Wingman Protocol Trades & Construction Product Library
6 tools · 14 printable pages
Complete Kit

Roofer — Complete Professional Bundle

$37

Win more roofing bids with a professional estimate system built for how roofers actually work

Built for working contractors who need paperwork that closes jobs faster, keeps scope tight, and makes payment conversations easier. This page doubles as the live product overview and the clean print-ready bundle.

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6 specialized toolsProfessionally structured for daily field use.
14 embedded pagesPrint to PDF or keep as your browser-based master copy.
37 dollar bundlePriced below one avoidable change-order mistake.
Trade-ready languageNo generic office template fluff.

Already purchased? Click Print Your Kit below to save the embedded documents as a clean PDF packet.

Sound Familiar?

🏠

Insurance adjusters don't take your estimates seriously because they look hand-written.

📉

You win the job but forget to include items — and end up losing money.

🧱

Change orders on roofs get verbal approval — then customers dispute the final bill.

What's Inside the Kit

Every template is written to be immediately useful in the real world — with realistic fields, sign-off areas, and enough structure for repeat jobs.

Roofing Estimate Form

Detailed tear-off, decking, underlayment, flashing, and supplement pricing form.

4 printable pages

Roofing Bid Sheet (residential)

Simplified client-facing estimate with roof size, spec, warranty, and total.

2 printable pages

Material Takeoff List

Per-square material list with waste factors and supplier ordering notes.

2 printable pages

Roofing Change Order

Additional work form for decking, hidden damage, and extra tear-off layers.

1 printable page

Roof Inspection Checklist

Field, flashing, drainage, and interior leakage inspection checklist.

3 printable pages

Roofing Invoice

Insurance-friendly invoice format with supplement line items.

2 printable pages

Why Not Just Use a PDF Template?

FeatureOur Interactive KitStatic PDF Templates
Trade-specific languageBuilt for roofer workflows, terminology, and closeout steps.Usually generic wording that still needs heavy editing.
Editable in-browserYes — save, print, and adapt before every job.Usually flat text with no workflow guidance.
Operational coverageEstimate, contract, field forms, invoicing, and closeout in one kit.Often one isolated template at a time.
Client confidenceClear signatures, approvals, and professional layouts.Looks like a reused form instead of a polished system.
Repeat daily useDesigned to become your standard operating paperwork.Good for one-off downloads, weak as a system.

Get Your Roofer Kit Today

Add to Cart — $37

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Roofing Estimate Form

Scope capture & assumptions
Roofer Estimate System · Wingman Protocol
Page 1 of 4
Price the roof the way roofers actually scope it. Tear-off, decking, underlayment, flashing, waste, and insurance supplement items all need their own place.

Project information

FieldEntry
Prepared for________________
Roof typeAsphalt / Metal / Low slope / Other
Claim no. / adjuster________________
Bid date________________
Estimator________________

Client / site

FieldEntry
Owner________________
Property address________________
Square count________________
Stories / access note________________
Current layers________________
Bid intake & scope definition
Area / phaseNotesIncluded?Client priority
Tear-off / disposal Yes / NoHigh / Med / Low
Deck inspection / replacement Yes / NoHigh / Med / Low
Ice / water and underlayment Yes / NoHigh / Med / Low
Shingles / field installation Yes / NoHigh / Med / Low
Ridge / ventilation / accessories Yes / NoHigh / Med / Low
Flashing / penetrations Yes / NoHigh / Med / Low
Gutters / chimney / specialty items Yes / NoHigh / Med / Low
Site conditions / assumptions

Before pricing

  • Verify access, staging, parking, and working hours.
  • Confirm existing conditions, hidden damage, and utility shutoffs.
  • List owner-supplied materials or specialty fixtures early.
  • Note permit, engineering, HOA, or lender requirements.

Allowance controls

  • Mark every allowance and finish selection still pending.
  • Write pricing validity period before presenting the estimate.
  • Clarify what triggers a change order before work begins.
  • Keep one client-facing copy and one internal pricing copy.
WINGMAN PROTOCOL · wingmanprotocol.com

Roofing Estimate Form

Detailed pricing worksheet
Roofer Estimate System · Wingman Protocol
Page 2 of 4
Detailed pricing worksheet
Line itemQty / unitMaterialsLaborSub / equip.Markup %Line total
Mobilization / protection      
Tear-off / disposal      
Decking replacement allowance      
Ice / water shield      
Synthetic felt / underlayment      
Starter / shingles      
Ridge cap / ventilation      
Flashing / valleys / drip edge      
Pipe boots / penetrations      
Chimney / wall work      
Gutter tie-in / cleanup      
Insurance supplement items      
Total estimated price      
WINGMAN PROTOCOL · wingmanprotocol.com

