Roofing Contract Template: Free Download for Contractors

In this post, we share a free roofing contract template for performing roofing work. Below we’ll provide a link to download and use in your business. 

However, remember that traditional workflows for using printed-out contracts come with various challenges. For example:

• Difficulty keeping paperwork organized and preventing the loss of important contracts. 

• The need to manually scan contracts to create and save them as digital records.

• The lack of integration between contracts and CRM systems where customer records and interactions are managed.

So, in addition to sharing the template below, we’ll also walk through how our roofing business software solves these challenges (and more) for roofing contractors. 

Specifically, we’ll share how ServiceTitan enables roofing businesses to:

1. Auto-populate contracts with key customer data and job details

2. Easily access, present, and sign roofing contracts from the field

3. Manage contracts within your cloud-based customer relationship management (CRM) system

What’s Included in Our Free Roofing Contract Template (and How to Download It)

Our team has developed a sample roofing contract outlining the terms for roofing projects. This versatile legal document suits various types of jobs, such as residential roofing contracts or new roof construction contracts.

It includes fields to define the following:

• Relevant dates: Creation date; commencement and completion dates.

• Relevant parties: The contractor and their roofing company name; the client name (business owner, property owner, homeowner, etc.) and their contact information.

• Contract price: The total sum of the contract to be paid under the payment terms and payment schedule set forth. 

• Signature lines: Fields for the client and contractor to sign the contract.

While this printable form provides the text and fields necessary for creating a signed contract between you and your customers, as we mentioned above, it won’t solve key challenges of roofing contract management, including:

• Keeping track of contracts.

• Storing contracts as digital files.

• Integrating contracts into your CRM.

So, in the next section, we’ll walk through the forms features of our roofing contractor software that help solve these issues for roofing businesses.

How ServiceTitan Streamlines Roofing Contract Management

1. Auto-Populate Contracts with Key Customer Data & Job Details

One of the biggest advantages of using a platform such as ServiceTitan is that each step of a job and all corresponding documents are integrated to inform each other and work together. When a form such as a roofing services contract is created, smart PDFs can be used to auto-populate certain fields based on information that has already been captured during the job.

For example, if an estimate has been generated and sold for a new roofing installation, or a work order has been created for a roof repair, a contract can be designed to automatically pull information from those documents into the contractor agreement. 

The result of this is increased efficiency because contractors need to do less to create the contract — and a reduction of potential errors because they’re not repeatedly writing down the same customer’s job information over and over throughout the job (e.g. name and address, scope of work, completion dates, etc.). 

2. Easily Access, Present & Sign Roofing Contracts Digitally from the Field

Designing a system to fill out PDFs on a phone or tablet generally requires a tech-savvy individual to connect multiple different apps to work together. This can be a bit complicated, which is why many businesses that aren’t using roofing software use paper contracts. But, as we mentioned above, there are disadvantages to using paper contract forms.

ServiceTitan’s mobile app provides a seamless solution for this by allowing roofing teams to access, complete, and have customers sign contracts right from their mobile devices while on the job. 

From our mobile dashboard, they can access all available forms via the Forms tab. Then, they can simply select the appropriate roofing contract agreement, and begin filling out the form. 

As we explained above, certain fields may be automatically populated, so they’ll focus on filling out just the necessary fields.

Once the form is ready, they can also collect the customer’s signature on the spot, allowing them to sign with their finger on the mobile device. The contract can then be easily emailed to the customer for their records.

This functionality provides a great user experience for roofing teams while providing customers with a modern, impressive customer service experience. 

3. Manage Contracts within Your Cloud-Based Customer Relationship Management System

Finally, another crucial benefit of managing roofing contracts within ServiceTitan is that all of your contract management can take place within the same platform where you’re running the rest of your business.

Once a contract is signed, for example, it can be easily stored in the customer or project record alongside that client’s other relevant documents. 

