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Roofing Shingle Selection

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ROOFING SHINGLE SELECTION

WHEREAS

WHEREAS, Contractor Name: is engaged in the business of roofing installation and related services; and

WHEREAS, Client Name: owns or controls the property located at Project Address: (the "Property"); and

WHEREAS, the parties desire to document the Client's selection of roofing shingle products, color and accessory options for the roof replacement or installation described herein and to set forth related terms and conditions.

SHINGLE SELECTION

Architectural / Dimensional     3-Tab     Designer / Premium     Other:

Sample provided to Client     Client has approved sample     Date of Approval:

Synthetic underlayment     Felt underlayment     Ice & water shield
Ridge vent     Soffit/continuous intake vent     Drip edge / starter strip     Flashing replacement

SCOPE OF WORK

The Contractor shall supply and install the roofing shingles, underlayment and accessories selected above at the Property. Work includes removal and lawful disposal of existing roofing materials unless otherwise agreed, installation of new decking repairs only as authorized in writing, installation of selected underlayment, flashing, ventilation and accessories, and a final cleanup of the site.

PAYMENT TERMS

Client agrees to pay Contractor the Total Contract Amount below in accordance with the schedule set forth. Contractor shall not commence work beyond mobilization until the initial deposit is received as specified.

Unpaid invoices are subject to a late fee of and interest at the maximum rate permitted by law. Client shall also be responsible for collection costs, including reasonable attorney fees and court costs, for overdue amounts.

TERM AND TERMINATION

Work is scheduled to commence on Start Date: and is estimated to be completed by Estimated Completion Date: . Time estimates are approximate and may be impacted by weather, material availability, and other conditions beyond Contractor's control.

Either party may terminate this Agreement for material breach if the breaching party fails to cure such breach within Cure Period (days): days after written notice. Termination by Client after materials have been ordered or work begun may obligate Client to reimburse Contractor for costs incurred, including but not limited to materials, labor and restocking fees.

CONFIDENTIALITY

Each party shall treat as confidential all technical, commercial and financial information disclosed by the other party that is marked or otherwise identified as confidential or that reasonably should be understood to be confidential, including but not limited to pricing, proprietary installation methods and client lists. Confidential information shall not include information that is or becomes publicly available through no fault of the receiving party, is rightfully received from a third party without restriction, or is independently developed. The obligations of this Section shall survive termination of this Agreement for a period of two (2) years.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflict of laws principles. Venue for any dispute arising under this Agreement shall be in the state or federal courts located in the county where the Property is located.

ENTIRE AGREEMENT

This document, together with any appendices and signed selection pages, constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes all prior oral or written agreements. Any modification to this Agreement must be in writing and signed by both parties. If any provision of this Agreement is determined to be invalid or unenforceable, the remainder of the Agreement shall remain in full force and effect.

ACKNOWLEDGEMENTS

Client acknowledges that shingle color and shading may vary by production run and that final installed appearance may differ from sample swatches. Client accepts responsibility for initial selection and acknowledges that Contractor is not responsible for color variation not visible in the sample provided.

Client Initials:     Date:

Contractor (Print Name):

By:

Date:

Client (Print Name):

By:

Date:

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What Roofing Shingle Selection Documents Cover

A Roofing Shingle Selection documents the materials, colors, warranties, and installation options chosen for a reroof or new roof. It typically lists shingle type (asphalt, architectural, metal, slate), brand and model, color, underlayment, ventilation recommendations, and warranty selections. For contractors and homeowners, the form creates a written record of expectations that contractors, suppliers, and insurers can reference during procurement, installation, inspections, and warranty claims.

Why a Clear Selection Form Matters

A precise Roofing Shingle Selection reduces disputes, ensures material availability, and aligns warranty terms with installation choices. It also supports permit reviews and insurance inspections by documenting specifications and selected performance ratings.

Why a Clear Selection Form Matters

Who Completes and Relies on a Roofing Shingle Selection

The selection is completed by the homeowner or property owner in collaboration with the roofing contractor; project managers and procurement staff also use it when coordinating orders and schedules.

  • Homeowners: Verify color, warranty options, and expected lifespan before authorization.
  • Roofing contractors: Record installation methods, ventilation plans, and material specs for crews and suppliers.
  • Property managers: Use the selection to standardize assets across portfolios and track replacement cycles.

A well-documented selection keeps procurement, permitting, installation, and warranty claims consistent across stakeholders and over the life of the roof.

Step-by-Step: Completing the Roofing Shingle Selection

Follow these ordered steps to complete and verify the selection before placing material orders or applying for permits.

