Roofing Estimate Template: What Every Roofer Needs to Include

Roofing is one of the most competitive trades. Homeowners typically get 3-5 quotes before choosing a roofer. Your estimate is your sales pitch — and most roofers are sending garbage.

Let's fix that.

What a Professional Roofing Estimate Includes

Job Information

Customer name, address, phone, email

Property type (residential, commercial)

Roof type (shingle, metal, flat/TPO, tile)

Total square footage and roof squares

Pitch/slope

Number of layers (tear-off needed?)

Access considerations

Materials Breakdown

Don't just write "materials — $4,500." Break it out:

**Shingles:** Brand, product line, color, quantity (bundles/squares)

**Underlayment:** Synthetic vs. felt, ice & water shield

**Flashing:** Drip edge, step flashing, valley metal

**Ventilation:** Ridge vent, box vents, soffit vents

**Fasteners and adhesives**

**Pipe boots and penetration flashing**

**Starter strip and hip/ridge caps**

Why this matters: homeowners Google material prices. If you just write a lump sum, they'll assume you're gouging them. Transparency builds trust.

Labor

Tear-off and disposal (crew size × hours)

Installation labor

Detail work (flashing, valleys, chimneys)

Cleanup

Additional Items

Dumpster rental

Permit fees

Wood replacement/decking repair (per sheet or per square foot)

Gutter re-attachment or replacement

Satellite dish removal/reinstall

Chimney flashing or cricket

Warranty Information

Manufacturer material warranty (25-year, 50-year, lifetime)

Workmanship warranty (your guarantee)

What's covered, what isn't

Terms

Payment schedule (deposit, progress, final)

Start date and estimated duration

What happens if hidden damage is found

Permit responsibility

The #1 Roofing Estimate Mistake

**Not including wood replacement pricing.**

Every roofer has been burned by this. You quote the job, tear off the old roof, and find rotted decking. Now you're eating $500-$2,000 in unplanned plywood because you didn't address it in the estimate.

**The fix:** Include a line item for wood replacement at a per-sheet price (typically $75-$125 per sheet installed). Make it clear in the estimate: "Wood replacement priced at $XX per 4×8 sheet if needed. Final quantity determined during tear-off."

This sets the expectation upfront. No awkward phone call mid-job. No eating costs. Professional.

Speed Matters More in Roofing Than Almost Any Trade

After a storm, every roofer in town is busy. Homeowners are calling 5+ companies. The roofer who gets a professional estimate back same-day wins. The one who says "I'll get you something next week" doesn't.

Insurance restoration work is especially time-sensitive. Adjusters are on tight schedules. Having your estimate ready quickly — with proper line items that match the insurance scope — is the difference between getting the job and getting ghosted.

Template vs. Software

A template is a starting point. You fill it in, adjust numbers, maybe print it out or email a PDF. It's better than nothing.

But software does what a template can't:

**Auto-calculates** totals, tax, and markup

**Saves your pricing** so you're not re-entering material costs every time

**Tracks status** — sent, viewed, accepted, expired

**E-signatures** — customer signs right on their phone

**Converts to invoice** — job done, one click to bill

Build Better Roofing Estimates

[BidlyQuotes](https://bidlyquotes.com) helps roofers create professional estimates in under 2 minutes. Trade-specific templates, auto-calculations, customer portal, e-signatures.

**$29/month. 14-day free trial. No credit card.**

[Start your free trial →](https://bidlyquotes.com/auth/signup)