Free Roofing Estimate Template (PDF, Excel, Google Sheets)

This free roofing estimate template gives you a clean, one-page estimate for a reroof or repair: your business and license details, the customer and job address, labor and material line items, tax, total, deposit terms, warranty notes and a signature line. Fill it in right on the page. Then print it or save it as a PDF from your browser to send to the homeowner, or download a CSV that opens in Excel or Google Sheets so you can reuse the line items. If you're ready to move estimates into software, start with our roofing software guide.

What's on the template

Header. Your business name, address, phone and contractor license number, plus the estimate number and date. Many states require your license number on home-improvement contracts, and homeowners often look it up before they sign.

Customer and job. Customer name and mailing address, and a separate job address. They're often the same, but not on rentals, estates and insurance jobs.

Labor lines. Description, quantity, unit, rate and amount. Typical roofing labor lines:

Material lines. Same columns. Shingles by square, synthetic underlayment by roll, ice and water shield by roll, starter strip and ridge cap by bundle or linear foot, drip edge by piece, vents each, nails and sealant as a lot, dumpster or haul-off as a lot.

Totals. Subtotal, tax and total.

Terms. Deposit and payment terms, warranty and notes, and a signature line for the customer.

How to fill it in

1. Measure first. Get squares from a tape-measured roof or an aerial report, and note the pitch. Our roofing calculator can turn a footprint and pitch into squares and bundles if you need a quick check.
2. Write the scope in plain words. "Remove one layer of asphalt shingles down to the deck. Install synthetic underlayment, ice and water shield at eaves and valleys, new drip edge, and [brand, line, color] architectural shingles." The scope is what you'll point to if there's a dispute.
3. Split labor and materials. It makes the estimate easier to adjust if the homeowner changes shingle lines, and it matters for sales tax in states that tax materials and labor differently.
4. Price decking as an allowance. Nobody knows how much rotted decking is under the shingles until tear-off. Write it as "Replace damaged decking as needed at $X per sheet," and include a few sheets in the total or show it at zero with the rate. This is the line that prevents the most arguments on reroofs.
5. Set deposit and payment terms. State the deposit amount, what's due at material delivery if anything, and what's due at completion. Check your state's limits on home-improvement deposits.
6. Spell out the warranty. Separate the manufacturer's shingle warranty from your workmanship warranty, and give the length of yours in years.
7. Number and date it. Use a running estimate number so you can find it when the homeowner calls back in three weeks.
8. Save a PDF for the customer and a CSV for yourself. The PDF goes to the homeowner. The CSV keeps your line items so the next estimate starts from your price list, not a blank page.

On insurance jobs, the carrier's estimate is usually written in its own line-item format, and your estimate is what you'll compare against it. Keep your line items close to how the adjuster's estimate lists them (tear-off, underlayment, drip edge, starter, ridge, vents, flashing) so the gaps are easy to spot and supplement.

Common mistakes

• Squares that don't match the measurement. If your bundle count and your squares disagree, the homeowner (or the adjuster) will notice.
• Forgetting accessories. Ridge cap, starter, drip edge, pipe boots and vents are easy to leave off and expensive to eat.
• No decking language. Without a per-sheet rate in writing, extra decking turns into a negotiation on the roof.
• Vague shingle description. "30-year shingles" isn't a scope. Name the brand, product line and color.
• One lump sum. A single number with no breakdown makes you look expensive next to a bid that shows its work, even when yours is cheaper.
• No expiration date. Material prices move. Add "Estimate valid for 30 days" to the notes.
• Missing permit and disposal. Say whether permit fees and dumpster are included.

When to switch to software

A template works fine for a handful of estimates a month. It stops working when you're sending estimates every day, chasing unsigned ones, and retyping the same line items for every job.

The signs: you can't tell which estimates are still open, you're re-measuring roofs you already measured, and you're copying signed estimates into a separate invoice. Roofing software ties the measurement, estimate, signature, material order and invoice to one job record. Roofr, for example, has a free Starter plan with measurement reports at $19 each, and paid plans from $209/mo billed annually for Essentials, as of October 2026. Heavier roofing CRMs like AccuLynx and JobNimbus are quote-only and built for production and insurance work.