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Roofing invoice pdf for Operations

in this video learn how to write a basic roof repair estimate for wind on a 30-year laminated shingle including what to put in your F9 node and how to do a quick check for errors to keep this file from getting kicked back starting now you're watching adjuster TV adjusters first adjuster TV is brought to you by kaplick learn all about Eno and other insurance for adjusters at cplic.net adjuster TV and buy adjuster TV plus get unlimited access to a growing library of the best adjuster training videos created by the most trusted naming claims adjuster TV at adjustortvplus.com welcome to adjuster TV where I share my more than 20 years of experience as a cap property IA to help you build a rewarding career as an independent insurance adjuster so that you can help people during natural disasters and earn a great living doing it I'm Matt and I like turtles as a property claims gesture you will definitely have times where you need to write up huge losses and Xactimate or symbility but most of the time you'll have smaller claims and one of the most common estimates you'll write are basic roof repairs now assuming that you've determined that you have not exceeded the repair to replace threshold outlined in your estimated guidelines and that you're confident the roof is repairable you'll need to write an estimate to repair the roof so let's jump in and learn and by the way you can get a new Xactimate estimating video just like this every single month inside of your adjuster TV Plus Membership okay for this first estimate we're going to do a basic roof repair and for this unless you are specifically directed to um you may or may not be doing a sketch or diagram chances are you probably will but in this case we're going to keep it simple and we're just going to do it here on the roofing so the very first thing you want to have in your in your estimate and this goes for every single one of the estimates that you ever write at least for this class is you're going to click on attachments up here and then you're going to write in your note that tells whoever's reading this estimate primarily the homeowner and maybe and the contractor what you're doing where is this what is it that you're doing um you want to have a very brief sentence that explains that so if you say the following line items are to repair wind damaged shingles on the front and right slopes of the dwelling roof okay super simple because you're doing your repair unless again unless you're instructed otherwise you're not going to depreciate so we don't include any kind of depreciation notes saying that we're not going to depreciate we don't need to go into big long detail estimates the estimates you write for uh you know for the homeowner for what they read is to tell them what you're going to do not what you're not going to right so we want to try to keep it as simple as easy to read as possible so roof repairs are super simple mainly the items that you're going to have in there primarily for shingles and this is against for repairable roof so we'll say it's a 30-year laminate rfg and we'll do um 300E right so that makes it these line this line I'm for by the each um you can double check by clicking detail take a look at this um shingles roofing nails roof cement installation labor right labor cost to carefully remove and discard in a job site waste receptacle um it doesn't include the job site waste receptacle and this this will tell you again more stuff that it is or isn't included in there right so we have you know say we figured out in our scope that we had 30 shingles right and it was a pretty pretty new roof so we don't have our repair difficulty factor to add to it so we'll say 30 shingles right so we're just going to keep this super simple um you know that's actually 33 dollars a single that's that's prices have gone up um that's a lot more than I think I've seen it in the past you want to make sure that you are coding the coverage to the building that this is on if it's on the detached garage you need to make sure all these say other structures um and then you're not going to even touch the depreciation right so this is your most basic rough repair for just shingles it may be that you need to add in they had some ridge cap that blew off right so you have rfg ridge cap remove and replace these are both remove and replace because the the installer is going to go up pull out the old one and stick in a new one right I'm not tearing the whole roof off and putting a whole new one on and we'll get to why that's different when we talk about replacing the whole roof you know so maybe there's 13 feet of ridge cap right it's on the dwelling and uh you know then maybe the roof is steep right this is a little bit where it kind of gets to to a little bit more of a gray area in that you know the adjusters are kind of um left to their own devices to to say what makes sense in this case um but I would say if it's a 7 12 or greater you know a 7 12 to a 912 that I'm going to put in for 30 shingles you know there's 67 shingles in a square so I'm probably just going to say just to keep it super simple steep remove and replace and let's say we've got one shingle in there or one square of steep right the extras it's an extra charge to take into consideration the fact that it's a steeper roof and it may need a little bit of extra gear and then to wrap that up I'm going to say DMO pickup all right that is my rough repair my basic roof repair estimate that's going to cover most is basically basic Roofing things again this is for a shingle repair always and I'm going to say this often um gonna resequence your line items of course but you're also always going to do a print preview to double check your work right [Music] so I'll scroll down here and I'll take a look at this and everything here looks pretty good uh What I don't want to see if I if I don't have depreciation in my node I don't want to see depreciation over here now I'll show you guys something super duper fast here that um it's the kind of things you'll catch when you do a self file review like you may have like had an extra note in here saying you know um no damage to um copper gutters right maybe this is from you got this grouping tree from somebody or you forgot to take this out or you're messing around and this got in here somehow right this house is the house that for this claim doesn't even have gutters on it let alone copper gutters right but if you're just sitting here working on this Roofing part you can't tell if there's a note in this or not most of the time yeah see it's not even going to show so he says there's a number of six line items under your Roofing thing but it says nothing under this gutter downspouts right you may even have in here you know detached garage no damage to detached garage or some some snow like that that is has nothing to do with this clan this claim doesn't have any cash Garage on but when you go down to documents reports and you click on print your print preview then you scroll down through here you're back okay this looks good wait what's this no damage to copper gutters it's gonna show up in the estimate they don't have if they don't even have gutters let alone copper gutters the homeowner is going to be awful confused about what this is right this goes the same for labor minimums which this one's not showing it's also going to show me well you know what I scroll down here to the summary the claim summary I don't see a deductible on there so I need to put the deductible in right so always be sure to do a sell file review always always okay it keeps you out of a lot of trouble I can't stress it enough that you must do a self-check of your work to make sure that your finished product looks clean free of errors and professional this video is a free sneak peek of an ongoing series on adjuster TV plus sign up now to get full access to this series and all the other property adjuster trainings inside of adjuster TV plus adjuster TV plus is the most comprehensive and affordable adjuster training in the world created by me and my industry Partners to help you be a great adjuster so that you can serve our industry and make a great living doing it and as always thank you so much for watching and have a great storm adjuster TV our depreciation is recoverable