Introduction

Your estimate is often a homeowner’s first impression of your roofing company. A professional, detailed estimate builds trust and wins jobs. A sloppy one sends customers to your competitors.

In this guide, we’ll show you how to create roofing estimates that convert and help you stand out from the competition.

Why Estimates Matter

Consider these statistics:

• 68% of homeowners get 3+ estimates before choosing a contractor
• Professional-looking estimates are 40% more likely to be accepted
• Detailed breakdowns reduce customer questions and objections

Your estimate isn’t just a price quote—it’s a sales tool.

What Every Roofing Estimate Should Include

1. Company Information

Start with the basics:

• Company name and logo
• License and insurance numbers
• Contact information
• Website and social media

2. Customer & Property Details

Show you’ve done your homework:

• Customer name and contact info
• Property address
• Date of inspection
• Current roof condition notes

3. Scope of Work

Be specific about what’s included:

• Removal of existing materials
• Deck inspection and repairs
• New underlayment installation
• Shingle/material installation
• Flashing and ventilation work
• Cleanup and debris removal

4. Materials List

Detail the materials you’ll use:

• Shingle brand, type, and color
• Underlayment specifications
• Flashing materials
• Ventilation components
• Number of squares

5. Pricing Breakdown

Transparent pricing builds trust:

• Materials cost
• Labor cost
• Permits and fees
• Total project cost

6. Terms & Conditions

Protect your business:

• Payment terms
• Warranty information
• Timeline estimates
• Weather contingencies
• Change order policy

Estimate Presentation Tips

Make It Visual

• Include photos of the current roof condition
• Show material samples or swatches
• Use diagrams if helpful

Keep It Professional

• Use consistent formatting
• Check for spelling errors
• Include your logo on every page
• Number your pages

Be Timely

• Deliver estimates within 24-48 hours
• Set a validity period (30 days is standard)
• Follow up if you don’t hear back

Common Estimate Mistakes to Avoid

1. Being too vague - “Roof replacement: $15,000” tells customers nothing
2. Forgetting hidden costs - Permits, dumpster rental, and decking repairs add up
3. No visuals - A wall of text is hard to read and compare
4. Missing warranty info - Customers want to know what’s covered
5. Slow delivery - The first estimate often wins

Using Software for Better Estimates

Modern roofing software like RoofOps makes estimates easier:

• Templates - Save time with pre-built estimate formats
• Material databases - Accurate pricing at your fingertips
• Digital delivery - Email estimates instantly
• E-signatures - Get approvals without paperwork
• Follow-up reminders - Never forget to check in

Sample Estimate Structure

Here’s a proven estimate format:

1. Cover Page
   - Company branding
   - Customer name
   - Property photo

2. Executive Summary
   - Project overview
   - Recommended solution
   - Total investment

3. Current Condition
   - Inspection findings
   - Photos with notes
   - Areas of concern

4. Proposed Solution
   - Detailed scope of work
   - Materials specifications
   - Timeline

5. Investment
   - Itemized pricing
   - Payment options
   - Financing (if available)

6. About Us
   - Company history
   - Credentials
   - Customer testimonials

7. Terms & Warranty
   - Payment terms
   - Warranty details
   - Signatures

Following Up on Estimates

The estimate is just the beginning. Effective follow-up includes:

• Day 1-2: Call to confirm receipt and answer questions
• Day 5-7: Check-in email with additional value (financing options, testimonials)
• Day 14: Final follow-up before estimate expires
• After decision: Ask for feedback (win or lose)

Conclusion

A professional estimate is your best sales tool. It shows customers you’re organized, knowledgeable, and trustworthy. Invest time in creating great estimates, and you’ll win more jobs.

RoofOps makes professional estimates easy:

• Beautiful, customizable templates
• Automatic material calculations
• Digital signatures
• Follow-up reminders

Create Your First Estimate Free

Start your 14-day free trial today.