Roofing Estimate Form

Measurements and supplement detail
Roofer Estimate System · Wingman Protocol
Page 3 of 4
Roof measurement / waste worksheet
Plane / sectionSquaresPitchWaste %Starter / ridge noteDecking note
      
      
      
      
      
      
      
      
      
      
      
      
Insurance supplement / unforeseen damage notes
ItemReason discoveredPhoto / refEstimated add cost
Decking replacement   
Additional layer removal   
Flashing / counterflashing   
Rot / fascia / soffit   
Code-required ice / water or ventilation   
Other   
WINGMAN PROTOCOL · wingmanprotocol.com

Roofing Estimate Form

Commercial terms & client acceptance
Roofer Estimate System · Wingman Protocol
Page 4 of 4
Warranty, clarifications, and acceptance

Clarifications

  • Decking replacement billed to actual if concealed damage exceeds allowance.
  • Insurance supplement items require documentation and approval path.
  • Interior damage, insulation, and unrelated gutter repairs excluded unless listed.
  • Weather delays and supplier availability may affect install date.

Client acceptance

Pricing is based on observable conditions and stated roof measurements. Additional hidden damage or code-mandated items discovered after tear-off require written approval or insurance supplement processing.

Property owner approval
Roofing contractor
WINGMAN PROTOCOL · wingmanprotocol.com

Roofing Bid Sheet (Residential)

Client-facing bid summary
Roofer Estimate System · Wingman Protocol
Page 1 of 2
Use this as the simplified client-facing summary. It shows scope, materials, warranty, and price without overwhelming the homeowner.

Project information

FieldEntry
Bid no.________________
Roof system________________
Shingle brand / line________________
Color________________

Client / site

FieldEntry
Owner________________
Address________________
Warranty________________
Bid valid through________________
Included work
Included itemYes / NoNotes
Tear-off existing roofYes / No 
Replace damaged decking allowanceYes / No 
Install underlayment / ice barrierYes / No 
Install shingles and ridge capYes / No 
Replace pipe boots / flashingsYes / No 
Cleanup and magnet sweepYes / No 
WINGMAN PROTOCOL · wingmanprotocol.com

Roofing Bid Sheet (Residential)

Warranty and acceptance
Roofer Estimate System · Wingman Protocol
Page 2 of 2
Client proposal summary
CategoryDescriptionAllowance / note
Roof size / squares  
Material spec  
Manufacturer warranty  
Workmanship warranty  
Start window  
Total price  
Acceptance

This proposal summarizes the primary roofing scope and should be read together with the detailed estimate if one is attached.

Owner approval
Contractor
WINGMAN PROTOCOL · wingmanprotocol.com

Material Takeoff List

Per-square component planning
Roofer Estimate System · Wingman Protocol
Page 1 of 2
Order by squares, waste, and accessory count. Material mistakes on roofing jobs can erase profit fast.
Per-square material takeoff
MaterialPer square qtyRoof total qtyWaste factorOrder qtySupplier
Shingles bundles     
Starter     
Ridge cap     
Synthetic underlayment     
Ice / water membrane     
Drip edge     
Valley metal     
Pipe boots     
Roof vents / ridge vent     
Nails / fasteners     
WINGMAN PROTOCOL · wingmanprotocol.com

Material Takeoff List

Supplier order tracking
Roofer Estimate System · Wingman Protocol
Page 2 of 2
Supplier order and delivery log
PO / quote no.SupplierMaterial packageOrdered dateDelivery dateDamage / shortage note
      
      
      
      
      
      
      
      
      
      
      
      

Waste reminders

  • Steeper pitches and cut-up roofs need higher waste allowance.
  • Check starter / ridge quantities separately from field shingles.
  • Confirm attic ventilation accessories before ordering.

Delivery checks

  • Count bundles and metal before driver leaves.
  • Photograph damaged pallets immediately.
  • Keep special-order colors off the ground and covered.
WINGMAN PROTOCOL · wingmanprotocol.com

Roofing Change Order

Additional work authorization
Roofer Estimate System · Wingman Protocol
Page 1 of 1
Use this for decking replacement, extra tear-off layers, flashing surprises, and storm-damage adds. Get signature before proceeding whenever possible.

Project information

FieldEntry
Change no.CO-____
Original estimate / contract________________
Date________________
Requested by________________

Client / site

FieldEntry
Owner________________
Property address________________
Roof section affected________________
Start hold?Yes / No
Change summary
Issue discovered / added scopeReasonAdded costAdded days
Decking replacement   
Additional layer tear-off   
Flashing / penetration correction   
Other   
Authorization

Owner authorizes the roofing contractor to proceed with the additional work described above and understands this revises the contract price and/or timeline.

