Roofing Forms

Roofing Forms and Contract Templates

Roofing forms and templates for the paperwork a roofing company runs on, from the first door knocked to the final check collected. Every template is an editable Microsoft Word file with its own How-To-Use guide, ready for your logo and company details. They are sold as instant downloads in the RoofersCoffee shop on Etsy.

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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.

33 templates · $349 on Etsy

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Roofing template bundles

Prices as listed on Etsy on September 25, 2026. Checkout and delivery are handled by Etsy.

We built Roofers Coffee for the crew. These templates are for the office behind the crew: the owner who needs a contract that holds up, the sales manager onboarding a new class of reps, and the rep who has to keep an insurance claim moving.

What is in the collection

These are the roofing forms most companies end up building from scratch: a roofing contract template, a roof inspection report, a roofing estimate template and proposal examples, an insurance supplement letter and scope checklist, and the sales and safety forms that keep a crew accountable.

The templates cover the whole job. The contract packet handles the kitchen table: the roofing contract, a direction to pay, a third-party authorization and a homeowner overhead and profit letter. Sales rep tools and training cover the field, with a lead sheet, pipeline and commission forms, door scripts, and a 69-page sales training manual. Insurance and supplement forms keep claims organized, from adjuster meeting prep to a 70-item supplement justification guide. Field guides cover hail and wind inspections and shingle code requirements, safety templates cover a written program and fall protection plan, and manager and company documents round it out.

A separate set of public adjuster tools is written for licensed public adjusters only.

How the templates work

Each template is a real Word document with real tables, not a flat image you have to trace. The sample company in every file is ACME Roof Pros, with fictitious names and numbers, so you replace them with your own in a few minutes. Each product includes a two-page How-To-Use guide.

Bundles cost roughly 40 percent less than buying the same templates one at a time. The Complete Roofing Business Kit includes all 33 core sales, contract and company templates in one download.

Every roofing form and template

Roofing Contract Forms

Contract Checklist: Jobsite checklist the rep ticks while signing a contract, confirming every document, photo and note is complete. It goes in with the contract.
Direction to Pay: Direction to pay with repair authorization that the property owner signs and sends to their insurance carrier, directing claim payments to include the contractor of record. It is not an assignment of benefits.
Homeowner O&P Letter: Letter the homeowner signs to request overhead and profit (O&P) on their claim, explaining that a general contractor has been hired to coordinate multiple trades.
Maintenance Service Contract: Full commercial facility maintenance agreement: definitions, service location, scope, payment terms and auto-withdrawal, insurance, lien rights, dispute resolution, termination, non-solicitation and signatures.
Production Agreement Addendum: One-page pre/during/post-production addendum that sets expectations with the homeowner about installation day, property protection, cleanup, liability and warranty.
Review and Referral Sheet: Sheet filled out with the happy customer to capture an online review with photo and referrals, with a prize explanation and manager confirmation.
Roofing Contract: Two-page residential roofing contract with owner and insurance details, scope, contract price, terms and conditions, signatures and a notice-of-cancellation tear-off.
Third Party Authorization: Authorization the insured customer signs allowing their insurance carrier to share claim information with your company as a third party.
What to Expect Now: Three-page customer handout given at contract signing that explains the stages of the process, supplements, scheduling, delays, install day, depreciation, promises and how to reach you.

Roofing Sales Forms and Trackers

Claim Press Sheet: One-page monthly tracker where each sales rep lists every open insurance claim, one line per claim, so the rep and manager can see the whole pipeline of claims at a glance — who the customer is, where the claim stands and what has to happen next.
Commission Check List: Pre-payment checklist that confirms every piece of a job file is complete — CRM entries, job photos, correspondence and contract — before a commission request is paid.
Commission Request Form: Form a sales consultant (or their consulting company) submits to request commission on up to three completed jobs, with job details, amounts and approvals.
Getting Started Outside - Phase One: Four-step field onboarding path for new reps' first soft-sets: run one yourself, watch one, then run one with a manager — with a signed record of completion.
Independent Contractor Agreement: Full independent contractor agreement for 1099 sales consultants and subcontractors, including services, compensation, confidentiality, non-solicitation, indemnification and governing law, plus a Payment Addendum, an OSHA Compliance Addendum and a W-9 attachment page.
Independent Contractor Application: One-page application for sales consultants who want to work with your company as an independent business — business info, owner info, tax ID, territory and signature.
My Pipeline Form: Weekly self-report where each rep totals their pipeline (contracts, claims filed, pending, denied, re-inspections, soft-sets, checks ready) and answers professionalism questions, then reviews it with the General Manager.
Roof Life Expectancy Opinion Report: Two-page on-site inspection report that documents roof details, inspection criteria and an estimated remaining lifespan with recommendations and a professional opinion statement.
Roofing Phone and Text Scripts: Script book with phone and text scripts for inbound calls, lead follow-up, appointment confirmations, reschedules, no-shows, post-inspection follow-up, insurance-job updates, objections, reviews and referrals, plus voicemail and text formulas.
Sales Lead Sheet: 25-door canvassing log where reps record every door knocked — address, result, roof notes and follow-up — so managers can see real activity and reps never lose a lead.

