Contractor Selection Checklist
| Decision | Why it matters | Quick check |
|---|---|---|
| Material system | Affects lifespan, cost, and appearance. | Confirm shingle/tile type, underlayment, and warranty. |
| Flashing & penetrations | Most leaks start at edges and penetrations. | Specify flashing at chimneys, vents, and valleys. |
| Ventilation | Controls heat/moisture and protects decking. | Confirm intake/exhaust balance and vent types. |
| Tear-off & decking | Hidden damage can change cost and timeline. | Include an allowance and photo documentation. |
Homeowners usually start with the product question, but the real risk is paying for an application that doesn’t match your roof’s condition. A contractor who inspects, documents, and explains options clearly helps you avoid wasted spend and repeat work—whether you end up choosing a rejuvenation treatment, a targeted repair, or a full replacement.
This checklist is for asphalt shingle roofs where you’re exploring a “shingle lotion” style treatment. If you’re seeing active leaks, missing shingles, soft decking, or widespread curling, prioritize diagnosis and repair planning before you chase a coating.
What A “Shingle Lotion” Treatment Actually Is
In roofing terms, “lotion” usually refers to a spray-on rejuvenator or coating meant to condition older asphalt shingles. It may help on a roof that’s still structurally sound, but it won’t fix bad flashing, improper transitions, or underlying moisture damage. The contractor’s prep work—and their willingness to tell you when not to do it—matters as much as the product label.
- Ask for documentation: product data sheets, application requirements, and cleanup instructions.
- Confirm compatibility: the contractor should explain how the treatment interacts with your current roof condition and any existing warranties.
- Expect an honest “no”: a reputable contractor will recommend repair or replacement when a treatment won’t address the root issue.
Contractor Selection Checklist (Use This Before You Request Bids)
- Choose contractors who do an on-site inspection (not a price quote from a single photo).
- Look for clear documentation: photos, notes, and a written explanation of options.
- Confirm they include roof details that often cause leaks (flashing, penetrations, valleys, transitions) in the scope discussion.
- Require a plan for protecting landscaping, keeping walkways safe, and cleaning up debris.
- Ask how they handle hidden damage if they find it after work starts (change orders in writing).
- Get line-item clarity: what’s included, what’s excluded, and what’s an optional add-on.
- Ask for proof of insurance and who will be on site (employees vs. subcontractors).
How To Compare Lotion Shingles Bids (Not Just Price)
Bids become hard to compare when each contractor scopes the job differently. Tighten the comparison by making sure every bidder prices the same baseline scope, then lists alternates separately. That approach protects you from “low bid, big add-ons” later.
- Baseline scope: cleaning/prep, minor repairs included, application method, and number of coats (if applicable).
- Protection and cleanup: landscaping protection, debris removal, magnet sweep, and disposal responsibility.
- Problem areas: how they address flashing, vent boots, skylight edges, and transitions (even if you’re not re-roofing).
- Warranty terms: what’s covered, what voids it, and what documentation you’ll receive at closeout.
- Schedule clarity: start window, working hours, and weather-delay plan.
What To Ask Before You Hire
A good contractor should answer questions directly and in writing. You’re not being “difficult”—you’re protecting your home and budget. Use the questions below as a script in every on-site meeting.
Contractor Interview Questions (Bring This List)
- What did you see on the roof that makes a treatment appropriate (or inappropriate) here?
- What prep steps will you do before application (and how will you verify the roof is ready)?
- Will you perform or recommend any repairs first (flashing, penetrations, damaged shingles)?
- What exact product will you use, and can you provide the manufacturer data sheet?
- How do you protect vents, gutters, siding, windows, and landscaping during application?
- What conditions pause the job (temperature, rain, wind), and how do you reschedule?
- Who is my point of contact each day, and how will updates be delivered?
- How do you handle change orders and pricing approvals once work starts?
- What documentation do I receive at completion (photos, warranty, receipts, permit sign-offs if applicable)?
- If the roof still leaks afterward, what’s your troubleshooting and warranty-response process?
