Free contractor worksheet
Roofing Estimate Template: Blank PDF + Examples
Build a line-item roofing estimate from measurements and current job inputs—not a generic price-per-square guess. Download the PDF, copy the blank version below, and use the examples to check your structure.
No email required. The examples are illustrative—not regional price data or a bid for a real property.
What is in the download?
The PDF contains the blank worksheet, a replacement example, a repair example, markup-versus-margin formulas, and a pre-send review checklist.
Use your own current measurements, supplier quotes, labor burden, overhead, permit requirements, tax treatment, and contract terms.
Want a copy by email?
Optional. The direct download above works without this form.
What a useful roofing estimate should capture
An estimate is only as reliable as its inputs. Keep the evidence source beside each important quantity so another person can understand what was measured, what was assumed, and what still needs field verification.
1. Property and roof facts
- Customer, site address, and access contact
- Measurement source and inspection date
- Roof area, slopes, pitch, stories, edges, valleys, and penetrations
- Existing layers, substrate observations, and access constraints
2. Scope and specifications
- Tear-off, protection, disposal, and cleanup
- Named material system, quantities, and installation scope
- Flashing, ventilation, drainage, decking, and permit treatment
- Explicit exclusions, allowances, alternates, and unknown conditions
3. Commercial terms
- Direct job cost, overhead allocation, profit, tax, and total
- Payment schedule tied to defined milestones
- Estimated schedule and estimate-expiration date
- Change-order method, warranties, and acceptance fields
Have dimensions or a known roof area? Use the manual roof area and materials worksheet to record your pitch, waste and unit-cost assumptions, then print or download the planning result. No email is required. Transfer verified inputs to this estimate yourself; the worksheet does not measure the roof, fill this template or save a project.
Blank roofing estimate template
Replace every bracketed field. Delete sections that do not apply, and add jurisdiction- or project-specific terms before sending.
ROOFING ESTIMATE Estimate number: [NUMBER] Prepared date: [DATE] Estimate valid through: [DATE OR CONDITION] CONTRACTOR Legal business name: [NAME] License / registration: [NUMBER, TYPE, JURISDICTION] Address: [ADDRESS] Phone / email: [CONTACT] Insurance information: [IF REQUIRED] CUSTOMER AND PROJECT Customer: [NAME] Project address: [ADDRESS] Billing address: [IF DIFFERENT] Site contact / access notes: [DETAILS] MEASUREMENT AND EXISTING CONDITIONS Inspection date: [DATE] Measurement source: [FIELD / REPORT / PLANS / OTHER] Measured roof surface area: [SQ FT] Roofing squares: [MEASURED SQ FT / 100] Pitch / slope by section: [DETAILS] Stories and access: [DETAILS] Eaves / rakes / ridges / hips / valleys: [LINEAR FEET] Penetrations / skylights / chimneys: [COUNT AND TYPE] Existing roof system and layers: [DETAILS] Visible substrate condition: [DETAILS] Photos / report reference: [FILE OR LINK] Items requiring field verification: [DETAILS] SCOPE OF WORK Site and property protection: [DETAILS] Tear-off / removal: [DETAILS] Deck inspection and repair method: [DETAILS] Underlayment / water protection: [PRODUCT AND AREAS] Roof covering: [MANUFACTURER / LINE / COLOR / SPEC] Starter / ridge / hip materials: [DETAILS] Flashing and penetrations: [DETAILS] Ventilation: [DETAILS] Drainage / gutters: [DETAILS] Disposal and cleanup: [DETAILS] Permit / inspection responsibility: [DETAILS] Other work: [DETAILS] LINE-ITEM