Roof Proposal Template: Free PDF Download

In this post, we share a free roofing proposal template. We’ll provide a link below to download and use the template for your roofing business. 

However, it’s worth keeping in mind that a static PDF template doesn’t help with solving the persistent challenges involved in the processes that surround roofing estimating and proposal creation.

For example:

• Creating material lists for good better best estimate options

• Calculating material quantities and pricing

• Keeping your pricebook up to date with accurate prices

• Tracking estimate statuses and following up on open estimates

Many roofing contractors and estimators rely on tools like Google Sheets, Google Docs, Microsoft Excel, Microsoft Word, and various estimating apps to manage these job functions. However, these tools aren't designed to seamlessly integrate estimating and business management, leading to a lot of manual work, upkeep, and potential for errors.

So, in addition to sharing the free template below, we’ll also walk through how our roofing contractor software, ServiceTitan, solves these challenges and more.

Below, we cover:

• How to download and use our roofing proposal template

• How ServiceTitan helps roofing contractors run and grow their business

  • Centralize customer and job data

  • Facilitate roof measurement, estimating, and material orders

  • Empower estimators and production managers with our user-friendly mobile app

  • Offer modern and impressive customer experiences

  • Store, track, and automate follow-up on open estimates

  • Gain more visibility and access to real-time business data

  • Understand the true ROI of marketing efforts

How to Download and Use Our Roofing Proposal Template

The template includes the following sections and fields to fill in:

Prepared by

• Company Address

• City, State, Zip Code

• Phone Number

• Email

• Website

Proposal Prepared For

• Customer Name

• Customer Address

• City, State, Zip Code

• Phone Number

• Email Address

Project Overview

• Date of Proposal

• Proposal Number

• Project Start Date

• Project Completion Date

Scope of Work

• Inspection and Assessment

• Removal

• Repair

• Installation

• Cleanup

Materials and Products

• Roofing Material

  • Type

  • Brand

  • Color

• Underlayment

  • Type

• Ventilation

  • Type

• Flashing

  • Type

• Warranty

  • Manufacturer's Warranty

  • Workmanship Warranty

Cost Breakdown

• Labor Costs

  • Removal

  • Installation

  • Repairs

• Material Costs

  • Roofing Material

  • Underlayment

  • Ventilation

  • Flashing

• Additional Costs

  • Permit Fees

  • Disposal Fees

  • Miscellaneous

• Total Project Cost

Payment Schedule (Amount & Date)

• Deposit

• Progress Payment

• Final Payment

Project Timeline

• Start Date

• Completion Date

• Work Hours

Terms and Conditions

Detailed terms and conditions regarding the project's execution, payment, warranties, and other relevant information.

Authorization

• Customer Signature and Date

• Company Representative Signature and Date

Contact Information

• Company Representative Name

• Title

• Phone Number

• Email

This printable contractor proposal form provides a solid starting point. However, if you want to stand out from your competitors, you’ll likely want to use this as a base to build a more custom proposal with a cover page, upgrade options, testimonials, and visuals that will further impress potential clients. 

In addition, as we mentioned above, a static proposal template is limited when it comes to the process-related challenges of roofing estimating. 

In the rest of this post, we’ll discuss how ServiceTitan enables roofers to manage the entire job workflow, from the initial call to final estimates and material orders.

Key Ways That ServiceTitan Helps Roofing Contractors Run and Grow Their Businesses

Roofing companies are using some of ServiceTitan’s foundational features to solve important challenges in their business, such as gaining better visibility in their financial and operational data, providing impressive customer experiences, and improving their marketing efforts. 

In addition, ServiceTitan now integrates with popular roofing apps like Hover and GAF QuickMeasure, offering a seamless experience between the business’s CRM and estimating/measurement tools.

Roofing businesses benefit most from using ServiceTitan in the following ways:

Centralize Customer & Job Data (and Access It Anywhere)

ServiceTitan offers a customer relationship management (CRM) system to record, store, and access your job and customer data, beginning when 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 or remotely from a job site through our user-friendly field mobile app (discussed below). 

