Roofing Templates
Make running your business easier with our roofing templates for everything from service call checklists to invoices.
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Showing 1-6 of 12Over the last couple of years, our team of industry experts at ServiceTitan has been building a suite of free downloadable templates for roofing businesses.
Here in our roofing templates hub, you can find each template with a corresponding article that explains what it includes, as well as how to download and use it in your business. To make finding the templates you need easy, we’ve organized them by the following job stages:
Simply use the drop-down menu on the top left of this page to explore templates by job stage.
The Limitations of PDF Roofing Templates
For handymen who occasionally handle roof repairs or small businesses offering roofing services on a limited scale, PDF templates can be useful for creating basic contracts, estimates, or invoices.
However, as a roofing business grows, the limitations of PDF templates become increasingly apparent, making them less practical for streamlined operations. For example:
1. No Multimedia Support
PDFs are static and lack support for photos or videos, which are often crucial for documenting roofing projects.
Inspectors and estimators must store media separately, increasing the risk of lost documentation.
This disconnect can make it harder to provide detailed, visual proof for customers or internal records.
2. Lack of Integration
PDFs operate in isolation and don’t integrate with other apps you use to run your business, such as your CRM software.
Documents must be manually transferred between systems, which wastes time and increases the risk of errors.
Automation opportunities are lost, hindering efficiency and scalability.
3. Disorganized Communication
Coordinating job details via scattered emails, texts, and phone calls is inefficient and prone to mistakes.
Miscommunications can lead to delays in ordering materials, scheduling follow-ups, or completing critical tasks.
This disorganization creates unnecessary stress for both staff and clients.
To address these challenges, we not only provide free templates to get you started but also demonstrate how ServiceTitan’s roofing contractor software can overcome these limitations.
How ServiceTitan Roofing Software Solves These Challenges
Customizable Digital Forms and Checklists
ServiceTitan’s roofing software allows contractors to create versatile, customized forms such as roofing safety and inspection checklists.
Key Features of Custom Forms:
Flexible Customization: Easily build forms from scratch or use pre-built templates sourced from TitanExchange, where you can access tried-and-tested forms used by other roofing businesses. Tailor them to suit your needs and preferences.
Multi-Format Options: Add a variety of inputs to your forms, including:
Text fields
Number fields
Checkboxes
Photo/video uploads
Drop-down menus
Stoplight buttons
Digital signatures for sign-offs
Job-Specific Integration: Attach forms directly to specific jobs, customers, or locations. All forms are available on both desktop and mobile platforms (compatible with Android and iOS), ensuring your team can access and update them wherever they are.
Eliminate Manual Data Entry and Reduce Errors
Dynamic, integrated forms replace outdated PDFs, eliminating the hassle of manual data transfers. Completed forms are automatically saved to the associated customer profile, ensuring that vital information is never lost and workflows remain streamlined.
Enhance Real-Time Collaboration
Updates from the field are instantly visible to office staff, enabling faster decision-making and reducing delays for crucial tasks such as warranty checks, drafting estimates, and ordering materials. Everyone on the team has immediate access to the information they need to act quickly and accurately.
Boost Efficiency and Accountability with Custom Rules
ServiceTitan allows you to set custom rules to ensure the right team members complete specific forms at the right time. This keeps workflows organized, improves compliance, and ensures nothing falls through the cracks.
Speed Up Roof Measurement, Estimating, and Material Orders
Spec-Based Estimates
ServiceTitan spec-based estimates offer a streamlined approach to estimate generation. This feature uses pre-built templates and forms to automatically calculate material costs and quantities, resulting in accurate and efficient estimates for your customers.
Here's a breakdown of how Spec-Based Estimates work and their advantages:
Forms and Templates: The process begins with creating a form tailored to your specific service, such as roof replacement. This form, accessible on both desktop and ServiceTitan Mobile, is used to gather crucial job details and measurements. This information is then fed into a Spec-Based Template, which links form fields with Pricebook items and applies predefined calculations. The template also allows you to offer different service tiers (Good, Better, Best) based on a single form submission.
Automated Calculations: The magic lies in the Excel file integrated with the template. This file houses the rules and calculations determining material quantities and costs based on the form inputs. For instance, if a customer needs 20 squares of roofing, the template automatically calculates the required shingles, underlayment, and other associated materials, ensuring precise estimates.
Efficiency and Accuracy: Spec-based estimates streamline the estimating process, saving you valuable time and minimizing errors. Instead of manually calculating roofing materials and costs, the system does it for you, freeing your team to focus on customer interactions and other essential tasks. This automation speeds up the process and eliminates the risk of human error, leading to accurate and consistent pricing.
