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Roof Leak Investigation

Leak call documentation: interior symptoms, suspected entry point, water test, photos, and the repair made — emailed to the customer as a PDF report. Free to start.

22 fields across 4 pages ~18 min to complete Works offline

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What happens when it's submitted

Roof Leak Investigation, on a phone and as a PDF

On the technician's phone. All 4 screens, in order — tap to step through them. Photos, signatures and repeat rows are captured on the device, and it all works with no signal.
YOUR LOGORoof Leak InvestigationService ReportJOB #1042DATE10 Aug 2026CUSTOMERNorthside Prop…TECHNICIAND. ReyesINSPECTION DETAILSCustomerNorthside Property Gr…Visit date10 Aug 2026TechnicianD. ReyesArrival location41.8781, -87.6298When was the leak first notic…—MATERIALS USEDPARTQTYUNITTOTALItem 112Item 1Item 1Item 224Item 2Item 2Item 336Item 3Item 3INTERIOR PHOTOSPhoto 1Photo 2Photo 3SIGN-OFFTechnician signature10 Aug 2026DateYour Company · (555) 010-4477 · yourcompany.comPage 1 of 1
The PDF your customer receives. Your logo and your layout, with repeat sections tabulated and photos laid out — emailed the moment it's submitted.

Both panels are drawn from this template's actual fields, so they change when the form does. Sample values shown; branding and layout are yours to change in the PDF designer.

What's on the form

All of this is customizable to your process. Delete the fields you don't need, add the ones you do — and every lookup is powered by your customer list and your own data.

1

Call Details

  • CustomerRequiredcustomer lookup
  • Visit dateRequireddate
  • TechnicianRequiredemployee lookup
  • Arrival locationGPS stamp
  • When was the leak first noticed?text
  • Leak active at time of visitRequiredtoggle
  • Occurs duringcheckbox
2

Interior Evidence

  • Interior location of leak (room, ceiling area)Requiredtext
  • Interior evidence observedcheckbox
  • Interior photosRequiredphoto
  • Attic inspectedtoggle
  • Attic findings (water trails, daylight, wet sheathing)Conditionaltextarea
3

Roof-Level Findings

  • Suspected entry pointRequireddropdown
  • Photo of suspected sourceRequiredphoto
  • Water test performedtoggle
  • Water test resultConditionaltextarea
  • Investigation notestextarea
4

Resolution & Sign-off

  • ResolutionRequireddropdown
  • Repair performedConditionaltextarea
  • Materials usedparts picker
  • Technician signatureRequiredsignature
  • Customer signaturesignature

Use this template with your own crew

Start a free trial, open it in the builder, and send it to a technician today. No card required.

Start free trial →

30 days free · no card · cancel yourself any time. No seat minimum.

Would rather ask a person first? Email us — a human answers.