Home Services template

Roofing Inspection Request Form Template

Storm season fills your inbox with vague "my roof leaks" emails. This roofing inspection request form captures the roof type, the damage, photos, and insurance context up front, so you show up with the right crew and the right numbers. Every request lands on your board, ready for the inspection report, the contract, and the deposit.

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Free plan, no credit card required. Built for HVAC companies, plumbers, electricians, landscapers, painters, and contractors.

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forms.docotto.com/f/your-business

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Step 1 of 4

Contact and Property

Full Name

Email Address

Phone Number

Property Address

Continue

Preview of this template's first step. Every question is editable in the builder.

What this template collects

4 steps, 17 fields. Customers only see the questions that fit their answers, and every field is editable in the builder.

Step 1: Contact and Property

  • Full Name (required)
  • Email Address (required)
  • Phone Number (required)
  • Property Address (required)

Step 2: Roof Details

  • Reason for Inspection (required)
  • Approximate Roof Age
  • Property Type (required)
  • Urgency (required)
  • Describe What You're Seeing

Step 3: Photos and Consent

  • Upload Photos
  • Consent (required)

Step 4: Storm and insurance details

  • This damage is storm-related
  • Date of the storm
  • Insurance claim status
  • I need an emergency tarp before the inspection
  • Number of stories
  • Preferred inspection date

Built with home services details in mind

The starter fields are editable, but these examples show the industry logic, pricing, and follow-up this workflow can support.

Common fields to add

  • Inspection reason
  • Roof type
  • Roof age
  • Leak location
  • Storm date
  • Insurance claim status
  • Number of stories
  • Access details
  • Photos
  • Preferred inspection date
  • Emergency tarp need

Conditional logic examples

  • If storm damage is selected, show storm date, insurance, and photo upload fields.
  • If active leak is selected, show emergency tarp and interior damage fields.
  • If roof is over a set age, show replacement interest questions.
  • If commercial property is selected, show building access and tenant hour fields.

Calculation examples

  • Inspection fee
  • Emergency tarp estimate
  • Replacement deposit range
  • Travel fee by service area

What happens after submit

A basic form builder stops here. DocOtto keeps going: every submission becomes a deal you can track from intake to signed and paid.

Lands on your board

The submission becomes a card on your pipeline the moment it arrives. Assign it, note it, and move it forward.

Customer gets a status page

Every submission gets a Living Link with your branding, so customers always know what happens next.

Contract goes out pre-filled

Create the agreement from your template, filled in with their answers, and send it for e-signature.

Deposit collected via Stripe

Request a deposit or full payment. When it lands, the card on your board moves forward on its own.

Suggested pipeline for this template

Use these stages as a starting point, then rename or reorder them to match how your team works.

  1. 1Inspection requested
  2. 2Damage review
  3. 3Inspection scheduled
  4. 4Estimate sent
  5. 5Contract pending
  6. 6Deposit paid
  7. 7Crew scheduled

Contract and payment triggers

  • Send repair or replacement contract after estimate approval.
  • Collect deposit before materials are ordered or crew time is reserved.

Customer status examples

Request receivedPhotos reviewedInspection scheduledEstimate sentContract sentDeposit paid

Example workflow

storm damage inspection

After a hail storm, a homeowner submits an inspection request and marks storm damage. The form reveals the storm date, insurance claim status, and photo upload fields. The request lands in Damage Review, the inspection is scheduled, and the estimate follows. When the homeowner approves, the repair contract goes out, the deposit is collected before materials are ordered, and the Living Link tracks every step from photos reviewed to deposit paid.

Why use DocOtto instead of a basic form builder?

Form builders collect responses and stop. DocOtto runs the whole middle: the pipeline that tracks every deal, the contract that fills itself in, the Stripe deposit that follows the signature, and the Living Link that keeps your customer in the loop. From intake to signed and paid, in one place.

Run a home service business? See how the whole workflow fits together.

Service request forms with paymentEstimate request formsCollect deposits online

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Frequently asked questions

Is the roofing inspection request form template free to use?
Yes. Start on the free plan with no credit card, pick this template, and launch it in minutes. Upgrade only when you outgrow the free limits.
Can I customize the questions?
Yes. Every field, step, color, and logo is editable in the drag-and-drop builder. Add questions, remove them, or change the math, no code needed.
What happens after someone submits?
The submission lands on your pipeline board, the customer gets a Living Link status page, and from there the contract can go out pre-filled for e-signature and the deposit can be collected through Stripe.
Can this form collect payments and signatures?
Yes. Connect Stripe to collect deposits or full payments, and add e-signatures through an ESIGN-compliant process to the same workflow.
How do customers find the form?
Share it as a link, embed it on your website, print a QR code, post it on social media, or email it straight to your customer list.
Can this roofing form collect storm and insurance details?
Yes. Ask for storm date, leak location, roof age, insurance status, photos, and emergency tarp needs before the inspection.
Can roofing customers see inspection status?
Yes. The Living Link can show that photos are reviewed, inspection is scheduled, estimate is sent, contract is pending, and deposit is paid.

Launch your roofing inspection request in minutes

Pick this template, add your logo and pricing, and share the link. Every submission lands on your board, ready for the contract and the deposit.

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