Training for roofing teams

Insurance Estimate Training for Roofing Contractors

A roofing estimate starts with what the sales rep or inspector brings back from the property. Neil trains roofing teams to capture the roof, exterior, measurements, materials, and notes the estimator will need.

01

Bring the estimator a complete roof inspection

Train field reps to collect information in an order the office can use.

  • Roof and elevation overviews
  • Slope, material, and layer information
  • Accessories, flashing, drip edge, and ventilation
  • Damage photos with location and scale
  • Measurements and notes that match the photos
02

Connect the inspection to the Xactimate estimate

Neil shows the team how quantities, line items, photos, and notes work together so the estimate reflects what was actually inspected.

03

Train the role that is causing the delay

Sessions can be built for sales reps, roof inspectors, estimators, production staff, or the whole team. Start with photos, Xactimate Mobile, estimate writing, or supplements.

FAQ

Frequently asked questions

  • Can you train roofing sales representatives who do not write estimates?

    Yes. Their session can focus on the roof inspection, photo order, measurements, material details, and the information the estimator needs.

  • Can the class cover both roof and exterior damage?

    Yes. The agenda can include roof surfaces, elevations, openings, gutters, accessories, and other exterior conditions that matter to the estimate.

  • Do you offer training at roofing offices?

    Yes. Neil can provide in-person training at roofing offices anywhere in the world when the program and travel logistics are a fit. Live virtual training is also available worldwide.

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Tell us what you need

Send a few details about your role, your team, and what you want to improve. Our team will review it and get back to you.