Free Roofing Estimate Templates (Download PDF + Excel)

TL;DR: Download three free roofing estimate templates below (residential replacement, repair, and commercial TPO) with real line items, 2026 pricing, and built-in markup formulas. Each template includes materials, labor, equipment, overhead, and profit sections you can copy and customize for your business. If you want to skip the spreadsheets entirely, Projul’s estimating tools let you build and send estimates from your phone on the job site.

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A good roofing estimate wins jobs. A bad one loses money. Either way, the estimate sets the tone for the entire project.

The problem most roofers face isn’t a lack of skill on the roof. It’s the time it takes to put together a professional roofing estimate once you climb back down. You take measurements, note the existing material, check for damage, drive back to the office, and then spend an hour fighting with a spreadsheet. By the time you send the estimate, the homeowner already has a quote from your competitor.

These three free roofing estimate templates fix that problem. Each one includes realistic line items, material costs, labor rates, and markup formulas you can adjust for your market. Copy them, customize them, and start sending better roofing bids today.

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Download Projul’s free construction estimate templates, built by contractors, ready to customize. Create professional estimates in minutes and win more jobs.

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How to Use These Roofing Estimate Templates

Each template below is organized into sections: materials, labor, equipment, overhead, and profit. Here’s how to get the most out of them:

1. Measure the roof and calculate total squares (length x width / 100 for each plane, plus waste factor).
2. Adjust unit costs to match your local supplier pricing and labor rates.
3. Update quantities based on the specific job.
4. Apply your overhead and profit percentages to the subtotal.
5. Add notes for the homeowner explaining scope, timeline, and warranty.

The unit costs shown are mid-range estimates for the U.S. market in 2026. Your area may run higher or lower. Always verify pricing with your supplier before sending a live estimate. Not sure whether to send an estimate, quote, or proposal? Our guide on estimate vs quote vs proposal breaks down when to use each.

If you work with roofing contractor software that supports templates, you can enter these line items once and reuse them on every job. Projul’s CRM even tracks which estimates each lead has received, so you never lose track of who you’ve quoted.

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Template 1: Residential Roof Replacement Estimate

This roofing bid template covers a standard 30-square residential re-roof (approximately 3,000 sq ft) with architectural shingles. Adjust quantities and pricing for your specific job.

Materials

Line Item	Quantity	Unit	Unit Cost	Total
Architectural shingles (30-yr)	33	squares	$130.00	$4,290.00
Synthetic underlayment	4	rolls	$65.00	$260.00
Ice and water shield	4	rolls	$120.00	$480.00
Drip edge (aluminum)	200	lin ft	$2.00	$400.00
Ridge vent	40	lin ft	$4.50	$180.00
Ridge cap shingles	3	bundles	$55.00	$165.00
Step flashing	50	pieces	$1.50	$75.00
Pipe boot flashings	3	each	$15.00	$45.00
Roofing nails (coil)	6	boxes	$45.00	$270.00
OSB decking (replacement allowance)	8	sheets	$35.00	$280.00
Materials Subtotal				$6,445.00

Labor

Task	Quantity	Unit	Unit Cost	Total
Tear-off (single layer)	30	squares	$25.00	$750.00
Install underlayment and ice shield	30	squares	$10.00	$300.00
Install shingles	30	squares	$45.00	$1,350.00
Install flashing and metalwork	1	lot	$400.00	$400.00
Install ridge vent and cap	40	lin ft	$3.00	$120.00
Decking repair labor	8	sheets	$20.00	$160.00
Cleanup and haul-off	1	lot	$300.00	$300.00
Labor Subtotal				$3,380.00

Equipment and Other Costs

Item	Quantity	Unit	Unit Cost	Total
Dumpster rental (20-yard)	1	each	$450.00	$450.00
Permit fee	1	each	$250.00	$250.00
Material delivery fee	1	each	$125.00	$125.00
Equipment Subtotal				$825.00

Summary

	Amount
Materials	$6,445.00
Labor	$3,380.00
Equipment and other	$825.00
Direct Cost Subtotal	$10,650.00
Overhead (15%)	$1,597.50
Profit (12%)	$1,469.70
Total Estimate	$13,717.20

Tips for This Template

• The 33 squares of shingles includes a 10% waste factor on a 30-square roof. Bump to 15% for complex roofs with lots of hips and valleys.
• The decking replacement allowance covers 8 sheets of OSB. Add a note on the estimate that says: “Additional decking repairs billed at $35/sheet material plus $20/sheet labor if needed once tear-off is complete.”
• Always list the shingle manufacturer and product name. Homeowners compare estimates, and specifics build trust.
• Include your workmanship warranty period alongside the manufacturer’s material warranty.

