Roofing Proposal Template

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# Roofing Proposal

**Prepared by:** [Company Name]
**License #:** [State License Number]
**Insurance:** General Liability Policy #[Number] | Workers' Comp #[Number]
**Date:** [Date]
**Proposal #:** RF-[YYYY-MM-NNN]
**Valid for:** 30 days from date above

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## 1. Customer & Property Information

**Owner Name:** _______________________________
**Property Address:** ___________________________________
**Phone:** ___________________ **Email:** ___________________
**Best contact method:** ☐ Phone  ☐ Text  ☐ Email
**Insurance carrier (if claim):** ___________________
**Claim #:** ___________________ **Adjuster:** ___________________

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## 2. Roof Inspection Summary

Inspection date: _______________
Roof type: ☐ Asphalt shingle  ☐ Metal  ☐ Tile  ☐ Flat/membrane  ☐ Other: _____
Roof age (estimated): _________ years
Square footage (total roof area): _________ sq ft
Pitch: ☐ Low (under 4/12)  ☐ Medium (4/12 – 8/12)  ☐ Steep (over 8/12)
Layers detected: ☐ 1 layer  ☐ 2 layers (tear-off required)

### Findings

Mark what was observed during inspection:

☐ Granule loss on shingles (advanced wear)
☐ Cracked/curling/missing shingles in _____ areas
☐ Hail damage (impact marks on _____ slope)
☐ Wind damage / lifted shingles
☐ Damaged or missing flashing at: ☐ chimney  ☐ valleys  ☐ skylights  ☐ vents
☐ Soft spots / decking damage in _____ locations
☐ Inadequate attic ventilation
☐ Ice dam evidence at eaves
☐ Active leak(s) in _____ rooms
☐ Damaged drip edge / fascia / soffit

Photos referenced: See Appendix A (numbered 1–____)

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## 3. Recommended Scope of Work

### Tear-Off (if applicable)

- [ ] Complete removal of existing roofing material(s) down to deck
- [ ] Removal of nails, dispose of debris off-site
- [ ] Inspect deck after tear-off; replace damaged plywood at $[XX]/sheet (4'×8' OSB or CDX)

### Underlayment & Components

- [ ] Install ice & water shield: ☐ eaves only (per code)  ☐ entire roof
- [ ] Install synthetic underlayment over remaining deck
- [ ] Install drip edge at all eaves and rakes
- [ ] Install starter strip at all eaves

### Shingles

**Brand:** ☐ GAF Timberline HDZ  ☐ CertainTeed Landmark  ☐ Owens Corning Duration  ☐ Other: _____
**Color:** ___________________
**Warranty class:** ☐ Standard  ☐ Designer  ☐ Architectural

### Flashing & Penetrations

- [ ] Replace step flashing at all sidewalls
- [ ] Replace pipe boots (count: _____)
- [ ] Replace plumbing/exhaust vent flashing
- [ ] Counter-flash chimney with new metal apron
- [ ] Re-flash skylights (count: _____)

### Ventilation

- [ ] Install ridge vent across entire ridge (LF: _____)
- [ ] Install soffit vents (count: _____) — if not present
- [ ] Confirm minimum 1 sq ft NFA per 150 sq ft attic (1:150 rule)

### Cleanup

- [ ] Daily site cleanup
- [ ] Magnet sweep for nails at end of project
- [ ] Haul debris to licensed disposal site
- [ ] Customer property protected with tarps during work

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## 4. Materials List (Itemized)

| Item | Quantity | Unit | Notes |
|---|---|---|---|
| Shingles | _____ | bundles | _____ squares total |
| Underlayment | _____ | rolls | Synthetic, 10 sq each |
| Ice & water shield | _____ | rolls | 200 sq ft per roll |
| Starter strip | _____ | bundles | |
| Drip edge | _____ | LF | _____' coverage |
| Ridge cap | _____ | bundles | |
| Pipe boots | _____ | each | _____ size |
| Step flashing | _____ | pieces | |
| Roofing nails | _____ | boxes | 11/4" galvanized |
| Plywood / OSB (contingency) | _____ | sheets | If decking damage found |

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## 5. Pricing

**Labor:** $___________
**Materials:** $___________
**Disposal & permits:** $___________
**Subtotal:** $___________
**Sales tax (if applicable):** $___________
**Total Project Investment:** **$___________**

### Decking Allowance

This proposal includes replacement of up to _____ sheets of damaged decking. Additional sheets billed at $[XX] per 4'×8' sheet. Customer approval required before exceeding allowance.

