How to create a roofing invoice template in 4 steps.

To help you get paid for your hard work quickly, use the right business tools. These steps can help you get started with how to create a roofing invoice for services rendered.

A roofing business requires hard work and organization. You’ll want to send out accurate invoices so you can get paid promptly. You may find yourself working from the office, the field, or from home, so choosing the right document creation application is critical.

Roofing invoice example.

As a roofing contractor, you have seen a wide range of problems that take place with roofs. You’ll want to ensure that you are charging accurately for each roof situation. Depending on your project, you’ll calculate the costs and time spent and itemize them in the customer invoice:

• Roof leak repair. Roof repairs require investigative work. Document time spent inspecting the roof and locating the leak, removing old roof shingles, and replacing shingles. Also, calculate the cost of any new shingles that are added to the roof, staples, and any other materials required for the repair.

• Loose roof components. Weather conditions can cause shingles to come loose or separated and sometimes also create damaged or misaligned roof caps. These roofing situations require an experienced contractor to replace or reposition roof materials as needed. Keep track of the cost of these new materials for your invoice and also document the time spent making repairs or adjustments.

• Roof replacement. A full roof replacement is a time-intensive project. Make sure you account for all the time it takes to apply safety protocols for your labor team, pull off the old roof, make repairs to the roof, and reshingle the roof. You’ll also account for the cost of all roofing materials, including new shingles, adhesives and staples, knee pads and gloves, and other required items. Also, account for any additional fixes that are discovered and were not included in the customer’s official estimate, since some roof problems are not immediately visible.

Make your roofing invoice stand out.

Help your customers immediately recognize any business document from your company. Use the same color schemes, images, and logos throughout your printed and digital materials. Your creative and unique branding will strengthen your relationship with your customers.

What should be included in a roofing invoice?

Information you should consider when you need to create a roofing invoice template:

• A unique invoice number
• The date the work was completed
• Materials and labor used for the job
• The date of the invoice
• The pre-work estimate amount
• The final amount payable
• Payment terms and payment instructions
• Contact information (for client invoice questions)

4 steps to create a roofing invoice.

1. Gather customer information. Your invoice should include all contact information for the customer, including a mailing address, phone number, and email address.

2. Find or create a template. Use a template to ensure you have all the details that need to be included in the invoice, such as your company information, the customer’s information, invoice details, product description, and payment instructions.

3. Add the invoice description. Compile the description of each item on the invoice. Individual line items can include roofing materials and quantity, labor hours and costs, travel charges (if any), and taxes. You can refer back to the previous roofing invoice examples to help you think through other considerations that may need to be documented on your invoice.

4. Send the invoice. Send the invoice to the customer by mail, or for a faster turnaround, distribute an online PDF once it is complete.

Applications for creating a roofing invoice template.

It’s vital to choose the right tools if you’re going to make a roofing invoice for services rendered. A flexible, yet powerful, professional application integrated with secure e-signatures will project the image you need to stay ahead of the competition.

General tips for creating a roofing invoice.

Before you send an invoice:

• Confirm the customer information.

• Confirm prices. Ensure you’ve calculated all your prices correctly. Double-check that you’ve included taxes or any discounts redeemed by the customer. Once you send the invoice, your customer will not tolerate an amended invoice with higher costs. Make sure your prices are correct, or prepare to lose money.

• Ensure all details are listed. Customers like to know why they are being charged and why. Make sure you’ve noted all the materials used for your project, including the labor time.

• Include payment terms and due dates. Clarify when the customer is expected to pay and what payment methods you accept. Also, if you accept credit cards, clarify if the customer will be charged for the processing fee.

You work hard to make your business a success. Learn more about how best-in-class document tools can help. Explore everything you can do with Adobe Acrobat today.