Guides for your trade
MonkeyLio for roofing: setup and tips
How roofers get the most out of MonkeyLio.
Set up for your trade
- Pick Roofing as your trade in Settings to get the starter price list, checklist and equipment types.
- Review your starter prices, like Roof inspection & report, Labor, Roof repair (minor leak), and change them to your real prices.
- Edit the job checklist in Settings so it matches how your crew actually works.
- Connect Stripe so customers can pay from their link.
Your starter job checklist
- Ladder and fall protection set up
- Photos taken before any work
- Tear-off checked down to the decking
- Damaged decking replaced
- Underlayment and ice barrier installed
- Flashing and pipe boots sealed
- Ridge vent and ventilation checked
- Magnet sweep done for nails
- Gutters cleared of debris
- Customer walkthrough with after photos
Equipment worth logging
Track Roof (main), Flat roof section, Gutter system, Skylight, Attic ventilation, Chimney flashing at each customer's property, with a next service date so MonkeyLio reminds you and the customer.
A day with MonkeyLio
- 8:00 — Storm damage call: missing shingles, active leak.
- 8:45 — On the roof. Photos taken, quote built per square, texted from the truck.
- 9:02 — Homeowner approves and pays the deposit.
- Day 2 — Crew taps Start; the customer gets a ‘we’re here’ text.
- Day 3 — Magnet sweep done, after photos attached, invoice paid from the same link.