PRICE Item / specification Qty Unit Unit cost Extended [CURRENT SUPPLIER QUOTE] [ ] [ ] [ ] [ ] [BURDENED FIELD LABOR] [ ] [ ] [ ] [ ] [EQUIPMENT / DELIVERY] [ ] [ ] [ ] [ ] [DISPOSAL] [ ] [ ] [ ] [ ] [PERMITS / FEES] [ ] [ ] [ ] [ ] [SUBCONTRACTORS] [ ] [ ] [ ] [ ] [OTHER DIRECT COST] [ ] [ ] [ ] [ ] Direct job cost: [ ] Allocated overhead: [ ] Profit: [ ] Tax, if applicable: [ ] BASE ESTIMATE TOTAL: [ ] ALLOWANCES AND UNIT-PRICE ITEMS [UNKNOWN CONDITION / ALLOWANCE]: [ ] [ADDITIONAL DECKING UNIT AND RATE]: [ ] [OTHER UNIT-PRICE WORK]: [ ] State whether each item is included in the base total: [YES / NO] ALTERNATES Alternate 1 scope and price adjustment: [DETAILS] Alternate 2 scope and price adjustment: [DETAILS] EXCLUSIONS [WORK, MATERIAL, REPAIR, OR CONDITION NOT INCLUDED] SCHEDULE AND PAYMENT Estimated start window: [WINDOW / CONDITIONS] Estimated duration: [RANGE / CONDITIONS] Payment milestones: [AMOUNT OR PERCENT + TRIGGER] Late / cancellation terms: [IF LAWFUL AND APPLICABLE] CHANGES AND UNKNOWN CONDITIONS Describe how concealed damage and scope changes will be documented, priced, approved in writing, and added to the schedule before work proceeds. WARRANTIES Manufacturer warranty: [EXACT PRODUCT TERMS / REFERENCE] Contractor workmanship warranty: [EXACT TERMS / EXCLUSIONS] ACCEPTANCE This estimate is not a contract unless the final document and local law say otherwise. Add every required notice, cancellation right, and signature term. Customer name / signature / date: [ ] Contractor representative / signature / date: [ ]
Illustrative replacement estimate example
This example shows how to document inputs and unknowns. The quantities are fictional, and every price remains a placeholder because labor, materials, permits, taxes, and site conditions vary.
ILLUSTRATIVE EXAMPLE — NOT A BID OR REGIONAL PRICE GUIDE Project: Fictional single-family roof replacement Measurement source: Professional report dated [DATE], field-checked [DATE] Measured roof surface area: 2,400 sq ft (24 roofing squares) Configuration: Two stories; 6:12 main slopes; two valleys; one chimney Existing condition: One shingle layer; decking condition partly concealed BASE SCOPE - Protect siding, landscaping, driveway, and attic openings. - Remove existing roof covering and underlayment to the deck. - Inspect exposed deck; photograph and report deteriorated areas. - Install the specified water barrier, underlayment, edge metal, flashings, ventilation components, and roof covering. - Haul debris, perform magnetic sweep, and leave site broom-clean. - Contractor obtains [NAMED PERMIT]; owner provides clear site access. PRICING STRUCTURE Current material quote [ENTER] Burdened installation labor [ENTER] Tear-off and disposal [ENTER] Equipment, delivery, and site protection [ENTER] Permit and required inspection fees [ENTER] Other direct cost [ENTER] Direct job cost [CALCULATE] Allocated overhead [ENTER METHOD] Profit [ENTER METHOD] Tax, if applicable [VERIFY] BASE ESTIMATE TOTAL [CALCULATE] UNKNOWN DECKING Base total includes: [STATE WHETHER ANY QUANTITY IS INCLUDED] Additional verified replacement: [UNIT] at [RATE] per [UNIT] Approval: photo documentation plus signed change order before replacement EXCLUSIONS - Structural engineering and framing repair unless added in writing. - Hazardous-material testing or remediation. - Work concealed by existing finishes and not listed in the base scope. SCHEDULE / PAYMENT / WARRANTY [USE PROJECT-SPECIFIC, LEGALLY REVIEWED TERMS — DO NOT COPY GENERIC TERMS]
Illustrative roof repair estimate example
Repairs need a defined investigation boundary. Avoid promising that a visible symptom identifies every water path or concealed condition.
