Start with the correct property and source

Confirm the address, building and requested roof work before preparing a proposal. A detached garage, addition or neighboring building can change which roof belongs in the scope. Keep the source report and its date with the property record, along with any uncertainty about recent changes.

“Satellite proposal” is often used as shorthand for remote preparation. Establish whether the actual input is satellite imagery, aerial photography, a measurement report or contractor-supplied dimensions. The label alone does not establish how measurements were obtained.

Turn inputs into a scope the roofer reviews

Measurements help organize quantities, but your roofing business decides what work to offer. Identify the roof sections included, the proposed materials and the tasks that depend on inspection. Keep unknown conditions separate from confirmed scope.

Illustrative example: the homeowner requests the main house, while the source report also includes a garage. The preparer flags the difference; the roofer chooses whether the garage is excluded or offered as an option. That decision should be visible in the proposal.

Apply your prices and business rules

Use a contractor-approved price list with a clear version or effective date. Keep labor, materials, allowances and exclusions consistent with the offer you intend to make. If an input is missing, flag it for review rather than inserting an attractive-looking total.

  • Which material system and roof sections are included?
  • Which quantities have been checked?
  • Which conditions need an on-site decision?
  • Who approves pricing exceptions?
  • What must the homeowner do next?

Review the actual document before delivery

Open the final document and check property details, scope, totals, assumptions and contact information. Record which version the roofer approved. Delivery should use that version, with the recipient and next action recorded in the same job history.

Remote preparation does not replace inspection of roof condition. Read measurements versus on-site inspection for that distinction, then use the revision workflow if anything changes after review.

Get preparation support around your business

Agree on required inputs, the proposal format, approval responsibility and how delivery will be handled. Confirm the measurement source and any separate costs before assuming a report is included.

Explore LeanLine's roofing proposal support. Bring one representative property and your approved scope and pricing rules so the team can review the preparation work you need.