Pricing by the square? Enter squares as the quantity. With Sales tax on set to Materials only, just the Materials lines carry tax.
This draft is stored only in your browser and is never uploaded. Figures shown first are a sample roof. Swap in your own.
A roofing invoice is the bill you send once the roof is done or a payment stage is reached. List your company and roofing license number, the customer and the job site, an invoice number and due date, then the roof itself: material, size in squares (one square is 100 square feet), pitch and how many layers came off. Charges go on separate lines for labor, materials, tear off and disposal, and the permit. The bottom shows subtotal, discount, sales tax where your state applies it, total, the deposit you took up front and what is still owed, the balance due, plus the claim number on insurance work and your warranty terms.
How the invoice total is calculated
The roofing invoice generator totals every line, takes the discount off, charges tax only on the lines your setting says are taxable, then subtracts the deposit.
| What it covers | How the generator works it out | |
|---|---|---|
| Line amount | One charge: installation labor, a material, tear off, a dumpster, the permit or deck repair | Qty × unit price, where Qty can be squares, sheets, hours or 1 for a flat fee |
| Subtotal | Everything billed before discount and tax, also split by labor, materials, tear off, permit and other | Every line amount added together |
| Discount | A dollar amount taken off the whole roof job | Shared across the lines by size, so the taxable lines carry their part of it |
| Tax | Sales tax on materials only, on every line, or none | Tax rate × taxable amount × (subtotal minus discount) ÷ subtotal |
| Balance due | The amount the customer still has to pay | (Subtotal minus discount + tax) minus every payment received |
Worked example: 24 square tear off and reshingle, tax charged on materials only at 7%
How to use this roofing invoice template
Work through the four tabs. The roofing invoice generator redraws the invoice on the right with every keystroke.
- Your business: company name, address, phone or email, roofing license number, tax ID and the crew lead. Add a logo if you want it on the PDF; the file never leaves your computer.
- Customer and roof: who pays, the billing address, and the job site when it is a different property. Then the roof details: material, size in squares, pitch, layers torn off, start and completion dates, permit number, and the claim number and adjuster when insurance is paying.
- Roof job lines: one row per charge.
- Pick a type for each row (Labor, Materials, Tear off and disposal, Permit or Other) so the totals split out and the right lines get taxed.
- Tax and payment: invoice number, currency, terms, sales tax setting and rate, any discount, the deposit you already collected, and your warranty wording. The due date fills itself from the terms unless you type one.
- Save the PDF: press Download PDF, then pick Save as PDF from the print dialog. Your invoice prints by itself on one page.
What to include on a roofing services invoice template
Write it so the homeowner, a property manager or an insurance adjuster can match every dollar to the roof you put on.
| Section | What to write |
|---|---|
| Your company | Business name, street address, phone or email, tax ID and the roofing license number in states that license roofers. |
| Customer details | The person or company paying, with billing address and contact. When a manager or landlord pays, name the management company too. |
| Invoice details | Invoice number, issue date, due date and currency. |
| Property and roof | Job site address, roof type or material, roof size in squares, pitch, layers removed, and the start and completion dates. |
| Labor | Installation or repair work, priced per square, per hour or as one flat amount. |
| Materials | Shingles, tile or metal panels, underlayment, ice and water shield, flashing, drip edge, vents and sealants, each with a quantity. |
| Tear off and disposal | Removing the old layers, the dumpster and haul away. Keep it apart from new materials so nobody mistakes it for padding. |
| Permit and extras | Permit fee and number, plus deck boards or sheathing replaced once the old roof came off. |
| Insurance details | Claim number and the adjuster on storm or hail work paid through a policy. |
| Totals | Subtotal, discount, sales tax, invoice total, deposit taken and the amount still owed. |
| Terms, warranty, notes | Due date, how to pay, any late fee policy you agreed in the contract, the manufacturer and workmanship warranty, and a short thank you. |
Why are invoices important for roofing contractors?
Roof jobs are big tickets with several payers and long warranties. The invoice is the paper that holds all of that together.
- Paid on timeA clear total, a due date and a list of ways to pay remove the excuses for waiting.