Roofing Sales Training Templates

Door Pitch Guide: Training guide with three word-for-word door pitches and responses for the most common soft no's, with coaching notes and a referral list page.
Roofing Sales Discovery Question Bank: Editable bank of 104 original discovery questions for roofing sales reps, organized into 11 conversation stages with the reason to ask each, space for your own questions, practice drills and a cheat sheet.
Roofing Sales Training Manual: Complete, 69-page editable Word training manual for roofing sales reps: 18 chapters from company mission and roofing basics through storm damage, the insurance claim process (contractor's view), door knocking, inspections, retail sales, contracts, production handoff, referrals, commission, CRM discipline, safety, ethics and compliance, a 90-day ramp plan and an activity tracker, plus a glossary, script cheat sheet, forms list, answer key and signed acknowledgment page.
Sales Rep Weekly Calendar: Landscape weekly schedule showing what a top-producing rep's day looks like hour by hour, Monday through Saturday, plus a motivational letter from the owner about productivity and accountability.

Roofing Sales Manager Forms

90 Day Field Guide Curriculum: Three-month coaching calendar for new reps: a Monday–Thursday grid of weekly topics (company policy, sales skills, paperwork, professionalism, CRM, field documentation, team goals) plus a field-documentation checklist and manager sign-off each month.
Manager Personnel Report: Weekly team report where each sales manager summarizes roster size and status, recruiting activity, roster movement and standout reps for the General Manager.
Ride Along Coaching Scorecard: Ride-along scorecard with 21 scored behaviors in six areas, results of the day, coaching summary, a coaching guide for managers, a score tracker and a focus-skills library.
Weekly Sales Rep Assessment: Weekly check-in scorecard the rep and sales coach fill in together — scores across key activities with signatures and a workshop follow-up section.

Roofing Estimate and Proposal Templates

Formal Quote Checklist: Checklist the rep completes for every formal quote before it's emailed, confirming the customer received everything (inspection report, photos, itemized quote), manager approval and payment details.
High Value Quote Example: Complete multi-page example proposal for a high-value residential re-roof — cover page, about us, services, inspection analysis, engineering recommendations, specifications, pricing matrix, feature comparisons, detailed options, extended warranties, payment terms and FAQ. All figures are sample figures.
Informal Estimate: One-page field estimate that gives the customer a price range for the work involved — clearly labeled as an estimate, not a quote or contract.
Professional Quote Example: Example commercial roofing proposal letter with scope of work and pricing for a membrane roof replacement and three metal-roof options, a pricing summary and acceptance block. All figures are sample figures.
Roof Upgrade Options: Customer-facing package menu where the homeowner chooses one roof package, initials it, and understands what it costs and how upgrades work alongside insurance or grant money.

Roofing Company Documents

Certificate of Completion: One-page certificate the customer signs after all work is complete, with satisfaction questions, ratings, referrals, payment collected and a space for your review QR code.
Company Family Handbook: Full company handbook for employees, independent contractors, subcontractors, vendors and leased workers — shared expectations, how roles differ, and a dedicated section for each relationship.
Complete Facility Maintenance Solutions: Two-page marketing flyer for a commercial facility maintenance program — service plans, services included, why choose you, a limited-time offer and call to action.
Contingency Agreement: Two-page contingency agreement where the homeowner agrees to use your company if their insurance claim is approved, with terms, signatures and a notice of cancellation.

