Roofing forms and templates for roofing companies
Every roofing job produces paperwork: a lead sheet, an inspection report, an estimate, a contract, the insurance claim letters, a completion certificate. These roofing forms cover each step. Every one is an editable Microsoft Word template with its own How-To-Use guide, ready for your logo, and sold as an instant download from the Roofers Coffee store.
Complete Roofing Business Kit
All 33 core sales, contract and company templates: the contract packet, rep tools and training, the 69-page sales training manual, manager tools, estimates and quotes, and company documents.
Roofing form bundles
Contract Packet
The roofing contract, direction to pay, third-party authorization, O&P letter, production addendum, contract checklist, maintenance contract, customer handout and review sheet.
Sales Rep Tools
Lead sheet, pipeline form, claim tracker, commission forms, the independent contractor agreement and application, a field onboarding guide and a roof life expectancy report.
Sales Rep Training
The 69-page roofing sales training manual, the door pitch script guide and the weekly sales rep schedule.
Sales Manager Tools
A 90-day training curriculum, a weekly rep assessment scorecard and a manager personnel report.
Estimates & Quotes
An informal estimate, a formal quote checklist, a roof upgrade options menu and two full proposal examples.
Company Documents
A company family handbook, a contingency agreement, a certificate of completion and a commercial maintenance flyer.
Supplement Pro Kit
The 70-item supplement justification guide, supplement request letters, a complete scope checklist, an estimate comparison workbook, photo proof standards and more.
Insurance Claim Starter Pack
Adjuster meeting prep, a homeowner guide to roof claims, a depreciation and O&P explainer, a claim payment tracker and a storm damage inspection report.
Roof Inspector Field Kit
A storm damage inspection report, a hail and wind field guide, a shingle code requirements guide, a low-slope checklist and an attic ventilation calculator.
Roofing Safety Program Bundle
A 19-section written safety program, a fall protection plan, job hazard analysis templates, 12 toolbox talks and a daily jobsite checklist.
Homeowner Handout Set
Customer-facing guides to the roof insurance claim, depreciation and O&P, what to expect after signing, and the homeowner O&P letter.
Sales Skills Add-On
A 104-question discovery bank, phone and text scripts, and a ride-along coaching scorecard.
Public Adjuster Practice Kit
For licensed public adjusters: a claim file organizer, letter templates, an appraisal guide, a denial review workbook, a policy guide, ALE and contents worksheets and case studies.
The roofing forms a company needs, job stage by job stage
Finding and following up on leads
Door knocking, phone follow-up and a pipeline a manager can actually read.
Inspecting the roof
Roof inspection report templates and field guides for storm damage, low-slope roofs, ventilation and code items.
Pricing the job: estimates and proposals
A roofing estimate template for the first visit, a checklist for formal quotes, an upgrade menu and two full proposal examples.
Signing the roofing contract
The roofing contract template with its cancellation notice, the addendum and checklist that go with it, and the handout the homeowner keeps.
Working the insurance claim and supplements
Authorization and payment forms, adjuster meeting prep, supplement request letters, scope and estimate comparison tools, and plain-English guides for the homeowner.
- Third Party Authorization
- Direction to Pay
- Homeowner O&P Letter
- Roof Supplement Request Letter Kit
- Supplement Line Item Justification Guide
- Complete Roof Scope Checklist
- Estimate Comparison Worksheet
- Code vs Manufacturer Field Card
- Special Bid Item Worksheet
- Supplement Photo Proof Guide & Log
- Collateral Damage Contractor Statement
- Matching and Discontinued Materials Guide
- Interior Water Damage Scope Checklist
- Claim Payment Tracker Worksheet
- Homeowner Guide to Roof Insurance Claims
- Depreciation and O&P Explained Guide
Closing out the job
The sign-off, the final payment and the review and referral request, all at the same visit.
Keeping the crew safe
A written roofing safety program, a site-specific fall protection plan, job hazard analyses and weekly toolbox talks.
Hiring, paying and coaching the sales team
Independent contractor paperwork, commission forms, onboarding and training, and the manager forms that keep reps accountable.
- Independent Contractor Agreement
- Independent Contractor Application
- Commission Request Form
- Commission Check List
- Getting Started Outside - Phase One
- Sales Rep Weekly Calendar
- Roofing Sales Training Manual
- 90 Day Field Guide Curriculum
- Weekly Sales Rep Assessment
- Ride Along Coaching Scorecard
- Manager Personnel Report
- Company Family Handbook
For licensed public adjusters
Claim file, letter, appraisal and policy tools written for licensed public adjusters only, with state rules left for the adjuster to complete.
How the templates work
Each template is a real Word document with real tables, not a flat image. The sample company in every file is ACME Roof Pros, with fictitious names and numbers, so you replace them with your own using Find and Replace. Six of the tracking and calculator products also include an Excel workbook. The public adjuster tools are written for licensed public adjusters only.