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Are you a roofer who wants to present your latest roofing job in an orderly fashion? If so, then you’re going to love this guide. You’re about to get your hands on 11 of the best roofing templates for nearly any situation. So if you’re sick of handing your clients an estimate on a paper napkin at your favorite pub (or just want to up your roofing estimates template game,) then this guide is for you.
Continue reading for instant access to over 11+ roofing estimate templates that are perfect for your roofing company.
Table of Contents
# 1 – Free Roofing Estimate Template
Template Source: Template.net
If you want an amazingly professional looking yet simple roofing quote templates, then the roofing estimate template from Template.net is for you.
This template gets right to the point quickly. That way, your prospect will understand what services you propose. This roofing template is short, and to the point, so there’s no room for confusion later on down the road.
# 2 – Residential Roofing Contract Template
Template Source: SampleTemplates.com
Do you want a super simple roofing estimates template that won’t confuse or overwhelm your client? Then check out this awesome residential roofing template from SampleTemplates.com.
These templates come in a variety of formats (PDF and .Doc) and are simple to read.
There’s also a wide array of templates perfect for roofing contractors, including the following:
- Roofing contract template
- Commercial roofing template
- Residential roofing template
- Slate roofing installation template
- Roofing work order template
- Roof repair contract
# 3 – Roofing Invoice Template
Template Source: InvoicingTemplate.com
This simple job invoice template is perfect for roofers, contractors, or ceiling workers. The best part about this template is that you can easily customize the data with Microsoft Excel.
The template itself also has multiple uses. Without much effort, you can quickly transform the estimate template into a super simple contract form for nearly any contracting job.
# 4 – Job Estimate Templates
Template Source: TemplateLAB
Do you want a massive trove stuffed with fantastic estimate templates? Then you need to check out TemplateLAB.
You could easily spend an entire hour browsing all of the different style templates on this site that are perfect for roofers.
Whether you want a detailed template or a template that takes 2 seconds to understand, you owe it to yourself to check TemplateLAB.
# 5 – Construction Proposal
Template Source: Microsoft Office Templates
There are two reasons why you might love this simple construction proposal template.
The first reason is that it’s ridiculously easy to edit. If you have any experience with Microsoft Excel, then everything is point and click easy.
The other reason is that you can customize the template to match whatever demands you have.
If you want to promote your phone number? It’s a piece of cake. Want to add your logo? Just takes seconds.
If you want a fast and easy template that you can quickly launch and deploy, then look no further.
# 6 – Roofing Estimate Template
Template Source: SmartSheet.com
Here’s another massive collection of modern-looking estimate form templates.
If you want to provide your roofing clients with a detailed yet stylish template, then you need to check this resource. You’ll find over a dozen handy templates that are free to use.
The majority of these templates are for Microsoft Excel. However, you can also grab some of them in Microsoft Word and PDF.
# 7 – Classic Job Estimate Form
Template Source: SampleWords.com
Do you want the humblest estimate form for roofers, contractors, plumbers, or just about any job?
Then you’ll love the simplicity and ease of use that this estimate form provides.
You can easily customize the information with your company name, your address, and your phone number. It’s also easy to place the pricing information, so your proposal is clearly understood.
# 8 – Roofing Proposal Template
Template Source: PandaDoc
Do you want a blatantly clear template that lists what your client can expect to pay front and center?
If so, then you might appreciate this barebone proposal template from PandaDoc. You can fill out this contract in record time, and your client will quickly and easily understand the gist of your plans without second-guessing or stress.
# 9 – Roofing Invoice Template
Template Source: FreshBooks
If you want to share a beautiful and elegant roofing invoice, then FreshBooks has you covered and then some.
These templates are easy on the eye and will showcase your roofing company’s professionalism with colorful style.
Whether you want to launch a complex roofing work order or a simple work order sheet, then these free templates are fantastic and can easily wow your prospects.
These templates from FreshBooks come in Excel (.xlsx) and Word (.doc) format. So you can quickly edit and customize them using the app that you prefer.
# 10 – Estimate Templates
Template Source: Invoice Simple
Tap into six beautiful, yet sophisticated estimate templates perfect for any roofer or contractor.
If you want to rock a classic-looking roofing template, then you’ll love these beautiful estimate templates.
You can swipe these templates for free in a variety of formats, and your customers will appreciate the modern look.
These free roofing templates come in the following formats:
- Excel (.xlsx)
- Word (.doc)
- Google Sheets
- Google Docs
# 11 – Roofing Estimate Invoice Template
Template Source: Template.net
This roofing estimate invoice template is the second roofing template from template.net because their templates are fantastic.
