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Roofing proposals and inspection reports

Record roof measurements, pitch, tear-off scope, underlayment, flashing, materials, labor, schedule, and warranty terms. With an account, reuse the details across estimates, proposals, work orders, inspection reports, and contracts.

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Estimates, work orders, reports, invoices, and other job documents for trade and service businesses. Download your first PDF before creating an account; the account includes 30 free days, then annual access to every document is $99 if you choose to subscribe.

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Common jobs

Choose a guided form for the work you quote, complete, document, and bill.

Leak inspections
Roof repairs
Full roof replacements
Storm damage jobs
New roof installs

Roofing Proposal

Pre-filled company details Totals computed automatically Ready to print or send

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Why this fits roofers

Roof measurement and material specification fields (squares, pitch, material type, underlayment)
Inspection report covering shingles, flashing, gutters, decking, and ventilation
Warranty document templates with manufacturer and workmanship coverage terms
Proposal structure with tear-off, install, and cleanup phases priced separately
Bid format for insurance restoration and commercial re-roofing projects

Covers documentation for estimates, storm damage assessments, insurance claims, warranty obligations, and project closeout.

View proposal →

From quote to job closeout

With an account, carry the same customer, site, scope, and pricing details through every document from quote to closeout.

Step 1

Send the quote

Give the customer a clear scope, price, and schedule in an estimate, bid, or proposal.

Prepare the work

Reuse the approved quote details from your account in a work order, contract, or service report.

Recommended document: Roofing Work Order

Step 3

Record changes

If the scope, price, or schedule changes, record the change and customer approval before work continues.

Close the job

Finish with the service report, closeout document, and invoice the job requires.

Frequently asked questions

What documents does a roofing contractor need?

A proposal or quote for the homeowner, an inspection report for damage assessment, a contract before starting, a work order for the crew, and a warranty document at completion.

Can I include roof measurements and material specs?

Yes. Roofing forms include fields for roof area in squares, pitch, material type, underlayment, flashing details, and ventilation requirements.

Do the forms work for insurance restoration jobs?

Yes. The inspection report documents damage findings, and the bid/proposal format works for insurance adjuster submissions with itemized scope and pricing.

Can I create warranty documents?

Yes. The roofing warranty form covers manufacturer warranty terms, workmanship warranty period, covered components, and exclusions.

How do I create my first document?

Choose a document, complete the guided form, and download the PDF. You can finish those steps before creating an account; the account adds saved jobs and reusable details.

What will the customer-facing document look like?

Each guided form generates a clean, consistently formatted PDF ready to send. Open the sample on the page to see its structure before you start.

How do I keep a job's documents easy to find?

Save estimates, work orders, and reports in your account, find them in history, and reuse customer and job details.

Choose the document you need

Complete the guided form and download the PDF before creating an account. An account then adds saved jobs and reusable details.

Start with proposal

Browse other trades and services

See the documents used by related trades and service businesses.