Roofing Resources

Roofing Contractor Referral Checklist

A referral should start with a clear understanding of fit.

A practical working guide

Prepare.
Ask.
Confirm.

Use this as a planning checklist. Confirm specific terms and requirements with the business or provider involved.

Confirm where the contractor currently works, which services they handle and whether they are accepting referrals.

Use the company’s approved business name, website and contact details. Verify that the person listed is authorized to receive inquiries.

Ask for applicable licensing and insurance information. Record what was checked and when; a directory listing alone is not verification.

Describe the homeowner’s need without promising the contractor’s price, availability or assessment.

Confirm permission before sharing private homeowner information. Agree on who will make contact and how the introduction will happen.

Reconfirm changes to service coverage, phone numbers or referral availability before sending new work.