(Grid Request | 10x10 Layout)

ReDry Internal Document

Last Update: April 1, 2025

Owner: Adam Capps

Status: Draft, Updated Quarterly

This SOP outlines the step-by-step procedure for creating a scaled 10x10 roof grid layout, used by field technicians for mapping and inspecting water damage of commercial roofs. The workflow spans multiple platforms including Keap, Google Earth, Canva, and Excel. This process includes screenshots captured from a recorded Zoom training session. This process applies to all ReDry team members responsible for generating, organizing, and delivering roof grid files for use in the field.

Updates are made quarterly, and process improvement or automation opportunities should be tracked in version history.

Tool

Purpose

Notes

Keap.com

CRM tool where new requests are housed.

Used to get new property addresses

Google Drive

Folder and file storage

Organized by team member

Google Earth

Capture property imagery and measurements

Use compass and ruler tools

Canva.com

Trace and export clean roof outlines

Output PNG for Excel

Excel (Roof MRI Grid Template)

Align grid to real-world scale

Final grid layout

Zoom (Recording)

Reference training visuals

Stored in team folder

File Type

Format Example

Folder

Tom Smith | 123 Main Street

Screen Grabs

Facing North | Overview | 123 Main Street

Outline

Outline | 123 Main Street | Roof MRI

Grid

Grid | 123 Main Street

Final PDF

Roof Grid | 123 Main Street

Step 1 – Identify the Oldest Open Request

Log into Keap.com

Navigate to My Day>Pipelines from the left navigation pane

Click the oldest ticket in the “Grid | Requested” column (usually top)

Copy the address which will be in this format: Address | City, State (e.g., 8100 Bay Parkway | Brooklyn, NY)

Notate the client's name which is labeled as the “Primary Contact” for this ticket.

Progress ticket to “Grid | Progress” (Figure 1).

Step 2 – Create File Name in Google Drive

Log into Google Drive and navigate to the ReDry shared drive.

Open the folder labeled “Clients.”

Search for an existing folder under the client’s name.

If no folder exists, create a new folder using this format:

Requestor Name | Requestor Company

Example: Tom Reynolds | DB3 Roofing

If the requestor’s name or company is not available, substitute the address:

Example: DB3 Roofing | 123 Main Street

Inside the client’s folder, create a new sub-folder titled with the property address in this format:

Address | City, State

Example: 123 Main Street | Auburn, AL

Step 3 – Locate, Screen Grab, Save the Roof

Go to earth.google.com

Ensure your Setting>Formats and units>unit system is set to “Imperial (feet and miles).”

Paste the copied address into the “Search Google Earth” bar.

If the property contains multiple buildings, locate and identify each roof individually before proceeding.

If there is uncertainty about which roof is part of the grid request, use the “Parcel” view to help confirm the correct structure.

To enable to “Parcel” view:

Navigate to “Layers:”

Select “Clean: No borders, labels, places, or roads” in “Layers.”

Select “Map” in “Basemap.”

Ensure “3D Buildings” are inactive in “Additional Layers.”

Once the roof or roofs have been identified, navigate to “Layers” and select “Satellite” under the “Basemap” options.

Use the measure tool as an additional method to help identify the correct roof by comparing the calculated square footage to the square footage listed on the Grid request.

If roof details are not specified in the grid request, send the client a screenshot of the property and request confirmation on which roof or sections should be used to create the grid. Do not proceed until the client has confirmed.[a]

Use this email to contact the client:

Subject: Roof Confirmation Needed for Grid Creation – [Property Address]

Hi [Client Name],

I’m working on the grid for [Property Address] and wanted to confirm the correct roof or section before proceeding.

The grid request did not specify which structure should be used, and to avoid any confusion, I’ve attached a screenshot of the property for your review.

Please review the attached image and let me know which roof or section should be used to build the grid. I’ll pause work until I receive your confirmation.

Thanks,

[Your Name]

Send email and wait for client reply before continuing with this Grid Request.

Once the correct roof has been identified, ensure the map is set to North-facing by clicking on the compass icon with 0 tilt.

Zoom to so the entire roof can be taken in a single screenshot.

The Screenshot:

Must include roof, compass, coordinates

Saved as: “Facing North | Overview | Property Address” to the newly created folder in Google Drive.

See Figure 2

Rotate the map so the top edge of the roof is parallel with the top of your screen with 0 tilt.

This means the building’s long edge should align horizontally (even if it’s no longer North).

Zoom to so the entire roof can be taken in a screenshot

The screenshot must:

Include the roof, compass, & coordinates

Saved as: “Overview | Property Address” to the newly created folder in Google Drive.

See Figure 3.

Step 4 – Determine Top/Bottom and Left/Right Measurements

Using Google Earth, ensuring the each roof is in view, the top edge of the roof is parallel to the top of the screen with 0 tilt

Select the “ruler” tool in the tool bar on the top of the application.

Ensure the settings are set to “Line, Feet, and Mouse Navigation”. (See figure 4)

Measure the longest part of each roof from top to bottom. (See the yellow line in figure 5)

Take a screenshot of each roof’s measurement that must include:

The data on the ruler

The compass and the coordinates

Saved screenshot as: “TB Measurement | Property Address” to the newly created folder in the google drive file for this property.[b]

Hit “clear.”

Locate and measure the widest part of each roof from right to left.

Take a screen grab and ensure the data on the ruler, the compass and the coordinates are included in the screen grab. (Figure 6)

Save screenshot as “LR Measurement | Property Address” to the newly created folder in the google drive file for this property.[c]

Close Google Earth

Step 5 – Trace the Outline the Roof

Login into canva.com

Start a new white board

Name the file “Property Address | Roof MRI | Whiteboard”

Select “Upload”

Ensure the Google Drive is connected to Canva for easy file upload.