If a client needs some time before deciding to sign the contract and move forward, ServiceTitan follow-ups can automatically remind the appropriate team member to follow up with that customer at a set time. Instead of building these tracking workflows in spreadsheets (or simply lacking a good system to follow up on open contracts), ServiceTitan provides built-in accountability, making the process seamless.

Other Ways That ServiceTitan Is Helping Roofing Contractors Run & Grow Their Businesses

Centralize Job & Customer Data (and Access It Anywhere)

ServiceTitan offers a customer relationship management (CRM) system to record, store, and access all of your job and customer data, beginning the moment a potential roofing customer calls in.

Our call booking functionality provides CSRs and office staff with the name and contact information of the incoming caller and prompts them to fill out a series of form fields that ensure they collect all of the necessary information to kick off a potential roofing job. 

From the booking page, they can view the availability of their sales team, assign a team member to the job, and schedule a visit if the business or homeowner agrees to have someone come out.

At that point, a customer page is automatically created in which their contact information and job details can be stored as the job progresses. This data can be shared and accessed from the office via our desktop application, as well as remotely from a job site or elsewhere through our user-friendly field mobile app (compatible with iOS and Android devices). 

Users also have the option to create a roofing project page in which project costs can be tracked, appointments can be made, roofing material requisitions and change orders can be initiated, and other aspects of project management can be carried out.

Offer Modern and Impressive Customer Experiences

ServiceTitan offers a variety of features that help roofers communicate professionalism and trustworthiness with their customers.

For example, our dispatching functionality includes text message notifications and Uber-style GPS tracking that keeps customers up-to-date about when sales reps, field supervisors, or crews are scheduled to arrive.

During the sales process, salespeople can offer prospects financing with quick approvals, improving customer experiences while helping to close more sales.

Upon completion of a job, companies can also offer convenient payment options — including cash, check, or credit card — right from their mobile device (iPhone, iPad, etc.). 

Gain More Visibility with Access to Real-Time Business Data

One of the big challenges for roofing contractors is getting timely and accurate financial data to track their cash flow and the overall health and performance of their business.

This is one area where ServiceTitan roofing software can deliver immense value. With ServiceTitan reporting, roofing contractors get a complete real-time view of their most important business KPIs, including:

• Sales numbers

• Revenue trends

• Booking and conversion rates

• And much more

They also can customize dashboards and create in-depth reports, allowing them to drill down into the sources of the numbers being reported in their financial data and roll up multiple locations into single reports, making ServiceTitan a particularly powerful platform for enterprise roofing businesses.

Understand the True ROI of Marketing Efforts to Optimize Your Campaigns

One of the most important aspects of effectively marketing a roofing business is measuring the ROI of your channels and campaigns to know which campaigns are performing well. 

ServiceTitan makes this data easily accessible to roofing companies, eliminating the struggle to understand ROI. Specifically, ServiceTitan offers campaign-tracking telephone numbers and real-time ROI reporting for your marketing campaigns.

For each of your campaigns, you can track the number of calls they brought in, the jobs your reps booked from these calls, and the actual sales results of those jobs. 

You can also calculate the ROI on your roofing advertising campaigns as ServiceTitan identifies how much revenue you make from each ad and breaks it down into cost per lead.

By measuring the marketing ROI of each campaign, ServiceTitan helps roofing companies:

• Know how much revenue each roofing marketing campaign generates.

• Track how well staff convert new leads into jobs and sales.

• Focus marketing dollars on the campaigns that actually make money.

• Stop wasting money on ads — and platforms — that don’t perform.

Get an In-Depth Walk-Through of these Features for Roofing Contractors

For over a decade, ServiceTitan has provided innovative products to help subcontractors in HVAC, electrical, plumbing, and other trades run more efficiently and improve their profitability. We’re now investing heavily in developing an all-in-one business management solution for the roofing industry.

Throughout this post, we’ve discussed a sampling of our features that help roofing businesses manage contracts, projects, and customer relationships. However, we also offer automation and features for time tracking, inventory management, forms, checklists, templates, invoicing, a QuickBooks integration, and more.