Roofing invoice
Roofing invoice template, free, with a filled-in example.
Download a blank roofing invoice, see a finished one for an insurance roof replacement, and check what every roofing invoice should include. Or skip the paperwork and let MetaSync build the invoice from the job.
No sign-up, no email. US Letter, one page.
Example
A finished roofing invoice for an insurance job.
A replacement after hail damage. The insurance company has paid its first check and the homeowner has paid the deductible; the balance is what is still owed once the job is done. Every name and number below is made up.
| PRICE | |
|---|---|
| WORK SCOPE | |
| Tear off existing roof, one layer, and haul away | $2,350.00 |
| Synthetic underlayment, ice and water shield at eaves and valleys | $1,840.00 |
| Architectural shingles, 26 squares, installedSupplement: $520.00 | $10,920.00 |
| Drip edge, step and pipe flashing | $960.00 |
| Ridge vent | $610.00 |
| Seamless guttersNot doing: $1,200.00 | $0.00 |
| Grand Total | $16,680.00 |
The $9,450 is the insurance company's first check; the $1,000 is the homeowner's deductible. The $6,230 balance is the depreciation the carrier holds back until the roof is finished, plus the approved $520 supplement.
Checklist
What to put on a roofing invoice.
Your company details
Company name, address, phone and email, so the homeowner and the insurance company know who sent it and how to reach you.
An invoice number, a date and a due date
A unique number for every invoice makes payments easy to match later. Tie it to the job number and you never have to look it up. State the terms and the date payment is due.
Who is paying, and where the work was done
The customer's name and billing address, and the property address of the roof. For most residential jobs they are the same; for rentals and commercial work they often are not.
The work, line by line
Tear-off, underlayment, shingles or other roofing, flashing, ventilation, gutters and anything else in the contract, each with its price. Clear line items are what the homeowner and the adjuster compare with the contract and the insurance estimate.
Changes to the original scope
Upgrades or discounts, approved supplements, and work that ended up not being done. Show them against the line they belong to, so the total can be checked without a phone call.
Payments received and the balance due
Every payment already made, with its date, the total received and what is still owed. On an insurance job this is where the first check and the deductible show up.
Where to send the money, and who to call
A remit-to name and the sales rep or project manager on the job, so questions go to the right person.
Insurance jobs
Invoicing an insurance roof replacement.
Put the claim number and adjuster on it
Carriers match paperwork to claims by the claim number. Adding the adjuster's name and phone saves the homeowner a search when the carrier asks who handled the claim.
Expect the money in more than one check
With a replacement cost policy, the carrier usually pays the actual cash value first and holds back the depreciation until the work is finished. The final invoice is often what the homeowner sends in to have that depreciation released, so make sure it matches the approved scope.
Show supplements as their own line
Damage found once the old roof is off, or items the first estimate missed, are added through a supplement. Listing the approved amount against the line it belongs to keeps the invoice in step with what the carrier agreed to pay.
Treat the deductible as a payment from the homeowner
The deductible is the homeowner's share of the claim and is paid to you like any other payment. Several states make it illegal for a contractor to waive or absorb it, so check the rules where you work before offering to.
Watch for the mortgage company
Insurance checks are often made out to the homeowner and their mortgage lender together. Lenders can take time to endorse them, so build that into the due date.
Skip the template
Let MetaSync build the invoice from the job.
The work scope becomes the invoice
The line items you set up on the job, with their upgrades, discounts, supplements and work not done, are the line items on the invoice. Change the scope and the invoice follows.
Payments and the balance keep themselves up to date
Log each check and the deductible on the job as they come in, and the invoice lists them and works out the balance due. Material refunds from your supplier and commission payouts stay off the customer's invoice.
Claim number and adjuster printed for you
On an insurance job the claim number and the adjuster's name and phone come from the job, so they are on every invoice without retyping.
Sent from the job, as a PDF
Press Send Invoice, tick the homeowner, the adjuster, the sales rep or a supplier on the job, or type any other email address, and MetaSync emails the invoice as a PDF. The invoice number is the job number, so payments are easy to match.
FAQ
Questions about roofing invoices.
What should a roofing invoice include?
How do I write an invoice for an insurance roof replacement?
Should the deductible be on the roofing invoice?
When should a roofer send the final invoice?
Is the roofing invoice template really free?
Send your next invoice straight from the job.
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