Roof, Gutter, Siding, and Other Supplemental Work Customer Dispo and Contract Breakdown

Customer Name

Roof Specialist

Must fill out either the customer phone number

email address

Customer Phone Number

Customer'a Job Name (Enter name again) *

Customer Email

Date of Appointment

Date of Signed Contract

Appointment Progress

Select option

Roof Contract - Did you sign ...

Contract

Contract + Evidence

Evidence Packet

Contingency

No Sale - Follow-up needed

No Sale

Job Origin

Select option

Lead Source

If Out-of-Scope, give a brief explanation why

Job Health

Select option

Roofing Contract Amount

$

Amount Collected

$

Estimated Squares

Sold Cost per SQ

$

Number of Stories

Tear-Off Layers

Finance Type

Select option

Insurance Carrier

Finance Status

Select option

Claim Number

Lender / Insurance Carrier

Decking Scope

Select option

Commission % Rate

Secondary Rep

Roofing Notes

Roofing Work Type

Select option

Roof System

Select option

Roofing Manufacturer / Product

Roofing Color

GUTTERS

Is there a gutter contract?

yes

no

Gutter Contract Amount

$

Gutter Size

Linear Feet

Cost per Linear Foot

$

Number of Down Spouts

Linear Feet of Down Spouts

Gutter Guards

Gutter Guards Linear Feet

NON-ROOF/GUTTER WORK

Was siding included in the contract?

If yes, what is the square footage for the siding?

What was charged per square for the siding?

$

Siding Contract Amount

$

Was there any other non-roof/gutter work added to the contract?

If yes, was it at cost or upsale?

Other Non-Roof/Gutter Contract Amount

$

What subcontractor will be paid for the additional work?

What was the added work?