Digital protocols for roofers
Record roof inspections, storm damage, waterproofing and handover with photos — instead of notes nobody finds later.
Bring an existing form. In the call we map your real workflow in ProtocolHero and show what the finished PDF looks like.
How Roofers document today – and what it costs
Nobody sees a roof from below. The customer, the insurer and your own office depend on the crew documenting what was up there and what was done: condition of the covering, connections, drainage, damage pattern after a storm, before/after of the repair. Today this is phone photos in a chat group, notes on the measurement sheet and a report the office assembles from both days later.
That costs: the insurer asks for the photo of the damage before the emergency seal — there is one, but nobody knows which property it belongs to. The maintenance contract for the flat roof requires a report per inspection, and every crew delivers a different form. And when the customer complains about a water stain after two years, there is no record of what the connection looked like at handover.
For the owner this means: they do not know which maintenance inspections are due, which storm damage is not yet invoiced and whether the crews document in a way that insurer and office can work with immediately. ProtocolHero documents roof condition and work so that customer, insurer and office can work with it right away.
Who ProtocolHero is built for
- Roofing companies with several crews
- Roofing contractors with maintenance contracts for flat roofs of commercial and housing clients
- Companies that record and repair storm and hail damage for insurers
- Roof and facade companies that install PV substructures and roof windows for general contractors
Four things that change for management
Not more forms, but less rework, less risk and a business you can show at any time.
Damage before, work after — on the same property
The damage record has required fields for photos before securing, damage description, measures and photos after the repair. Everything attaches to the property in the database, with timestamp. The insurer receives the link with PDF — without the office searching the chat for photos.
Maintenance inspections with deadline per roof
Flat roofs under maintenance contract live in the database with interval. The document hub shows which inspection is due, done or approved; the Hero Agent posts the list to your channel before the season. Previous values and photos from the last inspection are ready at the next visit.
Every crew documents the same way
One central template per process — inspection, damage record, repair, acceptance — with roof areas as recurring blocks and required fields. New employees work in the same standard from day one; the office no longer receives three formats.
The finding becomes the quote, the open item becomes the card
When the crew finds defects during the inspection, the Hero Agent creates cards on the board — for quote, repair or re-check — with owner and deadline. Storm damage arrives structured via web form from customers and property managers, instead of by phone.
Schluss mit Word, Excel und Zettelwirtschaft
Diese typischen Hürden kennen Betriebe in Ihrem Gewerk – und genau hier setzt ProtocolHero an.
Roof inspections and damage photos sit unsorted on the phone.
Storm and hail photos are sent via chat and later cannot be assigned.
Waterproofing, dormers and parapets are missing or only free text.
Handover ends as a paper pile — without a clean PDF.
So unterstützt ProtocolHero Roofers
Vor Ort erfassen, im Team prüfen und freigeben, als PDF übergeben – digital, mobil und nachvollziehbar.
Roof inspection with photos
Capture inspection, condition and defects on site — photo, location and a short assessment in one protocol.
Storm and hail damage
Record damage on field, ridge, valley or parapet with a photo and assign it to the property.
Areas as recurring blocks
Add roof field, dormer or parapet as a repeatable level and fill waterproofing, condition and photos per section.
Handover as PDF
Sign the acceptance on site and hand it over as a PDF to site management or the owner.
From template to proof
One continuous process instead of isolated tools – identical for every team, with clear ownership per step.
- 1
Templates for roof and season
Roof inspection and maintenance, storm/hail damage record, repair report, acceptance, measurement — maintained centrally, with required fields for before/after photos.
- 2
Properties and maintenance contracts in the database
Property, roof type, area, contract interval, contact at customer or management. Every protocol attaches to the roof.
- 3
Crew documents on the roof — offline too
Photos, condition per area, measures on the smartphone. Work continues without signal; sync happens in the van.
- 4
Accept storm damage structured
Customers and property managers report via a web form on your website or by email to the channel; the Hero Agent creates the card with property, priority and owner.
- 5
Approval and delivery
Master roofer or site manager reviews and approves; customer and insurer receive link and PDF. Whoever only needs to read does not need a licence.
- 6
Next inspection and open items
Maintenance interval on the property, reminder by the Hero Agent. Quotes and re-checks from findings sit as cards with deadline on the board.
Where the money is left after the storm
A roofing company with five crews easily creates 150 damage, repair and inspection reports a month in a storm season. If each report costs 30 minutes for searching photos in the chat, assigning, writing the report and sending to insurer or management, that is 75 hours a month — in the office, while the crews wait for the insurer's response.
The bigger item is not in the spreadsheet: an insurance payout cut because the before photo is missing; a maintenance contract the property manager re-tenders because the reports were not uniform; a complaint after two years reworked out of goodwill because the handover condition is not documented. With photos on the property, timestamp and approval, these cases are provable.
- Before/after photos on the property instead of in the chat group
- Reports to insurer and management on the day of the work, without gathering
- Maintenance inspections with deadline per roof — recurring revenue secured
- One template for all crews — uniform standard, even with new employees
Inspection protocols, maintenance reports, acceptances, fault reports
Retyping, matching photos, follow-ups, creating the PDF, filing
Review and approve – the rest is captured on site
Per year, office only
€64,800
20 minutes less office work per protocol × 4,320 protocols × €45/h
- 4,320
- protocols per year
- 1,440
- office hours saved per year
- 180
- working days (8 h) per year
Not included: fewer follow-ups on site, less rework, faster invoicing and the time you save when someone asks for proof. We measure the real numbers in the pilot.
Start a pilotReal customers, real statements
Our references document damage and repairs for insurers, create protocols directly on site and work on roofs on PV systems — the same mechanism as damage records and roof maintenance.
„Gerade bei Wasserschäden und Arbeiten für Versicherungen ist eine saubere Dokumentation extrem wichtig. Es muss nachvollziehbar festgehalten werden, welcher Schaden vorlag, welche Maßnahmen durchgeführt wurden und wie die Instandsetzung erfolgt ist. Das hilft uns intern für den Überblick, aber auch nach außen bei Rückfragen mit Kunden und Versicherungen.“
„Ich nutze ProtocolHero in meinem Elektrofachbetrieb für die Erstellung von Prüf- und Abnahmeprotokollen und bin sehr zufrieden. Besonders praktisch finde ich, dass ich Protokolle direkt digital erstellen und problemlos auf der Baustelle ausfüllen kann. Die Software ist übersichtlich und einfach zu bedienen – deutlich weniger Papierkram und eine viel effizientere Dokumentation.“
„The first time I heard about ProtocolHero, I was excited about the vision from the very first minute – and today I'm proud that I got the product right away, as ProtocolHero's very first customer. I'm convinced that a product can only grow when we as businesses support one another – that's the only way to truly reduce the time our own customers have to spend. In the beginning a lot was new to me, but Steven, the managing director, always advised me kindly and responded to my own wishes right away. That's why we'll also be using ProtocolHero for our photovoltaic systems, heat pumps and other areas going forward. Many thanks to the whole team – and here's to a great future together!“
Beliebte Vorlagen für Roofers
Starten Sie mit fertigen Vorlagen oder bauen Sie sich Ihre eigenen – ganz ohne IT-Kenntnisse.
Fragen rund um Roofers
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