2022 Roofing Bid and Estimate Forms For Roofing Contractors

1. A professionally designed, easily understood, organized estimate written on a simple but detailed roofing bid form like those shown below. The roofing bid form should only CONTAIN legal "stuff" that is required by law. Save the real legal "stuff" for the actual roofing contract not the bid. Your goal is to convince the potential customer you are the best roofing contractor to do the roofing work they need done. At this point, your goal is NOT to "lay down the law" with legal notices, terms and conditions for them to have to read through and try and understand.

2. If issues with their roof exist that need to be dealt with, include photos of the areas and explain to your customer how you will fix these issues in detail. Form IPS (Inspection Photo Sheet), and ACT Contractors Forms Software, allows you to take digital photos of the "bad spots" on the roof and easily drag and drop these photos directly onto the IPS form. From there you can print the photos out on the IPS form and give this into to your prospective customer. Remember the saying "one picture is worth a thousand words"? Photos make your roofing bid more powerful and build value into your bid.

3. A drawing can often explain and clarify much better than a written description. Use our form PSH (plan sheet), shown below, to quickly make drawings to illustrate what words alone cannot.

4. Always include a list of satisfied customers... you know... a Job References Document like our form JRS shown below. List happy customers so that your potential client knows you do good work and are capable of FINISHING their roof because their roof, will just be another of the many successful roofs completed by your company in the past. Even better. . . Show job photos next to the customer reference. ACT Contractors Forms Software allows you to easily create job references and add photos to any form..

5. It is always a good idea to Include a copy of your roofing warranty for both labor and the materials available for the customer to choose from. Why? Because it will separate your roofing company from the competition. Most roofing contractors will not bother with this... even though the warranty is one of the most important considerations the customer uses to choose their roofer! It shows that your roofing company, as well as the makers of the roofing materials you use, will stand behind the work. Our form WC1 or CWC1 (Roofing Limited Workmanship Warranty) are designed for this purpose.

ACT Contractors Forms Software makes it easy to create a roofing bid/estimate presentation that wins! We include ALL the forms listed in 1-5 above (and many more forms). Adding photos to any form is easy with and with our form software.