Roofing Sales Rep Tools Bundle, 9 Editable Word Templates, Lead Sheet, Pipeline, Commission Forms, 1099 Agreement and Inspection Report

The complete Sales Rep Tools set for roofing companies, in one download.

9 editable Microsoft Word templates, each with its own How-To-Use guide (PDF). Bought one at a time they total $174; this bundle is $99.

WHAT'S IN THE BUNDLE
• Claim Press Sheet (1 page): One-page monthly tracker where each sales rep lists every open insurance claim, one line per claim, so the rep and manager can see the whole pipeline of claims at a glance
• Commission Check List (1 page): Pre-payment checklist that confirms every piece of a job file is complete
• Commission Request Form (1 page): The form a sales consultant (or their consulting company) submits to request commission on up to three completed jobs
• Getting Started Outside - Phase One (1 page): Four-step field onboarding path for new reps' first soft-sets: run one yourself, watch one, then run one with a manager
• Independent Contractor Agreement (9 pages): Full independent contractor agreement for 1099 sales consultants and subcontractors, including services, compensation, confidentiality, non-solicitation, indemnification and governing law, plus a Payment Addendum, an OSHA Compliance Addendum and a W-9 attachment page
• Independent Contractor Application (1 page): One-page application for sales consultants who want to work with your company as an independent business
• My Pipeline Form (1 page): Weekly self-report where each rep totals their pipeline (contracts, claims filed, pending, denied, re-inspections, soft-sets, checks ready) and answers professionalism questions, then reviews it with the General Manager
• Roof Life Expectancy Opinion Report (2 pages): Two-page on-site inspection report that documents roof details, inspection criteria and an estimated remaining lifespan with recommendations and a professional opinion statement
• Sales Lead Sheet (1 page): 25-door canvassing log where reps record every door knocked

WHAT YOU GET
• 9 editable Word templates (.docx) with real text and tables, nothing to retype or trace
• 9 How-To-Use guides (PDF), one per template, covering how to fill it in and rebrand it
• One .zip download with every file organized by template
• Sample company details (ACME Roof Pros) you replace in minutes with Find & Replace

MAKE THEM YOURS IN MINUTES
1. Open each .docx in Microsoft Word and swap the sample logo for yours.
2. Press Ctrl+H to replace the sample company name, address, phone, email and license number.
3. Change fonts and colors to match your brand, then save master copies as Word Templates (.dotx).

INSTANT DOWNLOAD
This is a digital product. Nothing is shipped. Your files are available right after purchase under You > Purchases on Etsy. Unzip the download to get the folders.

IMPORTANT
Templates only, not legal advice. Have a licensed attorney in your state review any contract or agreement before you use it. All names, addresses, phone numbers and figures in the templates are fictitious placeholders.

RoofersCoffee: professional paperwork for roofing sales teams and the owners who run them.