What to Include in a Roofing Estimate

When it comes to roofing, an estimate is a crucial part of the job. Estimates provide information for the customers, and they will have a better idea of what to expect from you. They can also take a look at their budget and figure out if it needs to be adjusted. So what should you include in your roofing estimate?

You will need to take several things into consideration before preparing an estimate for your customer. For example, you'll need to think about the time it will take you, the materials that you will need, etc.

Have an Understanding of the Job

The first thing you will need to do before you prepare your estimate is meet the customer and take a look at the job. It's true that some information can be told to you over the phone, but you won't really understand exactly what the job entails until you see it in person. The customer may have overlooked some important details as well that you won't miss, being a professional. Take measurements and get exact specifications. You will be ready to prepare your estimate once you have all of this information.

What You Need to Include

Work with a template so that you can plug in the information where you need to. You'll want to include the following information:

  • A Summary of the Project - A clear and concise overview of exactly what you will be doing in the project.
  • Your Contact Info - You want your customers to be able to reach you.
  • Costs - Make sure you lay out all of the costs in a clear way.
  • Payment Schedule - Provide a statement of when each payment is due.
  • Insurance, License, and Other Important Information: Make sure you list any licensing and insurance information for the customer.

How to Calculate Costs

One of the most essential parts of the estimate is the approximate cost. So how do you calculate the costs? Here are a few things to think about:

  • Necessary Materials - The largest cost may be the necessary materials, so you definitely want to include that. You might need to measure the roof to find out exactly what you will need.
  • Demolition - Make sure to find out if the roof is damaged or if there are any items that need to be replaced. You want to account for this in your estimate as well.
  • Permit Costs - Roofing projects may require you to have a local permit. The homeowner typically won’t know what permits are needed, but you should always include this on your estimate. Do your research so that you know exactly what you need.
  • Labor - Include any labor costs on your estimate for yourself and your crew. Account for the hourly rate everyone will charge.
  • Guarantee of Work - It can put a homeowner to ease if you add a guarantee of work to your estimate. You want to ensure that any issues that arise will be taken care of by you.

An estimate is one of the most important aspects to getting the roofing job. Be sure to consider all of the above factors, and you will be able to provide a well-written estimate to the homeowner.