Lead-to-Paid System for Roofers
$27
📄 PDF • 📝 Word • 🧮 Calculator
Coming soon — not listed yet.
For roofing company owners: the full Lead-to-Paid system, re-skinned for roofing jobs.
Roofer-specific content
- Roof measurement worksheet: length × width, total square feet, squares, pitch factor, and waste factor
- Roof inspection form: roof age, material type, layers, leaks, flashing, vents, gutters, and photo checklist
- Material order checklist and tear-off / disposal planning
- Storm-damage / insurance-claim workflow: document damage, photos before and after, claim number, adjuster meeting checklist, and scope agreement
- Warranty / workmanship expectations fill-in page
What’s included
- A printable PDF with the full Lead-to-Paid system — pre-qualify, estimate, scope, change order, deposit, invoice, follow-up, and review
- An editable Job Profit Calculator spreadsheet — labor, materials, other costs, overhead, target margin, recommended price, deposit, balance due, and change orders, all calculated by formula
- Editable Word templates — the same forms as Word documents, so you can type straight into them
- Copy-ready scripts: phone pre-qualify, decline scripts, deposit texts and emails, Day 1 / 3 / 7 follow-up, price-objection responses, close scripts, and review requests
How it works
- Once live, buy and download instantly after payment via Etsy.
- Print the PDF, or use it on your phone/tablet.
- Open the calculator, fill in the blue cells, and check your price before you quote.
Fictional example summary
EXAMPLE — FICTIONAL: Pat Harper, a roof replacement: 2,400 sq ft (24 squares), 30 squares to order after pitch and waste, recommended price $19,855, deposit $5,956.50, plus a $1,260 rotted-decking change order, for a final total of $21,115. No real client is shown.
Please note: These are general business templates only, not legal, tax, or accounting advice. Contract, deposit, and lien rules vary by state — check your state rules.
Insurance note: The storm/insurance workflow is a general business template only, not insurance advice, and no insurance outcome is promised. Rules vary by state and carrier.