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Roofing Estimate Template Excel, Roofing Quote & Job Costing Spreadsheet

By VARS

VARSDigital ·

Maple Ridge, Canada

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Highlights

  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF, 2 other files

Roofing estimate template and job costing spreadsheet in one Excel workbook. Build a roofing quote from your own price book, send the client a clean printable quote, then track what every job really cost and made.

MADE FOR ROOFING
- The blank workbook comes with a starter price book of 21 common roofing items (architectural shingles (bundle), hip & ridge cap (bundle), synthetic underlayment (roll), ice & water shield (roll), starter strip (bundle), drip edge (10 ft), and more). Add your own costs once and reuse them on every quote
- Units that fit the trade: bundle, roll, ea, lot, box, sq, hr, ft, day
- Sample file: a filled-in roofing business, with a 24-square full re-roof, eight jobs and their costs

WHAT IT DOES
- Estimate builder: pick items or type your own, enter quantities, and unit prices, line totals, taxes, deposit and balance calculate for you. Your cost, gross profit and margin show before you send
- Client quote: a printable one-page quote with your business details, the client, line items, up to two taxes, deposit, terms and a signature line. Your costs and markup never appear on it
- Taxes: two tax lines with your own names and rates. Each applies to all lines, materials only, or labour only
- Jobs: status (lead, quoted, won, in progress, complete, lost), contract price, estimated vs actual cost, hours, profit, margin and money still owed (200 jobs)
- Costs log: receipts and labour against a job # (500 entries). Actual cost and hours flow to the Jobs tab automatically
- Dashboard: open quotes, won work, profit, money owed, win rate, costs by category, and jobs over estimate
- Default markup per category, or per item. Any currency

WHAT YOU GET
- Roofing-Estimate-Job-Costing.xlsx (blank, with the starter roofing price book)
- Roofing-Estimate-Job-Costing-with-Sample-Data.xlsx (filled-in example)
- Quick-start guide (PDF)

HOW YOU GET IT
Digital download, available right after purchase from your Etsy Purchases page. Nothing is shipped.

COMPATIBILITY
- Microsoft Excel 2016 or newer (Windows or Mac) and Excel for the web
- Google Sheets: upload the .xlsx to Google Drive, open it, then File > Save as Google Sheets
- Needs a computer or tablet with a spreadsheet app. Not an app or subscription

GOOD FOR
Roofing contractors, roof repair businesses, and general contractors who do roofs.

PLEASE NOTE
Same workbook engine as our Contractor Estimate & Job Costing template, set up for roofing. If you already own that one, you don't need this. Quoting and job-tracking tool, not tax, legal or accounting advice; set the rates and terms that apply to you. Licensed for use in your own business; please don't resell or share the files.

DISCLAIMER
This template is a planning tool and does not replace advice from a qualified or licensed professional (such as an accountant, financial advisor, lawyer or certified tradesperson). Check the results before you rely on them. Sold as is: because this is an instant digital download, all sales are final, with no returns, exchanges or refunds. If a file is damaged or won't open, message us and we'll send you a working copy.

HOW IT WAS MADE
Designed by VARS Digital with AI-assisted tools. Every formula is checked before release, and the sample file shows each tab working.

QUESTIONS
Message us through Etsy and we'll help you get set up.

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