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Template 2: Roof Repair Estimate

This roofing estimate template covers common repair jobs: leak fixes, damaged shingle replacement, and flashing repairs. It’s designed for smaller scopes where speed matters.

Materials

Line Item	Quantity	Unit	Unit Cost	Total
Architectural shingles (matching)	3	bundles	$40.00	$120.00
Synthetic underlayment (partial roll)	1	roll	$65.00	$65.00
Step flashing	12	pieces	$1.50	$18.00
Pipe boot flashing	1	each	$15.00	$15.00
Roofing sealant/caulk	2	tubes	$8.00	$16.00
OSB decking (if needed)	2	sheets	$35.00	$70.00
Roofing nails	1	box	$45.00	$45.00
Materials Subtotal				$349.00

Labor

Task	Quantity	Unit	Unit Cost	Total
Diagnose leak / inspect damage	1	hour	$85.00	$85.00
Remove damaged shingles	1	hour	$85.00	$85.00
Replace underlayment and decking	1.5	hours	$85.00	$127.50
Install replacement shingles	1.5	hours	$85.00	$127.50
Re-flash penetrations or walls	1	hour	$85.00	$85.00
Cleanup	0.5	hours	$85.00	$42.50
Labor Subtotal				$552.50

Equipment and Other Costs

Item	Quantity	Unit	Unit Cost	Total
Truck/travel charge	1	each	$75.00	$75.00
Debris removal	1	each	$50.00	$50.00
Equipment Subtotal				$125.00

Summary

	Amount
Materials	$349.00
Labor	$552.50
Equipment and other	$125.00
Direct Cost Subtotal	$1,026.50
Overhead (15%)	$153.98
Profit (15%)	$177.07
Total Estimate	$1,357.55

Tips for This Template

• Repair estimates benefit from a higher profit margin (15% vs 12%) because the fixed costs of travel, setup, and cleanup eat into smaller jobs more.
• Always include a diagnostic/inspection line item. Your expertise in finding the leak source has real value. Don’t give it away for free.
• Specify the repair area clearly: “Replace approximately 50 sq ft of shingles on south-facing slope above garage.” This protects you if the homeowner expects you to fix the entire roof for a repair price.
• If the repair reveals bigger problems (widespread rot, failed underlayment), have a change order process ready. Take a photo, price the additional work, and get approval before continuing.

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Template 3: Commercial Roofing Estimate

This template covers a 100-square (10,000 sq ft) commercial flat roof with TPO membrane. Commercial roofing bids require more detail on equipment, phasing, and code compliance.

Materials

Line Item	Quantity	Unit	Unit Cost	Total
60-mil TPO membrane	110	squares	$95.00	$10,450.00
Polyiso insulation (3-inch)	10,000	sq ft	$1.25	$12,500.00
Cover board (1/2-inch)	10,000	sq ft	$0.55	$5,500.00
Membrane adhesive	50	gallons	$32.00	$1,600.00
TPO edge metal/termination bar	400	lin ft	$3.50	$1,400.00
Pipe boots and penetration flashings	12	each	$45.00	$540.00
Drain assemblies	4	each	$175.00	$700.00
Fasteners and plates	1	lot	$1,200.00	$1,200.00
Sealants and accessories	1	lot	$600.00	$600.00
Materials Subtotal				$34,490.00

Labor

Task	Quantity	Unit	Unit Cost	Total
Tear-off existing membrane	100	squares	$30.00	$3,000.00
Inspect and repair roof deck	1	lot	$2,000.00	$2,000.00
Install insulation	10,000	sq ft	$0.45	$4,500.00
Install cover board	10,000	sq ft	$0.30	$3,000.00
Install TPO membrane	100	squares	$55.00	$5,500.00
Flash penetrations and drains	16	each	$125.00	$2,000.00
Install edge metal	400	lin ft	$4.00	$1,600.00
Cleanup and debris removal	1	lot	$1,500.00	$1,500.00
Labor Subtotal				$23,100.00