  • 01
    Inspect Roof: Assess substrate, deck condition, and ventilation prior to material selection.
  • 02
    Choose Shingle Type: Select appropriate shingle class based on budget, aesthetics, and local code.
  • 03
    Confirm Manufacturer: Verify product line, color, and available warranty options with supplier.
  • 04
    Record Signatures: Have owner and contractor sign and date the selection before ordering.

How to Customize and Complete the Selection Online

Set up a digital workflow to capture choices, route approvals, and attach product data sheets and warranty documents.

Field Configuration
Shingle Dropdown Populate with approved manufacturer models and product codes
Upload Area Allow PDF upload for product spec sheets and manufacturer warranty PDFs
Approval Routing Route to owner, contractor, and project manager in sequence
Signature Capture Enable e-signature with date and audit trail

Digital Signing and Submission Considerations

Use a platform that supports secure electronic signatures, document attachments, and audit trails to finalize selections and store records.

  • File Formats: PDF, DOCX supported
  • Integrations: CRM and cloud storage connections
  • Authentication: Email or SMS code verification

Where to Send Completed Selections and Supporting Documents

After signatures are collected, route the finalized selection to the parties that need it for permitting, ordering, and recordkeeping.

  • Permit Office: Submit digital copy with product specs for code review and approval
  • Manufacturer Warranty Dept.: Upload proof of installation method and signed selection if required
  • Project Folder: Store the signed selection and invoices in the cloud project folder
  • Insurer / Lender: Provide selection for policy updates or lien-holder records

Essential Components of a Professional Selection Form

A complete selection form communicates technical, commercial, and legal details needed for a compliant installation and future claims.

Product Identification

Exact manufacturer, model, product code, color, and exposure to ensure correct ordering and warranty validation.

Installation Method

Nailing pattern, underlayment type, starter course, flashing requirements and ventilation instructions required by manufacturer for warranty compliance.

Quantity Estimates

Squares, starter, ridge, and waste allowances; accurate quantities reduce change orders and backorders.

Warranty Terms

Type of warranty, duration, transferability, and required post-installation documentation for claims.

Signatures & Dates

Owner and contractor signatures with dates establish acceptance and trigger warranty or payment timelines.

Attachments

Product data sheets, visible defect inspection checklist, and permit copies consolidate the project record.

Required Information and Fields

Owner: Full legal name
Property: Street address, city, state, ZIP
Shingle Details: Manufacturer and model
Color: Manufacturer color name/code
Warranty: Type and start date
Signatures: Owner and contractor signature/date

Common Mistakes to Avoid

  • Ordering the wrong exposure or color code because the product model was recorded incompletely.
  • Skipping manufacturer-required underlayment or ventilation instructions that can void warranties.
  • Failing to attach product data sheets and proof of purchase to warranty registrations.
  • Not getting a signed acceptance before material delivery, causing disputes over damage or defects.

Consequences of an Incorrect or Incomplete Selection

Warranty Denial: Manufacturer may refuse claims if installation deviates from specified product or method.
Permit Rejection: Local building department can delay or deny permits for insufficient product specs.
Insurance Coverage: Incorrect records can lead to claim disputes or lowered payouts.
Cost Overruns: Reorders and change orders increase project cost and schedule risk.
Safety Risks: Improper ventilation or underlayment choices can cause premature failure or interior damage.
Contract Disputes: Ambiguous selections can lead to litigation or withheld payments.

Tips for Accurate and Efficient Completion

Adopt consistent practices that reduce rework and support warranty and permitting processes.

Standardize Options
Maintain a list of approved manufacturers and models to avoid ordering errors and simplify inspections.
Attach Specs
Always attach product data sheets and manufacturer installation instructions to the selection document.
Use Digital Signatures
Capture dated signatures and an audit trail to prove acceptance and speed routing.
Confirm Quantities
Include clear quantity calculations and waste allowances to minimize shortages and overages.

Real-World Examples of Document Use

The following examples show how signed selections streamline procurement and warranty registration in practice.

Tim Martin — Martin Properties

When managing multiple rental properties, digital selections avoided onsite delays and clarified specs for crews.

  • The signed form triggered warranty registration automatically with the manufacturer.
  • "I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Brian Fitzgibbons — Optica Ventures LLC

For renovation projects, a standard selection reduced vendor misorders and improved schedule reliability.

  • Clear model and color codes eliminated mismatches on delivery.
  • "The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers."

eSignature Pricing Comparison for Roofing Selection Documents

A concise vendor comparison focused on entry pricing, common features, and HIPAA support for organizations that may require higher compliance controls.

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 7-day free trial No No No No
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently Asked Questions About Roofing Shingle Selection

Answers to common questions about selection choices, permits, warranties, and digital signing for roofing projects.


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