Roof inspection requests

A roofing form for your website and the table its responses land in. It asks for the address, roof type, the problem, the storm date when storm damage is chosen, photos, preferred timing and details. Each response becomes one request you follow from new to scheduled to done or closed.

Use it when

Use it when a roofer wants the roof type, the problem, photos and, after a storm, the storm date before arranging an inspection. Add it from the Sites editor's Forms panel or the sidebar's Add; it creates a new Inspection requests table, or writes into one you already have when that table holds the same fields.

Use something else when

An emergency that needs an urgency route is Service requests. Insurance claims are your own process; the form only records the storm date.

What it adds or changes

Form and responses together · publish your site separately

It brings these with it:

Settings

Setting What it does Default
Form name The form's title as visitors see it; every other line of wording is reworded later from the form's settings. Request a roof inspection
Response workspace Where responses are kept: a new Inspection requests table, or an existing table of this business that holds the form's fields.

How it works

It runs its own built-in automation, called Roof inspection requests. Tell staff about a new response: read a new response, choose the staff destinations and email its full details. Empty recipient groups send nobody.

Example

Summit Roofing, a fictional roofer, adds the form. A visitor picks Shingle and Storm damage, gives the storm date and uploads photos of missing shingles; the request lands as new and moves to scheduled once the inspection is booked.

Limits

The storm date appears only for storm damage. Nothing diagnoses the roof or files a claim. Say an inspection is free only if you offer that. No visitor gets an automatic reply. Staff notices come from the table's own automation, which starts paused until recipients are set.