Introduction
The most expensive roofing mistake isn’t a bad shingle — it’s a bad order: wrong square count, missing accessories, or a delivery the crew can’t use. This pre-order checklist is the final gate between your estimate and your supplier call. Work through it in order; every item maps to a measurement, a calculation, or a confirmation from elsewhere in this guide series. If any box can’t be checked honestly, stop and fix it — that’s what the checklist is for.
Keep the Roof Area Calculator open as you verify: re-enter your final dimensions and confirm the square count one last time before ordering.
How to Use This Checklist
Work the checklist top to bottom, in order — measurements first, then calculation, then the material list, then logistics. Each section depends on the one above it: there’s no point finalizing bundle counts if the pitch is still a guess, and no point booking delivery if the square count hasn’t passed the sanity check. Print it or keep it open on your phone at the supplier counter. Check each box only when you can point to the evidence — the sketch, the calculator result, the written quote — not when it merely “sounds right.” If a box can’t be honestly checked, stop: the checklist has done its job by catching the gap before money changes hands. Most failed orders trace back to exactly one unchecked box, usually in the first section.
Measurements Verified
- ☐ Footprint measured wall-to-wall, then overhangs added. Eave and rake overhangs measured or conservatively estimated (typically 1–2 ft / 30–60 cm eaves). The number in the calculator is roof-edge to roof-edge, not wall-to-wall. Method: estimating guide.
- ☐ Pitch confirmed by measurement, not by guess. Attic rafter method or level-at-rake method, ideally two readings averaged. Cross-check: does the multiplier feel right for what you see? Technique: pro tips.
- ☐ Every plane accounted for. Sketch shows all main planes, dormers, and additions, each labeled with dimensions and pitch. Nothing counted twice at valleys; nothing forgotten at the back. Common failure mode: common mistakes.
- ☐ Penetrations dispositioned. Small vents and pipes: not deducted (standard practice). Large features (30 ft² / 3 m²+): deducted with contractor agreement. Chimney flashing plan confirmed.
- ☐ Linear measurements taken. Ridge length, hip lengths, eave and rake totals, valley lengths — needed for ridge cap, drip edge, and flashing quantities per the material guide.
Calculation Verified
- ☐ Pitch multiplier applied from the table, not estimated. 6/12 → 1.118, 8/12 → 1.202, etc. Derivation: formula guide.
- ☐ Waste allowance matches complexity and material. 10% simple shingle gable; 12–15% hip/dormered; 15–20% tile/slate complex; 5–10% standing-seam metal. When torn between two values, take the higher.
- ☐ Squares rounded UP. 14.76 → 15 squares. Bundles rounded up per the material’s bundles-per-square rate.
- ☐ Sanity check passed. Total squares ÷ footprint squares ≈ pitch multiplier × (1 + waste). If the ratio is off, find the error before ordering — don’t order through it.
- ☐ Independent cross-check done. Satellite measurement or a second person’s tape agrees within ~5%. If getting contractor bids, your number is ready for comparison (DIY vs pro).
Materials List Complete
- ☐ Field material ordered by the correct unit. Shingles: bundles (3/square architectural, 4/square 3-tab). Metal: panels per plane lengths. Tile/slate: pieces per data sheet. Coverage rates: material guide.
- ☐ Ridge cap and hip cap quantified. ~1 bundle per 30–35 linear ft of ridge/hip.
- ☐ Starter strip included. ~1 bundle per 100–120 linear ft of eave.
- ☐ Underlayment quantified. Synthetic ≈ 10 squares/roll; felt ≈ 4 squares/roll.
- ☐ Ice & water shield quantified. Eaves (to 24 in / 61 cm inside the wall line in cold climates), valleys, penetrations — by linear foot converted to rolls.
- ☐ Drip edge, flashing, vents, boots listed. Drip edge in 10-ft sticks for all eaves + rakes; step/valley flashing; pipe boots per penetration; ridge vent or box vents per ventilation plan.
- ☐ Fasteners confirmed. Nails/staples per manufacturer spec (note: high-wind zones may require 6 nails per shingle — check the code guide).
- ☐ Same dye/lot where it matters. Shingles ordered together; reorder risk acknowledged — the reason rounding up matters.
Logistics and Admin Confirmed
- ☐ Supplier confirmed stock and lead time. Special-order colors and metal panels can take weeks — the order date, not the measurement date, drives the schedule.
- ☐ Delivery access planned. Boom truck reach, driveway weight limits, where pallets land. Tile and slate are heavy — confirm the delivery method.
- ☐ Tear-off and disposal arranged. Dumpster ordered or contractor handling; per-square tear-off cost in the budget (cost guide).
- ☐ Permit pulled (or confirmed not required). Contractor pulling it is the norm; verify before work starts. Details: code compliance guide.
- ☐ Contractor verified. License, insurance (liability + workers’ comp), written scope with per-square line items, warranty terms, payment schedule. Never full payment upfront.
- ☐ Budget holds 10% contingency. Decking repairs found at tear-off are the classic surprise — the contingency is for them.
- ☐ Weather window checked. No rain in the forecast for the job duration; materials stored dry on site.
Related Guides
- Complete Guide — roof area fundamentals.
- Estimating Guide — the measuring workflow.
- Material Guide — coverage and ordering math.
- Cost Guide — budgeting per square.
- FAQ — quick answers.
- Code Compliance — permits and requirements.
A checked list is a calm project: measurements verified, math sanity-checked, every accessory on the order, delivery and permits arranged, contractor vetted, contingency held. Run the final numbers once more in the Roof Area Calculator, make the call, and start the job knowing the material side is handled. Keep the completed checklist with your project paperwork — at final inspection and at resale, it’s proof the job was planned, not improvised.
Disclaimer: This checklist is a planning aid, not professional advice. Verify all measurements on site, confirm product coverage against manufacturer data sheets, and consult a licensed roofer or contractor — and check local building code — before ordering materials or starting work.
