Industry Playbooks
How Roofing Reps Should Track Doors, Inspections, and Follow-Ups
June 10, 2026 · 6 min read
A field-tested system for tracking every door, every inspection, and every claim — without a single spreadsheet.
The five states every roofing door is in
- Not knocked
- Knocked, no answer
- Inspected, no damage
- Inspected, damage found
- Claim filed / approved / scheduled / built
What each state needs from you
- Not knocked — get it knocked. Filter the map to 'no pin'
- No answer — retry at a different time of day. Two retries max
- No damage — leave a card. Pin gray. Move on
- Damage found — photo + sketch + insurance carrier + adjuster reminder
- Claim in progress — weekly status check. Adjuster-meeting reminder
The manager view
Open the dashboard once a day. Look for: damage-found leads with no claim filed, claims older than 14 days with no update, and approved claims not yet scheduled for build.
Territoryly's roofing template surfaces all of these by default.