Roofing Estimate Template
Get a free roofing estimate template (PDF, Word, Excel) with scope wording, optional add-ons, and pricing structure examples. Generate estimates online in minutes.
Template preview
This preview shows the structure and recommended sections. Your download files contain the same layout in Word/Excel/PDF format.
PeakLine Roofing
ESTIMATE
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Roof inspection and measurement | 1 | $250.00 | $250.00 |
| Materials (shingles, underlayment, flashing) | 1 | $250.00 | $250.00 |
| Labor (tear-off + install) | 1 | $250.00 | $250.00 |
| Optional: gutters / fascia repairs | 1 | $250.00 | $250.00 |
| Labor – crew (8 hours) | 8 | $85.00 | $680.00 |
Estimate line items and optional add-ons
These are common line items/checks used by many roofing businesses. Edit, remove, or add items to match your service packages and local requirements.
- Roof inspection and measurement
- Materials (shingles, underlayment, flashing)
- Labor (tear-off + install)
- Optional: gutters / fascia repairs
- Optional: upgraded materials / warranty
How to use this roofing estimate template
- Write a scope statement that defines exactly what is included (and excluded).
- Itemize labor, materials, and optional add-ons so customers can compare options.
- Add assumptions (measurements, access, site conditions) used to price the job.
- Set validity, scheduling notes, and a change-order policy for mid-job requests.
- If you require a deposit, state the amount and when it’s due.
Tip: If you want a faster workflow, use our estimate generator to preview totals and print to PDF in your browser.
Field-by-field guidance
Use this table to fill the template correctly and reduce back-and-forth with customers. The goal is clarity: what was done, where it was done, and what the customer is paying for.
| Field | What to include |
|---|---|
| Estimate # | Unique estimate identifier. Tip: EST-2026-001. |
| Estimate date | Date the estimate was created. |
| Valid until | How long pricing is valid (e.g., 7–30 days). Helps manage price changes. |
| Client + job address | Customer contact info and the service location. |
| Scope of work | Describe exactly what is included (and what isn’t). |
| Assumptions | Site conditions or measurement assumptions used to price the job. |
| Decking condition clause | State how unexpected decking damage is handled (e.g., billed per sheet). |
| Line items | Labor, materials, fees, and optional add-ons listed separately. |
| Deposit & milestones | If you require a deposit or progress payments, list the amounts and triggers. |
| Schedule | Estimated start date, duration, and any weather/availability dependencies. |
| Terms | Change order policy, cancellation policy, warranty basics, and payment methods. |
Filled example (estimate)
Example only — adjust scope, exclusions, and payment schedule to match your business.
510 Summit Dr, Springfield, USA
Estimate #: EST-2026-001
Date: January 24, 2026
Client: Jordan Lee
Job Address: 455 Maple St, Springfield, USA
Scope: Provide labor and materials as listed; customer to provide access to all areas.
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Roof inspection and measurement | 1 | $250.00 | $250.00 |
| Materials (shingles, underlayment, flashing) | 1 | $290.00 | $290.00 |
| Labor (tear-off + install) | 1 | $330.00 | $330.00 |
| Optional: gutters / fascia repairs | 1 | $370.00 | $370.00 |
| Optional: upgraded materials / warranty | 1 | $410.00 | $410.00 |
| Labor – crew | 8 | $85.00 | $680.00 |
| Estimated total | $2330.00 | ||
| Deposit (optional) | $500.00 | ||
Common mistakes (and how to avoid them)
- Not listing disposal or tear-off separately.
- Not clarifying what happens if decking is damaged.
- Missing ventilation/flashing scope details.
- Not documenting cleanup (nail sweep).
If you need to change the scope mid-job, document it in writing and update the estimate/work order before the work continues.
FAQ
Should decking repairs be included?
Often it’s best listed as a conditional item: included up to X sheets or billed separately if needed.
How do I invoice insurance-related work?
Keep clear line items and include claim/reference info if provided by the customer. Avoid promising coverage decisions.
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