01 / CUSTOMER COPY
Printable roofing estimate PDF
Business and project details, scope, line items, total, assumptions and exclusions. Space for your existing payment and warranty wording.
Printable PDF · blank template + fictional example
Free Roofing Estimate Template
Clear quotes. Less busywork.
Download a free roofing estimate template in Excel or printable PDF. Set out the scope, materials, labour and total in a quote your customer can follow.
Free basic downloads. No account required. Excel workbook + four-page printable PDF.
Explore the roofing estimate example ↓THE TEMPLATE, AT A GLANCE
What’s included in the roofing estimate template
Use the editable workbook for your selling prices and the printable PDF for a customer-facing estimate. You supply the measurements, quantities and tax choices.
02 / WORKING FILE
Editable Excel estimate template
Enter quantities, units, selling prices and taxable flags. Amber cells are inputs; gray cells calculate. Four spare line items are included.
Editable .xlsx · formulas checked in LibreOffice
03 / WORKED EXAMPLE
Completed roofing estimate sample
Follow a fictional replacement job from roof surface area to itemised estimate. Use the example to understand the layout, then enter your own figures.
See the example ↓A ROOFING ESTIMATE EXAMPLE
Completed roofing estimate example
This fictional roof replacement includes one layer of tear-off, roofing material, components, labour and disposal. Permit and decking repairs are visible allowances included in the total.
2,000 sq ft
Measured roof surface area
20 roof squares
Surface area ÷ 100
22 material squares
20 squares + selected 10% waste
The 10% waste figure is an example input, not a recommended allowance. Labour and removal use 20 squares; waste is not added to them.
Example exclusions: structural repairs, gutters and work beyond the stated scope. Any decking beyond the two-sheet allowance would need review and a revised price.
Fictional business, customer and project. Dollar amounts are illustrative, not recommended pricing. This is a scope-and-price example, not a construction specification or professionally reviewed estimate.
| Work / material | Quantity × selling price | Amount |
|---|---|---|
| Tear-off / removal | 20 squares × $75 | $1,500 |
| Roofing material | 22 squares × $150 | $3,300 |
| Underlayment | 22 squares × $25 | $550 |
| Starter components | 180 linear ft × $2 | $360 |
| Ridge components | 60 linear ft × $5 | $300 |
| Drip edge | 180 linear ft × $3 | $540 |
| Flashing allowance | 1 lump sum × $450 | $450 |
| Ventilation | 4 each × $65 | $260 |
| Installation labour | 20 squares × $180 | $3,600 |
| Disposal | 1 lump sum × $500 | $500 |
| Permit allowance | 1 lump sum × $150 | $150 |
| Decking repair allowance | 2 each × $85 | $170 |
| Subtotal | $11,680 | |
| Example tax · explicitly selected 0% | $0 | |
| Estimated total | $11,680 | |
Amounts are illustrative, not recommended pricing. Row totals are quantity × selling price; allowances are included.
FROM BLANK FILE TO CUSTOMER QUOTE
How to write a roofing estimate with this template
Open the workbook’s Instructions tab first. Use amber input cells and leave the gray formulas intact; they are visually marked, but not locked. The images below come from the actual printable PDF.
01
Add the project
Add your business, customer and project details in rows 5–12. Set the estimate reference, issue date, estimator and currency.
BUSINESS → CUSTOMER → PROJECT
02
Define the work
Enter surface area, waste and layer count in B14:B16. Enter line quantities separately in rows 20–35, with your units and selling prices.
QUANTITY × UNIT PRICE = AMOUNT
03
Review the detail
Choose Yes or No for each taxable flag and enter your tax rate in B39, including an explicit 0% where appropriate. CHECK means an input needs attention.
SCOPE → ALLOWANCES → TOTAL
04
Save and send
Review total F41 and the scope, assumptions and exclusions. Keep the workbook; use the supplied printable PDF or check your own print area before exporting.
REVIEW → SAVE → SEND
FEWER UNANSWERED QUESTIONS
What to include in a roofing quote
A useful roofing quote makes it clear what the customer is paying for, what needs confirmation and what happens next.
