Write clear job notes a homeowner can send to their insurer
Insurers want facts: what was damaged, likely cause, what you did. A clear note speeds up the customer's claim and makes you the roofer they recommend.
Steps
- Note the date of your visit, what you found, what you think caused it (only if you're confident), and what work you did or quoted.
- Run the prompt below.
- Attach dated photos and your invoice or quote.
- Give it to the homeowner. They make the claim, not you.
The exact prompt
Write a factual job note from a [UK] roofer that a homeowner can give to their insurer. Include: date of inspection, address area [town only here; I'll add the full address], what I found, my opinion on likely cause ONLY as I state it: [cause or "unable to determine"], temporary work done, permanent work recommended with price. Neutral, factual, no speculation, no comment on whether the policy should pay. Under 200 words.
✓ Check before you send
- The cause is only what you can honestly stand behind.
- Dates and photos match.
- You don't promise the claim will be accepted.
UK notes extra
- Exaggerating a claim is insurance fraud. Keep notes strictly factual. Customers can get help with disputes from the Financial Ombudsman Service.