Free Roofing Estimate Form
Form Preview Example
ROOFING ESTIMATE TEMPLATE
R O O F I N G E S T I M A T E
CLIENT NAME
CLIENT BILLING ADDRESS
CLIENT PHONE
CLIENT EMAIL
ADDRESS OF JOB
ADDITIONAL COMMENTS
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ESTIMATE PREPARED BY |
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CONTRACTOR LICENSE NUMBER |
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ESTIMATE NUMBER |
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DATE OF ESTIMATE |
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ESTIMATED START DATE |
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ESTIMATED END DATE |
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DATE ESTIMATE VALID THROUGH |
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S T A T U S A N D J O B D E T A I L S |
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M A T E R I A L S |
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Currently Leaking? |
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MATERIALS DESCRIPTION |
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QTY |
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COST |
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AMOUNT |
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History of Leaking? |
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Drainage and Leak Details |
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Inspection |
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Year |
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Roof Size |
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Roof Height |
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Roof Shape |
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No. of |
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Date |
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Installed |
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Layers |
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Roof |
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Roof |
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Deck |
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HVAC |
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Other |
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Skylights |
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Surface |
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Membrane |
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Equip. |
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Equip. |
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SHINGLES |
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EST. MATERIALS TOTAL |
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L A B O R |
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UNDERLAYMENT / |
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LABOR DESCRIPTION |
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HOURS |
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RATE |
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AMOUNT |
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INTERLAYMENT |
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FLASHING |
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INSTALLATION |
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EXCLUSIONS / |
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ADDITIONS |
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EST. LABOR TOTAL |
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AUTHORIZED SIGNATURE |
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DATE |
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ESTIMATED TOTAL |
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Common mistakes
When filling out a Roofing Estimate form, many people overlook critical details that can lead to misunderstandings or inaccurate estimates. One common mistake is failing to provide complete contact information. Without a valid phone number or email address, contractors may struggle to reach you for follow-up questions or clarifications. This can delay the process and lead to frustration on both sides.
Another frequent error involves not specifying the type of roofing material desired. Different materials come with varying costs and installation requirements. If you leave this section blank or choose a generic option, you might receive an estimate that doesn’t reflect your actual needs. Be specific about whether you want shingles, metal, tile, or another type of roofing.
Many people also underestimate the importance of including the square footage of the area needing roofing. This measurement is crucial for contractors to provide an accurate estimate. If you guess or provide an incorrect measurement, the estimate may not cover the entire project, leading to unexpected costs later on.
Additionally, failing to mention any existing issues with the roof can be a significant oversight. If there are leaks, structural damage, or other problems, these should be noted in the form. Contractors need to assess the full scope of work required to give you a reliable estimate. Ignoring these issues can result in underestimating the project’s complexity and cost.
Lastly, many individuals neglect to ask for a timeline for the project. Understanding when the work will begin and how long it will take is essential for planning. If you don’t communicate your urgency or preferred schedule, you may end up waiting longer than expected for your roofing project to start. Clear communication can save you time and stress.
Dos and Don'ts
When filling out the Roofing Estimate form, it is important to follow certain guidelines to ensure accuracy and clarity. Here are five things you should and shouldn't do:
- Do provide accurate measurements of your roof.
- Do include details about any existing damage or issues.
- Do specify the type of roofing materials you prefer.
- Do ensure all contact information is up to date.
- Do ask questions if you need clarification on any part of the form.
- Don't leave any sections blank unless instructed.
- Don't provide estimates based on assumptions.
- Don't rush through the form; take your time to review.
- Don't forget to sign and date the form.
- Don't hesitate to reach out for assistance if needed.
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- Service Agreement: A service agreement outlines the terms of service between a provider and a client. It shares similarities with the Roofing Estimate by specifying what work will be done and the associated costs.
- Work Order: A work order is a document that authorizes the start of a project. It is similar to the Roofing Estimate in that it confirms the details of the work to be completed and the costs involved.
- Bid Proposal: A bid proposal is submitted by contractors to secure a project. Like the Roofing Estimate, it includes pricing, project scope, and timelines, allowing clients to compare different offers.
- Invoice: An invoice requests payment for services rendered. While it is typically issued after work completion, it shares a focus on costs with the Roofing Estimate, detailing what was agreed upon.
- Scope of Work Document: This document outlines the specific tasks to be performed in a project. It is similar to the Roofing Estimate as it provides clarity on what will be done and the expected costs.
- Change Order: A change order is used to modify the original agreement. It is similar to the Roofing Estimate in that it details adjustments to the scope of work and any changes in pricing.
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