Visual Inspection
Systematic roof surface walkthrough documenting cracking, blistering, missing shingles, rust, ponding, and other observable defects with clear location references.
A clear assessment reduces safety risk, documents pre-existing conditions for insurance, and prioritizes repairs based on severity and exposure.
The report is useful to several stakeholders who manage, insure, or repair property roofs.
Each party uses the assessment for overlapping but distinct purposes: mitigation, claims validation, or contract scope.
| Field | Configuration |
|---|---|
| Authentication | Email or SMS code for signer identity |
| Conditional Fields | Show repair fields only if hazard marked present |
| Reminders | Automatic reminders at 3 and 7 days |
| Template Saving | Store as reusable inspection template |
Choose a platform that supports PDF/Word forms, secure storage, and basic signer authentication.
Ensure the provider offers audit trails, TLS/AES encryption, and exportable signed PDFs to meet recordkeeping and insurer needs.
Systematic roof surface walkthrough documenting cracking, blistering, missing shingles, rust, ponding, and other observable defects with clear location references.
Record slopes, dimensions, and distance to eaves and penetrations; accurate measurements reduce scope variation and improve repair estimates.
Describe roofing materials and their visible wear, remaining life expectancy, and compatibility with recommended repairs or replacements.
Assess gutters, downspouts, scuppers, and flashing integrity since poor drainage is a leading cause of roof failure and interior damage.
Note trip hazards, unsecured skylights, fall exposures, and any conditions requiring immediate work to protect inspectors or occupants.
Include timestamped, geotagged images showing each defect, an overview shot, and close-ups to support repair decisions and insurer review.
Complete before listing or closing, typically within 30 days of offer acceptance
Perform at least annually for aging roofs or every 6 months for high-exposure properties
Inspect within days after severe storms or known damage events
Submit photos and assessment with claim as soon as practical, often within 30 days
Keep signed assessment per retention policy described below
Owner or insurer requests inspection and provides access details
Inspector completes fieldwork, photos, and measurements
Signed assessment delivered to all stakeholders
Repairs scheduled or claims processed and closed
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |