Free Roofing Estimate Template for 2026
A professional roofing estimate template is the difference between a homeowner saying "let me think about it" and signing on the spot. Yet most roofing contractors are still hand-writing estimates on clipboards or using generic spreadsheets that look like they were made in 2008.
Your estimate is your first impression. It tells the homeowner whether you're a professional operation or a guy with a truck and a ladder.
Below you'll find a complete roofing estimate template — broken down section by section — that you can use for storm damage insurance jobs, retail reroofs, and repair work. We'll also show you how to automate the entire process so you never hand-write another estimate again.
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What Every Roofing Estimate Template Needs
A professional roofing estimate template should include these sections, in this order:
1. Company Information Header
- Company name and logo
- License number and insurance information
- Phone number, email, and website
- Physical address
This section builds immediate trust. Homeowners are comparing you to 2-3 other contractors — the one with professional branding gets the benefit of the doubt.
2. Customer and Property Information
- Homeowner name
- Property address
- Date of estimate
- Date of inspection (if different)
- Estimate number / reference ID
3. Scope of Work Description
Write a clear description of what you're proposing. Don't just list line items — describe the work in plain language the homeowner can understand.
Example:
"Complete tear-off of existing asphalt shingle roofing system. Install new GAF Timberline HDZ lifetime shingle system including synthetic underlayment, drip edge, ridge vent, pipe boot replacement, and ice & water shield at eaves per local code requirements."
4. Itemized Line Items
This is the core of your roofing estimate template. Every line item should include:
| Item | Description | Quantity | Unit | Unit Price | Total |
|---|---|---|---|---|---|
| Tear-off | Remove existing shingles, felt, and debris | 24 | SQ | $75.00 | $1,800.00 |
| Shingles | GAF Timberline HDZ Charcoal | 24 | SQ | $185.00 | $4,440.00 |
| Underlayment | GAF FeltBuster synthetic | 24 | SQ | $22.00 | $528.00 |
| Drip Edge | Aluminum drip edge at eaves and rakes | 210 | LF | $3.50 | $735.00 |
| Ice & Water | GAF WeatherWatch at eaves (3 ft) | 6 | SQ | $65.00 | $390.00 |
| Ridge Vent | Cobra Snow Country ridge vent | 35 | LF | $8.00 | $280.00 |
| Ridge Cap | GAF TimberTex ridge cap shingles | 35 | LF | $7.50 | $262.50 |
| Pipe Boots | Replace 4 pipe boot flashings | 4 | EA | $45.00 | $180.00 |
| Starter Strip | GAF ProStart starter strip | 210 | LF | $2.75 | $577.50 |
| Steep Charge | 8/12 pitch steep slope labor | 24 | SQ | $35.00 | $840.00 |
| Dumpster | 20-yard roll-off for debris disposal | 1 | EA | $450.00 | $450.00 |
| Subtotal | $10,483.00 |
5. Pricing Summary
- Subtotal
- Tax (if applicable in your state)
- Discount (if offering one)
- Total
6. Payment Terms
Clearly state:
- Deposit amount (if required)
- Payment schedule (e.g., 50% at start, 50% at completion)
- Accepted payment methods (check, credit card, ACH, financing)
- Insurance claim payment process (if applicable)
7. Warranty Information
- Manufacturer warranty details (e.g., GAF System Plus, Golden Pledge)
- Workmanship warranty from your company
- What's covered and for how long
8. Terms and Conditions
- Estimated start date and project duration
- Change order process
- Permit responsibilities
- Cleanup and debris removal
- What happens if hidden damage is found
9. Signature Block
- Homeowner signature line with date
- Contractor signature line with date
- Clear acceptance language
Roofing Estimate Template for Insurance Claims
Storm damage insurance jobs require a different approach than retail estimates. Your roofing estimate template for insurance work should also include:
Claim Information:
- Insurance company name
- Claim number
- Date of loss
- Adjuster name and contact information
Xactimate Alignment: Use Xactimate line item codes and pricing so your estimate speaks the same language as the adjuster's. This dramatically speeds up the approval process and reduces supplement disputes.
Supplement Tracking: Include a section for noting line items that may need supplementing after the adjuster's initial scope. Common supplement items include steep slope charges, drip edge, ice & water shield, and overhead & profit. For a complete breakdown, see our guide on how to write roofing supplements that get approved.
Common Mistakes in Roofing Estimates
1. Being too vague on scope "Install new roof" tells the homeowner nothing. Itemize everything. Specificity builds trust and protects you from scope disputes later.
2. Missing line items Forgetting drip edge, starter strip, ice & water shield, or pipe boots means eating those costs or awkwardly asking for more money mid-job.
3. No photos or documentation Attach inspection photos to your estimate. The homeowner should see what you saw on their roof. This is especially critical for insurance claims where the adjuster will compare your documentation to theirs.
4. Inconsistent formatting Every estimate from your company should look the same. Use templates — not improvisation. When your newest rep's estimate looks as professional as your best closer's, you win more jobs.
5. No digital signature option If the homeowner has to print, sign, scan, and email your estimate back — you've added 3 days to your close time. Digital signatures let homeowners approve on the spot from their phone.
Stop Using Templates — Automate Your Estimates
Templates are better than handwriting, but they still require manual data entry, formatting, and follow-up. Here's what modern roofing estimating looks like:
Roofing Estimating in HailMate: Generate professional, company-branded estimates in seconds. Job details, measurements, and material pricing pull directly from the job record — no re-typing.
Digital Proposals with E-Sign: Send polished proposals with digital signature capture. Homeowners sign from their phone at the kitchen table. No printing, scanning, or second visits.
Xactimate Import: Import Xactimate scope data directly into your estimate for insurance jobs. Your estimate and the carrier's estimate speak the same language from day one.
Automated Follow-Up: When a homeowner doesn't sign within 24 hours, automated follow-up sequences keep the deal warm while your reps work new leads.
The best roofing estimate template is one you never have to fill out manually again.
Related Reading
- How to Run an Organized Roofing Business in 2026 — Your estimating process is one piece of a well-run roofing operation. Here's the full playbook.
- The Complete Storm Damage Roofing Claims Process — For insurance jobs, your estimate feeds into a 13-stage claims process. Understand the full lifecycle.
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This roofing estimate template is provided for informational purposes. Consult your local building codes, manufacturer specifications, and insurance requirements for your specific market. Pricing shown is illustrative and varies by region.