Roofing Invoice Template
Download a free roofing invoice template (PDF, Word, Excel) with trade-specific line items, example invoice, and field-by-field guidance. Also try the free invoice generator.
Template preview
This preview shows the structure and recommended sections. Your download files contain the same layout in Word/Excel/PDF format.
PeakLine Roofing
INVOICE
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Tear-off and disposal | 1 | $150.00 | $150.00 |
| Underlayment / ice & water shield | 1 | $150.00 | $150.00 |
| Shingles or roofing material (square/qty) | 1 | $150.00 | $150.00 |
| Flashing / vents / accessories | 1 | $150.00 | $150.00 |
| Labor – technician (2 hours) | 2 | $95.00 | $190.00 |
Trade-friendly invoice line items
These are common line items/checks used by many roofing businesses. Edit, remove, or add items to match your service packages and local requirements.
- Tear-off and disposal
- Underlayment / ice & water shield
- Shingles or roofing material (square/qty)
- Flashing / vents / accessories
- Labor – installation
- Permit/inspection (if applicable)
How to use this roofing invoice template
- Enter your business details (name, phone, email, address).
- Fill in the customer information and job address (include unit # and access notes).
- Add clear line items (labor, materials, fees) and ensure totals match your pricing.
- Add payment terms and accepted payment methods.
- Save a copy for your records and send the invoice to the customer.
Tip: If you want a faster workflow, use our invoice 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 |
|---|---|
| Invoice # | Unique identifier for bookkeeping and customer reference. Tip: use a prefix like INV-2026-001. |
| Invoice date | Date the invoice is issued. For recurring jobs, match your billing cycle. |
| Due date / terms | When payment is expected. Suggested: Deposit due to reserve materials; progress payments may apply. Final payment due upon completion and cleanup. |
| Bill to | Customer name, phone/email, and billing address (if different from job site). |
| Job address | Where the work was performed. Include unit number, gate code, or access notes. |
| Description / scope | Short summary of the work completed. Keep it specific. |
| Line items | Break down labor, materials, and any fees. Include quantity, rate, and amount. |
| Taxes | If you collect sales tax, show the rate and total tax amount. |
| Payment methods | List accepted payment methods and where to send payment. |
| Notes / warranty | Add warranty limits, return-visit policy, or care instructions. |
Filled example (invoice)
Example only — use your real pricing, tax rules, and payment terms.
510 Summit Dr, Springfield, USA
Invoice #: INV-2026-001
Date: January 24, 2026
Bill To: Jordan Lee
Job Address: 455 Maple St, Springfield, USA
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Tear-off and disposal | 1 | $125.00 | $125.00 |
| Underlayment / ice & water shield | 1 | $140.00 | $140.00 |
| Shingles or roofing material (square/qty) | 1 | $155.00 | $155.00 |
| Flashing / vents / accessories | 1 | $170.00 | $170.00 |
| Labor – installation | 1 | $185.00 | $185.00 |
| Labor – technician | 2 | $95.00 | $190.00 |
| Total | $965.00 | ||
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 invoice 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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