Roofing Invoice Template
This free roofing invoice template is built for the crews on the roof — solo roofers, two-truck outfits, and established companies running several tear-offs a week. A roof is one of the largest bills most homeowners will ever approve outside a mortgage, and it is very often paid by an insurance carrier rather than out of pocket, which means your invoice gets read carefully by people who are not your customer. Fill it in, download the PDF, and send it the day the job wraps.
A roofing invoice has to survive that scrutiny. It should price the roof the way roofers actually price it — in squares, with tear-off and layers called out separately — and it should name the materials specifically enough that an adjuster can match your lines against their own estimate. It should also make the money plain: what deposit was paid, what draw this covers, and what is still outstanding. The generator below is pre-filled with a realistic re-roof you can edit line by line.
What this template looks like
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Tear-off & disposal — 24 sq, one layer | 1 | $2,400.00 | $2,400.00 |
| Architectural shingles installed — Estate Gray | 24 | $385.00 | $9,240.00 |
| Synthetic underlayment & ice-and-water shield | 1 | $980.00 | $980.00 |
| Ridge vent, drip edge & pipe boots — 140 lf | 1 | $620.00 | $620.00 |
| Dumpster, permit & city inspection | 1 | $475.00 | $475.00 |
A sample invoice — every field, from the line items to the tax and notes, is yours to edit in the free generator.
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How to fill out a roofing invoice
Put your business and your license on top
Lead with the business name that matches your bank account, plus address, phone, and email. Add your contractor or roofing license number and your insurance carrier in the same block: homeowners and adjusters both look for it, and in several states an unlicensed roofer cannot enforce payment at all. A logo helps you read as the established outfit you are.
Bill the party who actually pays
On a cash job that is the homeowner. On an insurance job the homeowner still pays you, but the mortgage company often has to endorse the claim check and the adjuster works from your invoice. List the client name and billing address, then write the job address on its own line whenever the roof is not at the billing address.
Number it and date it against the job
Give the invoice a unique number in one running sequence and never reuse one, even for a friend. Add the issue date and a firm due date rather than the vague "due on receipt." On a staged roof, note the draw — "Progress invoice 2 of 3" — so nobody has to reconstruct what has already been billed.
Price the roof in squares, not guesses
Roofers quote in squares of 100 square feet, so bill that way: put the square count in the quantity column and your installed rate beside it. Tear-off gets its own line with the number of layers removed, because a second layer is real labor and real disposal weight that the homeowner should see priced on its own.
Itemize materials the way the roof is built
Shingles, underlayment, ice-and-water shield, drip edge, ridge vent, flashing, and pipe boots each deserve a line. Name the product and color where you can — "Owens Corning Duration, Estate Gray." Adjusters check line items against their own scope, and a homeowner comparing two bids can only compare what somebody actually wrote down.
Add disposal, permits, and access costs
Dumpster or haul-off, the permit fee, and any city inspection belong on their own lines rather than buried in a labor rate. Steep pitch, a third story, a crane or conveyor, and satellite or solar detach-and-reset are all extra work — price them separately so a change in scope is easy to point at later.
Show the deposit and what remains
Most roofs are billed in stages: a deposit at signing, a draw when materials land on site, and the balance at completion. Show what has already been paid and subtract it so the balance due is one unambiguous number. On an insurance job, note the ACV payment received and the recoverable depreciation still outstanding.
Close with warranty and payment terms
State both warranties in plain words: your workmanship warranty with its term, and the manufacturer warranty on the shingles, registered in the owner's name. Add the payment terms, any late fee you actually intend to charge, and every method you accept. A roof is a big check — make it easy to hand over.
Billing tips for roofing invoices
Billing an insurance claim vs. a cash job
On an insurance roof your invoice has to line up with the adjuster's scope, not only with your own price. Use the same units and similar line names where you can, and file a supplement with photos when the scope genuinely missed something — code-required ice-and-water shield, or a second layer nobody counted. The homeowner pays their deductible and you collect recoverable depreciation once the work is signed off. Never offer to "eat the deductible": in most states that is insurance fraud, not a discount.
Squares, pitch, and the waste factor
A square is 100 square feet of finished roof, and a 24-square roof needs more than 24 squares of shingles once you add hip, valley, and starter waste. Most roofers build 10 to 15 percent waste into the material line rather than showing it separately. Pitch moves labor more than material: anything over 8/12 needs staging and slows the crew, so a steep-pitch charge belongs in the original bid, not as a surprise added after the tear-off has started.
