Roofing Business Spreadsheet | Roof Estimating and Job Costing Template Excel Google Sheets | Roofer Quote & Profit Calculator

Most estimating templates add up what a job costs. This one tells you what to charge.

It works out what an hour of your time actually costs - wage, burden, non-billable time and overhead - then loads every quote with the right overhead, stress-tests the price before you send it, and tracks the job's real margin while you can still do something about it.

Thirteen linked sheets. 2,465 working formulas. Built for roofing contractors: full pitched re-roofs, flat roof replacement, repairs, chimney work, leadwork, guttering and fascia, new build and commercial flat roof.

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WHAT MAKES THIS DIFFERENT

* A real overhead rate, not a guess.
Enter your annual overhead and crew data once. The workbook calculates your fully burdened labour cost, your cost per BILLABLE hour (you pay for travel, quoting, surveys and holidays too - most templates ignore this), your break-even hourly rate, and the rate you must actually sell at to hit your target margin.

* Overhead allocated per labour hour, not as a flat percentage.
A labour-heavy job ties up your crew and van for weeks. A supply-heavy job is mostly a merchant invoice. Charging both a flat 10% overprices one and quietly loses money on the other.

* A sensitivity grid on every quote.
Tile prices move. A strip reveals rotten purlins. Scaffold sits an extra week in the rain. Your quoted price does not change. The grid shows exactly what your profit becomes across every combination - and turns red where you start losing money. Read the worst corner before you send the quote, not in week three.

* Earned value tracking while the job runs.
Cost Performance Index, projected final cost, projected final margin, and a plain-English alert: "Job is running 3.5% below the margin you quoted."

* Margin vs markup, settled.
Adding 30% to your cost gives you a 23% margin, not 30%. The conversion table is built in and every quote shows both numbers side by side.

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THE THIRTEEN SHEETS

1. Start Here - colour legend, licence, quick reference
2. Setup - company details, tax/VAT rate, defaults, and every dropdown list
3. Overhead & Rates - break-even hourly rate, required sell rate, break-even revenue, jobs needed per month
4. Price Book - 41 starter items with unit costs, waste factors and default markups; room for 110. Concrete and clay tiles, natural and fibre cement slate, breathable underlay, treated battens, dry ridge and hip systems, lead code 4 and 5, EPDM, torch-on felt, GRP, OSB deck, structural timber, fascia, soffit, guttering, PIR insulation, roof windows
5. Bid Builder - 100 lines, 15 phases, automatic lookups, per-line cost override
6. Bid Summary - cost roll-up, overhead allocation, contingency, pricing decision, two sensitivity grids
7. Proposal - a client-facing quote that fills itself in; print or save as PDF
8. Change Orders - variations priced and tracked; approved ones raise the contract value
9. Job Costs - 200 rows for actual spend and hours, with paid/unpaid tracking
10. Estimate vs Actual - variance by category and by phase, CPI, projected final margin
11. Draw Schedule - staged billing with retainage, due dates and net cash position
12. Bid Pipeline - 100 quotes, win rate overall and by job type, won-margin vs lost-margin
13. Dashboard - every key number on one screen, with alerts

Phases are set up the way the trade actually works: survey and roof design, scaffold and access, strip existing covering, structural and timber repairs, underlay and battens, insulation, tiling and slating, flat roof membrane, leadwork and flashings, ridge hip and verge, roof windows and penetrations, guttering and rainwater, inspection and guarantee, waste removal and clean.

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WHAT YOU RECEIVE (instant download)

- BLANK workbook (.xlsx) - ready for your first job, starter price book loaded
- DEMO workbook (.xlsx) - a full pitched re-roof on a 96 m2 semi-detached worked through every sheet, 36 bid lines
- 8-page quick-start guide (PDF) - setup, workflow and the pricing maths explained

- Works in Microsoft Excel 2016, 2019, 2021, 365 - Windows and Mac
- Works in Google Sheets - upload to Drive and open
- Formatted in US dollars - switch to GBP, EUR, or any currency in about 30 seconds (one format change, explained in the guide)
- Any tax or VAT rate - set it once
- Nothing locked or password-protected - every formula visible and editable

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WHO IT IS FOR

Pitched roofers - Flat roofers - Slaters and tilers - Leadworkers - Chimney specialists - Guttering and fascia installers - New build roofing - Commercial flat roofing - Storm damage and insurance work - Anyone quoting fixed-price roofing

Works for a one-van operation and for a team of six. If you send quotes and want to know whether they were any good, it will earn its price on the first job.

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PLEASE NOTE

This is a digital download - no physical item will be shipped. Files are available immediately after purchase. Because of the nature of digital products, this item is not returnable, so please check the photos and this description carefully first - and message me with any question before you buy.

Licensed for use in one business, unlimited jobs and clients. Not for resale, sharing or redistribution.

This is a calculation tool, not accounting, tax or legal advice, and it is not a substitute for the regulations or certification requirements that apply to your trade. The figures it produces depend entirely on the inputs you give it - always check a price before it goes to a client.

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Also available in my shop: the same system built for other trades. Message me if you need more than one and I will sort out a bundle price.

Questions, or something not behaving? Message me before leaving a review. Nearly every issue is a blank required field and takes two minutes to sort out.

Manufacturer(s):

Basecap AS
Org.nr. 928 823 881
Nesbruveien 75, 1394 Nesbru, Norge
post [!at] basecap.no

Product safety:

This is a digital, non-physical product delivered by electronic download only. No physical item is shipped, and no physical product safety warnings apply.