Roofing Invoice Template: Free PDF Download
In this post, we share a free roofing invoice template. Below, we’ll provide a link to download the template and use it in your roofing business.
However, keep in mind that traditional workflows for using PDF invoices (whether in print or digital form) come with a variety of challenges.
For example, if you’re using printed paper invoices:
Production managers or field supervisors need to keep printed copies on hand.
Handwriting is often messy, difficult to read, and comes off as unprofessional.
You can’t quickly and easily email invoices to homeowners or commercial customers.
Papers are easy to lose and inconvenient to share among staff, business owners, etc.
Papers need to be brought back to the office at the end of the day to be scanned or re-entered into Excel, Google Sheets, Google Docs, QuickBooks, etc.
Alternatively, if you’re using PDF invoices in a digital format:
Production managers generally won’t be able to conveniently create these on site.
They still can’t quickly send digital invoices to customers who have come to expect this.
Business owners or office staff need to play a game of telephone to get the relevant information to draft the invoice, which introduces room for errors.
These are just a few of the challenges that roofing contractors are increasingly using software solutions to solve. So, in addition to sharing the template below, we’ll also walk through how our roofing contractor software, ServiceTitan, solves these invoicing-related challenges and more.
Table of Contents
Schedule a call to learn more about how ServiceTitan can help streamline operations and grow your roofing business.
How to Download and Use Our Roofing Contractor 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, and total amount due
Additional terms, including payment methods, late fees, warranty information, etc.
To use this template for your roof replacement invoices, click here to download a copy.
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.
With that said, this template will not solve the challenges we mentioned above related to relying on printed out invoices. So, in the next section, we’ll discuss how ServiceTitan’s invoicing software features streamline invoicing for roofing contractors, as well as provide a suite of other tools that can help you improve efficiency and profitability in your business.
How ServiceTitan Streamlines Invoicing for Roofing Contractors
One of the great advantages of using a business management and CRM software such as ServiceTitan is that invoices are automatically populated and generated based on the roofing estimate or work order that’s already been sold or set into motion during a roofing job.
So, when it comes time to send an invoice, there are a couple of simple ways the invoice can be accessed and sent to the customer.
First, a production manager or field supervisor can pull up and send the invoice via our mobile app right from the job site. They can choose to email the invoice to the customer with a link to pay the bill online, or close out with the customer via cash, check, or credit card payment.
Alternatively, business owners or office staff can send invoices via our desktop application.
This is the beauty of a cloud-based platform — all of the information that’s captured during a job (customer information, job site details, estimates, work orders, etc.) is centralized in one place and accessible from the office, field, or wherever you are.
In addition, once a job has been completed and paid for in the field, it is immediately reflected in your financial data for the day. There’s no lag time between payment and when that revenue is reflected in your accounting data, offering real-time financials to give business owners an up-to-the-moment picture of the health of their business.
Now, while these features go a long way to streamline invoicing and accounting processes for roofing contractors, the true value of adopting a platform like ServiceTitan lies in the many other features we offer. Below we’ll highlight some of the features that prompt our roofing clients to say, “This is why we choose ServiceTitan.”
Other Key Ways That ServiceTitan Helps Roofing Contractors Run (and Grow) Their Businesses
Empower Technicians with a User-Friendly Mobile App
ServiceTitan’s mobile app, compatible with both Android and iOS operating systems, offers an intuitive user experience that techs love, beginning with the home screen dashboard where techs can quickly and easily see the jobs they have scheduled for that day.
Each job card can be tapped to pull up a dedicated page with further details about that job:
Techs can also access the essential tools they need throughout the lifecycle of a job. Via the left sidebar, they can view and utilize:
Customer history: Useful for businesses that have commercial maintenance agreements, for example, roofers can see previous estimates, recurring services, previous invoices, photos and videos from previous jobs, and more.
Job forms: Roofers can access job forms that require customer signatures as well as forms that foster accountability and better customer service (such as service and installation checklists, or pre-appointment customer experience checklists).
Invoices: Techs can easily generate invoices and send them to customers in a variety of ways.
Closeout: Once they complete a job, techs can accept payments on the spot from customers via check or credit card.
