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Roofing estimate template
The full template below — scope lines, the exclusions that stop free work, terms and a signature block. Copy it, print it, or take the Word version and put your logo on it.
Roofing estimate
[Your company name, address, licence and contact]
Estimate no. ________ Date ________ Valid until ________
Prepared for
Job address
Scope of work
- Tear off existing shingles and underlayment down to the deck, all layers
- Inspect sheathing; replace deteriorated sheets at the per-sheet rate below
- Install synthetic underlayment over the field and ice-and-water membrane at eaves, valleys and penetrations
- Supply and install architectural asphalt shingles, colour selected by owner from manufacturer's standard range
- New drip edge, valley metal, pipe boots and step flashing at all walls
- Ridge ventilation and matching ridge cap
- Magnetic sweep of grounds, disposal of all debris and removal of the bin
Price
Subtotal ________ Tax ________ Total ________
Deposit due on acceptance ________ Balance due ________
Not included in this price
- Sheathing replacement beyond the allowance stated above (billed per sheet, supplied and installed)
- Structural repair to rafters, trusses or fascia discovered after tear-off
- Chimney rebuilding, re-pointing or crown repair; flashing only is included
- Interior repair to drywall or insulation from pre-existing leaks
- Skylight replacement; re-flashing of existing skylights only
- Removal of satellite dishes, solar panels or antennae, and their reinstallation
- Permit fees where the municipality requires one, and any engineered drawings
Terms
- This estimate is valid until the date shown above; pricing after that date is subject to material cost at the time of order.
- Work outside the scope above proceeds only on a written change order signed by both parties, priced before the work begins.
- Payment is due on the terms shown; overdue accounts carry interest at ____% per month.
- Workmanship is warranted for ____ months from completion. Manufacturer warranties on supplied materials pass to the owner.
- Access to the work area, power and water are provided by the owner during working hours.
Acceptance
The owner accepts the scope, price and terms above.
Signature Printed name Date
How to price the job before you fill this in
Roofing work prices per square (100 sq ft) of finished roof area, measured off the plan or a drone shot rather than paced from the driveway. Whatever unit you use, the price underneath it has to cover three things: the loaded cost of the hours, the share of overhead those hours consume, and the margin you intend to keep. Miss any one and the job looks profitable right up until year-end.
Roofing margin dies in two places: unmeasured waste on cut-up roofs, and deck replacement that was assumed rather than allowed for. Price waste off the actual roof geometry, not a flat 10%, and always state a sheathing allowance with a per-sheet rate beyond it — the conversation on the ground is much easier when the number was on the estimate the customer signed.
If you've never run the numbers, do it in this order: loaded labour rate, overhead per billable hour, then the rate you should charge. It takes about fifteen minutes once.
The parts of this template that do the most work
The exclusions. Every line in that list exists because someone did that work for free. Deleting a line because it seems negative is how you end up back there — read the exclusions guide before you cut any of them.
The change order clause. Priced and signed before the work happens, every time. Verbal agreements on site are collected at the end of the job, if at all.
The expiry date. Material pricing moves and your quote shouldn't be open forever. Fourteen to thirty days is normal.
The signature block. An estimate that gets signed is a contract. An estimate that only informs is a price the customer takes to somebody else.
Send it the same day
Speed closes roofing work more reliably than being the cheapest. The homeowner who has just watched you walk their job is more interested in you than they will be tomorrow, and considerably more than in three days. Fill in the scope on site, price it that evening, send it before you go to bed.
Questions contractors actually ask
How do I write a roofing estimate the customer can't dispute?
State the measured roof area in squares, the number of layers you're removing, the shingle by manufacturer and product line, and a sheathing allowance with a per-sheet rate beyond it. Disputes are almost always about decking, layers, or who moves the satellite dish.
Should the roofing estimate include a deposit?
For a job requiring a material order, yes — a deposit covering materials is standard, with progress or completion terms for the balance. State it as a dollar figure and a due date, not just a percentage.
How long should a roofing quote stay valid?
Shingle and metal pricing moves. Fourteen to thirty days is normal; put the expiry date on the face of the estimate so a spring quote isn't held against you in August.
Can I use this template commercially?
Yes. Use it on your own jobs, put your company name and logo on it, and reuse it as often as you like. Reselling the template itself as a product is not permitted.
Is this a legally binding contract?
Once both parties sign, an estimate with scope, price and terms generally forms a contract — but contract law varies by province and state, and this is general information rather than legal advice. For high-value work, have a lawyer review your standard terms once. It's a one-time cost that covers every job afterwards.
The Word version, plus nine other trades
The Vault includes this template and nine more as editable Word files, the pricing calculator that produces the number you put in it, and pre-written terms for each trade.
Pricing calculator, 10 trade estimate templates in Word, pre-written exclusions and terms, and the 10-minute pricing guide. One payment, no subscription, 30-day guarantee.
Other trades
All ten estimate templates, from roofing to handyman.