- Legal coverA dated, itemized bill shows what was agreed and what was delivered if a customer disputes the job or a lien question comes up.
- Tax and bookkeepingNumbered invoices with tax on its own line make quarterly filings and year end far less painful.
- Insurance and warranty claimsAdjusters and manufacturers ask for the invoice. Squares, material and dates on it settle most of their questions in one read.
- Fewer math mistakesSquares × price, tear off, dumpster, tax.
- Looks like a real businessA branded invoice that reads the same on every job builds trust, gets passed to neighbors after a storm, and keeps records tidy for taxes, insurance and compliance.
How to invoice a roof paid by insurance
Put the claim number and adjuster on the invoice, bill the full agreed price, and never treat the homeowner's deductible as something you can drop.
| Item | What to do on the invoice |
|---|---|
| Claim number | Enter it in the generator so it prints in the job box. The carrier matches payments to claims by this number. |
| Adjuster | Name the adjuster and the insurance company. It shows which inspection the scope of work came from. |
| Deductible | The policyholder pays it. In Texas it is illegal for a contractor to offer to waive, rebate or absorb a deductible, contracts of $1,000 or more involving an insurance settlement must carry a notice that the policyholder pays it, and insurers may ask the homeowner for proof it was paid. |
| Insurance payment and deductible | Enter the carrier's check under Insurance payment received so it comes off the balance like a deposit. Put the deductible in Homeowner deductible: it prints as a note that the homeowner owes it in full and is never taken off the total, which keeps the bill in line with the Texas rule above. |
| Your role | Texas also bars a roofer from acting as a public adjuster on a claim for a property where they do the work, or advertising that they will. |
| Line items | Keep labor, materials, tear off and permit on separate lines so the bill can be held up against the adjuster's scope. |
Rules on deductibles and contractor conduct differ by state. Read your state insurance department's guidance before you bill a claim job.
Is roofing labor and material subject to sales tax?
Each state decides, and the answer can change between a repair and a full replacement. Four large states show how far apart the rules sit.
| State | How roof work is taxed |
|---|---|
| Texas | Reroofing counts as repair or remodeling. Labor on residential property is not taxable; on nonresidential property the whole charge is taxable, except labor to repair damage in a declared natural disaster area. |
| New York | Completely replacing a roof, or a whole side of a peaked roof, is a capital improvement. Cleaning and repairing roofs, gutters and downspouts is a taxable repair service. |
| California | Construction contractors are generally treated as the consumers of the materials they install. On a lump sum contract the tax falls on what the contractor paid for those materials. |
| Washington | The prime contractor collects retail sales tax from the owner on the gross contract price and shows it as its own amount on the invoice. |
Other states set their own rules. Confirm with your department of revenue, then pick Sales tax on and Tax rate in the generator.
How should a roofer bill deposits and progress payments?
Big replacements are usually billed in stages: a deposit when the contract is signed, then the balance at completion or at agreed milestones.
| Stage | What the invoice shows | Good to know |
|---|---|---|
| Deposit | The amount collected at signing, entered as Deposit so it comes off the total | In California a home improvement down payment may not be more than $1,000 or 10 percent of the contract price, whichever is less. |
| Progress | A stage such as tear off and dry in finished | California also says a progress payment should not run ahead of the work done or materials delivered. |
| Final | Full total minus every payment already received | Send it once the job is inspected and cleaned up. |
| Due on receipt | Payment expected when the invoice arrives | Common for leak repairs and small homeowner jobs. |
| Net 15 or Net 30 | Payment within 15 or 30 days of the issue date | Fits property managers, builders and commercial accounts. |
Any late fee belongs in the signed contract first, at a level your state allows.
Roofing quote vs invoice vs receipt
Before the ladder goes up you send a quote. After the work you send the invoice, and once the money lands, a receipt.
| Document | When | Purpose |
|---|---|---|
| Quote or estimate | Before work starts | The expected price the customer agrees to. |
| Change order | During the job | Adds work found after tear off, such as rotted decking, with its price, before you bill it. |
| Invoice | At completion or a payment stage | Asks for the actual amount owed, with a due date. |
| Receipt | Once paid | Proves the customer settled the bill. |
Industry specific tips for roofing invoicing
A patch on one valley and a full tear off on a two story home need different detail. These habits fit both.