Roofing contractor
Owner / property representative
WINGMAN PROTOCOL · wingmanprotocol.com

Roof Inspection Checklist

Exterior field inspection
Roofer Estimate System · Wingman Protocol
Page 1 of 3
Run the roof in a repeatable pattern. It helps with insurance documentation, maintenance quotes, and pre-job discovery.
Field / ridge / valley checklist
Inspection itemPass / Fail / N/ALocationPhoto / note
☐ Shingle condition / granule lossP / F / N  
☐ Ridge cap secureP / F / N  
☐ Valleys clear and sealedP / F / N  
☐ Pipe boots intactP / F / N  
☐ Step flashing visible and correctP / F / N  
☐ Counterflashing secureP / F / N  
☐ Drip edge presentP / F / N  
☐ Eave edge conditionP / F / N  
☐ Rake edge conditionP / F / N  
☐ Underlayment visible at exposures?P / F / N  
WINGMAN PROTOCOL · wingmanprotocol.com

Roof Inspection Checklist

Flashings, ventilation, and drainage
Roofer Estimate System · Wingman Protocol
Page 2 of 3
Accessory and drainage checklist
Inspection itemPass / Fail / N/ALocationPhoto / note
☐ Gutter tie-in / dischargeP / F / N  
☐ Soffit / fascia conditionP / F / N  
☐ Attic ventilation intake / exhaustP / F / N  
☐ Interior water stainingP / F / N  
☐ Chimney / masonry contactP / F / N  
☐ Satellite / penetrations sealedP / F / N  
☐ Low-slope transitionsP / F / N  
☐ Skylight flashingP / F / N  
☐ Debris / branchesP / F / N  
☐ Previous patch areasP / F / N  
WINGMAN PROTOCOL · wingmanprotocol.com

Roof Inspection Checklist

Interior signs and findings summary
Roofer Estimate System · Wingman Protocol
Page 3 of 3
Interior / attic / summary log
AreaObserved conditionSeverityRecommended action
Attic decking Low / Med / High 
Insulation / moisture Low / Med / High 
Ceiling stains Low / Med / High 
Active leak evidence Low / Med / High 
Structural concern Low / Med / High 
Customer priority note Low / Med / High 

Inspection closeout

  • Attach overview photos of every elevation.
  • Document unsafe access or weather limitations.
  • List urgent temporary repairs separately from full replacement scope.

Inspector sign-off

Inspector / estimator
Owner / client
WINGMAN PROTOCOL · wingmanprotocol.com

Roofing Invoice

Customer billing detail
Roofer Estimate System · Wingman Protocol
Page 1 of 2
Use insurance-friendly line items and keep supplements visible. The cleaner the paperwork, the easier final collection becomes.

Invoice details

FieldEntry
Invoice no.INV-____
Invoice date________________
Claim no.________________
Prepared by________________
Due date________________

Bill to / job

FieldEntry
Bill to________________
Property address________________
Adjuster / carrier________________
Supplement ref________________
PO / ref________________
Invoice line items
DescriptionQty / unitRateAmount
Mobilization / protection   
Tear-off / disposal   
Decking replacement   
Underlayment / ice barrier   
Shingles / ridge / ventilation   
Flashing / penetrations   
Supplement items   
Cleanup / magnet sweep   
Amount due   
Invoice totals
SummaryAmount
Contract subtotal 
Supplement subtotal 
Deductible / credits 
Prior payments received 
Balance due 
WINGMAN PROTOCOL · wingmanprotocol.com

Roofing Invoice

Payment application & closeout notes
Roofer Estimate System · Wingman Protocol
Page 2 of 2
Progress billing / application of payments
Cost code / phaseContract amountPrior billedThis invoiceBalance remaining
Mobilization / admin    
Demolition / prep    
Rough work / install    
Finish / trim    
Punch / closeout    
Totals    

Invoice notes

  • Identify supplement items separately from original scope.
  • Attach photos or carrier-approved line items when needed.
  • Reference workmanship and manufacturer warranty documents at closeout.

Collections / closeout

  • Do not mark final collected until supplemental approvals are settled.
  • Note any withheld depreciation or ACV / RCV status if helpful to owner.
  • Save signed completion certificate if carrier requires it.
Remittance & receipt

Invoice should be stored with the estimate, supplement backup, inspection photos, and any signed change orders or certificate of completion.

Prepared by / contractor
Customer receipt / owner representative
WINGMAN PROTOCOL · wingmanprotocol.com