The Roof Shepherd Documentation Standard
Every field engagement produces a structured, plain-language record. Consistent method. Organized output. A homeowner can read it without help from a contractor or adjuster.
The Method
Observation → Documentation → Delivery
Observation
Conditions are noted by zone: roof surface by section, soft metal surfaces, gutters, fascia, siding elevations, and interior indicators. Only what is visible is recorded. No speculation or assumption about what is underneath.
Photo Evidence
Photos are taken at the condition location, labeled by zone and surface type, and organized with condition notes. Every image is anchored to a specific location and condition — not a loose folder of undescribed images.
Plain-Language Record
The final record uses plain English. No contractor jargon. No insurance terminology. Technical condition descriptions are followed by a plain-language explanation of what they mean for the homeowner’s next decision.
What Gets Documented
Condition categories in a standard field record
| Category | What is documented | Why it matters |
|---|---|---|
| Roof surface | Shingle condition, granule loss, cracking, impact bruising, exposed substrate, ridge condition | Primary indicator of material lifespan and storm-related degradation |
| Penetrations | Pipe boots, vent caps, flashing, chimney step flashing, skylights | Most common leak source — documented separately from shingle surface condition |
| Soft metals | Gutters, drip edge, vent caps, AC unit tops, metal trim | High-sensitivity hail indicators with consistent, measurable impact patterns |
| Fascia & soffit | Rot, impact damage, separation, paint condition | Fascia rot is a water management and structural concern adjacent to the roofline |
| Siding & paint | Impact marks, spalling, bubbling, wind-related separation by elevation | Exterior surface documentation supports full-property storm records |
| Interior indicators | Ceiling stains, moisture mapping, attic ventilation observations | Corroborates exterior documentation when moisture intrusion is active |
Next Step