Roofing Warranty Template: Free Download for Contractors

In this post, we share a free roofing warranty template — also known as a roofing warranty certificate or roof guarantee certificate. Below, you’ll find a link to download and use it for your business. 

Keep in mind, though, that printed warranty documents often come with inefficiencies, such as:

• An inability to quickly email warranty coverage details to homeowners and commercial customers.

• Difficulty keeping warranties organized alongside other contracts and customer documents.

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

While it’s possible to improve upon these processes with various apps or PDF editors that allow customers to sign warranty docs digitally, these workflows still present organizational and efficiency challenges. For example, files must be manually uploaded into customer relationship management (CRM) systems to manage contracts and customer interactions. 

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

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

• Easily access, present, and sign roofing warranties digitally from the field

• Manage warranties within our cloud-based CRM system

• Streamline customer experiences, project management, business reporting & more

View & Download Our Free Roof Work Warranty Template

The PDF includes sections to define the terms of the warranty, including exclusions such as damages to the roofing system caused by: 

• Natural disasters

• Consequential damages resulting from improper maintenance or misuse

• Damage due to alterations or repairs made by anyone other than the approved subcontractor

• Normal wear and tear

• Issues arising from improper attic ventilation or lack of proper attic ventilation

• Damage caused by the presence of mold, mildew, or fungi

The limited warranty includes fillable fields to define the following:

• Company information

• Homeowner/customer information

• Warranty coverage and warranty period for workmanship, materials (e.g. shingles), and transferability

• Customer responsibilities

• Claims process

• Limitation of liability

• Governing law

• Signatures of acknowledgment

Note: While this type of warranty template provides the text and fields necessary for defining what your warranty covers, as we mentioned above, it won’t solve key challenges of roofing warranty and contract management, including:

• Keeping track of warranties (including manufacturer warranties or materials warranties)

• Storing warranties as digital files

• Integrating warranty 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 Warranty Management

1. Easily Access, Present & Sign Roofing Warranties Digitally from the Field

ServiceTitan’s roofing software allows appointed staff to access, present, and sign contracts (including warranties) with customers within our mobile app.

A salesperson can access all available forms via the ‘Forms’ tab from their mobile dashboard. Then, they can simply select the appropriate roofing contract agreement, and begin filling out the form. 

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 and is automatically saved alongside their other customer records.

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

In addition, our custom forms can be leveraged for other types of forms, such as roof inspection checklists, roof repair reports, safety checklists, and more.

2. Manage Warranties and Other Documents Within Your Cloud-Based Customer Relationship Management System

Another key 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 additional time before deciding to sign the contract, ServiceTitan can automatically remind the appropriate team member to follow up with that customer at a specified time. Rather than relying on spreadsheets or lacking an efficient follow-up system, ServiceTitan offers built-in accountability, streamlining the entire process.

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

Centralize Job & Customer Data (and Access It Anywhere)

ServiceTitan offers a 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 completing 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 biggest 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 just 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 warranties, contracts, projects, and customer relationships. However, we also offer automation and features for time tracking, inventory management, forms, checklists, templates, invoicing, QuickBooks integration, and more.