Improve Dispatch Efficiency
Roofing is often weather dependent, which means there are lots of daily changes involved in dispatching for roofing businesses. ServiceTitan’s dispatching features help navigate these changes smoothly, avoiding miscommunications and unnecessary delays.
The dispatch board is straightforward and easy to navigate. Tab options include:
Jobs that are Working, Paused, Done, Canceled, or On Hold.
Dispatchers can clearly see which jobs are assigned to a service technician and which aren’t. They can quickly assign jobs to techs or make schedule adjustments on the fly with our simple drag-and-drop functionality.
There is no need to move job details into a new appointment one-by-one for rescheduled jobs. Office staff can simply drag and drop the entire job, with or without the previously assigned technician, into a new timeframe in a single move. The duration of a job can also be extended or reduced when a job takes more or less time than originally expected.
As technicians go about their day, dispatchers are kept up-to-date through the activity feed (also visible right within the dispatch-board screen). This feed provides updates on when techs are en route to a job, when they arrive, and when they’ve completed jobs and are moving to the next one. It also provides real-time GPS tracking to see where techs are as they drive between appointments.
The #1 newsletter for the trades.
In addition, dispatchers can message techs within the dispatch board, providing streamlined communication with techs in the field. They can also send out group messages to the entire service team, when needed.
Finally — included with our dispatching feature set — is the ability to send out automatic customer notifications for a range of job-status updates. These include:
Appointment reminders and job confirmation requests.
Changes to appointment times.
Notifications that their tech is due to arrive soon.
Whenever a customer confirms their appointment, or a job is canceled, or anything else changes in a job, the customer can be notified.
Dispatchers also receive an alert in their activity feed. This feed is visible at the bottom of their dispatch board and helps dispatchers get an overview of where the day’s jobs stand and which appointments need to be rescheduled, extended, or otherwise altered.
Drive Repeat Business by Growing a Membership Program
Preventative maintenance programs have long been used in the trades to lock in repeat business, bolster cash flow during shoulder seasons, and grow a loyal customer base. And increasingly, roofing contractors are seeing membership programs as a significant opportunity.
As Robert Maier of Laing Roofing put it, “The goal for us is to own the life cycle of that roof, because roofs don't last forever… And if it's 10 years down the road that the client needs to replace their roof, then it only makes sense that the company that’s taken care of them for the last 10 years is going to be first in line to do that big-ticket item.”
Laing Roofing has persuaded many property managers to join its membership program, which features at least one yearly maintenance call and 24-hour priority visits in case of a leak. “Now they're not calling multiple roofers to try to get someone out. They're just calling us.”
ServiceTitan memberships — which has had years of development and use by our customers in HVAC, plumbing, and electrical — was one of the key features that drew them to ServiceTitan.
ServiceTitan's membership feature gives roofing businesses the ability to effectively and efficiently document, manage, and track recurring services associated with maintenance agreements.
Membership tracking is seamlessly integrated with the software tools that our users rely on to do things such as schedule jobs, build proposals, send invoices, and collect payment.
Once recurring service events are set up, they are automatically added to your schedule based on the defined dates and frequency. This saves office staff significant time from having to manually track and add these jobs to the schedule, while reducing the chances of missing maintenance visits.
Office staff can view upcoming recurring service events by date range, and initiate individual jobs by contacting the customer to coordinate a time and book the job. At that point, the job will be assigned to a technician, and be automatically viewable on their schedule and through the dispatch board.
You can also create follow-up notifications for cases where you’re unable to contact a customer, they aren’t ready to book a job, or they no longer want the service. These offer roofing contractors peace of mind and help to ensure that office staff doesn’t forget to follow up in these instances.
Get a ServiceTitan Demo to See How We Can Help You Optimize & Grow Your Roofing Business
Using a best-in-class roofing software such as ServiceTitan empowers contractors to improve efficiency and grow their revenue.
In addition to the features we’ve discussed throughout this post, our software offers additional features to facilitate other core business functions as well, including:
Want to see for yourself how ServiceTitan’s roofing software can streamline operations and grow your business? Schedule a call for a free product tour.