Roofing guides
Free resource - Form setup
Free Roofing Estimate-Request Intake Checklist
A first-contact form needs enough context for the office to act. It should not pretend to be a final price, inspection report, or coverage decision.
Download the free printable PDFPrintable PDF - Updated September 2026 - No signup required.
When to use it
Use it when you are setting up a new request form, reviewing an existing form, or checking whether a form creates a clear office handoff.
What to check
- The form captures a usable contact method and a property ZIP code or address.
- The request type is understandable without roofing terminology.
- Extra inspection details are requested only when the office has a reason to ask.
- The confirmation describes a received request - not a price or booked inspection.
- One person can own the request and record a specific next action.
What this does not do
This is an operations checklist, not a legal form, estimating template, inspection report, or communications-consent policy.
Use the checklist, then review the handoff
A public request is only the first step. Read What happens after a homeowner submits a roofing estimate request? for the office workflow after it arrives.