Roofing Material List Template: Free PDF Download

In this post, we share a free spreadsheet template to track roofing material types, statuses, vendors, unit prices, quantities, pricing, and more. We’ll provide a link below to download and use the template in your roofing business.  

However, while this template offers a central document for listing and tracking project materials, spreadsheet templates have some key limitations. Specifically:

• Managing material lists in a spreadsheet is a manual, time-consuming process prone to errors. It involves constantly switching between your pricebook and supplier catalogs, with repeated entries and updates for each line item throughout a project.

• Spreadsheet templates lack integration with your inventory management system. 

• Spreadsheet templates are generally disconnected from the other apps where you’re running your business, such as your project management or CRM software.

So, in addition to sharing the free material list template below, we’ll also walk through how our roofing contractor software, ServiceTitan, solves these challenges and more.

Download Our Free Roofing Material List Template

The template allows you to list each material item that is required for a roofing project and provides the following fields for tracking and managing them:

• Material ID

• Material Description

• Brand/Manufacturer

• Category

• Size/Dimensions

• Unit of Measure (e.g. square footage)

• Quantity Required

• Quantity in Stock

• Quantity to Order

• Vendor

• Vendor Part Number

• Unit Price

• Total Price

• Date Ordered

• Expected Delivery Date

• Actual Delivery Date

• Status

• Notes

The template can be customized to include additional information such as your roofing company name, project name, etc. However, as we pointed out above, the downsides of relying on a spreadsheet template are the manual effort required to maintain them and the lack of integration with the systems you use for inventory, project management, purchase orders, and more.

Holistic roofing contractor software like ServiceTitan brings all of these job functions into a single platform and uses automation to streamline these workflows. In the next section, we’ll walk through our estimating, project material tracking, and inventory management systems to demonstrate how everything works.

Note: You may also be interested in our other roofing templates, such as our free roofing contract or roofing estimate template.

How ServiceTitan Automates Roofing Material Lists Based On Roof Measurements

Spec-Based Estimates

ServiceTitan spec-based estimates offer a streamlined approach to material list and estimate generation. This feature leverages 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, like re-roofing. 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 that determine 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 materials, ensuring precise estimates.

• Efficiency and Accuracy: Instead of manually calculating materials and costs, the system does it for you, freeing up your team to focus on customer interactions and other essential tasks. This automation not only speeds up the process but also 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 further assist roofers in managing 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 apps.  

Integrate Project Material Tracking and Purchase Order Management

Once a roofing estimate is sold, a roofing project is created, automatically pulling in the material list from your estimate and allowing you to begin the purchasing process.

Initiate Requisition and Purchase Orders Within Your Estimate

You can initiate a requisition of equipment and materials right from within your sold estimate.

You simply click “Initiate Requisition” in the top right corner of your estimate and then select the equipment and materials you want to order. 

For example, let’s say at the beginning of a project, you want to start the process of ordering your materials:

• Asphalt shingles/metal roofing

• Underlayment

• Decking

• Eaves

• Fascia

• Gutters

• Ridge cap shingles

• Ridge vents

• Roofing nails

• etc.

You can select those items right from your estimate material list, which will lead you through a workflow to create the purchase orders you’ll need. 

In the purchase order workflow, the line items are automatically populated from your estimate. You can simply select your vendors and shipping locations for each material to complete your order details. 

Then, you can save that order to create a transaction, and send those purchase orders to your vendors — without ever leaving ServiceTitan. 

Automate Project Tracking and Job Costing

As you move throughout a job — creating purchase orders, logging labor hours, processing change orders, and so on — your project summary and expense tables make automatic calculations that take all of your project’s progress into account.

So, instead of constantly needing to update a series of spreadsheets every time labor costs and material costs are incurred, this is done automatically for you in real-time, based on work that’s completed and entered into the system. 

If we continue with our example from above, and you’ve made your initial purchase order of permits and roofing materials, your project summary table is updated to reflect those expenses:

Furthermore, you can view a more detailed breakdown of your actual costs versus your budgeted roofing costs.

This will automatically update as you accumulate expenses from materials, equipment, and labor hours. It will display your margins in dollar and percent form to help you track your job costs and profitability throughout your project. 

You can also access a table breaking down your expenses in further detail:

You can click on any line item and see the exact source of that expense (for example, which team member logged those hours, or which purchase orders and vendors a given set of materials came from). This allows you to easily check your numbers and feel confident in the sources of your data.

Track Company-Wide Inventory with ServiceTitan Inventory Management

In addition to streamlining the material tracking for individual roofing jobs, ServiceTitan inventory management also helps contractors employ automation that helps them track warehouse counts, ensure trucks are always stocked, and generate purchase orders automatically when materials are running low. 

Appointed staff can use a suite of tools to optimize inventory and purchase order management, including:

• Inventory Overview: See big-picture numbers, such as total inventory valuation and total number of items, or drill down into individual inventory items for further detail.

• Replenishment: Easily track equipment and materials in your trucks and warehouse with automatic updates that reflect the number of items needed for replenishment in a given location.

• Purchase Orders: Users can then create and send purchase orders to the appropriate vendors, and track those orders through fulfillment. Inventory data automatically updates to reflect all POs.

• And more: This feature set also includes workflows for managing adjustments, returns, warranty parts tracking, and more. 

In addition, with the introduction of our Inventory App, customers can leverage barcode scanning to automate these processes even more. 

Save Time and Improve Margins with Roofing Contractor Software

A spreadsheet material list template is better than tracking materials through miscellaneous docs, notes, or purchase orders, but the tools we’ve discussed throughout this post can help streamline workflows and improve profit margins for contractors.

Our software also offers additional features to facilitate other core business functions, including:

• Scheduling

• Marketing ROI tracking

• Customer relationship management

• Real-time business data

• Timesheets

• Online booking