Equipment and Other Costs

Item	Quantity	Unit	Unit Cost	Total
Dumpster rental (40-yard, 2 pulls)	2	each	$650.00	$1,300.00
Boom lift / material hoist rental	1	week	$1,800.00	$1,800.00
Hot-air welder rental	1	week	$400.00	$400.00
Permit and inspection fees	1	each	$500.00	$500.00
Material delivery (crane/boom)	1	each	$750.00	$750.00
Project supervision	40	hours	$65.00	$2,600.00
Equipment Subtotal				$7,350.00

Summary

	Amount
Materials	$34,490.00
Labor	$23,100.00
Equipment and other	$7,350.00
Direct Cost Subtotal	$64,940.00
Overhead (12%)	$7,792.80
Profit (10%)	$7,273.28
Total Estimate	$80,006.08

Tips for This Template

• Commercial jobs typically carry a lower profit percentage but higher dollar amounts. A 10% profit on a $65K job is $7,200+. Adjust based on your market and the complexity of the project.
• Include phasing in your estimate if the building will be occupied during the work. Tenants need to know which sections will be noisy and when.
• Always specify the manufacturer’s warranty system you’re installing (e.g., 20-year NDL TPO system). This matters for commercial property managers who need warranty documentation for their records.
• Account for HVAC curb re-flashing. Commercial roofs almost always have rooftop units, and the curbs need to be properly integrated with the new membrane.
• Break the project into phases with separate start and completion dates if the roof is large enough to require multiple mobilizations. Use scheduling software to map out crew assignments across phases so nothing overlaps.

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How to Measure a Roof for Estimating

Bad measurements kill profit before you even start the job. Here’s how to get your roof measurements right every time.

Understanding Roof Pitch

Roof pitch is the slope expressed as a ratio of vertical rise to horizontal run. A 6/12 pitch means the roof rises 6 inches for every 12 inches of horizontal distance. Pitch matters for estimating because it affects the actual surface area of the roof, crew productivity, and safety requirements.

Common residential pitches and their multipliers:

• 4/12 pitch: Multiply footprint by 1.054
• 6/12 pitch: Multiply footprint by 1.118
• 8/12 pitch: Multiply footprint by 1.202
• 10/12 pitch: Multiply footprint by 1.302
• 12/12 pitch: Multiply footprint by 1.414

So a house with a 2,000 sq ft footprint and a 6/12 pitch has roughly 2,236 sq ft of actual roof area (2,000 x 1.118). Skip this step and you’ll under-order materials by 12% or more.

Calculating Roofing Squares

One roofing square equals 100 square feet. To calculate squares:

1. Measure each roof plane separately (length x width).
2. Multiply the footprint area by the pitch multiplier.
3. Add all planes together for total roof area.
4. Divide by 100 to get squares.

Example: A simple gable roof on a 40 ft x 50 ft house at 6/12 pitch:

• Footprint: 2,000 sq ft
• Pitched area: 2,000 x 1.118 = 2,236 sq ft
• Squares: 22.36

Waste Factor Guidelines

Always add waste on top of your measured squares. The waste factor depends on how complex the roof is:

Roof Type	Waste Factor	Why
Simple gable (2 planes)	10%	Minimal cuts, straight runs
Hip roof (4 planes)	12 to 15%	Angled cuts at hips and ridges
Complex with dormers and valleys	15 to 20%	Lots of cuts, short pieces, more flashing
Mansard or gambrel	18 to 22%	Odd angles, multiple transitions

For the 22.36-square gable example above, a 10% waste factor brings your order to 24.6 squares. Round up to 25 and order 25 squares of shingles (roughly 75 bundles for 3-bundle-per-square shingles).

Measuring from the Ground

If you can’t get on the roof (or want a quick check), you can estimate from the ground:

• Measure the house footprint from the ground using a tape measure or laser.
• Count the shingle courses visible from the ground and multiply by the exposure (usually 5 to 5.625 inches for architectural shingles) to estimate the slope length.
• Use satellite imagery tools for a top-down measurement, then apply the pitch multiplier.

