Three Ways to Improve Your Roofing Company’s Documents

If you’re reading this blog, you’re probably struggling with the same issues as most roofing companies. You probably have boilerplate estimate forms that your salesmen fill out by hand, with typos and bad handwriting. You probably also struggle with keeping material orders and other important documents organized and safely stored for later reference. If you’re one of many, you might even have a napkin or two around the office with quotes scribbled on them! There are simple ways to improve your roofing company’s documents, which we’ll dig into them in this week’s blog.

Three ways to improve your roofing company's documents

If you’re starting from handwritten documents or boilerplate templates you found somewhere online, there are 3 easy ways to improve your roofing documents.

  1. Branding
  2. Consistency
  3. Control


One of the simplest ways to improve your company’s documentsation is to get your branding featured on the document. This can be difficult if you’re relying on a template you downloaded two years ago but with roofing-specific software like RoofSnap, it can be easily accomplished. If you don’t have software that makes branding your documents easy, you can hire a graphic designer to create custom templates for your business.

Branding brings a professional veneer to your documents and, in competitive markets, branding can make your estimates stand-out against less prepared competitors. We’ve gone in-depth on the benefits of branded, digital documents before, and if you’ve gone through the trouble of having a logo designed for your business, you should feature it everywhere you can.


One of the struggles of scaling your sales team and business is keeping the sales process and documentation consistent. If you have 5 salespeople, chances are you have 5 different ways your bids are built and presented. This can make documenting jobs extremely difficult and when tax season comes around, or an audit is requested, hunting down old estimates is a nightmare. 

The solution here is to provide your sales team with training and tools that not only make their process consistent, but also faster and more simpleeasier. Giving your team a software like RoofSnap – purpose-built to address the needs of a roofing business – gives them the ability to build estimates that use your products and pricing, and present them to customers with consistency. You can also rely on software like RoofSnap to securely store those estimates and other documents digitally, for easy reference and retrieval.


Another reason to avoid boilerplate document templates is that they often don’t fit your company’s workflow. You may not list out every item involved in a chimney flashing kit, or want to avoid presenting line-item pricing to your customers and just present a total. If you’re using a template built by another business, you lack control over that document and the information on it.

Don’t leave your customers wondering why their estimate has blank line-item price columns or inspection tasks left unchecked. With RoofSnap’s documents, you control what is displayed at all times. If you don’t want to display line-item prices, you can remove them at the flip of a switch. Don’t want to bother your customers with unnecessary information about quantities of supplies? Remove that too! And if your company has non-standard or market-specific contract language you can bring all of that to your RoofSnap contract as well. 

If you’re interested in learning more about what RoofSnap’s tools can improve your roofing company’s documents, we suggest starting a free trial to see them for yourself. Training is always free, even in trial, so you can learn the ropes from our friendly staff and build branded, consistent documents for your business.

Thanks for reading and as always,

Happy Snapping!

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