1. Share the brief
Send the site postcode, building use, approximate roof area and proposed work. Include any condition reports, specifications, drawings and target dates.
2. Establish the condition and scope
Agree what needs assessing before the specification is developed. The existing construction, concealed conditions and proposed system may call for additional investigation or specialist design input.
3. Review access and programme
Identify the operational constraints: occupants, deliveries, sensitive areas and working hours. Discuss phasing, access and protection alongside the proposed roofing work.
4. Confirm the quotation and delivery arrangements
Review the scope, exclusions, responsibilities and programme assumptions. Agree communication, handover documentation and applicable warranty and maintenance requirements.