An estimate describes proposed scope and pricing. An invoice requests payment. This resource is a layout aid; it does not supply contract terms or legal acceptance wording.
- Included work and the exact project scope
- Materials, specifications and any options
- Allowances that still need confirmation
- Excluded or unpriced work, stated separately
- Quote validity and expected timing
- Your existing approved payment and warranty terms
OPTIONAL BONUS · AFTER THE QUOTE
The quote’s sent.
What happens next?
A simple tracker and ready-to-edit messages can help keep the next conversation from disappearing into a busy week.
- Editable Excel estimate + four-page printable PDF.
- Four quote follow-up email/SMS pairs, plus a separate new-inquiry bonus.
- A manual quote tracker and a practical guide to organising leads, reviewing quotes and planning useful follow-up.
- An optional internal Zapier reminder recipe, source-checked but not live-tested.
Review before sending. Honour channel permissions and opt-outs; stop generic follow-up after a reply or closed quote.
INCLUDED TRACKER · MANUAL WORKFLOW
A manual tracker with a clear next step.
QUOTE DETAILS
Reference, customer and sent date
REVIEW & STATUS
Owner, status and next review date
STOP RULES
Reply, hold, closure and opt-out checks
The workbook organises quote status, ownership and review dates. It does not send messages or detect customer replies.
OPTIONAL FOLLOW-UP PACK
Keep the next conversation moving.
Get the message bank and quote tracker together. The basic estimate template stays free without signup.
Your download is ready below. We’re also sending a copy to your inbox.
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BEFORE AND AFTER THE QUOTE
Roofing marketing and lead follow-up resources
A clear estimate is one step in the customer journey. These guides help you check the enquiry path, plan a website and follow up after you send a quote.
Check your website enquiry path
Test calls, quote requests and the handoff to your team before you send more traffic to the site.
Roofing website checklist →Plan the scope of your website
Compare pages, project photos, integrations and ongoing support when reviewing a website proposal.
What affects roofing website cost →Follow up after the estimate
Use email and text examples with clear reply ownership, permission checks and stop rules.
Estimate follow-up guide →CONNECT THE NEXT STEP
Prefer this to work with the tools you already use?
We can help connect your website, lead forms and follow-up process, so your team spends less time moving information around and more time talking to customers.
See our integration and automation services →BEFORE YOU START
Roofing estimate template FAQs
Is the roofing estimate template free?
Yes. The Excel workbook and printable PDF are free to download above without an account. The extra follow-up pack is a separate optional offer.
Can I add my logo and change the line items?
You can edit your business details and line-item descriptions, quantities, units and prices. Four spare rows are included. Formula cells are gray, but unlocked—avoid overwriting them. Inserting additional rows needs a calculation check.
Does it work in Excel and Google Sheets?
The download is an Excel .xlsx workbook. Baseline, tax and missing-input calculations have been checked in Microsoft Excel. A Google Sheets version and native copy link are not provided or tested.
Does it tell me material quantities or what to charge?
No. You supply the measurements, waste allowance, quantities and selling prices. Roof squares are surface area divided by 100; roof surface area is not the building footprint. Verify local tax treatment yourself.
Can I use it for repairs and replacements?
The supplied example covers a roof replacement. A separate repair template has not been tested. Adapt the scope and quantities carefully before using it for other work.
Is the PDF editable or fillable?
The PDF is printable, not fillable. It contains four pages: two for the blank estimate and two for the fictional completed example. Use the Excel file to edit the figures.
Is this a contract or an invoice?
It is a proposed estimate layout. It does not include a contract, acceptance block or universal warranty terms. Use your own approved documentation for those purposes.
Do I need Zapier for the follow-up pack?
No. The tracker and message bank work manually. The guide includes an optional Zapier internal-reminder recipe, which has been source-checked but not live-tested. It does not send customer messages.
A CLEARER PLACE TO START
Make the next roofing quote easier to prepare.
Download the editable Excel workbook or the printable PDF. Start with the fictional example, then enter your own scope, measurements and prices.
Return to the completed example ↑
