Free Roofing Invoice Template

We’re offering a free invoice template for roofing businesses.

To get your free template, simply fill out the form above (on mobile devices) or to the right (on desktop), and we’ll email it to you immediately.

What’s Included in the Free Roofing Invoice Template

The professional invoice sample we’ve created includes the standardized fields that roofing companies need to bill for their services, including:

• Client’s name (or business name) and address

• Unique invoice number and date of the invoice

• Payment terms and payment due date

• Scope of work (summary of roofing project or roofing services performed)

• Line items (roof materials, labor costs, etc.) 

• Subtotal, applicable taxes (e.g. sales tax), and total amount due

• Additional terms, including payment methods, late fees, warranty information, etc.

Simply follow the directions inside to customize it with your company name, contact information (phone number, email, etc.), and company logo. Then, each time you create an invoice, you can create a copy to customize the invoice for that particular roofing job and preserve your template.

Alternative: Use Our Free Invoice Generator Tool

You can also use our free Invoice Generator Tool, which lets your team create, save, and email invoices directly from their mobile devices.

Why PDF Invoice Templates Fall Short in the Roofing Business

1. Manual Invoice Creation Is Time-Consuming and Error-Prone

PDF invoice templates require someone to manually transfer estimate and work order data into the invoice template, cross-referencing supplier pricebooks to ensure pricing is accurate and current. This process is both time-consuming and error-prone. 

2. Invoice Data Doesn’t Sync Automatically with Your Accounting Software

Every invoice must be manually transferred into your accounting system — another tedious, time-consuming, and error-prone process that someone on your team has to manage.

3. Inefficient Tracking of Invoice Statuses Leads to Delayed Payments

Static PDFs mean you have to manually track and follow up on unpaid bills. You can’t easily see which bills have been viewed, paid, are past due, etc. Unless a dedicated person keeps on top of this (labor-intensive), payments are often delayed, which ends up affecting crucial cash flow.

Why Settle for Outdated PDFs or Tools? ServiceTitan Solves These Pain Points

Using Microsoft Word, Excel, Google Docs, Google Sheets, or invoice generator tools to create roofing service invoices can work fine for a small business. But as a roofing business grows, invoicing using PDF templates starts to break down.  

In the next section, we’ll explain how ServiceTitan’s roofing contractor software optimizes the billing process, making invoicing a driving force for growth, efficiency, and revenue generation rather than a source of delays and costly mistakes.

How ServiceTitan Optimizes the Entire Roofing Invoicing Process

Because ServiceTitan software integrates and automates all of the essential aspects of roofing invoicing (such as customer information, job orders, estimates, and pricing), creating accurate invoices is a seamless process.

Here’s how it works:

Create Accurate Invoices in Real-Time

ServiceTitan automatically fills in certain fields (invoice number, type, terms, invoice date, payroll date, number of hours worked, subtotal, tax zone, membership discounts), ensuring that the right variables are used for calculating every invoice total, whether you’re working in the field or the office.

Key Invoicing Software Features 

• Generate invoices in the field with our mobile app: Production managers or field supervisors can create and customize accurate, professional invoices with payment terms and PO numbers that can be texted or emailed to customers on the spot. The invoice is also printable for shops that don’t want to go paperless.

• Real-time invoice approval: All data is instantaneously available to users, so roofing business owners can observe their team’s invoice creation in real-time and sign off the final invoice remotely. 

• Request for signatures: Prompts the employee and customer to provide signatures for work and payment authorization, minimizing the potential for disagreements once the invoice has been delivered. 

• Photos & videos: Provide a record of the roofing work carried out by including labeled photos or videos, for example, the “before and after” of a roofing repair or installation.

• Accessible customer information: All customer details are available with the click of a button. This comes in especially useful for commercial clients where the production manager can instantaneously send an invoice to multiple stakeholders at once, and know that each has been assigned the correct PO number, too.

• Upselling opportunities: Optional fields let you add service suggestions, warranty information, membership promotions, etc. This prompts roofers to offer additional services on the spot to maximize revenue. 

• Reputation management: Include automated review requests on all invoices to ensure you receive customer feedback. These can be delivered by text or email immediately after the tech marks the job as complete on their mobile app. 

• Automatic central invoice storage: Invoices are automatically stored in the customer database alongside everything else that relates to that customer (job history, estimates, warranty details, notes, etc) so no important details are lost.

Offer Flexible Instant Payment Options 

With ServiceTitan, production managers or supervisors can offer customers multiple options for accepting payment so you can be paid swiftly.

• Self-Serve Customer Portal: Customers can view job histories and invoices and make payments online, reducing demands on your team.

• Managers can take a picture of a check and auto-deposit it immediately using the mobile app.

• Credit card payments can be processed using a Bluetooth Card Reader with a tap/swipe of the card.

• Google Pay™ and Apple Pay® integration provide another flexible payment option.

• We also offer Financing options, so if a customer applies for and is approved for financing through the estimate, payment is already taken care of.

Integration with Accounting Software

For the many roofing contractors that use QuickBooks, ServiceTitan’s QuickBooks integration means that all transactions (such as purchase orders and invoices), including those carried out in the field, are instantly captured and exported to your QuickBooks account, with no manual re-entry needed.

ServiceTitan also integrates with Sage Intacct and various other accounting software platforms. 

Track & Follow Up on Unpaid Invoices Quickly & Efficiently

While ServiceTitan lets you collect payments instantly, there will always be some invoices that are not paid promptly. 

ServiceTitan helps you track unpaid invoices and chase payment at the appropriate time via the Accounts Receivable Summary Report. 

This shows all the invoices that are yet to be paid and includes fields such as:

• Customer name and phone number

• The outstanding balance

• The outstanding balance for different timeframes:

  • Less than or equal to 30 days

  • For 31–60 days

  • For 61–90 days

  • And so on

You can filter this information and bulk-send payment reminders to customers with outstanding balances, for example, for more than 30 days. 

Using this report ensures that emails are sent to the correct customer and saves a huge amount of time if you were to track and chase each customer individually.

Easily Manage Your Invoicing Process with ServiceTitan

Cash flow is vital to keep your business operating profitably, and when invoicing isn’t properly executed, it can seriously harm a company’s bottom line.

While using a free download or tool to create your roofing invoices is a good starting point, software like ServiceTitan helps roofing businesses: 

• Create accurate invoices in the field

• Get paid on time

• Improve communication between you, your team, and your customers

• Avoid disputes

• Ensure healthy cash flow and credit lines