Roofing contract SOFTWARE

Manage Roofing Contracts in a Snap


Sign up for a free trial of RoofSnap and use the roofing contract template in our software as a starting point for your own roofing contracts. Our template is fully customizable and covers all the essentials, including scope of work, timeline, and cost. With our software, you can also easily convert your estimate into a contract. Add your logo, and you’re well on your way.

*Depending on where your business is located, you may need to add specific legal terms, language, and/or clauses not included in our software’s template. We recommend consulting a lawyer or legal service about what legal copy to include.

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Using a Document Management System

Investing in a digital document management system like RoofSnap’s can help you stay organized, save time, and keep the roofing contract process moving along. It also vastly reduces the amount of paperwork you’ll need to keep track of and store.

And a document management system is for more than just contracts—it can also help create and organize your measurement reports, estimates, material orders, summary reports, and any other important documents you may have. You can even customize all your documents to include your company’s logo.

By putting everything in one place, you can easily access what you need and keep track of deadlines and expiration dates. Plus, it’s simple to update and instantly share documents with your team or customers—no matter where they are.

signing electronically

Signing Electronically

Whether you’re out in the field or simply can’t find a pen, RoofSnap’s option to sign contracts electronically is a great bet for you, your team, and your customers.

Electronic signatures offer:

  • flexibility
  • immediacy
  • convenience
  • security

You can use whatever device you have on hand—whether your tablet, phone, or laptop—to sign contracts in person. It makes it easy to keep the process moving and nail down the details, without all the back and forth.

Plus, when you and your customers sign documents electronically, you can share the signed documents immediately.

As a roofing business owner, you know that there are a lot of steps between your first contact with a potential customer to actually setting foot on the roof for installations or repairs. And one of these steps—preparing and executing a roofing contract—while perhaps not one of the most exciting, is certainly one of the most important. A roofing contract is essential in protecting your business, your employees, and your customers.

A comprehensive roofing contract can help you ensure a successful roofing project, while also providing:

  • Clarity: A roofing contract helps to ensure that you and your customers are on the same page about the work to be completed, the timeline, and the payment terms.
  • Protection: A clear roofing contract can help to protect you and your business in case of disputes or legal issues that may arise during the project.
  • Professionalism: A formal roofing contract helps to demonstrate professionalism and reliability, which can increase customer trust and confidence in the roofing business.
  • Time savings: A roofing contract can help to save time by providing a clear outline of the project details and payment terms, which can prevent misunderstandings and potential disputes down the line. It can also help ensure the project finishes on time.
  • Legal requirements*: In some cases, a roofing contract may be legally required to protect the interests of both your business and your customers.

But you don’t have the time to draft a roofing contract from scratch for each project. Having a go-to roofing contract template that you can customize and manage effectively can help simplify and speed up the roofing sales process.

roofing contract faqs

How Do You Write a Roof Contract?

There’s no one way to write a roof contract. Generally, though, you’ll find many of the same key elements in all roofing contracts, including the scope of work, the timeline, the cost, and any other important details.

A roofing contract should be written clearly, so that the terms and scope are easy to understand. You can use a roofing contract template to simplify the process and help ensure that you cover all the necessary elements.

An even faster method is to use roofing software. Software can take your estimates and quickly convert them into contracts, with whatever custom contract terms you’d like to include.

What Should be Included in a Roofing Contract?

A roofing contract should include several basic elements to ensure that both you (the roofing contractor) and your customer are on the same page regarding the scope of work and payment terms.

Here are some of the key elements that should be included in a roofing contract:

  • Parties: Include your name and address (as the contractor) and the customer’s name and address.
  • Description of the work: The roofing contract should include a detailed description of the work to be completed, including the scope of the project, the materials to be used, and any special requirements or specifications.
  • Timeline: The contract should specify the start date and expected completion date of the project, as well as any milestones along the way.
  • Payment terms: The contract should outline the payment schedule, including the total cost of the project. If relevant, also include the deposit required and the timeline for additional payments.
  • Warranties: The contract should describe any warranties or guarantees you offer on the materials and workmanship.
  • Insurance: The contract should confirm that you have the necessary insurance coverage, such as general liability and worker’s compensation insurance.
  • Permits: The contract should specify which party will obtain any necessary permits or approvals for the roofing project.
  • Change orders: The contract should include provisions for change orders, which will allow for modifications to the project scope, timeline, or cost if necessary.
  • Dispute resolution: The contract should include a dispute resolution clause that outlines the process for resolving any disputes that may arise during the project.
  • Other legal terms and requirements: There are likely particular legal terms and agreements you should include that are specific to your location. Before putting any contract template to use, you should consult a legal professional.
  • Date and signatures: The contract must be dated and signed by both parties in order to be legally binding.

By including all of these elements in a roofing contract, you and your customers can have a clear understanding of the work to be done, the payment terms, and other important aspects of the project. All of this can help ensure a smooth and successful outcome.

How Do I Convert My Estimate into a Contract? 

By the time you’ve prepared an estimate for a customer, you’ve already gathered much of the information you’ll need to prepare a contract.

Take the relevant details from your roof estimate, like the scope of work, timeline, and cost, and put them into your contract template (that also has all the legal requirements). Then, you have a document that’s ready to sign.

You can simplify the process even further by taking advantage of roofing software, which often integrates estimates and contracts. So once a customer has agreed to the terms of the estimate you’ve prepared, you can quickly generate a contract with all the same information. It’s that easy!

Yes, in most cases, an electronically signed contract is just as legal as a physically signed one. There are two laws governing electronic signatures in the U.S.: the Uniform Electronic Transactions Act (UETA) and the Electronic Signature in Global and National Commerce (ESIGN) Act.

Depending on where you live, there may be state laws and regulations that govern the use of electronic signatures, so you’ll want to research and be aware of your state’s e-signature laws.

And, we always recommend you run your contract template by an attorney before putting one to use.

How to Follow Up on a Roofing Contract?
signing follow ups

So you’ve sent the contract and then…you never hear anything back. Now what?

We all need reminders, sometimes—whether we’re talking about an appointment, a due date, or signing your roofing contract. Therefore, as a roofing professional, you should incorporate sending follow ups as part of your best practice for handling contracts effectively.


80% of sales can require an average of five follow-ups in order to finalize the deal. So sending follow up emails will help you keep customers informed and engaged, and get more contracts signed. Don’t let potential customers slip away—follow up instead and keep the sales process moving.

Remove the chaos from your roofing sales process. Try RoofSnap for free.

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