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The process

Follow the process.

Every project, big or small, goes through the same five steps. It's how we keep the work calm, the communication clear, and the right people on the job. At every point, you'll know what happens next.

Book a consultation or call/text 740-930-ROOF
01

Connect

A conversation about the project, the property, and your budget.
02

Assess

Photos, notes, and measurements, plus what the house will need next.
03

Match

The right people and products for your project.
04

Manage

We coordinate scope, schedule, and communication.
05

Closeout

Final walkthrough and documentation.
Step by step

What happens at each step.

01

Connect

It starts with your first call.

Gathering informationWe start learning about your project the moment you reach out.
First meetingWe talk through the project from your perspective: what you want done, your budget, and your timeline.
02

Assess & document

We look closely before we recommend anything.

Photos, notes, and measurementsA record of the property as it is today.
Existing conditionsDocumented and clarified, so there are no surprises once work starts.
What comes nextWe'll point out what the house is likely to need down the road, so you can plan for it.
What we foundWe'll walk you through what we found and what we'd recommend.
03

Match the right crew

The right people and products for your project.

ProductsWe work out which products fit your house, your goals, and your budget.
CraftsmenQualified trade partners, matched to your job and the finish you want, not just who is free.
Your proposalA written scope of work and an estimated cost. Here's what's in scope, here's what isn't.
Your go-aheadWhen you're ready, you authorize the estimate and pay the deposit, and we get the project on the schedule.
04

Manage the project

One point of contact, start to finish.

Pre-construction walkthroughWe confirm scope and site conditions and make sure materials, scheduling, and expectations are aligned before work begins.
Permits and inspectionsWhere required, we handle permitting and coordinate with the local building inspector.
Scheduling and oversightWe manage scheduling, sequencing, and the general flow of the project. You'll know who's coming and when.
UpdatesProgress updates and photos in your customer portal as the work moves along.
Change ordersIf something changes, we tell you before it costs you, and you approve it in writing.
05

Close out cleanly

We confirm the work meets expectations.

Final walkthroughWe review the completed work with you and confirm it matches the agreed scope.
Closeout documentsA certificate of completion and the applicable warranties.
What you can count on

Calm process. Clear communication. Trusted connections.

A reachable contact who knows your project.

A clear scope, so you know what's included before work starts.

Updates as the work moves along, so you're not left guessing.

If plans need to change, we'll talk with you first.

Project management is included.

Every Canopy project includes project management, from the first phone call to closeout.

About project management →

Start with a consultation.

We'll talk through the project with you, including your budget and timeline, and tell you what we'd recommend.

Book a consultation or call/text 740-930-ROOF