Free template · PDF, Word & online

Free Roofing Estimate Template (PDF, Word & Online)

A roofing estimate wins the job before the ladder comes off the truck. The good ones all read the same way: roof measurements and pitch, tear-off, materials by the square, labor, disposal, and the warranty in writing. This free roofing estimate template covers each of those — download it, or build it in Invosmith's estimate mode and convert it to an invoice the day you finish.

Download the roofing estimate template

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01

What a roofing estimate should spell out

Squares and pitch first — the client should see you measured, not guessed. Then the scope decision: tear-off versus overlay, and why. Materials line by line (shingles or panels by the square, underlayment, flashing, drip edge), labor, the disposal fee with a number on it, and what's excluded — rotten decking, permit costs, whatever you won't eat. Finish with a valid-until date and the warranty in writing: workmanship years and manufacturer terms. An estimate that spells out exclusions up front is the one that doesn't turn into a dispute later.

02

Measurements, assumptions and changes

Record how you reached the quantity: site measure, drawings, aerial report or the customer’s dimensions. Name the roof areas, pitch, principal lengths and the waste allowance used for pricing. If parts of the roof were not visible or accessible, say so rather than quietly treating an assumption as a fact.

Keep the estimate and the later job file connected by number. If removal reveals concealed damage, a different measurement or a requested scope change, photograph or describe it, state the added or removed work and price, and get written approval before continuing where the situation permits. The estimate remains the original scope; the approved change is its own record.

03

From estimate to invoice in one click

Win the job, flip the toggle: the same numbers become a numbered invoice with a balance due. No retyping, no transposed digits, no "I'll send it when I'm back at the desk." Build the estimate in the generator, send the PDF, and the day the job's done your invoice is one click away.

Frequently asked questions

What should a roofing estimate include?

Roof measurements in squares, pitch, tear-off or overlay, materials itemized by the square, labor, disposal, exclusions, a valid-until date, and warranty terms — both workmanship and manufacturer.

How long should a roofing estimate stay valid?

Set a definite valid-until date rather than relying on a default. Thirty days is common, but material availability and your local contract rules can require a shorter or longer period. The template has a field for the date.

Estimate vs quote — what's the difference?

In practice, roofing pros use them interchangeably. Strictly, a quote is a fixed price and an estimate is a close approximation. Whichever word you use, put the scope and exclusions in writing.