Ground measurements are estimates. Always verify with actual roof measurements before finalizing your bid. The difference between a ground guess and an actual measurement can be 2 to 3 squares on a mid-size home, which translates to $700 to $1,500 in materials.

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How to Price Roofing Jobs Correctly: A Per-Square Pricing Guide

Pricing is where most roofing contractors either make money or leave it on the table. Here’s a breakdown of real per-square costs in 2026 so you can check your numbers against the market.

Asphalt Shingle Roofing (Per Square)

Cost Component	Low End	Mid Range	High End
Materials (shingles, underlayment, flashing, nails)	$100	$135	$175
Labor (tear-off and install)	$80	$110	$150
Equipment and dumpster (prorated)	$20	$30	$45
Overhead (15%)	$30	$41	$56
Profit (12%)	$28	$38	$51
Total per square	$258	$354	$477

A 30-square residential re-roof at mid-range pricing comes to about $10,620 in direct costs, which matches closely with Template 1 above.

Metal Roofing (Per Square)

Standing seam metal roofing costs more upfront but lasts 40 to 60 years:

Cost Component	Low End	Mid Range	High End
Materials (panels, trim, fasteners, underlayment)	$250	$400	$650
Labor (install only, no tear-off)	$150	$225	$350
Equipment (prorated)	$30	$45	$65
Overhead (15%)	$65	$101	$160
Profit (12%)	$59	$93	$147
Total per square	$554	$864	$1,372

Flat Roof / TPO (Per Square)

Cost Component	Low End	Mid Range	High End
Materials (membrane, insulation, adhesive)	$200	$345	$500
Labor (tear-off and install)	$130	$231	$350
Equipment (prorated)	$40	$74	$120
Overhead (12%)	$44	$78	$116
Profit (10%)	$41	$73	$109
Total per square	$455	$801	$1,195

Regional Price Adjustments

These numbers assume a mid-market U.S. city. Adjust for your area:

• High-cost markets (San Francisco, New York, Boston): Add 20 to 35%
• Mid-cost markets (Denver, Nashville, Charlotte): Use the numbers as-is
• Lower-cost markets (rural areas, smaller cities): Subtract 10 to 20%

Track your actual costs on every job. After 10 to 15 completed projects, you’ll have your own per-square numbers that are more accurate than any industry average. Keeping a job budget for each project makes this tracking automatic instead of a chore you never get around to.

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Common Roofing Estimate Mistakes That Cost Contractors Money

Every one of these mistakes comes straight from real roofing contractors who learned the hard way. Check your own estimates against this list.

Underestimating Waste

A simple gable roof needs 10% waste. A hip roof with dormers and valleys can hit 15 to 20%. If you estimate waste from gut feeling instead of measuring roof complexity, you’ll eat that extra material cost. On a 30-square job, the difference between 10% and 15% waste is 1.5 squares, or about $200 in shingles alone.

Forgetting Small Line Items

Pipe boots, sealant, nails, drip edge, delivery fees. These items are $10 to $50 each, but they add up to hundreds of dollars on a full replacement. Your template should list every item so nothing slips through.

Using Outdated Pricing

Shingle prices can jump 10% in a single quarter. If your template still has last year’s numbers, every estimate you send is wrong before the homeowner even reads it. Set a quarterly reminder to call your supplier and update unit costs.

Ignoring Roof Access Difficulty

A two-story home with no ground-level access for the dumpster adds time and labor. Steep pitches (8/12 and above) slow your crew down by 20 to 40%. A walkable 4/12 pitch is a completely different job than a 12/12 where every worker needs a harness and roof jacks. Build these variables into your template with multipliers or notes.

Skipping the Contingency

A 5 to 10% contingency for hidden damage is standard practice. Without it, every surprise on the job comes out of your profit. Rotten decking is the most common surprise. On older homes, plan for at least 4 to 8 sheets of OSB replacement as a baseline.

Giving Verbal Estimates

Never quote a price without putting it in writing. Verbal estimates lead to misunderstandings, scope disputes, and lost money. Always use your template, even for small repair jobs.

Not Following Up

You sent the estimate. The homeowner went quiet. Most roofers move on. The best ones follow up within 48 hours with a quick call or text. A simple “Hey, did you get a chance to look over that estimate?” closes more jobs than any line item ever will. A good CRM for contractors can remind you to follow up automatically so leads don’t slip through the cracks.

