Summary
Turn inspections into signed work orders by following a simple structure: prepare, inspect, present, and close—without pressure.

Before you arrive

• Confirm the appointment by text/email; include rep name & photo.

• Bring PPE, ladder, chalk, tarp, sample shingles, and a tablet with your proposal/financing app.

During the inspection

1. Warm intro and safety check (2 minutes).

2. Homeowner tour—let them show concerns first.

3. Document with photos; explain in plain language.

4. Options: repair vs. replacement, materials, timelines. Avoid jargon.

Presenting the proposal

• Show Good / Better / Best on a tablet with side-by-side photos.

• Summarize warranty and any financing in one sentence each.

• Anchor on protection + timeline, not just price.

Closing language (ethical & simple)

• “Given what we found here, the Better option protects you best and keeps the timeline tight. We can start {{date}}—does that work?”

• If they hesitate: “What’s the one thing holding you back?”

After the yes

• E-sign, collect deposit per policy, schedule.

• Send a prep checklist (vehicle move, pets/kids, HOA notice).

• Set expectations for day-of arrival window and cleanup.