Roofing Project Checklist: Plan, Execute, and Close Out Every Job

As a roofing project manager, your job is to keep everything running smoothly — from the first site visit to the final handoff. But with so many moving parts, it’s easy for things to fall through the cracks.

That’s why we created this roofing project manager checklist — a step-by-step guide to help you track what matters before, during, and after every job.

Whether you’re managing your first project or your fiftieth, this checklist will help you:

• Ensure quality and safety
• Improve crew accountability
• Deliver projects on time and on budget

Let’s break it down into 3 key phases:

Before the Job: Planning & Prep

This stage sets the tone for everything that follows. Get it right, and you’ll avoid costly mistakes later.

Pre-Job Roofing PM Checklist:

• Review client scope and contract
• Conduct a roof inspection checklist (existing damage, access points, measurements)
• Obtain permits and schedule required inspections
• Confirm materials list and delivery schedule
• Assign crew and subcontractors (with clear start dates)
• Upload documents to your roofing project management software
• Create job schedule and share with stakeholders
• Verify warranties, insurance, and compliance
• Walk the site with the client or GC
• Set up your contractor time tracking app or construction time tracking app

Pro Tip: Use TaskTag to centralize your pre-job planning with files, checklists, tasks, and crew assignments.

During the Job: Execution & Monitoring

This is where most problems (or wins) happen. Stay on top of progress, safety, and communication.

Mid-Job Roofing PM Checklist:

• Daily crew check-ins and job site safety meeting
• Confirm material deliveries and inventory
• Track tasks and progress in a roofing project software
• Log weather delays or change orders
• Take daily photos for documentation
• Monitor time logs via your time tracking app for contractors
• Conduct mid-project roofing site audit for quality control
• Maintain communication with client or GC
• Update budget vs. actual costs weekly
• Address any crew or compliance issues immediately

TaskTag includes built-in checklists, photo uploads, and real-time task tracking — perfect for keeping everyone aligned on the job.

After the Job: Closeout & Handoff

Finishing strong is just as important as starting strong. Make sure the project wraps up smoothly and professionally.

Post-Job Roofing PM Checklist:

• Final walkthrough with client or GC
• Complete roof handover checklist (photos, warranty docs, cleanup confirmation)
• Upload final documents and photos to project folder
• Collect completion signatures (client, inspector, crew)
• Review time logs and issue final payroll
• Submit invoice and confirm payment terms
• Conduct a team debrief (what went well, what didn’t)
• Archive project in your general contractors software
• Send follow-up email or feedback request to client

Bonus: With TaskTag, you can generate a closeout report for clients and GCs with just a few clicks.

Why Use a Digital Checklist?

Paper checklists get lost. Verbal reminders get forgotten. With a digital checklist inside a tool like TaskTag, you can:

• Standardize your process
• Assign owners to each step
• Track progress in real time
• Reduce risk and rework
• Keep your projects on time and on budget

That’s why more PMs are switching to platforms like TaskTag, one of the best construction platforms for builders in 2026.

FAQ: Roofing PM Checklist

What’s the difference between a roof inspection checklist and a roof handover checklist?

• A roof inspection checklist is used before and during the job to document existing conditions and ensure proper installation.
• A roof handover checklist is used after the job to confirm everything is complete and ready for client acceptance.

Is this checklist useful for general contractors too?

Absolutely. GCs overseeing roofing subs can use this to track milestones and ensure accountability — especially when using construction software for large GCs or general contractors software like TaskTag.

Can I track this checklist in TaskTag?

Yes! TaskTag lets you build reusable checklists, assign steps to team members, and track progress live — all from your phone or browser.

Is there a free time tracking app for contractors included?

Yes — TaskTag has a free time tracking app for contractors built in, so you can log hours by project, crew, or task.

What other tools should I use with this checklist?

• Best preconstruction software 2026 for estimating and planning
• Best construction management software for small general contractors for simplified job tracking
• Construction time tracking app to monitor labor costs in real time

Final Thoughts

A strong checklist is more than a to-do list — it’s your roadmap to a successful roofing project. By tracking the right things before, during, and after the job, you’ll save time, reduce errors, and deliver better results.

👉 Ready to put this checklist into action?
Try TaskTag and start managing your roofing jobs with clarity and confidence — one checklist at a time.

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