Two roofers using roofing estimate templates on a tablet at the job site

Optimize Your Roofing Experience with Roofing Estimate Templates


You don’t need to build your roofing estimates from scratch every time. Instead, use a roofing estimate template to save time and stay organized.

In this post, we’ll cover everything you need to know about roofing estimates and roofing estimate templates. Here’s a closer look at the topics: 

  • Understanding roofing estimate templates 
  • Benefits of roofing estimate templates
  • How to create roofing estimates
  • What to include in your roofing estimates 

Let’s dive in, and you’ll be on your way to creating killer roofing estimates in no time. 

What Is a Roofing Estimate Template? 

A roofing estimate template is a preset version of your estimate. Templates let you quickly plug information in for each estimate you need to create for customers.

You can build templates in Google Workspace or Microsoft Office or use pre-made templates in contractor-specific software like SumoQuote. SumoQuote offers contractors pre-made estimate templates that look great and are easy to use. 

Benefits of Roofing Estimate Templates 

Roofing estimate templates help you: 

  • Look professional
  • Save time and money 
  • Easily build roofing estimates   

Create Professional Estimates 

Customers want to know the roofer they’re working with is legitimate. One way to build up your reputation is through a professional-looking roofing estimate.

Roofing estimate templates help you build polished estimates that include your brand colors, fonts, and logo. A great roofing estimate enables you to create a professional look and establish credibility with prospective customers. 

Roofing Estimate Templates Help You Stay Organized 

Roofing estimate templates make it easy to create professional and engaging roofing estimates in no time. With a template, most of the work has already been done for you. Without templates, you’ll find yourself hunting for the right information each time you need to build an estimate. 

Roofing estimate templates keep all of the standardized information in one place and ensure you stay consistent with customers throughout the entire process. 

Roofing Estimate Templates Are Easy to Use

Templates take the guesswork out of roofing estimates. With the design work done, you simply input your information into the template, and you’re done. You can finish an estimate in minutes with a roofing estimate template.   

What to Cover in Your Roofing Estimates

It’s important to include the correct information in your roofing estimates. Each roofing estimate should have the same standardized information. For example, always include the following company details:

  • Company name
  • Logo
  • Contact information

Your roofing estimate should outline the scope of the job, including:

  • Details on the planned work 
  • Materials
  • Permits
  • Projected timeline
  • Approximate cost

Adding an educational section in your roofing estimate template is a great way to showcase your value and roofing expertise to the customer. You can even include a section that covers general roofing care best practices for homeowners. 

It can be as simple as advising the homeowner to regularly inspect their roof, prune trees close to the property, and clear debris from their gutters and roof. 

Elevate Your Roofing Business with Roofing Estimate Templates

By leveraging roofing estimate templates, you can significantly reduce the time and effort required to create detailed and polished estimates for your customers. 

A great place to start building your roofing estimates is with SumoQuote’s customizable estimate templates. Once you’ve finished your first template, you’ll be a wizard quickly filling out future roofing estimates in no time. 

Using a tool like SumoQuote helps you build high-quality roofing estimates quickly. Get started in SumoQuote by booking a demo today!

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