Insurance Claim and Supplement Forms

Claim Payment Tracker Worksheet: Excel workbook that tracks RCV, depreciation, deductible, supplements and every payment received with automatic balances, plus a one-page Word tracker for the job folder.
Code vs Manufacturer Field Card: Two-sided field card showing whether common roofing items are driven by the model code, the manufacturer's instructions or both, a quick field checklist, a local-code box to fill in, and a one-page explainer.
Collateral Damage Contractor Statement: Contractor statement of facts for items that must be disturbed or replaced to perform a repair (siding at wall flashing, gutters at drip edge and so on), with an item table, signed statement, photo log and photo pages.
Complete Roof Scope Checklist: Multi-page scope checklist covering tear-off and deck, underlayment and edges, roof covering, flashings, ventilation, accessories and detach-and-reset, soft costs and related damage, with In estimate / Missing / Short / N/A boxes and a summary.
Depreciation and O&P Explained Guide: Branded guide that explains RCV, ACV, recoverable depreciation, deductibles, supplements and overhead and profit in plain English, with a fictional payment example, homeowner checklist and glossary.
Estimate Comparison Worksheet: Excel workbook that compares carrier and contractor quantities line by line, flags Missing / Short / Over / Match automatically and summarizes the counts, plus a printable Word version with a measurement check.
Homeowner Guide to Roof Insurance Claims: Branded, plain-English booklet that walks homeowners through a roof claim in eight steps, from after the storm to the final payment, with checklists, contact fields and contractor-role notices.
Interior Water Damage Scope Checklist: Checklist for roof-leak interior damage: source and safety, attic, room-by-room summary, common interior items, and a one-room worksheet with surfaces, moisture readings, sketch and photo index.
Matching and Discontinued Materials Guide: Guide to documenting product identification, availability, appearance differences and discontinued materials, with a sample memo, research log and field checklist.
Roof Supplement Request Letter Kit: Three editable supplement letters (initial request, follow-up after partial approval, tear-off reinspection request), a line-item table and a library of justification statements grouped by code, manufacturer, measurement and safety basis.
Special Bid Item Worksheet: Word worksheet and matching Excel calculator for items that are not in the estimating price list or need a specialty trade: scope, reason, three quotes, supporting documents and the line to add, plus a fictional filled-in example.
Supplement Line Item Justification Guide: Editable reference with 70 common roof supplement items, each with when it applies, why the repair requires it, what proof to attach and how to respond factually, plus a request-writing method, local-notes table and packaging checklist.
Supplement Photo Proof Guide & Log: Photo documentation standard for roof claims: the three-shot rule, a shot list for each supplement item, file naming and folders, plus printable photo and tear-off hidden-condition logs.

Roof Inspection Forms and Field Guides

Attic Ventilation Calculator Worksheet: Excel calculator and printable worksheet that figure required attic net free area from the attic floor area (1/150 or 1/300), split exhaust and intake, total existing or proposed vents and show OK or SHORT, with a worked example.
Hail and Wind Damage Field Guide: Field guide for storm inspections: confirming the storm, ground-level indicators, hail and wind damage signs, look-alike conditions, the test-square method, other components, recording findings and a printable checklist.
Low Slope Roof Inspection Checklist: Low-slope inspection checklist covering system type, drainage, membrane field, edges and flashings, penetrations, storm damage and recommendations, plus a short guide on inspecting low-slope roofs.
Shingle Roof Code Requirements Guide: Plain-English summary of what the 2021 model IRC generally requires for asphalt shingle roofs and reroofing (deck, slope, underlayment, ice barrier, drip edge, fasteners, flashing, ventilation, recovering), with a fill-in table to record what each jurisdiction adopted.
Storm Damage Roof Inspection Report: Complete storm damage inspection report: storm information, roof data, collateral indicators, test squares, wind findings, components, attic and interior, non-storm conditions, roof diagram, photo index and honest summary.