Mobile Accessibility: The convenience of creating and presenting Spec-Based Estimates extends to ServiceTitan Mobile. This allows field staff to gather measurements on-site, complete the form, and generate estimates instantly, providing a seamless experience for both your team and your customers.
Roofing Supplier Integrations
We offer integrations with roofing suppliers such as SRS Distribution, which auto-updates your pricebook with the most current pricing, product images, and descriptions.
Integrate With Popular Roofing Measurement Apps
ServiceTitan now integrates with popular roofing apps like EagleView and GAF QuickMeasure. These integrations allow roofers to manage the entire job workflow, from the initial call to final estimates and material orders, offering a seamless experience between the business’s CRM and estimating/measurement tools.
Centralize Customer & Job Data (and Access It Anywhere)
ServiceTitan offers a customer relationship management (CRM) system to record, store, and access all of your job and customer data, beginning the moment a potential roofing customer calls in.
Our call booking functionality provides CSRs and office staff with the name and contact information of the incoming caller and prompts them to fill out a series of form fields that ensure they collect all of the necessary information to kick off a potential roofing job.
From the booking page, they can view the availability of their sales team, assign a team member to the job, and schedule a visit if the business or homeowner agrees to have someone come out.
At that point, a customer page is automatically created, with their contact information and job details stored as the job progresses. This data can be shared and accessed from the office via our desktop application, as well as remotely from a job site or elsewhere through our user-friendly field mobile app (compatible with iOS and Android devices).
Users also have the option to create a roofing project page in which financials can be tracked, appointments can be made, material orders can be placed, and other aspects of project management can be carried out.
Offer Modern and Impressive Customer Experiences
ServiceTitan offers a variety of features that help roofing businesses communicate professionalism and trustworthiness with their customers.
For example, our dispatching functionality includes text message notifications and Uber-style GPS tracking that keeps customers up-to-date about when sales reps, field supervisors, or crews are scheduled to arrive.
During the sales process, salespeople can offer prospects immediate financing, improving customer experiences while helping to close more sales.
Upon completing a job, companies can also offer convenient payment options — including cash, check, or credit card — right from their mobile device (iPhone, iPad, etc.).
Gain More Visibility with Access to Real-Time Business Data
One of the biggest challenges for roofing contractors is getting timely and accurate financial data to track their cash flow and the overall health and performance of their business.
This is one area where ServiceTitan roofing software can deliver immense value. With ServiceTitan reporting, roofing contractors get a complete real-time view of their most important business KPIs, including:
Sales numbers
Revenue trends
Booking and conversion rates
And much more
They can also customize dashboards and create in-depth reports, allowing them to drill down into the sources of the numbers being reported in their financial data and roll up multiple locations into single reports, making ServiceTitan a particularly powerful platform for enterprise roofing businesses.
Understand the True ROI of Marketing Efforts to Optimize Your Campaigns
One of the most important aspects of effectively marketing a roofing business is measuring the ROI of your various channels and campaigns to know which campaigns are performing well.
ServiceTitan makes this data easily accessible to roofing companies, eliminating the struggle to understand ROI. Specifically, ServiceTitan offers campaign-tracking telephone numbers and real-time ROI reporting for all of your marketing campaigns.
You can calculate the ROI for each of your campaigns and also break it down into cost per lead (CPL). You can track the number of calls your campaigns brought in, the jobs your reps booked from these calls, and the actual revenue of those jobs.
By measuring the marketing ROI of each campaign, ServiceTitan helps roofing companies:
Know how much revenue each roofing marketing campaign generates.
Track how well staff convert new leads into jobs and sales.
Focus marketing dollars on the campaigns that actually make money.
Stop wasting money on ads — and platforms — that don’t perform.
See If ServiceTitan Is the Right Software for Your Roofing Business
For over a decade, ServiceTitan has been a provider of innovative products that help HVAC professionals, electricians, plumbers, and other trade businesses run more efficiently and improve their profitability. We are now investing heavily in developing an all-in-one business management solution for the roofing industry.
If you’d like to see what our platform can offer your roofing business, schedule a free demo call.
Our Top Free Roofing Templates to Download For Your Business
For businesses that aren’t quite ready for a fully integrated solution like ServiceTitan, here’s a sample of our most popular free templates for roofers.
Click here to view and access the free template.
Roofing Inspection Checklist
Click here to view and access the free template.
Roofing Invoice Template
Click here to view and access the free template.
Roofing Contract Template
Click here to view and access the free template.
Roofing Warranty Template
Click here to view and access the free template.
