Roofing Contract Template: Free Download for Contractors

Our team has developed a sample roofing contract outlining the terms for roofing projects. This versatile legal document suits various types of jobs, such as residential roofing contracts or new roof construction contracts.

To get your free template, simply fill out the form above (on mobile devices) or to the right (on desktop), and we’ll email it to you immediately.

What’s Included in the Free Roofing Contract Template

The editable PDF template includes fields to define the following:

• Relevant dates: Creation date; commencement and completion dates for the roofing work.

• Relevant parties: The contractor and their roofing company name; the client name (business owner, property owner, homeowner, etc.), and their contact information.

• Contract price: The total sum of the contract to be paid under the payment terms and payment schedule set forth.

• Signature lines: Fields for the client and contractor to sign the contract.

Why PDF Contract Templates Fall Short in the Roofing Business

While this printable form provides the text and fields necessary for creating a signed contract between you and your customers, it won’t solve key challenges of roofing contract management, including:

1. Difficulty Keeping Track of Contracts Across Jobs and Customers

Physical contracts or scattered PDFs are often misplaced, saved in the wrong folder, stuck on individual devices, or buried in email threads. Without a centralized, cloud-based system, your team may waste valuable time tracking down documents—or worse, operate with outdated or incomplete information.

2. Lack of Integration with the Apps You Use to Run Your Business

PDF contracts don’t automatically connect to your estimates, invoices, project management system, or CRM. This creates extra manual work and opens the door to pricing inconsistencies, missed scope changes, and misaligned expectations between field and office staff.

Why Settle for Outdated PDFs or Tools? ServiceTitan Solves These Pain Points

Static PDF contracts may work for small independent contractors, but as a business scales, smart PDFs and digital custom forms that are integrated within your customer relationship and project management systems offer a better solution.

In the next section, we’ll explain how ServiceTitan’s roofing contractor software helps contractors generate and manage accurate contracts, protecting every job with airtight documentation—from first handshake to final payment. 

How ServiceTitan Modernizes Roofing Contract Management

1. Auto-Populate Contracts with Key Customer Data & Job Details

One of the biggest advantages of using a platform such as ServiceTitan is that each step of a job and all corresponding documents are integrated to inform each other and work together. When a form, such as a roofing services contract, is created, smart PDFs can be used to auto-populate certain fields based on information that has already been captured during the job.

For example, if an estimate has been generated and sold for a residential reroof, or a work order has been created for a roof repair, a contract can be designed to automatically pull information from those documents into the contractor agreement. 

Codes such as “CN” for customer name, “JD” for job date, and “JN” for job name (among dozens of other fields) can be automatically populated into a contract or smart PDF form.

This increases efficiency because contractors need to do less to create the contract—and reduces potential errors because they’re not repeatedly writing down the same customer’s job information throughout the job (e.g. name and address, scope of work, completion dates, etc.). 

2. Access, Present & Sign Roofing Contract Forms Digitally from the Field

ServiceTitan’s mobile app enables roofing teams to access, complete, and collect contract signatures right from their mobile devices while on the job. 

From our mobile dashboard, they can access all available forms via the Forms tab. Then, they can simply select the appropriate roofing contract agreement, and begin filling out the form. 

As we explained above, certain fields may be automatically populated, so they’ll focus on filling out just the necessary fields.

Once the form is ready, they can also collect the customer’s signature on the spot, allowing them to sign with their finger on the mobile device. The contract can then be easily emailed to the customer for their records.

This functionality provides a great user experience for roofing teams while providing customers with a modern, impressive customer experience. 

3. Manage Contracts Within Your Cloud-Based Customer Relationship Management System

Finally, another crucial benefit of managing roofing contracts within ServiceTitan is that all of your contract management can take place within the same platform where you’re running the rest of your business.

Once a contract is signed, for example, it can be easily stored in the customer or project record alongside that client’s other relevant documents. 

If a client needs some time before signing the contract, ServiceTitan follow-ups can automatically remind the appropriate team member to follow up with that customer at a set time. Instead of building these tracking workflows in spreadsheets (or a patchwork of disconnected apps), ServiceTitan provides built-in accountability, making the process seamless.

Other Ways That ServiceTitan Is Helping Roofing Contractors Run & Grow Their Businesses

Opportunity Tracking and Lead Management

Staying on top of sales opportunities can be a major challenge—especially when relying on spreadsheets, whiteboards, or disconnected CRM tools. ServiceTitan’s CRM brings order to the chaos by letting you manage every sales opportunity in the same system you use to run your jobs.

Key CRM capabilities include:

• Opportunity Tracking: From site surveys to proposal follow-ups, track and manage your pipeline in one place, fully integrated with the rest of your operations.

• Sales Meeting-Ready Reports: Out-of-the-box reports let sales managers see performance by rep, review pipeline health, and track closed vs. lost deals.

• Task Assignment by Sales Stage: Assign next steps automatically as opportunities move from New to Proposal Sent to Won—keeping your sales team organized and accountable.

Building on this foundation, upcoming AI features will automatically flag hidden revenue opportunities based on notes or job details, helping generate more profit from existing work that may have otherwise gone unrealized.