Roofing Safety Forms and OSHA Plans

Daily Roofing Jobsite Safety Checklist: Daily jobsite safety check for roofing crews: site and weather, fall protection, ladders and equipment, debris, materials and PPE, crew sign-in and hazards corrected.
Roofing Fall Protection Plan Template: Site-specific written fall protection plan: hazards, conventional methods (PFAS, guardrails, nets, low-slope options), anchor and free-fall details, guardrails, warning lines and covers, ladders, falling objects, rescue plan, crew training acknowledgment, change log, and a separate Part B for the 1926.502(k) alternative plan.
Roofing Job Hazard Analysis Templates: Blank job hazard analysis form plus five worked roofing examples: tear-off, shingle installation, material hoisting, attic work and torch-applied modified bitumen.
Roofing Safety Program Manual: Customizable written safety program for roofing contractors with 19 sections (policy, responsibilities, training and records, fall protection, ladders, hazard communication, PPE, tools, electrical, weather, debris, fire, asbestos and lead, vehicles, emergencies, incident reporting, recordkeeping, enforcement, subcontractors), an employee acknowledgment and an incident report form.
Roofing Toolbox Talks - 12 Topics: Twelve one-page safety talks for roofing crews (ladders, tie-off, skylights, heat, nail guns, power lines, weather, falling objects, harness inspection, housekeeping, lifting, new workers), each with a realistic anonymized opener, key points, crew questions and a sign-in sheet, plus a talk schedule.

Public Adjuster Forms (Licensed PAs Only)

ALE and Contents Claim Worksheets: Worksheets for licensed public adjusters and their clients to document additional living expense and personal property losses: normal vs. additional cost baseline, ALE receipt log, room-by-room contents inventory and photo index, plus an Excel workbook that totals ALE, receipts and contents by room.
Appraisal Process Guide & Checklist: Guide for licensed public adjusters to the appraisal provision in property policies, with a readiness checklist, a state and policy rules worksheet (blank, for your state), sample demand wording, appraiser and umpire selection worksheets, an evidence binder index, a line-by-line dispute summary and a post-award checklist. No state law is assumed.
Denial Letter Review Workbook: Eight worksheets for licensed public adjusters reviewing a denial or partial denial: key word search, provision-to-fact map, reports relied on but not provided, contradictions and gaps, who signed, questions to ask in writing, timeline of positions and a record map, with a fictional worked example.
Homeowners Policy Coverage Quick Guide: Plain-language guide for licensed public adjusters to the structure of a typical homeowners policy: declarations, Coverages A to F, loss settlement, deductibles, duties after loss, common exclusion themes on roof claims and a policy review worksheet. Describes policies generally; quotes no policy form.
Public Adjuster Claim File Organizer: Claim file forms for licensed public adjusters: intake, policy and declarations summary, coverage worksheet, deadline calendar (blank, filled from the policy and your state's rules), communication log, document request tracker, payment reconciliation and closing checklist, plus an Excel workbook with deadline alerts, days outstanding and fee and net calculations.
Public Adjuster Letter Template Pack: Four editable letters for licensed public adjusters (notice of representation and preservation request, request for the insurer's written position, document and estimate transmittal, and insured status update), plus a state requirements worksheet you complete for your state.
Roof Claim Case Studies Workbook: Five composite fictional roof claim cases (partial hail approval, late-discovered leak, wear-and-tear denial, code item dispute and an appraisal question) with discussion questions, work space and two answer keys: one for contractor staff and one for licensed public adjusters.

Straight Answers

Frequently asked questions

What forms does a roofing company need?

Most roofing companies need a roofing contract and cancellation notice, an estimate or proposal, a roof inspection report, insurance claim forms such as a direction to pay and a supplement request letter, a certificate of completion, sales forms like a lead sheet and commission request, and a written safety program with a fall protection plan. Every one of those is in this collection.

What format are the roofing templates in?

Every template is an editable Microsoft Word (.docx) file with real text and tables, and six of the tracking and calculator products also include an Excel (.xlsx) workbook. Each one comes with a How-To-Use PDF that shows how to fill it in and rebrand it.

How do I put my company name and logo on the forms?

Every template uses sample details for a fictional company, ACME Roof Pros. Swap in your logo, then use Find and Replace in Word to change the company name, address, phone, email and license number. The How-To-Use guide walks you through it.

How are the templates delivered?

They are instant downloads through Etsy. Your files are ready as soon as your payment is confirmed, under Purchases in your Etsy account. Bundles download as .zip files.

Are the contracts legal advice?

No. They are templates, not legal advice. Contract, insurance and licensing rules vary by state, so have a licensed attorney in your state review any contract, agreement or letter before you use it.

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