THE GAP — where every dollar on this roof comes from

Homeowner ____________________  Job ___________________________
Claim # ______________________  Date __________  Rep __________

WHAT IS COMING IN
  Carrier has paid so far .................. $ ____________
  Carrier owes on the original scope ....... $ ____________
  Approved supplements, not yet paid ....... $ ____________
  Deductible the homeowner brings .......... $ ____________
                                 IN TOTAL    $ ____________

WHAT THE ROOF COSTS
  Our price, signed scope .................. $ ____________
  Upgrades the homeowner asked for ......... $ ____________
  Work outside the claim ................... $ ____________
                                OUT TOTAL    $ ____________

THE GAP   (OUT total minus IN total) ....... $ ____________

SAY IT OUT LOUD, RIGHT NOW
  "Insurance is paying $________, your deductible is $________,
   my price is $________ - so there's $________ on top of
   your deductible. Here's how we can handle that."

HOW THE GAP GETS PAID   (pick one, then write it in the contract)
  [ ] He pays it outright at ________________ (which milestone)

  OR ONE OF THE FOUR ROADS
  [ ] Covered scope now, rest later - not doing ______________
                                     revisit on ____________
  [ ] Phased:  phase 1 $__________   phase 2 $__________
  [ ] Payment plan: $________ x ________ starting ____________
  [ ] Financing through ______________  approved ____________

  Never a road: this company eating the deductible.

  In the contract?  [ ] yes      On the payment schedule?  [ ] yes

  Homeowner initials ________      Rep initials ________
  Copy left with homeowner  [ ]    Copy in the job file  [ ]