Roof Proposal Template: Free PDF Download

In this post, we share a free roofing proposal template. We’ll provide a link below to download and use the template for your roofing business. 

However, it’s worth keeping in mind that a static PDF template doesn’t solve the persistent challenges involved in the processes that surround roofing estimating and proposal creation.

For example:

• Creating material lists for good-better-best proposals

• Calculating material quantities and pricing

• Keeping your pricebook up to date with accurate prices

• Tracking estimate statuses and following up on open estimates

Many roofing contractors and estimators rely on tools like Google Sheets, Google Docs, Microsoft Excel, Microsoft Word, and various estimating apps to manage these job functions. However, these tools aren't designed to seamlessly integrate estimating and proposals with business management, leading to increased manual work, upkeep, and potential for errors.

So, in addition to sharing the free template below, we’ll also walk through how our roofing contractor software, ServiceTitan, solves these challenges and more.

Below, we cover:

• How to download and use our roofing proposal template

• How ServiceTitan streamlines roofing estimating and proposal creation

• Other ways ServiceTitan helps roofing contractors run and grow their business

How to Download and Use Our Roofing Proposal Template

Click here to download our free roofing proposal template, which can be used for residential or commercial roofing services. 

The template includes the following sections and fields to fill in:

Prepared by

• Company Name and Address

• City, State, Zip Code

• Phone Number

• Email

• Website

Proposal Prepared For

• Customer Name

• Customer Address

• City, State, Zip Code

• Phone Number

• Email Address

Project Overview

• Date of Proposal

• Proposal Number

• Project Start Date

• Project Completion Date

Scope of Work

• Inspection and Assessment

• Removal

• Repair

• Installation

• Cleanup

Materials and Products

• Roofing Material

  • Type

  • Brand

  • Color

• Underlayment

  • Type

• Ventilation

  • Type

• Flashing

  • Type

• Warranty

  • Manufacturer's Warranty

  • Workmanship Warranty

Cost Breakdown

• Labor Costs

  • Removal

  • Installation

  • Repairs

• Material Costs

  • Roofing Material

  • Underlayment

  • Ventilation

  • Flashing

• Additional Costs

  • Permit Fees

  • Disposal Fees

  • Miscellaneous

• Total Project Cost

Payment Schedule (Amount & Date)

• Deposit

• Progress Payment

• Final Payment

Project Timeline

• Start Date

• Completion Date

• Work Hours

Terms and Conditions

Detailed terms and conditions regarding the project's execution, payment, warranties, and other relevant information.

Authorization

• Customer Signature and Date

• Company Representative Signature and Date

Contact Information

• Company Representative Name

• Title

• Phone Number

• Email

This printable contractor proposal form provides a solid starting point. However, if you want to stand out from your competitors, you’ll likely want to use this as a base to build a customized proposal with a cover page, upgrade options, testimonials, and visuals that will further impress potential clients. 

In addition, as we mentioned above, a static proposal template is limited when it comes to the process-related challenges of roofing estimating. 

In the rest of this post, we’ll discuss how ServiceTitan enables roofers to manage the entire job workflow, from the initial call to final estimates and material orders.

How ServiceTitan Streamlines Roofing Estimating and Proposals

ServiceTitan helps roofers move from measurements to polished proposals with a connected estimating workflow that reduces manual calculations and pricing errors.

Speed Up Roof Measurements

ServiceTitan integrates with popular roofing measurement tools, including EagleView, GAF QuickMeasure, and Hover, moving roof measurements seamlessly into your estimating process. Instead of manually entering dimensions, your team can use professional measurement reports to speed up estimating and maintain consistency across projects.

Auto-Generate Material Lists with Supplier-Integrated Pricing

Once measurements are captured, ServiceTitan’s spec-based estimating tools automatically calculate material quantities based on your predefined rules. Material lists are generated using your pricebook, which can stay current through integrations with roofing suppliers like SRS Distribution. These supplier integrations automatically update pricing, product images, and descriptions, helping ensure estimates reflect real-world costs.

Build Spec-Based Estimates Using Templates and Forms

Spec-based estimates are powered by customizable templates and forms designed around common roofing services, such as residential roofing replacements. Your team enters job details and measurements once, and ServiceTitan applies predefined calculations to generate accurate estimates. Templates can support tiered options (e.g. designer shingles, high-definition shingles, and 3-tab shingles) from a single form, making it easier to present choices without rebuilding estimates from scratch.

Because calculations are automated, estimators spend less time doing math and more time reviewing scope and pricing with customers—while reducing the risk of manual errors.

Compile Estimates Into Multi-Option Project Proposals

Completed estimates can be quickly compiled into clear, professional proposals that build trust and are easy for customers to review, approve, and e-sign. Field teams can create and present proposals directly from ServiceTitan Mobile, enabling same-day estimating and faster decision-making while still following your company’s pricing rules and standards.

Offer Convenient Financing Options to Close More Deals

During the sales process, salespeople can offer immediate financing, improving customer experiences while helping to close more sales.

