[Your company name] · License # [License #]
Client signature and date
What’s in it
Enter each roof section in square feet and Excel converts it to squares. It can also turn a footprint into roof area using the pitch.
A blank waste percent, so squares to order match your own numbers for the roof’s shape and the product.
Eaves, rakes, ridge, hips, valleys and walls. Excel adds eaves and rakes for drip edge, and ridge and hips for cap.
Tear-off by layer, decking, underlayment, ice and water barrier, shingles or metal, starter, flashing, vents, gutters, dumpster, labor and permit.
Upgrades or add-ons the client can choose, each with a price. Excel adds the ones marked Yes.
Subtotal, a tax rate you set and the total, plus manufacturer and workmanship warranty fields and signature lines.
How to fill it in
FAQ
A square is 100 square feet of roof. A roof with 2,500 square feet of surface is 25 squares. See square in the glossary.
Multiply the footprint, including overhangs, by the pitch factor √(1 + (rise ÷ 12)²). For a 6-in-12 pitch the factor is about 1.118, so a 2,000 sq ft footprint is about 2,236 sq ft of roof, or 22.36 squares. The Excel file does this for you.
It depends on the roof and the product. A simple gable roof wastes less than one with hips, valleys and dormers. The template leaves waste blank on purpose: use your own records or the manufacturer’s instructions.
The template has one line for the first layer and another for each extra layer, so the client can see why a roof with two layers costs more. Excel fills both from the squares and the number of layers you enter.
Put a per-sheet price on the estimate before you start, and say decking is replaced only as needed. If you find other hidden damage, stop and write a change order before you go on.
Work out squares to order from the roof area plus your waste, then price every line: tear-off by layer, a per-sheet decking price, underlayment, ice and water barrier, shingles or metal, flashing, vents, gutters, dumpster, permit and labor. Add overhead and profit from your own books and list options separately so the client can choose upgrades without a new estimate.
Yes. Add a cover note, your options and your warranty terms, and the estimate works as a roofing proposal or bid: the client sees the squares, every line from tear-off to drip edge, and the upgrades they can pick. When you want to send proposals as a link and see when they’re opened, ECHOPS does that; see roofing CRM.
The preview at the top of this page shows a sample layout: roof area, squares, waste and squares to order, then line items from tear-off to ridge cap. The free download includes a two-page printable PDF form and an Excel file with the squares calculator, options and totals, so you can use whichever fits the job.
Yes. Once the homeowner says yes, the free roofing contract template turns the estimate into a written agreement. It’s a starting point, not legal advice.
Related
Line items, tax and totals, with an Excel version that does the math.
Get the template →Published national figures for shingle and metal roof replacement, with their sources and dates.
Read the guide →Turn cost into a price at any markup or margin.
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