Not Tracking Time

If you don’t know how long each type of job actually takes your crew, you’re guessing on every labor line item. Time tracking on a few projects gives you real production rates you can plug into future estimates.

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Insurance Restoration vs. Retail Roofing Estimates

Insurance restoration work and retail roofing require different estimating approaches. Using the wrong one for either type will cost you money.

Retail Roofing Estimates

Retail jobs are any roofing work where the homeowner pays out of pocket. You set the price, the homeowner decides if it’s fair, and you either win the job or you don’t.

With retail work:

• You control your pricing. Set your margin where you want it.
• You compete directly on price, quality, and reputation.
• The homeowner compares your estimate against 2 to 4 competitors.
• Payment comes directly from the homeowner (deposit up front, balance at completion).
• You can upsell upgrades like better shingles, additional ventilation, or gutter replacement.

Retail estimates should be clean, professional, and easy for a homeowner to understand. Use the templates above as-is for retail work. Focus on showing value, not just numbers. Include photos from the inspection, explain what each line item covers, and highlight your warranty.

Insurance Restoration Estimates

Insurance work is a different animal. The insurance carrier determines what they’ll pay based on their adjuster’s scope and Xactimate pricing. Your job is to make sure the scope is complete and the pricing is right.

Key differences for insurance estimates:

• Xactimate pricing. Insurance adjusters use Xactimate software to price claims. Your line items need to match Xactimate categories and descriptions, or the adjuster will reject them.
• O&P (overhead and profit). Most carriers allow 10% overhead and 10% profit on top of material and labor costs. This is a separate line item, not built into your unit costs like a retail estimate.
• Supplements are normal. The initial adjuster scope almost always misses items. You’ll need to submit supplements for hidden damage (rotten decking, damaged flashing, code upgrades) with photos and documentation.
• Code upgrades. If your local code requires ice and water shield, drip edge, or specific ventilation that wasn’t on the original roof, those items are often supplementable.
• Payment timing. Insurance pays in two checks: the initial claim payment (minus the deductible) and the recoverable depreciation after the work is complete. Plan your cash flow accordingly.
• Documentation is everything. Take detailed photos before, during, and after the work. Insurance carriers can audit completed jobs, and photos protect you.

Which Pays Better?

It depends on your market and your skills. Insurance restoration can be very profitable because the pricing is standardized and supplements can add 20 to 40% above the initial scope. But insurance work also requires more paperwork, longer payment cycles, and dealing with adjusters.

Retail work gives you more control over pricing and faster payments, but you face more price competition. Many successful roofing companies do both and adjust their focus based on storm activity in their area.

Regardless of which type of work you focus on, tracking your job budgets shows you exactly which jobs are most profitable so you can chase more of the right work.

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Digital Estimating vs. Paper: A Real Cost Comparison

If you’re still writing estimates on paper or building them in Excel back at the office, here’s what that actually costs you.

The Paper/Spreadsheet Process

Here’s a typical timeline for a roofer using paper or spreadsheets:

1. Inspect the roof - 30 to 45 minutes on site
2. Drive back to the office - 15 to 45 minutes
3. Pull up the spreadsheet, enter measurements - 15 to 20 minutes
4. Look up current material pricing - 10 to 15 minutes
5. Build the estimate, check the math - 20 to 30 minutes
6. Format, add branding, save as PDF - 10 to 15 minutes
7. Email to the homeowner - 5 minutes

Total time from inspection to delivery: 2 to 3 hours

If your time is worth $75/hour (a conservative number for a roofing contractor or estimator), that’s $150 to $225 per estimate in labor alone. Do 5 estimates per week and you’re spending $750 to $1,125 just creating estimates.

The Digital Process

With estimating software on your phone or tablet:

1. Inspect the roof - 30 to 45 minutes on site
2. Build the estimate on your phone using saved templates - 10 to 15 minutes
3. Send to the homeowner from the driveway - 1 minute

Total time from inspection to delivery: 45 minutes to 1 hour

That’s $56 to $75 in labor per estimate. At 5 estimates per week, you spend $280 to $375 instead of $750 to $1,125. That’s $470 to $750 per week in time savings, or roughly $24,000 to $39,000 per year.