ILLUSTRATIVE EXAMPLE — LIMITED ROOF REPAIR Reported issue: Interior staining near a plumbing penetration Inspection performed: [DATE / METHOD / ACCESS LIMITS] Observed condition: [FACTUAL OBSERVATION] Photo references: [FILES] PROPOSED SCOPE - Protect the work area and establish safe access. - Remove roof covering only within the described repair boundary. - Inspect the exposed substrate and flashing at that location. - Replace [SPECIFIED COMPONENTS] using [SPECIFIED MATERIALS]. - Restore disturbed roof covering and remove repair debris. BASE PRICE INPUTS Materials from current quote [ENTER] Burdened labor [ENTER] Access / equipment [ENTER] Disposal / other direct cost [ENTER] Overhead / profit / tax treatment [ENTER] BASE ESTIMATE TOTAL [CALCULATE] BOUNDARY AND UNKNOWN CONDITIONS This scope addresses only the area described above. Concealed deterioration, additional leak paths, structural work, and interior repairs are excluded unless documented, priced, and approved through a written change order. FOLLOW-UP Define any observation period, water test, or return visit precisely. Do not state that a repair guarantees against unrelated future leaks.
Price from current inputs, not a universal rate
A reusable template should preserve the method without freezing someone else’s prices or margin target. Build each estimate from the costs and risk that apply to that specific company and job.
Markup and margin are not interchangeable. For example, a contractor applying its own chosen markup should still calculate the resulting margin and confirm that the estimate covers overhead, job risk, and profit. There is no universal roofing markup or margin that this template can set for every business.
Keep supplier quotes and labor assumptions dated. After completion, compare actual quantity, labor, disposal, and change-order results with the estimate so the company’s own pricebook improves over time.
Pre-send roofing estimate checklist
Evidence
- Measurement source and date recorded
- Site-specific access and protection included
- Material quantities match the actual roof plan
- Current quotes or pricebook dates retained
- Unknown conditions separated from known scope
Scope
- Products and installation scope named precisely
- Flashing, ventilation, drainage, cleanup, and disposal addressed
- Permits and inspection responsibility assigned
- Allowances, alternates, unit prices, and exclusions labeled
- Change-order procedure stated before hidden work begins
Terms
- Arithmetic and tax treatment reviewed
- Payment events tied to defined milestones
- Schedule presented as an estimate with dependencies
- Warranty language matches the actual written terms
- Required local notices and cancellation rights included
Contract and safety boundaries
A price worksheet is not automatically a compliant construction contract. Requirements vary by state, locality, project type, customer type, and contract value. Have a qualified local professional review the document you actually use.
One jurisdiction-specific example: the California Contractors State License Board says home-improvement jobs over $500 in combined labor and materials require a written contract and identifies details such as the work description, payment schedule, dates, permits, cleanup, and written change orders. Those are California rules—not a nationwide standard.
Roof access can expose workers to serious fall hazards. Do not use this worksheet as a safety plan or climb a roof without the training, equipment, and procedures the work requires.
Roofing estimate template FAQ
What should a roofing estimate include?
A roofing estimate should identify the contractor and customer, measurement source, existing conditions, exact proposed scope, material specifications, itemized price, allowances, exclusions, schedule assumptions, payment terms, change-order process, and applicable warranty terms.
How do I calculate roofing squares for an estimate?
One roofing square is 100 square feet of roof surface area. Start with measured roof surface area from a field measurement, professional report, or verified plan, then divide by 100. Do not treat the building footprint alone as roof area, and determine waste from the actual layout, material, and installation plan.
Is a roofing estimate the same as a contract?
Not necessarily. An estimate describes anticipated scope and price, while a contract creates binding obligations and may require specific notices, terms, and signatures. Local law and the wording of the final document control, so use locally reviewed contract language.
What is the difference between markup and margin?
Markup is profit added as a percentage of cost; gross margin is gross profit as a percentage of selling price. The formulas use different denominators, so the same percentage produces different selling prices. Choose inputs from your own costs, overhead, risk, and business plan.
How should hidden decking damage appear in an estimate?
State what can and cannot be seen before tear-off, whether any decking quantity is included, the unit and rate for additional approved work, and the documentation and written change-order process that applies before replacement proceeds.
Can I use this template for an insurance-related roof job?
You can use the template to document your observed scope and price, but it does not determine insurance coverage, depreciation, code eligibility, or claim payment. Keep contractor pricing separate from coverage decisions made by the owner and insurer.
Related contractor templates
Use the estimate to define anticipated price and scope, then carry the approved details into the project documents your workflow requires.
Educational template only. This page is not legal, tax, accounting, engineering, insurance, estimating, or safety advice. Verify every project input and applicable requirement before relying on an estimate.