Roofing quote template
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For
Customer name
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Roofing service | 1 | $0.00 | $0.00 |
| Subtotal | $0.00 |
| Total | $0.00 |
Itemise, always
A homeowner replacing a roof is spending more than they have spent on anything except a car, on something they cannot inspect, chosen from three strangers. They cannot evaluate your workmanship. They can only evaluate your paperwork.
An itemised quote wins against a lump sum almost every time, because it shows the customer what they are buying:
- Tear-off and disposal — X squares, existing layers removed, dumpster included
- Decking inspection, with a stated per-sheet replacement rate
- Underlayment — name the product
- Ice and water shield at eaves and valleys
- Drip edge, valley metal, step and counter flashing
- Shingles — name the product and the warranty
- Ridge vent and any additional ventilation
- Labour, clean-up and magnetic nail sweep
The lump-sum quote next to yours will look like a guess, because it is one.
Price the unknowns before you find them
The single most common way a roofing job goes wrong is decking. You cannot know what is under the shingles until it is off, and by then you are standing on an open roof having a pricing conversation with somebody who feels ambushed.
Put the rate in the quote: “Any deck replacement required: $XX per 4×8 sheet, carried out only with your written approval.” It costs nothing to include and it converts the worst conversation in roofing into a pre-agreed number.
Give them a choice
Quote two or three material tiers as separate options. A customer given one number decides whether to accept it. A customer given three decides which one to take — a much better question for you.
Put a date on it
Thirty days validity, stated on the document. Roofing material pricing moves, and an open-ended quote is a liability sitting in somebody’s inbox.
Getting it out the same day
Roofing quotes go cold fast. A homeowner with a leak is calling three companies today and will likely go with whoever gets a credible number in front of them first.
A saved line-item library — your standard tear-off, underlayment, flashing and ventilation items — turns a quote into a few taps rather than an evening. Jobber at $49/mo does that and produces the best-looking customer-facing document at this price. QuoteIQ at $29.99/mo is cheaper and measures the roof off satellite imagery, which for a repair or a simple replacement removes the measuring trip. Housecall Pro Max includes a proposal tool that presents the tiered options properly.
Questions operators actually ask
What should a roofing quote include?
The roof area in squares, the material and its warranty, tear-off and disposal, underlayment, flashing, ventilation, and the labour. Itemise them. A roofing customer comparing three quotes cannot judge your workmanship, so they judge the document — and a single lump sum looks like guesswork next to an itemised one.
Should I quote in squares or square feet?
Squares for the material and labour lines, because that is how roofing is bought and sold, but put the square footage somewhere too. Homeowners think in square feet and get suspicious of units they do not recognise.
How do I quote for unknowns like rotten decking?
As a stated unit rate, not as a vague warning. 'Deck replacement if required: $X per sheet, only with your approval' turns a nasty surprise into a pre-agreed price. Never quote a flat price for a tear-off without that line.
How long should a roofing quote stay valid?
Thirty days is normal, and say so on the document. Material prices move, and an open-ended quote is one a customer can accept in six months at a price that no longer works for you.
Should I offer options?
Yes. Two or three material tiers — architectural, dimensional, premium — presented as a choice reliably raises the average job compared with one number. It also changes the conversation from whether to buy from you into which one to buy.