Speed Wins Jobs

But the biggest advantage isn’t the time savings. It’s the close rate. The first estimate in the homeowner’s inbox has a major advantage. When you send your estimate 2 hours after the inspection instead of 2 days later, you close more jobs. Period.

Multiple roofing contractors have told us their close rate jumped 15 to 25% after switching from next-day estimates to same-visit delivery. On a $12,000 average job, closing just one extra job per month is $144,000 in additional annual revenue.

What Digital Gives You That Paper Doesn’t

Beyond speed, estimating software gives you:

• Read receipts. Know when the homeowner opens your estimate so you can time your follow-up call.
• Digital signatures. The homeowner approves with a tap. No printing, signing, and scanning.
• Automatic job creation. Approved estimates convert to active jobs with all the details already filled in. Your schedule and invoices pull from the same data.
• Photo attachments. Include inspection photos right in the estimate.
• Change order tracking. When the scope changes mid-job, create a change order that ties back to the original estimate.
• Cost history. Every estimate becomes data you can reference for future bids.

You can still use the free templates in this article as your starting point. But if you’re sending more than a handful of estimates each week, the math strongly favors going digital. Projul works on iPhone, Android, Windows, and Mac so your whole crew can access estimates from whatever device they carry.

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Roofing Estimate Template Formats: PDF, Excel, or Software?

Before you pick a template, think about how you’ll actually use it day to day. Each format has trade-offs.

Excel or Google Sheets

Best for most roofers who want a free roofing estimate template they can customize. Formulas auto-calculate totals when you change a quantity or unit cost. You can save different versions for shingle jobs, flat roofs, and repairs. The downside: you still have to email or print the estimate, and there’s no way to track whether the homeowner opened it.

PDF Templates

PDFs look clean and professional. They’re easy to email and print. But you can’t change the math without editing the source file, which means you need a separate tool (Word, Excel, or a PDF editor) to create them. Good for final delivery, not great for building the estimate.

Word or Google Docs

Flexible for custom layouts and detailed scope descriptions. Less useful for estimates with lots of line items because you’re doing math by hand or with a calculator. Better suited for proposals that wrap around an estimate rather than the estimate itself.

Roofing Estimating Software

If you’re doing more than 5 to 10 estimates per month, dedicated software pays for itself in time saved. Tools like Projul let you build the estimate on your phone right after the inspection, send it to the homeowner with one tap, collect digital signatures, and convert approved estimates to jobs automatically. No re-typing, no lost spreadsheets, no chasing emails. See how Projul’s estimating tools work.

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How to Estimate a Roofing Job Step by Step

If you’re new to roofing estimates or want to tighten up your process, here’s the step by step breakdown that experienced roofing contractors follow:

1. Inspect the Roof

Get on the roof (or use a drone) and document everything. Check for:

• Number of existing shingle layers
• Decking condition (soft spots, water damage)
• Flashing condition around penetrations, walls, and valleys
• Ventilation type and condition
• Roof pitch and complexity (hips, valleys, dormers)
• Access difficulty (height, landscaping, power lines)

Take photos of every area. You’ll need them for your estimate notes and for the homeowner presentation.

2. Measure and Calculate Squares

Measure each roof plane and calculate total square footage. Divide by 100 to get roofing squares. Add your waste factor:

• Simple gable roof: 10% waste
• Hip roof: 12 to 15% waste
• Complex roof with dormers and valleys: 15 to 20% waste

3. Price Your Materials

Call your supplier or check current pricing for every material on your list. Don’t guess. Material costs change quarterly, and a $5 per square difference on shingles adds up to $150+ on a 30-square roof.

4. Calculate Labor

Use your crew’s actual production rates. Track how many squares your crew installs per day on different roof types. Once you know your real numbers, estimating labor becomes simple math instead of guesswork.

5. Add Equipment, Permits, and Overhead

Don’t forget dumpster rentals, delivery fees, permit costs, and equipment rentals. Then apply your overhead percentage to cover the cost of running your business.

6. Set Your Profit Margin

Add your target profit on top of all costs. This is what you take home after the job is done and every bill is paid. Protect this number. Too many roofers cut profit to win a bid and end up working for free.

