Papertern

Trade estimates · Guide

Free roofing estimate template

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A roofing job usually means a meaningful deposit before materials are ordered, a defined scope of work, and a client who wants to know, in plain terms, what they are paying for tear-off, materials and the crew's labour.

Materials are often the biggest line, so show them separately

Underlayment, flashing, vents and the roofing material itself (shingles, metal or tile) can be the largest cost on the job, and their price can move between the estimate and the day the crew starts if supply is tight. Keeping materials and labour on separate lines, rather than folded into one number, means a client can see exactly what changed if a material price shifts before the job starts.

A deposit before materials are ordered

Most roofing contractors take a deposit before ordering materials, since a cancelled job after the order is placed is the contractor's loss, not the client's. Papertern's estimate maker works out the deposit for you as a percentage of the job or a fixed amount, and shows it on the estimate as a payment schedule the client can see up front, alongside any progress payment (for example, on completion of tear-off, then again at final inspection).

A starter list for a standard re-roof

The roofing preset's starter items, tear-off, underlayment, roofing material, flashing and vents, labour by the square, and disposal, cover a typical re-roof; add, remove or reprice any line for the job in front of you.

Your licence number, up front

Roofing needs a trade licence or registration in most places, and a client comparing quotes will often ask for the number before they choose a contractor. Papertern's licence field puts it on the estimate itself.

When the client accepts

Click through to the Invoice tab and everything on the estimate, the client, your business and every line, carries straight across to a country-correct invoice.

Estimate makers by country

Each country edition uses the same tax name and business ID field as that country's invoice maker, with this preset selected.

CountryBusiness ID fieldTax
AustraliaABNGST
New ZealandGST no.GST
United KingdomVAT no.VAT
IrelandVAT no.VAT
CanadaGST/HST no.GST/HST
United StatesEINSales tax
SingaporeGST reg. no.GST

Other trade estimate presets

Papertern gives general information, not legal advice. Check your own trade's licensing and contract requirements with the relevant authority.