Estimate templates are essential for maintaining consistency and efficiency. They help you keep your roofing business organized while on the jobsite. Plus, they inform your clients about what they’re about to pay for if they decide to hire you.
Use this template as an estimate guideline that you can convert to a quote and an invoice down the road. It takes care of the complicated stuff like formatting, information fields, line items, automated calculations, and business information. Once you download the form and share it with your team, your estimating and quoting will be smooth sailing.
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How to use this estimate PDF form
1. Download the PDF version of the template to your computer or tablet.
2. Save it as a new file.
3. Open the saved file and hard save some information in the template such as your contact information, thank you message, and warranty in the “notes” section.
4. Open a new copy of the saved file or each new estimate you’re ready to create after an estimate appointment.
5. Customize the fields with the service, special materials or supplies, and other important details (for example: Apply waterproof Coating on flat roof, new roof/re-roof (comp shingle), chimney flashing, cut tree branches, dry rot roof repairs, etc.) based on the job you’re estimating.
6. Calculate the total parts, labor, and time required, then add on taxes, fees, etc.
7. Save it as a new file with a unique name (New Roof/Re-Roof (Comp Shingle) Estimate.001190.Rawley Bo.PDF) so you can reuse it for a quote down the line.
What is a roofing estimate template?
A roofing estimate template is a blank copy of your estimate or quote form that you use as an outline to create more detailed quotes for your prospects during or after a consultation. It can be used as a to-do list for your techs during consultations as well, so they don’t miss anything on the jobsite.
You can find templates as fill-in PDFs, Microsoft Word or Google Docs, Excel or Google Sheets spreadsheets, free quoting tools, or even software like Jobber.
The point of the template is to have a blank form that you can quickly fill out during or after a consultation with a lead. It helps you avoid filling out the same information over and over again (like procedures and protocols, terms, payment periods, or contact information) before handing a quote over to your client.
It also helps your prospect get an understanding of what’s involved in the project they’re interested in hiring you for. When you can offer your leads a clear estimate or quote, they get a better understanding of your services and your level of professionalism.
Do you need a quote or estimate template?
To make things simple, we recommend having one flexible template that you can use for estimates, quotes, and invoices. That way, you can keep information consistent across the board, and easily convert your final copies as you move through the journey of working with your client.
You can always change the information inside the template by saving a copy of the original and editing it along the way.
How to find the right template to grow your business
The template you use should be flexible enough to allow your techs to use it as a form on the jobsite, and then convert it to a quote.
That way, you can send a detailed and professional-looking quote to your clients with half the effort. Your template shouldn’t force you to constantly create a new outline for every single consultation or appointment you have.
The template should include helpful information for your team as well as the client. That way:
- Your team has all the account information on hand if they need to write up a quote for your client.
- Techs can return to the estimate and update it if they realize the job has more work than initially considered for the scope.
- Your team has access to products and parts needed to complete the job because they are included in the template.
- Your client has a solid understanding of the services that were provided and their cost because they were informed early.
Why should you use templates?
- A consistent format helps you stay organized, and account for all necessary job information every time.
- They reduce room for error by reminding you about mandatory fields you need to fill out.
- Digital invoices help you look more professional than hand-written invoices that were written in your car right after an appointment.
- They save time by allowing you to simply fill in fields without additional work.
A copy of a clear invoice helps you track and measure your accounts receivable.
- They help you keep track of your rates and prices in case you need to make changes to improve your margins in the future.
- They help you get paid the proper amount on time––especially if your payment terms are on them.
- You can send them off to your client using a method (like email) that works for both of you.
Is it time for roof estimate and management software?
Whether you’ve been in business for a few months or a few years, it’s always a good idea to consider trying estimate and management software.
Starting with software can improve your operations and organization; help you collect payments and deposits; make GPS and routing easy for your crews, and turn scheduling into a quick task.
It can save you a lot of time and money, but if you’d rather try a free option, start with our quoting and invoicing tool below!
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