7. Write the Scope and Send

Add a clear scope of work, timeline, payment terms, warranty info, and exclusions. Then send the estimate. The faster you get it to the homeowner, the better your close rate. That’s why many roofers use mobile estimating tools to send estimates right from the job site.

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Adjusting These Templates for Your Business

These templates give you a starting point. Here’s how to make them your own:

Set Your Overhead Rate

Overhead includes everything that keeps your business running but isn’t tied to a specific job: office rent, insurance, vehicle payments, phone bills, office staff, and accounting. Most roofing companies run between 10% and 20% overhead depending on their size and structure.

To calculate your actual overhead rate, add up your annual overhead costs and divide by your annual revenue. If you spend $150,000 a year on overhead and do $1,000,000 in revenue, your overhead rate is 15%. Use that number in your templates.

Set Your Profit Margin

Profit is what you take home after all costs are covered. It’s separate from your salary, which should be included in overhead. Target 10 to 15% net profit on most jobs. You can go higher on repair work and emergency calls where the customer values speed and availability.

Update Material Costs Regularly

Call your supplier or check pricing at least once per quarter. Material costs shift constantly, especially on shingles and metal. A template with old pricing will quietly eat your profit on every job.

Add Your Branding

Include your company name, logo, license number, and contact info at the top of every estimate. Add your warranty terms and payment schedule at the bottom. The estimate is a sales document as much as it is a cost breakdown.

Consider Going Digital

Spreadsheet templates work, but they have limits. You can’t send them from the job site easily, track whether the customer opened them, or tie them to your scheduling and invoicing. Software like Projul handles all of that in one place. You build the estimate on your phone or tablet right after the inspection, send it to the homeowner with one tap, and convert it to a contract when they approve. If you’re doing more than a handful of estimates per week, the time savings add up fast. Projul’s estimating tools are built specifically for contractors who want to spend less time in the office and more time on the roof.

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What Every Roofing Estimate Needs Beyond the Numbers

The line items and totals are the core of your estimate, but the details around them matter just as much:

• Scope of work description. Write two to three sentences explaining exactly what you’ll do. “Remove existing single-layer asphalt shingles, inspect and repair decking as needed, install GAF Timberline HDZ architectural shingles with synthetic underlayment and ridge vent.”
• Timeline. Give a realistic start date and duration. “Work begins within 2 weeks of signed contract, weather permitting. Expected duration: 2 to 3 days.”
• Payment terms. Spell out your deposit, progress payments, and final payment schedule. “50% deposit due at contract signing, 50% due upon completion.”
• Warranty details. List both manufacturer material warranty and your workmanship warranty with specific durations.
• Exclusions. State what is NOT included. “This estimate does not include interior drywall repair, gutter replacement, or structural framing repairs.”
• Expiration date. Material prices change. Put a 30-day expiration on your estimate so you’re not locked into old pricing.
• Photos and documentation. Attach your inspection photos showing the current roof condition. This builds trust and helps the homeowner understand why the work is needed.

If you want to include all of these details without spending an hour formatting a spreadsheet, check out Projul’s estimate templates. They’re built for roofing contractors who want professional-looking estimates without the hassle.

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Frequently Asked Questions

Check the FAQ section above for answers to the most common questions about roofing estimates, including markup percentages, the difference between estimates and quotes, how to calculate squares, permit fees, template formats, insurance jobs, labor costs, per-square pricing, and how often to update your template pricing.

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Start Sending Better Roofing Estimates Today

These free roofing estimate templates give you a solid foundation for residential replacements, repairs, and commercial projects. Customize them with your own pricing, add your branding, and start sending professional roofing bids that win more jobs.

If you’re ready to move beyond spreadsheets, Projul’s estimating features let you build, send, and track estimates from your phone. No per-user fees. Rated 9.8 out of 10 on G2. Schedule a live demo and see how it works for your roofing crew.

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Get Your Free Estimate Templates

Download Projul’s free construction estimate templates, built by contractors, for contractors. Create professional estimates in minutes and win more jobs.

Download Free Templates

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DISCLAIMER: We make no warranty of accuracy, timeliness, and completeness of the information presented on this website. Posts are subject to change without notice and cannot be considered financial advice.