ROOFING ESTIMATE TEMPLATE
Free roofing estimate template
A roofing estimate priced by the square — tear-off, shingles, underlayment, ice and water shield, flashing, ridge vent — with decking as an if-needed line, the permit, and a place for the insurance claim. Free in Word and PDF, with every line explained.
Word and PDF · Free · No email, no sign-up
The short answer
A roofing estimate prices the roof by the square (100 sq ft): tear-off and disposal, the shingles with the brand and line named, underlayment, ice and water shield at the eaves and valleys, drip edge and flashing, ridge ventilation, and the labor to install — each on its own line with the quantity.
Then the lines that stop the argument later: decking replacement as an if-needed line with a per-sheet price, and the permit.
On an insurance job, match the adjuster's scope line for line and show the homeowner's deductible as their share. Around it all go your business and license details, the estimate number, the dates, the deposit and how to pay.
FREE TEMPLATE · WORD AND PDF
The roofing estimate template, filled in
Below is the template filled in for Ridgeline Roofing Co., a fictional roofing business, so you can see every line in use. The downloads are the same estimate with [bracketed] lines to replace — free, no email address, no sign-up.
![Free Roofing Estimate Template — the blank fill-in estimate as it downloads, with [bracketed] lines to replace](/estimate-templates/roofing-estimate-template-preview.png)
Example · fictional business
Ridgeline Roofing Co. Tulsa, OK (918) 555-0152 · estimates@ridgelineroofing.example Roofing contractor reg. # 000000 (example) | ESTIMATE |
Prepared for Denise Okafor 4812 S Yale Ave Tulsa, OK | Roof Full replacement, 28 squares, 6/12 pitch, one layer to tear off Same address · 2 days, weather permitting Insurance claim # 0000000 (example) — scope matched |
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Tear-off and disposal One layer of 3-tab shingles, dumpster and dump fees | 28 | $85.00 | $2,380.00 |
| Architectural shingles Brand and line named here, 30-year, color to be chosen | 28 | $125.00 | $3,500.00 |
| Synthetic underlayment | 28 | $22.00 | $616.00 |
| Ice and water shield Eaves and valleys, 4 rolls | 4 | $110.00 | $440.00 |
| Drip edge and flashing New drip edge, step and chimney flashing, pipe boots | 1 | $520.00 | $520.00 |
| Ridge vent 60 linear feet, with ridge cap | 60 | $9.00 | $540.00 |
| Labor — installation | 28 | $165.00 | $4,620.00 |
| Decking replacement, if needed Per sheet of ½ in. plywood, only where rotted — we'll photograph it | 8 | $95.00 | $760.00 |
| Permit City of Tulsa, pulled by us | 1 | $150.00 | $150.00 |
| Subtotal | $13,526.00 | ||
| Sales tax, 8.5% on materials (example) | $541.96 | ||
| Estimated total | $14,067.96 | ||
Deposit to begin
$3,500.00 books the job; the balance is due when the work is finished.
What's included
Everything above, with magnetic nail sweep and cleanup both days. Decking is priced at up to 8 sheets; beyond that we'll show you photos and confirm the count with you before continuing. Gutters, skylights and fascia repair are not included. Insurance claim: this estimate matches the adjuster's scope line for line; your deductible is your share of the cost.
How to pay
Deposit by card, check or bank transfer to book the date and the material delivery; the balance when the roof is finished. We schedule within two weeks of the deposit.
Every figure on the example is an example, not a price guide — use your own rates. The Word file is a standard .docx you can edit in Word or any app that opens Word documents; the PDF prints as-is if you'd rather fill it in by hand.
Quotes and a website, one place
Start your roofing website — quoting is built in
Add your business name and your town, and Zarla builds your roofing website from this one line. The same dashboard sends quotes like this one as a link your customer accepts online, and drafts the invoice when they do.
Already have a website? Bring it across →Zarla keeps your old page addresses where it can and redirects the ones that change, helping you keep the Google standing you've built.
LINE BY LINE
What goes on a roofing estimate
Every line on the template, in order, and what to write on it.
| The line | What to put there |
|---|---|
| Business name, license and insurance | Your trading name and contact details, your roofing license or registration where your state has one, and that you're insured — homeowners and insurers both ask. |
| Estimate number, date and valid-until date | A number that never repeats, the date, and a short validity — 14 to 30 days, because shingle prices move. |
| Prepared for, the roof and the claim number | The homeowner and the address, the roof in one line (squares, pitch, layers to tear off), and the insurance claim number when there is one. |
| Tear-off and disposal | Priced per square, with the number of layers coming off and the dumpster and dump fees inside it. |
| Shingles, underlayment, ice and water | The shingle brand and line named, priced per square; the underlayment per square; ice and water shield at the eaves and valleys by the roll. |
| Flashing, drip edge and ventilation | New drip edge, step and chimney flashing and pipe boots on one line; ridge vent by the linear foot or box vents by the unit. |
| Labor, decking and permit | Installation labor per square; decking replacement as an if-needed line with a per-sheet price and a cap; the permit and who pulls it. |
| Tax, total and deposit | Sales tax where your state charges it on materials, the estimated total, and the deposit that books the date and the material delivery. |
| Included, the insurance line and how to pay | Scope in and out, the deductible as the homeowner's share on a claim, the deposit, and how to pay. |
STEP BY STEP
How to write a roofing estimate
From the measurement to a document the homeowner — or their adjuster — can approve.
Measure and describe the roof
Squares, pitch, layers to come off, and the trouble spots you saw: soft decking, old flashing, missing ventilation. One line at the top says it all.
