Deck Prep & Underlayment: the full procedure
Prepare the exposed deck and install the underlayment and ice-dam protection that form the secondary water barrier.
- Applies to: Crew
- Frequency: Per replacement job
- Scope: Covers deck readiness and underlayment/ice-and-water installation to manufacturer and NRCA guidance. Deck structural repairs, ventilation code, and ice-dam zone determinations DEFER to a licensed roofer, local code, and the safety plan; all height work follows OSHA fall-protection standards.
What you need
- Underlayment (synthetic or No. 15 felt)
- Self-adhered ice-and-water membrane
- Drip edge
- Cap nails/staple gun
- Utility knife
- Chalk line
The procedure, step by step
- Confirm deck is sound and dry — Verify all flagged decking has been addressed by the licensed-roofer decision and the surface is clean, dry, and fastener-free before covering.
- Install eave drip edge — Set metal drip edge at the eaves under the ice-and-water per the install sequence; rake drip edge timing follows manufacturer guidance.
- Apply ice-and-water at vulnerable areas — Install self-adhered membrane at eaves, valleys, and penetrations; in cold climates extend it a minimum of 24 inches inside the warm-wall line per NRCA, with exact zone set by local code.
- Run underlayment up the field — Lay underlayment horizontally in shingle fashion, lapping a minimum of 2 inches on side laps and 4 inches on end laps per NRCA.
- Fasten to hold pattern — Secure with cap nails or staples at the manufacturer-specified pattern so it stays put until shingles cover it.
- Detail valleys and penetrations — Weave or line valleys per the chosen method and seal underlayment around pipes, chimneys, and vents.
- Set rake drip edge — Install rake drip edge over the underlayment per manufacturer sequence.
- Snap layout lines — Chalk horizontal and vertical control lines for straight, square shingle courses.
Quality check before you finish
- Deck confirmed sound (per licensed decision), dry, and clean before covering
- Ice-and-water at eaves/valleys/penetrations per NRCA and local code
- Underlayment laps meet 2 in side / 4 in end minimums
- Drip edge installed in correct sequence at eaves and rakes
- Fastening pattern matches manufacturer spec
- No wrinkles, fishmouths, or exposed deck
- Layout lines snapped square to the roof
This is a free, source-anchored standard operating procedure (SOP) you can print and hand to staff. It documents the work sequence for a Roofing business — not safety or regulatory rulings, which defer to the cited authorities, the applicable code, and your own health-and-safety plan. Open the tool above to print it, toggle ink-saver, or (with a free ToolFluency Business account) edit it to match your own workflow.
Sources
- NRCA (nrca.net)
- Owens Corning installer guidance (owenscorning.com)
- ARMA (asphaltroofing.org)
About Free Roof Underlayment SOP
Free printable deck prep and underlayment SOP — ice-and-water, felt laps, and drip edge sequence to NRCA and manufacturer standards.
How to use
- Read the full procedure top to bottom before the work — the SOP runs in order and each step builds on the last.
- Toggle Ink-saver (black & white) for a cheaper mono print for the binder; leave it off for the full-color version.
- Click Print SOP to print or save as PDF. Print one per crew, laminate it for the binder, or attach it to the job in your scheduling system.
- Train new hires on it and have staff sign off. Found something out of date? Use the feedback link — flagged SOPs are re-researched against the source list.
Frequently asked questions
How far should ice-and-water shield extend at the eaves?
NRCA recommends ice-dam protection in climates with an average January temperature of 30°F or below, extending a minimum of 24 inches upslope from inside the exterior wall line. The exact requirement is set by local code, which this SOP defers to. Always confirm the local amendment before ordering membrane.
Is synthetic underlayment better than felt?
Both are acceptable when installed to the manufacturer’s lap and fastening spec; synthetic is lighter, tear-resistant, and lays flatter, while No. 15 felt remains a recognized NRCA option. The choice should match the shingle manufacturer’s system warranty requirements. This SOP follows whichever the approved system specifies.
Part of ToolFluency’s library of free online tools for Printables. No account needed, no data leaves your device.