Roof-repair planning for managed and shared properties
Build a managed roof repair approval record
Build a managed roof repair approval record with a photo-first condition record, defined scope, and documented handoff.
Understand the condition
A scheduling request, resident consent to enter, and authority to approve construction are separate decisions.
Freeze the proposal version, name the authorizer and change-order contact, and reconcile notices, invoices, photos, and unresolved interior work at closeout.
Define the repair decision
Record the proposal number and date, included roof areas, selected options, exclusions, allowance rules, authorizer, and change-order contact. Resident permission to enter should sit in the access record, not in the approval field. This keeps a scheduling exchange from being mistaken for authority to expand construction work.
At closeout, reconcile the accepted scope with dated changes, field photographs, invoice wording, warranty terms, and unresolved interior or monitoring items. Keep superseded proposals marked as such. A future manager should be able to see what was observed, what was approved, and which conditions were never opened or addressed.
- Identify the affected assembly and transitions
- Compare proposals against one documented boundary
- Record concealed conditions before covering