Lien rights and preliminary notices
In most states a mechanic's lien is the strongest collection tool a roofer has, and in many of them it disappears if you miss a deadline. Some states want a preliminary notice within twenty days of starting work, and nearly all cap how long after completion you can file. Track those dates from the day materials hit the site, not from the day an invoice goes unpaid, and read your own state's rules before you need them.
Deposits, draws, and material delivery
Several states cap what a roofer may collect up front — often a third of the contract, sometimes a fixed dollar amount — so check before you write the agreement. A common structure is a deposit at signing, a draw when materials are delivered, and the balance at completion and cleanup. Tie each draw to something the homeowner can watch happen, and put the schedule in the contract so the invoice only restates what was already agreed.
Warranty language that prevents arguments
Two warranties cover a roof and homeowners routinely blur them together. The manufacturer warrants the shingles against defects, for decades, and only if the product was registered and installed to spec. You warrant the workmanship — flashing, nailing pattern, penetrations — usually for five to ten years. Write both on the invoice with their terms and what voids them, and the "my roof is leaking, isn't it under warranty" call gets a great deal shorter.
Frequently asked questions
What should a roofing invoice include?
Your business name, contact details, and license number; the client's name, billing address, and the job address if it differs; a unique invoice number and both dates. Then the work itemized the way you priced it — tear-off with layer count, squares installed at your rate, underlayment and flashing, disposal, and permits — followed by the subtotal, any tax, deposits already paid, and the balance due. Close with warranty terms and how you accept payment.
How do I bill a roof that's covered by insurance?
The homeowner is still your customer and still owes you; the carrier is just where most of the money comes from. Match your line items to the adjuster's scope so the two documents can be read side by side, bill the deductible to the homeowner, and invoice the recoverable depreciation once the work passes final inspection. If your scope is genuinely larger than theirs, file a supplement with photos rather than quietly absorbing the difference.
What is a square, and how do I price by it?
A square is 100 square feet of roof surface — the standard unit in the trade. Put the square count in the quantity column and your installed price per square beside it, so a 24-square roof at $385 a square reads clearly as $9,240. Price tear-off per square too, and note how many layers came off, because two layers is roughly double the labor and disposal of one.
How much deposit can I ask for on a roof?
That depends on your state, and several of them cap it by statute — commonly a third of the contract price or a fixed dollar ceiling, whichever is lower. Within those limits, a deposit at signing plus a draw when materials are delivered is normal and reasonable, because you are fronting real money for shingles. Put the schedule in the contract first, then let the invoice simply restate it.
Do I charge sales tax on roofing work?
It varies by state and sometimes by the type of work. Some states treat a re-roof as a taxable retail sale, some tax the materials but not the labor, and some treat improvements to real property as exempt while repairs remain taxable. Check your state's rule for roofing specifically before you bill, then set the tax rate to match. Leave it at zero rather than charging a tax you cannot remit.
What should I do when the scope changes mid-job?
Stop and write it down before you do the work. Rotten decking, a second layer nobody knew about, or a chimney that needs new flashing all cost real money, and a homeowner who first hears about it on the final invoice will fight you. Issue a written change order with the price, get it signed or acknowledged by email, then bill it as its own line so the original contract amount stays readable.
How do I get paid when the mortgage company is on the check?
On a financed home, the claim check is often made out to the homeowner and the lender together, and the lender releases funds in stages after inspecting the work. Expect it, and plan your draw schedule around it rather than being surprised. Ask the homeowner to start the endorsement process the day the check arrives, and give them a clean invoice and a completion certificate, because that is what the lender's processor will ask for.
Is this roofing invoice template really free?
Yes — fill it in and download the PDF with no signup, no watermark, and no catch. Use it for one roof or for every job this season. If you later want to keep your customers on file, track which balances are still open, and rebill without retyping the whole thing, the Paid app on iPhone does that — but you never need it to use this template.
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The app goes further
Invoice from your pocket
The free tool here makes a clean one-off PDF; the Paid app on iPhone adds what it deliberately leaves out — saved clients, estimates that convert to invoices in a tap, and tracking for what's paid and what's still owed.