This template looks vibrant and is also very easy to customize with your name, address, logo, and contact information.
You can wow your roofing client with a professional look, and the best part is that this template comes in a variety of handy formats.
- Google Docs
- Microsoft Excel
- Microsoft Word
- Google Sheets
- PDF format
How to Easily Get More Clients for Your Roofing Business Without a Big Marketing Budget
You can have the best and most fancy roofing estimate templates in the world. But what happens if you don’t have any roofing clients?
Without roofing leads, these amazing roofing templates won’t do you any good.
If you want a reliable source of roofing leads, then send us a message now to get started.
That way, you can make the most out of the free roofing estimate templates on this page. You’ll also give yourself a chance to build a brand, contact leads in need, and grow your roofing business.
Here are some specific strategies you can try today to get more clients.
Create Video Content For Your Website, YouTube, and Social
Many roofers shy away from creating video content because they think they don’t have the time or money for it. The truth is, you don’t need a state-of-the-art camera and a full day’s worth of filming to create great video content. All you need is a phone that has solid video capabilities and a few minutes of your time. Even short, 3-5 minute videos where you’re offering tips for homeowners can help your marketing in a variety of ways. Sharing it on social is a great way to improve engagement, and having video content on your site can even help with SEO.
Get Reviews on Google
Never underestimate the power of good reviews on your website and Google. One of the biggest mistakes we see from roofers is that they don’t ask for reviews from their clients. Make it as easy as possible for them by sending them a link to the Google review page and maybe throw in a discount if they do. Let them know how much you appreciate it. If you did good work and provided awesome service, they will be more than happy to help out.
Get Wrappings For Your Vehicles
The key with wrappings is you need them to look good and clearly relay who you are, what your services are, and how to get in touch. That means your logo should be visible in addition to your phone number. Car wrappings can come off as a bit tacky if they aren’t done tastefully. Don’t go overboard on excessive graphics or too many colors. Take a look at this example courtesy of 99Designs for what a great truck wrapping looks like.
The idea here is that you’re getting a lot of brand impressions each and every time you head to a job site or to and from work. Sometimes just being the first company to come to mind is all it takes to start landing more business.
Revamp Your Website
Yes, we are a digital marketing agency and web design is one of our services. So of course we’re going to recommend that you revamp your website if it’s outdated. But there is a reason for this! Your website is an integral part of your business. It’s often the first touchpoint a potential customer has with your company. Therefore, it’s important that you leave a good first impression.
If your website is old, ugly, difficult to use, and full of grammar errors, people who come across it are going to associate that low-quality site with your service offerings. Your website’s quality should represent the quality of your services. If it doesn’t, then it’s time to make a change.
Websites are an investment. But the return on investment can be insane when done right. If you don’t want to go for a full-blow new design and development, at least find a template on a platform like WordPress, which you can customize based on your company.
Give Your Clients Fun Surprises/Over-Deliver
Doing the bare minimum for clients just doesn’t cut it anymore. Your clients have extremely high expectations for your services—as they should! When working on a project for a client, look for ways you can go above and beyond to help make their experience with you a memorable one.
For example, if you have the opportunity to finish your project early (without cutting corners or overworking your team), go for it! If you’re able to give them a discounted price as a first-time client, that’s another smart tactic for over-delivering. Of course, it’s not possible to have that mindset with every single project, as over-delivering too much can lead to lost revenue if it involves paying out of pocket. That being said, it’s well worth the effort every once in a while.
Giving your clients homemade brownies, a referral coupon, or another little extra fun surprise is also smart. Tactics like this will help you get more referrals which will lead to more clients and more revenue.
Offer Unparalleled Customer Service
Customer service isn’t something that takes talent; it takes effort. If you actually put in the effort to offer superb customer service, your clients will recognize that. Just like with over-delivering and giving clients fun surprises, the people whose homes you work on will be more likely to refer you to their friends and neighbors.
One example of actually putting in the effort is when you receive a lead from someone who you can’t actually help out. For example, if you’re a roofer who doesn’t do siding, but someone fills out a contact form asking for help with their siding. Instead of not bothering to respond to them, at least give them the common courtesy of telling them that you’re not the right team for them. Better yet, give them some names of some reliable siding companies that you know provide quality services. They’ll appreciate it, and when they do need a new roof, you’ll be at the top of their list.
Watch this quick video to see how savvy businesses save time and hook better leads: