Roofing Estimate, Invoice & Change Order Templates (PDF, Word)

Details

Description

Quote the job, bill the job, and document every change with one clean set of roofing paperwork. Built for the solo roofer or small crew that wants to look professional without buying software.

WHAT'S INCLUDED

Roofing Estimate (1 page): scope-of-work checklist (tear-off, deck repair, ice & water shield, underlayment, shingles, metal roofing, flashing, ventilation, pipe boots, gutters, skylights, and cleanup), 8 line items, subtotal, tax, total, deposit, terms and signature lines
Roofing Invoice (1 page): 9 line items, tax, approved change orders, deposit/paid, balance due, payment-method checkboxes and notes
Roofing Change Order (1 page): description of change, reason-for-change checkboxes, line items, original vs revised contract total, added schedule days, dual signatures
Fillable PDF version (click and type)
Editable Microsoft Word version (.docx, with click-to-fill fields and checkboxes)
Quick how-to-use guide

HOW IT WORKS

Purchase and download your files from Etsy (Purchases and Reviews > Download Files).
Open the PDF in Adobe Acrobat Reader (free) or the Word file in Microsoft Word.
Click any field, type, tick the checkboxes, and add your company name.
Save a copy for each job and send it to your client as a PDF.

GOOD TO KNOW

Totals are typed in by hand; the forms do not auto-calculate.
US Letter size (8.5 x 11 in).
The PDF works best in Adobe Acrobat Reader; other viewers may save fields differently.
The Word file works in Microsoft Word (Windows and Mac). Other apps may display fields differently.
The default terms are general placeholders. Please edit them to suit your business and local requirements. These forms are not legal, tax or accounting advice.

THIS IS A DIGITAL PRODUCT Nothing will be shipped. You will get instant access to the files after purchase. Because this is a digital download, refunds and exchanges are not available, but message me if you have any trouble with your files and I will help.

LICENSE For your own business use. Please do not resell, share, or redistribute the files.