Navigate to the correct folder and select the four screenshots saved earlier and upload to Canva.

Load the “Overview | Property Address” file to the Canva workspace.

Right click on the image and select “lock.”

Navigate to “Elements” on the side toolbar.

Select the line element and ensure the line weight is set to “2.”

Use multiple lines to trace the perimeter of each roof. Ensuring to snap each point on a line versus snapping to grid. Attention to detail is paramount for this step and any error should lead to inaccurate measurements by the technician. [d]

Once the entire roof has been traced (see figure 6), right click on the image only and click “unlock.”

Select only the image and move the image off to the right leaving only the trace of the roof (Figure 7)

Highlight and select the traced roof right click and select “Group”

Right click, again, and select “Download selection”

Ensure to Download as a PNG file

Increase the size to 3.125

Select “Transparent background” and “Save download settings”

Select “Download”

Save file as “Outline | Property Address | Roof MRI”

Step 6 – Building the Grid

Open Excel

Upload the “Roof MRI | Grid Template” from Google Drive.

Save file as “Grid | Property Address” to the newly created folder in the google drive file for this property.

Select “Insert>Place over cells > Picture from File”

Insert “Outline | Property Address | Roof MRI” for this property

In Cell “AG2” write the Top/Bottom measurement taken in Step 4

In Cell “AG3” write the Left/Right measurement taken in Step 4

Note:

Each grid square is equal to 10 foot x 10 foot space on a roof

A grid square is denoted by the Alpha characters on top and the numeric characters on the left side. This is different from the native row/column identifiers (cells) created by excel but the custom identifiers (grid) inside the sheet. (Figure 8)

Always start with grid A1

In cell AH2, using the cells from excel write the cells where the roof began in end for the TB measurement for future verification purposes (example TB = 55, so write “5 to 9.5”) (improvement opportunity; could lead to confusion)

In cell AH3, using the cells from excel write the cells where the roof began in end for the LR measurement for future verification purposes (example LR = 100, so write “A to J”) (improvement opportunity; could lead to confusion)

Use the TB and LR measurements to perfectly align the roof outline to the grid box in the spreadsheet to serve as an at scale map for the technician. (Figure 9). Ensure the leftmost roof boundary is flush with the leftmost line in grid column “A”

Example if a roof has a TB of 177 and a LR 87. You will count 17.7 squares from top to bottom for your TB measure landing you at grid A17.7. The top and bottom of your roof outline should fit between grid A1 and A17.7. For your LR measurement, you will have to count 8.7 grids to the left. The widest width of your roof should be in grids A1 to I1. So your total area of this building will cover grids A1 to I17.7.

Step 7 – Finalizing the Grid[e][f]

Fill in all the grid squares on the exterior of the roof using the paint fill function using the color white.

Utilize white boxes to ensure the roof boundary is still visible but only full and partial grids inside of the roof are visible and no grid squares outside of the boundary are visible.

Delete the unused grid column & row identifiers leaving only the roof boundary with internal grid squares and the letter and numbers in the grid square that the roof actually covers. (Figure 10)

Save the file

Take two screenshots one with the grid identifiers (Figure 10) and one without (Figure 11).

Save screenshot of Figure 10 as: Full Grid | Property Address

Save screenshot of Figure 11 as: Grid Outline | Property Address

Step 8 – Prepare the MRI Grid

Return to Canva.com

Upload the file “Roof Grid | Template” (INSERT GOOGLE DRIVE FILE NAME)

Save Canva file as “Roof Grid | Property Address”

Upload file “Full Grid | Property Address | Roof MRI” for this property

Update the following elements on the grid for each job:

Property Address (Top Field): Enter full address in this format → “Property Address | City, State”

Assign Colors of the Roofs (if multiple roofs): Assign a unique color to each roof’s grid for easy identification. (Click here for visual reference.)

Overview Photo: Make sure a clear, top-down photo of the roof that matches the grid diagram is inserted and properly sized in the top-right corner of the grid file. (Click here for visual reference.)

Compass Orientation: Adjust compass to donate north facing the roof as north facing in relation to the roof so the technician on the ground can use this grid and the compass for a point of reference

Export the file as PDF Standard

Do not flatten the PDF (flattening increases the file size and reduces flexibility)

Select “Standard” instead of “Print” or “High Quality”

Save the final PDF to the appropriate Google Drive folder

File name format: “Roof Grid | Property Address”

Step 9 –Completion and Handoff

Once the final PDF is saved to the appropriate Google Drive folder, the assigned team member should notify the project lead that the grid is complete and ready for field use. Use the agreed-upon channel (e.g., Slack, email, Asana task comment) and include the link to the folder containing:

Final Grid PDF

Grid Excel file

All supporting screenshots

PNG roof outline

Note for Adam: Confirm preferred handoff and notification method for completed grids.

Revision & Feedback

This Standard Operating Procedure is a living document and will be reviewed and updated on a recurring basis or as improvements to the process are identified. Team members are encouraged to submit suggestions or report issues to the process owner.

Version History

Version

Date

Author

Summary of Changes

1.0

03/24/2025

Nomadic Process Design

Initial SOP Created

For Internal Use Only -

[a]@adam@re-dry.com | There isn't any square footage information in side of the grid request to perform this step.

[b]How to save when multiple roofs?

[c]Same - how to save

[d]how do you ensure 90/180/270 in canva?

[e]In this part of the process I don't see anywhere it mentions the color coding (using the numbers) for the squares based on the Roof MRI Notes. Can we add it? @adam@re-dry.com

_Assigned to adam@re-dry.com_

[f]Please explain this step. I don't recall seeing it during our sessions. There is mention of color coding in Step 8. Thats the only place I recall color coding.