Deck Prep & Underlayment: the full procedure

Prepare the exposed deck and install the underlayment and ice-dam protection that form the secondary water barrier.

What you need

The procedure, step by step

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. Fasten to hold pattern — Secure with cap nails or staples at the manufacturer-specified pattern so it stays put until shingles cover it.
  6. Detail valleys and penetrations — Weave or line valleys per the chosen method and seal underlayment around pipes, chimneys, and vents.
  7. Set rake drip edge — Install rake drip edge over the underlayment per manufacturer sequence.
  8. Snap layout lines — Chalk horizontal and vertical control lines for straight, square shingle courses.

Quality check before you finish

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

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

  1. Read the full procedure top to bottom before the work — the SOP runs in order and each step builds on the last.
  2. Toggle Ink-saver (black & white) for a cheaper mono print for the binder; leave it off for the full-color version.
  3. 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.
  4. 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.

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