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

Facilitate Roof Measurement, Estimating, and Material Orders

ServiceTitan’s integration with Hover streamlines the roofing estimate process by seamlessly connecting job booking and management (discussed above), with measurements, estimates, and material orders that sync across both platforms. 

When a customer call is booked in ServiceTitan, the job can be sent to Hover, where sales staff can either start the photo capture process themselves or use photos provided by the homeowner. Once the 3D model and measurements are generated in Hover, estimators can create customizable material lists that are instantly transferred back to ServiceTitan as estimates (where they can be tracked for clear visibility into their status).

This integration ensures that all job data, including photos and measurements, syncs in real-time between ServiceTitan and Hover. Sales staff can easily access and present estimates to customers using ServiceTitan’s presentation mode. Meanwhile, the integration automatically updates your pricebook within ServiceTitan with new items and prices, saving time and eliminating manual data entry. 

Empower Estimators and Production Managers with a User-Friendly Mobile App

ServiceTitan’s mobile app, compatible with both Android and iOS operating systems, offers an intuitive user experience that sales teams love, beginning with the home screen dashboard where field staff can quickly and easily see the meetings or jobs they have scheduled for that day:

Each job card can be tapped to pull up a dedicated page with further details about that job, as shown here:

Teams can also access the essential tools they need throughout the lifecycle of a job. 

Via the left sidebar, they can view and utilize:

• Customer History: Easily view roofing quotes, customer details, photos and videos from the job site, relevant customer docs, and more.

• Job Forms: Teams can access customizable forms that require e-signatures such as roofing contract templates, as well as roofing inspection checklists, report forms, and more.

• Estimates: Present good better best proposals via our mobile app estimate presentation. 

• Invoices: Roofers can quickly generate and send invoices to customers in various ways. ServiceTitan AI features, including our invoice summary generator and invoice email generator, further automate this process.

• Closeout: Once they complete a job, production managers can accept payments on the spot from customers via check or credit card. 

Offer Modern and Impressive Customer Experiences

ServiceTitan offers a variety of features that help roofing businesses 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 that can get approved quickly, improving customer experiences while helping to close more sales.

Store, Track, and Automate Follow-Ups on Open Estimates

Once an estimate or job proposal is created and added to ServiceTitan, it is automatically stored in our cloud-based software, accessible both from the office and the field. From there, our follow-up features allow you to track and consistently follow up on unsold estimates to take advantage of every sales opportunity.

When an estimate is created for a job but isn’t sold, an opportunity is automatically created and alerts can be set up to remind staff to follow up with customers. 

Opportunities can be in the following statuses:

• Open: Opportunities that haven't been won or dismissed. Click on open opportunities to see the next scheduled follow-up date. Open opportunities can be:

  • Not Attempted: No contact has been made since the opportunity was originally created or presented to the customer. This is the default state once an opportunity is created.

  • Unreachable: The last time someone tried to follow up on this opportunity, the customer could not be reached.

  • Contacted: The customer was contacted on the last follow-up date, but no estimate has been sold to them yet.

• Won: An estimate was sold to the customer with a subtotal equal to or greater than the sold threshold.

• Dismissed: The customer decided not to proceed with the roofing contract and the opportunity was dismissed. Also, an opportunity with a sold estimate subtotal under the sold threshold is dismissed.

These features offer large- and small-business owners peace of mind that every open opportunity is followed up while eliminating the need to manually track open estimates in spreadsheets. 

For the majority of our users, the result is more closed deals and increased revenue.

Gain More Visibility and 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 various 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 all of 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 a ServiceTitan Demo to See How We Can Help You Optimize and Grow Your Roofing Business 

Using a best-in-class roofing software like ServiceTitan empowers contractors with the tools they need to improve efficiency and grow their revenue.

In addition to the features we’ve discussed throughout this post, our software offers additional features to facilitate other core business functions as well, including:

• Scheduling

• Marketing

• Timesheets

• Online booking

• And more