- Split labor and materialsShingles, tiles and sealants on their own lines, labor on its own. Several states tax the two differently.
- Bill in squaresRoofers measure roofs in squares of 100 square feet, so pricing per square lets the customer check the math against the quote.
- Show the job siteName the property address, especially for landlords and managers with several buildings.
- Write the warranty inManufacturer coverage on materials and your workmanship terms, in the words of your contract.
- Stage big jobsDeposit, mid job and final.
- Price surprises separatelyDeck boards or a second hidden layer found after tear off go on their own line, backed by a signed change order, so the final bill does not look padded.
Roofing crew? The hail storm brings the calls. Answering them brings the jobs.
The day after a storm every homeowner on the street is dialing roofers, and the first one to pick up usually gets the inspection. ServiceAgent answers your roofing line around the clock, asks about the leak or the damage and the address, and books the inspection onto your calendar while your crews stay up on the roof.
Book a free demoFrequently asked questions
Straight answers on roofing invoices, insurance jobs and the generator.
Book a free demoWhat should a roofing invoice include?
Your company details and roofing license number, the customer and the job site address, an invoice number with issue and due dates, the roof type, size in squares and layers removed, and itemized labor, materials, tear off and permit charges. Finish with subtotal, discount, tax, total, deposit paid, balance due, how to pay and the warranty.
When should I send a roofing invoice?
As soon as the roof passes your final walk round and the site is clean, while the customer can still see the new roof from the driveway. On staged jobs, invoice each milestone the day it is reached.
What's the difference between a roofing quote and an invoice?
The quote is the price you propose before any work begins. The invoice comes after the work, or after a payment stage, and bills the actual amount owed, including any agreed change orders.
What is the difference between an invoice and a receipt?
An invoice requests payment. A receipt is issued after the money arrives and proves the bill was paid.
How do I format a roofing invoice correctly?
Logo, company details and invoice number across the top. Customer, job site and roof details next, then the line items grouped by labor, materials, tear off and permit. The money block sits lower right with the balance due in bold, and terms, warranty and a thank you note go underneath. The generator above builds that layout for you.
Is it better to use a roofing invoice template or generator?
A blank template is fine for the odd job. A generator does the square by square math, applies tax only to the right lines, takes off the deposit and hands you a finished PDF in seconds, saving time on every invoice and stops arithmetic slips.
What does a roofing invoice generator do?
A roofing invoice generator gives you a form for your business, the customer, the roof and each charge. It totals the lines, applies discount, tax and deposit, shows the finished invoice as you type and saves it as a PDF to email or print.
How long does a roofing invoice take to make?
A few minutes once your company details are saved, since the draft stays in your browser. Most of the time goes on typing the line items.
What is the 25% rule for roofing?
It comes from Florida. Under state law, when 25 percent or more of a roof or roof section is repaired, replaced or recovered, and the existing roof was built or last replaced to the 2007 Florida Building Code or a later edition, only the repaired, replaced or recovered part has to meet the current code.
Can a roofer waive the insurance deductible on the invoice?
Not in Texas, where offering to waive, rebate or absorb a policyholder's deductible is illegal. Other states have their own rules, so bill the full agreed price and let the homeowner pay the deductible.
Where is my invoice draft stored?
The draft is kept in this browser so it is waiting when you come back, and nothing is sent to a server. Your logo is read on your own device. Press Reset to wipe it.
Leads growth and product marketing for ServiceAgent at SaaS Labs, where he has worked in product marketing since 2020. Writes ServiceAgent's coverage of AI call answering, CRM and home services operations.
GAF Master Elite installer with 16 years in residential and commercial roofing. Former operations lead at Beldon Roofing, now reviews ServiceAgent roofing content.
Published by ServiceAgent, the AI front office for home service teams. This roofing invoice template is a billing aid, not tax, insurance or legal advice. Sales tax, deposit and insurance rules vary by state, so check yours with the state revenue department, contractor board or an accountant.