BigBoss Roofing LLC

Project intake and branded document templates.

Enter customer and project information one time. The portal fills common roofing project documents for browser printing or saving as PDF.

BigBoss Roofing LLC logo
Important: These templates are provided for business formatting and workflow use only. They are not legal advice. BigBoss Roofing LLC should have agreements and legal documents reviewed by an attorney or qualified compliance professional before use.
BigBoss Roofing LLC
Customer Intake Sheet
BigBoss Roofing LLC • 817-726-1240 • info@bigbossroofing.com
Customer
Phone
Email
Date
Property Address
Mailing Address

Project / Claim Information

Insurance Carrier
Claim Number
Date of Loss
Mortgage Company
Loan Number
Sales Rep

Scope / Notes

BigBoss Roofing LLC
Contingency Agreement Template
BigBoss Roofing LLC • 817-726-1240 • info@bigbossroofing.com
Customer
Phone
Email
Date
Property Address
Mailing Address

Template Notice: This document is a business workflow template only and is not legal advice. BigBoss Roofing LLC should have any agreement reviewed by an attorney or qualified compliance professional before use.

Customer authorizes BigBoss Roofing LLC to inspect the property, prepare a scope or estimate for roofing/exterior work, and discuss project options. Any final agreement, price, scope, payment terms, and warranty terms must be confirmed in writing.

Insurance Carrier
Claim Number
Contract Amount
Deductible

Scope

Customer Signature / Date
BigBoss Roofing LLC / Date
BigBoss Roofing LLC
Work Order
BigBoss Roofing LLC • 817-726-1240 • info@bigbossroofing.com
Customer
Phone
Email
Date
Property Address
Mailing Address
Start Date
Sales Rep
Contract Amount
Payment Terms

Approved Scope of Work

Notes

BigBoss Roofing LLC
Change Order
BigBoss Roofing LLC • 817-726-1240 • info@bigbossroofing.com
Customer
Phone
Email
Date
Property Address
Mailing Address

This change order documents additions, deductions, or changes to the original project scope. Changes should be reviewed and approved before work proceeds.

Original Contract Amount
Change Amount
________________
New Total
________________
Reason for Change
________________

Change Description

________________________________________________________________________________

________________________________________________________________________________

Customer Signature / Date
BigBoss Roofing LLC / Date
BigBoss Roofing LLC
Certificate of Completion
BigBoss Roofing LLC • 817-726-1240 • info@bigbossroofing.com
Customer
Phone
Email
Date
Property Address
Mailing Address

Customer acknowledges that the listed project work has been substantially completed, subject to any written punch-list items noted below.

Completion Date
Project Amount

Completed Scope

Punch List / Notes

________________________________________________________________________________

Customer Signature / Date
BigBoss Roofing LLC / Date
BigBoss Roofing LLC
Final Invoice
BigBoss Roofing LLC • 817-726-1240 • info@bigbossroofing.com
Customer
Phone
Email
Date
Property Address
Mailing Address
Invoice Date
Invoice Total
Deductible / Customer Responsibility
Payment Terms

Project Description

Please remit payment per written agreement. Warranty, financing, and insurance claim details are reviewed by project and written terms.

BigBoss Roofing LLC
Cash Bid
BigBoss Roofing LLC • 817-726-1240 • info@bigbossroofing.com
Customer
Phone
Email
Date
Property Address
Mailing Address

This cash bid is a project estimate/proposal for work outside of an insurance proceeds workflow unless otherwise stated in writing.

Bid Date
Bid Amount

Proposed Scope

Exclusions / Notes

Customer Acceptance / Date
BigBoss Roofing LLC / Date
BigBoss Roofing LLC
Mortgage Company Checklist
BigBoss Roofing LLC • 817-726-1240 • info@bigbossroofing.com
Customer
Phone
Email
Date
Property Address
Mailing Address
Mortgage Company
Loan Number
Insurance Carrier
Claim Number

Common Items To Request / Track

  • Mortgage company claim packet requirements
  • Endorsed insurance check instructions
  • W-9 or contractor information, if requested
  • Contract / estimate / proof of work documents
  • Inspection or completion confirmation requirements

Mortgage company requirements vary. Customer should confirm exact requirements with their lender or mortgage servicer.

BigBoss Roofing LLC
Proof of Contract / Carrier-Facing Summary
BigBoss Roofing LLC • 817-726-1240 • info@bigbossroofing.com
Customer
Phone
Email
Date
Property Address
Mailing Address
Insurance Carrier
Claim Number
Date of Loss
Contract Amount

Project Summary

This summary is provided for project documentation. BigBoss Roofing LLC is not a public adjuster, attorney, insurance company, or claim settlement authority.

BigBoss Roofing LLC
Third-Party Authorization Template
BigBoss Roofing LLC • 817-726-1240 • info@bigbossroofing.com
Customer
Phone
Email
Date
Property Address
Mailing Address

Template Notice: This authorization should be reviewed for legal sufficiency before use.

Customer authorizes BigBoss Roofing LLC to communicate with relevant project parties regarding roofing/exterior project documentation, scheduling, estimates, and project coordination.

Insurance Carrier
Claim Number

Authorized communication does not authorize BigBoss Roofing LLC to act as a public adjuster, attorney, insurance company, or claim settlement authority.

Customer Signature / Date
BigBoss Roofing LLC / Date
BigBoss Roofing LLC
Project Closeout Checklist
BigBoss Roofing LLC • 817-726-1240 • info@bigbossroofing.com
Customer
Phone
Email
Date
Property Address
Mailing Address
  • Final walkthrough completed
  • Photos collected
  • COC signed, if applicable
  • Final invoice issued
  • Warranty information provided, if applicable
  • Mortgage company requirements reviewed, if applicable
  • Final payment status confirmed
  • Customer review request sent

Closeout Notes