Roofing Estimate Template

Construction projects come in all shapes and sizes. One of the more common tasks associated with building is roofing, whether that’s creating a roof for a new structure, or repairing or replacing one on an existing building. Download this free roofing estimate template for Excel to accurately forecast how much the work costs and safeguard the profit margin.

Why Use a Roofing Estimate Template?

A roofing estimate template is a broad overview of what a customer can expect from a roofing service. It provides the basic information on the cost, materials and the scope of work so the customer can know what to expect.

By using a roofing estimate template, teams reduce the likelihood of a misunderstanding between the construction contractor and the customer. It clarifies what the project manager and team are responsible for and ensures the profit margin the constructor needs to make the project worth their time and effort.

The customer will also find the roofing estimate template useful. The template outlines all the information they’ll need to collect from a contractor and the customer can make copies to collect quotes from different contractors. As a result, they can see who is the best fit in terms of price, compatibility and professionalism.

Roofing estimate template for Word — *Free roofing estimate template for Word*

Who Should Use This Roofing Estimate Template for Excel?

Construction contractors will use this roofing estimate template for Excel to contract with a customer. As the roofing estimate contract provides the customer with a breakdown of the costs associated with the job, the customer can make an insightful decision about whether the job is priced affordably.

Customers, too, will use this free roofing estimate template for Excel. They can print out as many as they need and then visit several different construction and roofing companies to see which is the best fit for the job. This is true for residential and commercial jobs, as homes and businesses all have roofs.

Once the customer and contractor have agreed on the roofing estimate template, then the real work begins. At this point, a template won’t deliver the efficiency and effectiveness a construction company needs to deliver the project on time and within budget.

ProjectManager is award-winning project and portfolio management software that has robust Gantt charts to schedule work and share plans with the construction team. Most Gantt chart software can organize tasks and show the project schedule on a timeline with milestones. Our Gantt chart does more. It can link all four types of task dependencies to avoid costly delays, filter for the critical path to identify essential tasks and set a baseline to capture the planned effort and compare it to the actual effort in real time. Get started with ProjectManager today for free.

Gantt chart in ProjectManager — ProjectManager’s Gantt charts turn roofing estimate templates into actionable plans. Learn more

When Should You Use This Roofing Estimate Template?

Naturally, one should use a roofing estimate template to get pricing from contractors who are working on a roof, but there are other use cases.

The most common is when repairs are needed. When a roof has been damaged due to weather or an unforeseen event, time is of the essence. A roofing estimate template is the first step towards repairing that damage quickly.

Another example use case of a roofing estimate template is roof replacement. Roofs have a lifespan, usually of a couple of decades, at most. When a roof needs replacing, a roofing estimate template helps start that process and determines the best person and price for the job.

In some cases, a business or homeowner will install a new roof before selling the property to increase its value. Business and residential owners will use a roofing estimate template when their building has been inspected and the inspector says the roof needs to be repaired or replaced. Whatever the reason, a roofing estimate template helps the contractor and the customer get the best price and come to agreeable terms.

How to Use This Roofing Estimate Template for Excel

Once users download the free roofing estimate template for Excel, they have a customizable document they can add or subtract from as needed. For example, paste the company logo on top to make it official.

The templated part of the roofing estimate template has space on top for the customer and property information. The property isn’t necessarily at the same location as the customer and there’s a space to add its address, the type of roof, the materials used and the roof size.

Next is a section to capture the general information. Here the contractor can write a couple of sentences outlining the work to be done. Under that is a small grid that captures a description of the materials, labor, equipment and any additional project resources. Then add the unit, cost and quantity. The subtotal is automatically calculated and the total estimate at the bottom of the grid is added.

There’s then a section to define payment information. This should cover the payment schedule, the customer’s bank, account name and number that will transfer funds from the customer to the contractor. Finally, there’s a signature and date line for both parties to sign off on when the terms and conditions are agreed upon.

More Free Construction Templates

The roofing estimate template is one of over 100 free project management templates for Excel and Word that can be downloaded from our website. There are templates to help with every phase of managing a project across multiple industries. Here are a few free construction project management templates.

Construction Budget Template

When figuring out the cost in a roofing estimate template, use this free construction budget template for Excel. It will help accurately forecast the price of the job. The free template captures labor costs, materials and equipment as well as other costs. It can also track the estimated budget with the actual budget once the project starts to help control costs.

Construction Estimate Template

Another free construction template to help forecast costs accurately is the free construction estimate template for Excel. It looks at labor and material costs as well as the profit margin for the contractor. It differs from the free budget estimate template in that it breaks down every project phase for a thorough estimate.

Construction Schedule Template

Costs are only one part of construction project management. The work has to be completed on time, too. That’s where the free construction schedule template for Excel comes in handy. It opens in ProjectManager, giving users the ability to organize tasks, manage resources, filter for the critical path, link dependencies and much more.

How ProjectManager Helps With Construction Project Management

A roofing estimate template is a fine document to start a project, but even construction project management templates will fall short when managing the project. That’s because templates are static documents. They must be manually updated, which not only pulls one away from the job at hand but means that data is always going to be a step behind what’s happening.

That’s no way to keep projects on schedule and budget. Project management software gives contractors the tools they need to succeed. ProjectManager is award-winning project and portfolio management software that has more than just Gantt charts to deliver successful projects.

Manage Resources and Keep Teams Productive

Keeping to a schedule and staying on budget relies heavily on managing resources. Resource costs and schedules are planned on Gantt charts, where team availability is already set when onboarding, which streamlines assignments. Managers can then look at the team page or color-coded workload chart to manage resource utilization. It’s easy to see who is overallocated or underutilized and then balance the whole team’s workload from that chart to keep everyone working at capacity.

Monitor Labor Costs, Progress and More in Real Time

Templates can’t deliver real-time data like our software. There are many ways to track the project, from the high-level view of the dashboard, which automatically collects live data and displays it in easy-to-read graphs and charts that show time, cost, workload and more. For more detail, use customizable status or portfolio reports. There are also reports on variance, timesheets and workload. Labor costs can be monitored with our secure timesheets, which also track how far each team member is in completing their work.