Start with the project address, the trade scope you need, and the bid deadline. Include the current plan date or revision, available photos, and known site constraints. If the design is still developing, identify the decisions that remain open.
Tell us whether the request is for early planning or a defined bid, and name the person coordinating the work. We will arrange a suitable way to receive plans and supporting records, then confirm project fit and available capacity.
Agree the handoffs before work starts.
For connected roofing and HVAC scopes, identify responsibility for equipment, curbs, penetrations, flashing, and disturbed roof areas. Discuss who coordinates access and any shutdowns, especially where tenants or other trades share the site.
Use the written proposal to review inclusions, exclusions, and items needing clarification. Share any vendor documentation requirements during the scope discussion; our vendor information page explains how to request credentials and insurance documents. Review changes in writing before authorizing work.
Tell us where the work connects.
Send the property location, current condition, proposed scope, and schedule constraints. We will confirm project fit and available capacity before making commitments.
Roof access and protection of occupied areas
Rooftop equipment, curbs, penetrations, and flashing responsibilities
Site contacts, coordination requirements, and bid deadlines
Written inclusions, exclusions, and authorization before work