Together, these tools help roofers produce consistent, accurate proposals—moving smoothly from measurements to materials to estimates, all within a single system.

OtherWays That ServiceTitan Helps Roofing Contractors Run and Grow Their Businesses

Roofing companies are using ServiceTitan to solve some of the most important challenges: 

• Improving efficiency by centralizing business operations—sales, estimating, customer relationship management, construction project management, accounting, and more—in a single platform

• Gaining visibility into their financial and operational data

• Impressing clients with modern customer experience features

• Maximizing ROI from their marketing efforts with built-in analytics and automation

Here’s a look at some of the most beneficial key features for roofing businesses:

Commercial Sales Pipeline Management

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

Key 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.

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 & Job Management

ServiceTitan offers a customer relationship management (CRM) system to record, store, and access your job and customer data, beginning when 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 or remotely from a job site through our user-friendly field mobile app (discussed below). 

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

Empower Estimators and Production Managers with a User-Friendly Mobile App

ServiceTitan’s mobile app, compatible with both Android and iOS operating systems, offers an intuitive user experience that sales teams love, beginning with the home screen dashboard where field staff can quickly and easily see the meetings or jobs they have scheduled for that day:

Each job card can be tapped to pull up a dedicated page with further details about that job.

Teams can also access the essential tools they need throughout the lifecycle of a job. 

Via the left sidebar, they can view and utilize:

• Customer History: Easily view roofing quotes, customer details, photos and videos from the job site, relevant customer docs, and more.

• Job Forms: Teams can access customizable forms that require e-signatures such as roofing contract templates, as well as roofing inspection checklists, report forms, and more.

• Estimates: Present good-better-best proposals via our mobile app estimate presentation. 

• Invoices: Roofers can quickly generate and send invoices to customers in various ways. ServiceTitan AI features, including our invoice summary generator and invoice email generator, further automate this process.

• Closeout: Once they complete a job, production managers can accept payments on the spot from customers via check or credit card. 

Offer Modern and Impressive Customer Experiences

ServiceTitan offers a variety of features that help roofing businesses communicate professionalism and trustworthiness with their customers.

For example, our dispatching functionality includes text message notifications and Uber-style GPS tracking that keeps customers up to date about when sales reps, field supervisors, or crews are scheduled to arrive.

Store, Track, and Automate Follow-Ups on Open Estimates

Once an estimate or job proposal is created and added to ServiceTitan, it is automatically stored in our cloud-based software, accessible both from the office and the field. From there, our follow-up features allow you to track and consistently follow up on unsold estimates to take advantage of every sales opportunity.

When an estimate is created for a job but isn’t sold, an opportunity is automatically created and alerts can be set up to remind staff to follow up with customers. 

Opportunities can be in the following statuses:

• Open: Opportunities that haven't been won or dismissed. Click on open opportunities to see the next scheduled follow-up date. Open opportunities can be:

  • Not Attempted: No contact has been made since the opportunity was originally created or presented to the customer. This is the default state once an opportunity is created.

  • Unreachable: The last time someone tried to follow up on this opportunity, the customer could not be reached.

  • Contacted: The customer was contacted on the last follow-up date, but no estimate has been sold to them yet.

• Won: An estimate was sold to the customer with a subtotal equal to or greater than the sold threshold.

• Dismissed: The customer decided not to proceed with the roofing contract, and the opportunity was dismissed. Also, an opportunity with a sold estimate subtotal under the sold threshold is dismissed.

These features offer large- and small-business owners peace of mind that every open opportunity is followed up while eliminating the need to manually track open estimates in spreadsheets. 

For the majority of our users, this means more closed deals and increased revenue.

Facilitate Crew Scheduling and Project Management

When it comes time to execute on new roof construction or roof replacement projects, ServiceTitan helps keep you on track with intuitive scheduling and project management tools.

Crew Scheduling provides a centralized view of workforce availability and assignments. You can:

• Create and manage crews with designated leads for clear accountability.

• Plan ahead using a one-week calendar view that shows real-time crew availability.

• Avoid conflicts by assigning crews to multi-day jobs and instantly seeing updates when schedules change.

Project Management ties everything together. From a single dashboard, you can:

• Track real-time project financials

• Book or attach jobs

• Track and manage estimates, invoices, and applications for payment

• Add purchase orders, requisitions, and tasks

Together, these features help roofing businesses stay organized, improve communication between teams, and keep complex projects on track.

Gain 360 Visibility with Real-Time Reports and Customizable Dashboards

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

They also can customize dashboards and create in-depth reports, allowing them to drill down into the sources of the numbers being reported 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 various 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 all of 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 a ServiceTitan Demo to See How We Can Help You Optimize and Grow Your Roofing Business 

Using a best-in-class roofing software like ServiceTitan empowers contractors with the tools they need to improve efficiency and grow their revenue.

In addition to the features we’ve discussed throughout this post, our software offers additional features to facilitate other core business functions, including:

• Scheduling

• Marketing

• Timesheets

• Online booking