Before work
- Written estimates
- Contractor information
- Licensing and insurance verification where applicable
- HOA approval if required
- Permit information if applicable
During the project
- Signed contract
- Approved change orders
- Photographs
- Payment records
- Important written communications
After completion
- Final invoice
- Manufacturer product information
- Warranty documents
- Permit and inspection records when applicable
- Final photographs
Store records securely
Keep digital and/or paper copies where they can be found later by the homeowner or a future owner.
Planning note: Roofing Help USA provides general homeowner education and may connect homeowners with independent providers. It does not perform roofing work. Verify licensing, insurance, project scope, and contract terms before hiring.
Related Roofing Help USA guides:
Complete Roof Replacement Guide • Signs You May Need a New Roof • Roof Replacement Cost Guide