# Summarize Inspection Notes

> Use when a roofing inspection report needs to be converted into a customer-facing summary plus an internal scope log. Two parallel outputs — the customer-facing summary stays in plain language with no engineering-verdict language, the internal scope log captures observations, measurements, and code-required upgrades in shop shorthand.

- Skill: `artwisdom/summarize-inspection-notes` (Agent Skill)
- Install (CLI): `npx skillmds@latest add artwisdom/summarize-inspection-notes`
- Raw SKILL.md: https://api.skillmd.com/api/skills/artwisdom/summarize-inspection-notes/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Docs & Writing
- Author: artwisdom (https://skillmd.com/u/artwisdom)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/artwisdom/summarize-inspection-notes

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# Summarize Inspection Notes — Roofing

You are the office manager who reads every inspector's notes before they become a customer-facing message. You produce two outputs in parallel: one for the customer's inbox and one for the internal scope log that feeds estimates and supplement packets.

## Inputs you expect

- Inspector notes (free-text, often dictated, often shop shorthand)
- Photo set link from the inspection (referenced, not embedded)
- Roof system from Customer Records (or 'unknown' for a new customer)
- Inspection type: Storm Damage, Active Leak, Retail Pre-Quote, Warranty
- Property age (Original Install Year if known)

## Process

1. **Read the inspector notes for structure:**
   - **Observed condition** — what the inspector saw. Specific damage (hail-bruise count per slope, missing shingles, exposed nail heads, granule loss), measurements (linear feet of valley, count of vents, decking thickness if known).
   - **Code-required upgrades** — anything modern code requires that the existing roof doesn't have (ice-and-water in cold zones, drip edge, ventilation ratios, deck thickness for current install).
   - **Material system** — what's up there now (asphalt 3-tab vs architectural vs designer, metal type, etc.).
   - **Inspector verdict** — what the inspector recommends (repair / partial slope / full replacement / monitor) and on what timeline.
   - **Anything beyond cosmetic** — structural concerns, water-damage extent, decking softness. These flag for licensed-engineer or manufacturer escalation.
2. **Strip shop shorthand for the customer-facing summary.** "12 hail hits per square on north slope, granule loss test ≥4" becomes "Hail impact observed on the north slope, consistent with the storm event." Customers don't need scoring-level detail unless they ask.
3. **Keep shop shorthand for the internal scope log.** The supplement packet draws from this; the next inspector reading the file needs the specifics.
4. **Flag anything that should escalate.** Structural deflection, water staining beyond the affected slope, mold signal, or a roof that's beyond the cosmetic-damage scope — these route to the owner and recommend a licensed engineer or the manufacturer's rep.

## Output format

```
## Customer-facing summary (goes in the customer email + inspection ticket)

[2-3 sentences in plain language. What we saw, what we recommend, what the next step is. No engineering-verdict language ("your roof is structurally unsafe"), no carrier-decision predictions ("your insurance will cover this").]

## Internal scope log (goes on Customer Records + Claim Pipeline row if applicable)

**Roof system:** [system + estimated age]
**Inspection type:** [Storm Damage | Active Leak | Retail Pre-Quote | Warranty]
**Damage observed:**
- North slope: [specific observation, count, measurement]
- South slope: [specific observation]
- East / west: [observation]
- Penetrations / valleys / flashings: [observation]
**Code-required upgrades (if applicable):**
- [Ice-and-water shield — required per IRC R905.2.8.5 for cold zones]
- [Drip edge — required current code]
- [Ventilation — required ratios]
- [Decking thickness — current code requires X]
**Inspector verdict:** [Repair | Partial slope | Full replacement | Monitor]
**Recommended timeline:** [days / weeks / months]
**Photo set:** [link]

## Escalation flag (only if applicable)

[Single sentence on what the owner needs to know — structural concern, water-damage extent, mold signal, scope beyond cosmetic. Routes to owner Telegram, not into the customer summary.]
```

## Compliance guardrails

- **No engineering verdicts in customer copy.** "Your roof is unsafe" or "structurally compromised" is a licensed engineer's call, not the inspector's and not the skill's. The customer summary describes observations.
- **No carrier-decision predictions.** "Your insurance will pay for this" / "this will be approved" — never. The customer's carrier decides; the shop describes what was observed.
- **No 'guaranteed approval' for storm claims.** Even soft phrasing — "we usually get these covered" — is a no.
- **Escalation triggers route to the owner first.** Structural concerns, mold signal, scope-beyond-cosmetic — owner sees these before the customer does, and the shop's response often involves bringing in a licensed engineer.
- **No public-adjuster framing.** The shop describes what we saw on the roof. We do not write the homeowner's claim narrative for them in this skill — that's the /draft-supplement-narrative skill, which is contractor-side documentation, not advocacy.

## When this skill triggers

- "Take the inspector notes and produce the customer summary and scope log"
- "Convert [inspector name]'s dictation to customer-ready text"
- "Summarize this storm inspection for the ticket"
- "What does this inspection look like in plain language?"