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## 6. Timeline

**Start date:** Within _____ weeks of signed contract (weather permitting)
**Completion:** _____ business days from start
**Weather contingency:** Rain delays do not affect total cost. Customer notified by 7 AM if work is postponed.

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## 7. Warranty

**Workmanship warranty:** _____ years from date of completion
- Covers leaks resulting from improper installation
- Does not cover damage from acts of God, modifications by others, or normal wear

**Manufacturer warranty:** _____ years on shingles (transferable: ☐ Yes  ☐ No)
- See manufacturer literature for limitations

**Excluded from warranty:**
- Pre-existing structural issues disclosed before work
- Damage from foot traffic by other trades (HVAC, satellite installers, etc.)
- Failure to maintain gutters / debris on roof
- Ice dam damage from inadequate attic insulation

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## 8. Payment Schedule

☐ **Option A:** 30% deposit on signing | 40% on material delivery | 30% on completion
☐ **Option B:** 50% on tear-off complete | 50% on completion
☐ **Option C (insurance work):** No deposit | Full payment from carrier check on completion
☐ **Other:** ___________________

**Payment methods accepted:** Cash, check, ACH transfer. Credit card adds 3% processing fee.

**Financing available** through [Provider name] — ask for details.

---

## 9. Insurance Claim Language (if applicable)

If this project is being paid through homeowner's insurance:

- Contractor will work directly with adjuster as needed
- Customer is responsible for payment of deductible at start of work
- Contractor will not waive, reduce, or rebate any deductible
- Any supplements (additional damage found during work) require adjuster approval
- Contractor reserves the right to negotiate scope/pricing with carrier if initial estimate is incomplete

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## 10. Customer Responsibilities

To ensure timely completion, customer agrees to:

1. Move vehicles from driveway/work area on work days
2. Secure pets indoors during work hours
3. Cover/remove items in attic if dust is a concern
4. Notify contractor of any unmarked underground utilities, satellite cables, or rooftop equipment
5. Provide access to property between 7 AM – 6 PM on scheduled work days
6. Notify contractor in writing of any complaints within 48 hours

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## 11. Terms & Conditions

**Acceptance:** This proposal becomes binding upon customer signature below.

**Changes:** Any modifications to scope require written change order signed by both parties.

**Disputes:** Both parties agree to attempt resolution through direct communication before legal action. Governing law: State of [State].

**Cancellation:** Customer may cancel within 3 business days of signing with no penalty (per state right of rescission law). After 3 days, cancellation may incur restocking fees up to 15% of materials ordered.

**Lien rights:** Contractor reserves all rights under state mechanic's lien law.

**Severability:** If any provision is held invalid, remaining provisions remain in force.

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## 12. Signatures

**Customer:**
Signature: _____________________________________ Date: ___________

Printed name: _____________________________________

**Contractor:**
Signature: _____________________________________ Date: ___________

Printed name & title: _____________________________________

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## Appendix A: Photo Documentation

[Attach inspection photos with numbered captions]

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## Appendix B: Insurance Certificates

[Attach current proof of General Liability and Workers' Compensation insurance]

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*This proposal was prepared by [Company Name], a licensed and insured roofing contractor. We do not subcontract work — all installations completed by our W-2 employees. We are a [Manufacturer] Master Elite / Preferred / Certified contractor (where applicable).*

*Questions? Contact us at [phone] or [email]. We respond to all inquiries within 24 business hours.*