If your roofing business is looking to streamline your sales process, reduce manual data entry, and gain full pipeline visibility, ServiceTitan’s CRM gives you the tools to close more deals with less friction.

Centralize Customer Data and Job Management

ServiceTitan offers a customer relationship management (CRM) system to record, store, and access all of your job and customer data, beginning the moment a potential roofing customer calls in.

Our call booking functionality provides CSRs and office staff with the name and contact information of the incoming caller and prompts them to fill out a series of form fields that ensure they collect all of the necessary information to kick off a potential roofing job. 

From the booking page, they can view the availability of their sales team, assign a team member to the job, and schedule a visit if the business or homeowner agrees to have someone come out.

At that point, a customer page is automatically created in which their contact information and job details can be stored as the job progresses. This data can be shared and accessed from the office via our desktop application, as well as remotely from a job site or elsewhere through our user-friendly field mobile app (compatible with iOS and Android devices). 

Users also have the option to create a roofing project page in which project costs can be tracked, appointments can be made, roofing material requisitions and change orders can be initiated, and other aspects of project management can be carried out.

Streamline Roof Measurement, Estimating, and Material Orders

Spec-Based Estimates

ServiceTitan spec-based estimates offer a streamlined approach to generating material lists and estimates. This feature leverages prebuilt templates and forms to automatically calculate material costs and quantities, resulting in accurate and efficient estimates for your customers.

Here's a breakdown of how Spec-Based Estimates work and their advantages:

• Forms and Templates: The process begins with creating a form tailored to your specific service, like reroofing. This form, accessible on both desktop and ServiceTitan Mobile, is used to gather crucial job details and measurements. This information is then fed into a Spec-Based Template, which links form fields with Pricebook items and applies predefined calculations. The template also allows you to offer different service tiers (Good, Better, Best) based on a single form submission.

• Automated Calculations: The magic lies in the Excel file integrated with the template. This file houses the rules and calculations that determine material quantities and costs based on the form inputs. For instance, if a customer needs 20 squares of roofing, the template automatically calculates the required shingles, underlayment, and other materials, ensuring precise estimates.

• Efficiency and Accuracy: Instead of manually calculating materials and costs, the system does it for you, freeing up your team to focus on customer interactions and other essential tasks. This automation not only speeds up the process but also eliminates the risk of human error, leading to accurate and consistent pricing.

• Mobile Accessibility: The convenience of creating and presenting Spec-Based Estimates extends to ServiceTitan Mobile. This allows field staff to gather measurements on-site, complete the form, and generate estimates instantly, providing a seamless experience for both your team and your customers. 

Roofing Supplier Integrations

We offer integrations with roofing suppliers such as SRS Distribution, which auto-updates your pricebook with the most current pricing, product images, and descriptions. 

Integrate with Popular Roofing Measurement Apps

ServiceTitan now integrates with popular roofing apps like EagleView and GAF QuickMeasure. These integrations further assist roofers in managing the entire job workflow, from the initial call to final estimates and material orders, offering a seamless experience between the business’s CRM and estimating/measurement apps.  

Gain More Visibility with Access to Real-Time Business Data

One of the big challenges for roofing contractors is getting timely and accurate financial data to track their cash flow and the overall health and performance of their business.

This is one area where ServiceTitan roofing software can deliver immense value. With ServiceTitan reporting, roofing contractors get a complete real-time view of their most important business KPIs, including:

• Sales numbers

• Revenue trends

• Booking and conversion rates

• And much more

They can also customize dashboards and create in-depth reports, allowing them to drill down into the sources of the numbers in their financial data and roll up multiple locations into single reports, making ServiceTitan a particularly powerful platform for enterprise roofing businesses.

Understand the True ROI of Marketing Efforts to Optimize Your Campaigns

One of the most important aspects of effectively marketing a roofing business is measuring the ROI of your channels and campaigns to know which campaigns are performing well. 

ServiceTitan makes this data easily accessible to roofing companies, eliminating the struggle to understand ROI. Specifically, ServiceTitan offers campaign-tracking telephone numbers and real-time ROI reporting for your marketing campaigns.

For each of your campaigns, you can track the number of calls they brought in, the jobs your reps booked from these calls, and the actual sales results of those jobs. 

You can also calculate the ROI on your roofing advertising campaigns as ServiceTitan identifies how much revenue you make from each ad and breaks it down into cost per lead.

By measuring the marketing ROI of each campaign, ServiceTitan helps roofing companies:

• Know how much revenue each roofing marketing campaign generates.

• Track how well staff convert new leads into jobs and sales.

• Focus marketing dollars on the campaigns that actually make money.

• Stop wasting money on ads—and platforms—that don’t perform.

Get an In-Depth Walk-Through of ServiceTitan for Roofing Contractors

For over a decade, ServiceTitan has provided innovative products to help subcontractors in HVAC, electrical, plumbing, and other trades run more efficiently and improve their profitability. We’re now investing heavily in developing an all-in-one business management solution for the roofing industry.

Throughout this post, we’ve discussed a sampling of our features that help roofing businesses manage contracts, projects, and customer relationships. However, we also offer automation and features for time tracking, inventory management, forms, checklists, templates, invoicing, a QuickBooks integration, and more.