle roof, layer by layer

Draft: waiting on an experienced roofing crew lead or licensed roofing contractor to check it for this shop

Tap a part to see what it does, what fails and what you look at. Look, don't climb: nobody goes up until the safety stops are done and the fall-protection setup is in place.

Rafters (or trusses)

What it does
The sloped framing that holds the roof up. Some houses have rafters cut on site, others have factory-built trusses; either way the deck is nailed to them, and a ridge board or the truss tops run along the peak.
What fails
Rot or dark water stains from an old leak, a cracked or sagging member, a rafter someone cut or notched after the fact.
What you look at
From the attic, only when your shop allows it: dark stains, wet wood, daylight, anything sagging. Never cut, notch or nail into the framing without your crew lead's say.

Check yourself

Tap an answer to see the shop's answer. Nothing is saved or sent, and nobody sees what you picked. Talk any surprise through with your crew lead.

Which part does this: “A woven synthetic sheet over the rest of the deck”?
Which part does this: “A sticky-backed membrane that seals to the deck and around the nails driven through it”?
Which part does this: “The metal edge along the eaves and the rakes”?
Water runs down a vent pipe past a cracked rubber collar. Which part failed?
Which way do underlayment laps run?
The soffit vents are painted over. Which other part stops doing its job well?

Safety stops

Draft: waiting on an experienced roofing crew lead or licensed roofing contractor to check it for this shop

In this order, every time. The drawing shows each stop; tap a step to see it.

  1. Falls are the biggest danger on a roof. Nobody steps onto a roof until fall protection is set up per Sample Roofing's fall-protection plan (the binder in every truck; Darnell walks you through it before your first climb): anchors where the plan puts them, harness on and checked, and your line clipped to an anchor before you leave the ladder. Never unclip to reach. If the setup looks wrong to you, stay on the ground and ask.

Check yourself

Tap an answer to see the shop's answer. Nothing is saved or sent, and nobody sees what you picked. Talk any surprise through with your crew lead.

Before anyone steps onto a roof, which stop comes first?
The crew lead is still setting the anchor. Can you step off the ladder onto the roof to help?
You're carrying drip edge to the ladder and see a power line near the eave. What do you do?
A spot on the deck gives underfoot during a tear-off. What do you do?

Leak call: what to look at before you call the office

Draft: waiting on an experienced roofing crew lead or licensed roofing contractor to check it for this shop

Most calls that feel stuck end at one of these. Go in order, and stop at anything on the stop-and-call list.

  1. Ask, then look inside: which room, which ceiling, how big the stain is, dripping now or only after rain? Photograph it. In the attic, only when Ray or Darnell says so and goes up with you: look with a light, walking only on the framing: wet decking, dark wood, daylight.

Stop and call: don't fix these yourself

  • A sagging roof, deck or ceiling
  • Water dripping near lights, outlets, the electrical panel or wiring
  • Storm damage over a large part of the roof
  • Anything that needs someone to walk a steep roof
  • A homeowner asking about insurance or a claim: don't answer, pass it to the office
  • Anything outside your training

How to reach the office

Have the address, what you checked and your photos ready.

  • Tina · Officea schedule change, a materials question, or a customer on the phone(504) 555-0160 · 8 to 1, Monday to Friday
  • Darnell · Crew lead, repair crewa question on the job, or anything on the stop-and-call list(504) 555-0161 · any time you're on a job
  • Ray · Owneran injury, damage at a customer's house, a power line near the work, or an upset customer(504) 555-0162 · any time

Check yourself

Tap an answer to see the shop's answer. Nothing is saved or sent, and nobody sees what you picked. Talk any surprise through with your crew lead.

On a leak call, what do you look at first?
Which of these is a stop-and-call, not a fix-it-yourself?
On a leak call, the homeowner asks you an insurance question. What do you say?
The stain on the ceiling is right under the valley outside. What do you look at first, from the ground?

Sign-off

The owner or crew lead ticks each section after going through it with the new roofer: watched, understood, signed off by a name on a date. It stays on this device; print it for the file.

Your company
Meet the system

Draft section: don't sign it off for training use until an experienced roofing crew lead or licensed roofing contractor has checked it for this shop.

Safety stops

Draft section: don't sign it off for training use until an experienced roofing crew lead or licensed roofing contractor has checked it for this shop.

Before you call the office

Draft section: don't sign it off for training use until an experienced roofing crew lead or licensed roofing contractor has checked it for this shop.

Nobody is scored or ranked. The sign-off is a person's judgment after a conversation, not a test result.