Price the tear-off and the materials per square
Tear-off, shingles (brand and line named), underlayment, ice and water, flashing and ventilation — each line with its quantity, so the homeowner can compare like with like.
Put labor and decking on their own lines
Installation labor per square, and decking replacement as an if-needed line with a per-sheet price and a cap. Say you'll photograph it.
Add the permit, tax and the deposit
The permit and who pulls it, sales tax on the materials where your state charges it, the estimated total, and the deposit that books the date.
Match the insurance scope, if there is one
Line up your estimate with the adjuster's scope, note the claim number, and show the deductible as the homeowner's share — never as something you'll absorb.
State the deposit and how to pay
The deposit that books the date and the material delivery, when the balance is due, and how to pay. Send it the same day.
How roofing estimates win the job
Name the shingle. “Architectural shingles” means nothing to a homeowner comparing three estimates; the brand and the line do. The estimate that names the product is the one they trust to install it.
Make decking an if-needed line with a cap. Rotted decking is the roofing job's surprise. A per-sheet price, a stated cap and “we'll photograph it” turns the surprise into a line they already approved.
Keep the validity short. Shingle prices move more than almost any other material in home services. A 14-to-30-day validity protects you, and the date on the estimate is what lets you re-price without an argument.
Handle the insurance claim honestly. Match the adjuster's scope line for line and show the deductible as the homeowner's share. In the US, offering to waive, absorb or rebate a homeowner's insurance deductible is illegal in several states, including Texas and Florida, and can be treated as insurance fraud elsewhere — put the deductible on the estimate and leave it there. Check your state's insurance department for the exact rule.
Tax. In the US, sales tax on roofing depends on your state — materials only, the whole job, or different rules for repair and replacement — so keep materials and labor on separate lines and check your state's revenue department or your accountant. Outside the US the rule is the other way around: in Australia and New Zealand a GST-registered business gives a consumer a price that includes GST, and in the UK and EU a VAT-registered business shows the VAT and quotes consumers a price with it included. Confirm the details with your accountant.
Send it from Zarla and get it accepted online
A Word estimate is a fine way to start. The slow part is everything after you send it: waiting for a reply, wondering whether they opened it, and retyping every line into the invoice when they say yes.
If you build your roofing website with Zarla, quotes are in the same dashboard. Build the quote from your own price book — one price, or up to three options side by side with the one you'd pick marked Recommended, and any line as a checkbox extra. Send it as one link, by email. Your customer picks an option, ticks any extras, types their name to accept, and gets a copy; Zarla drafts the invoice for exactly what they chose, with any deposit you asked for, and the job moves to Won. The quote template is already in your brand: your website's logo, colors and fonts, set once for every quote and invoice. On a paid plan, with your Stripe account connected, that invoice carries a pay-now button, so the deposit comes in as soon as you send it.
Want to see the website first? Browse roofing website templates or see how Zarla builds roofing websites. Still setting up? Read how to start a roofing business and write your roofing business plan.
The whole paper trail of a job, step by step: how to write a quote, then how to write an invoice, then how to write a receipt — with a free receipt template. For any other trade, start from the free estimate template.
Roofing estimates: common questions
Your business, license and insurance details; the homeowner, the address and the roof in one line (squares, pitch, layers); an estimate number, the date and a short valid-until date; tear-off, shingles (brand and line), underlayment, ice and water shield, flashing, ventilation and labor each priced per unit; decking as an if-needed line; the permit; subtotal, tax where it applies, the estimated total and the deposit; the insurance line where there's a claim; and how to pay.
An estimate is your best calculation of what the job will cost, given what you can see today; the final price can move if the work turns out different. A quote (or a fixed price) is the price you will charge for the work described. A bid is a quote submitted against someone else's specification, usually in construction. Say which one your document is in its title.
Thirty days is the common choice for a home-services estimate, and shorter when material prices move (roofing, lumber, copper). Print the date on the estimate: a customer who comes back after it can be re-quoted at today's prices without an argument, and one who accepts inside it knows the price holds.
Match the adjuster's scope line for line, write the claim number on the estimate, and show the homeowner's deductible as their share of the cost. In the US, waiving, absorbing or rebating the deductible is illegal in several states, including Texas and Florida, and can be treated as insurance fraud elsewhere — so the deductible goes on the estimate and stays there. If the adjuster's scope missed something (ventilation, decking, flashing), send a supplement with photos rather than quietly adding it.
Enough to cover the shingle delivery and the days blocked out — 10% to a third of the price is the usual range. Some US states cap the deposit a contractor may take before work starts; check your state's licensing board.
Yes. The roofing estimate template on this page downloads free as a Word document and a PDF — no email address, no sign-up. Edit it in Word or any app that opens Word documents, or print the PDF and fill it in by hand.
Not from a Word file — the customer replies by email or phone, and you type the job into an invoice later. To get a yes in one tap, send it from quoting software. If your roofing website is on Zarla, the quote tool is in the same dashboard: your customer opens one link, picks an option, ticks any extras and types their name to accept, and Zarla drafts the invoice for what they chose — which, on a paid plan with Stripe connected, carries a pay-now button. Jobber, Housecall Pro, Wix and Squarespace send quotes customers accept online too.
Send estimates from your own roofing website
Add your town and your business name, and Zarla builds the site from that one line — with quoting in the same dashboard.
Already have a website? Bring it across →Zarla keeps your old page addresses where it can and redirects the ones that change, helping you keep the Google standing you've built.