HOW TO USE - EXCEL ROOFING ESTIMATE

General Info Tab:

1. This tab is set up to enter your general project data. You can enter contact information for the client, as well as your quote #, etc. per quote.
Fill out all sections in green.

2. Click on the + symbol in Column F to see notes and examples of how to enter general project data.

3. Click on the + symbol in Column K to see your table for entering information to populate the dropdowns - use this to save info you use on
every estimate - like terms, and estimator contacts.

4. All of the data entered on this tab will autopopulate on the Final Estimate tab, unless it is overwritten on that tab.

Project Info Tab:

1. This tab is set up to enter your specific project data. You can enter details about the existing roof conditions, including inspection info
material, slope, etc. Fill out all sections in green.

2. Under the Existing Roof Conditions there are a number of drop down menus - these pull from the areas highlighteed in yellow. You can fill
these in with your own data as desired.

Under Materials - highlighted in orange you'll see where you can enter a list of commonly used materials and their unit type & rates. An
3. example has been filled out for you. You can make this list longer than the existing line items by inserting a line anywhere above the bottom
option.

Under Labour & Equipment - highlighted in blue you'll see where you can enter a list of your crew and equipment and their unit type & rates.
4. An example has been filled out for you. You can make this list longer than the existing line items by inserting a line anywhere above the
bottom option.

5. All of the existing roof conditions data entered on this tab will autopopulate on the Final Estimate tab, unless it is overwritten on that tab.

The Materials and Labour & Equipment data is used to populate the drop down menus in the Final Estimate Tab - this can be overwritten as
6. desired.

Final Estimate:

1. Add your logo and company info to this tab in place of the template info - don't forget the address info in the footer.

2. Use the drop down menu to select your items & enter the quantities - these will auto-sum. You can use the "Other" sections to enter one-off
items that are not in your list.

3. You can print this page, or save it as a PDF in order to send to the client.

4. If you overwrite any of the formulas in the Final Estimate, the formulas will need to be re-entered, in order to work again. Keep a blank copy
of this estimate to re-use, or copy from as needed!

General Tips:

1. You can edit any of the font, colours, etc. to your liking!

2. Please don't hesitate to reach out if you're looking for a more custom product - we offer a la carte work to get you exactly what you need!
 Example Data:
Quote #: 100000
Date: 2/6/2024 3/1/2023
Expiry: 2/13/2024 3/8/2023
Estimator: John Smith
Email: #N/A johnsmith@company.com
Phone #: #N/A 123.456.7890
Terms: PREPAID

Client Name: Jane Doe

Address: 123 Street Name
City: City
State/Province: State
Zip/Postal Code: 12345
Country:
Phone: 123.456.7890
E-mail: janedoe@email.com
Alt Phone: -
Alt Email: -

FILL IN THE GREEN CELLS ABOVE

Click: For:
+ Column F Notes
+ Column K Autofill Quote Data
Notes: A
Estimator Names
Formula set to autopopulate today's date John Smith
Formula set to today +7 - change the # as needed
Enter Estimator Names in Quote Data to right
VLOOKUP from Quote Data to right

Enter Payment Terms in Quote Data to right

Secondary or Additional Contact for Site

Use '- or N/A if not needed
 Autofill Quote Data
Email Phone # Payment Terms
johnsmith@company.com 123.456.7890 TBD
COD
Net 30
50% Deposit, 50% COD
PREPAID
Net 60
Start Date: 4/1/2023 Finish Date: 4/5/2023
Site Address: Same As Client Address

Existing Roof Conditions

Year Roof Installed:
Inspection Date:
By Us/By Others?
Size (sq ft.) - auto calc: 0
Length (ft.) Width (ft.)
Height from ground(ft):
Slope:
Shape:
Current Material:
Skylights:
Chimneys:
Layers:
Currently Leaking?
History of Leaking?

Details

FILL IN THE GREEN CELLS ABOVE

Materials
Type Unit Cost to You Sale to Customer
Asphalt Shingles Sq. Ft. $ 1.50 $ 2.00 Example
Material Type 2 Unit Cost Sale
Material Type 3 Unit Cost Sale
Material Type 4 Unit Cost Sale
Material Type 5 Unit Cost Sale
Material Type 6 Unit Cost Sale
Material Type 7 Unit Cost Sale
Material Type 8 Unit Cost Sale
Labour & Equipment
Type Unit Cost to You Sale to Customer
Roofer Hr $ 76.00 $ 95.00 Example
Crew Member 2 Hr Cost Sale
Crew Member 3 Hr Cost Sale
Crew Member 4 Hr Cost Sale
Crew Member 5 Hr Cost Sale
Crew Member 6 Hr Cost Sale
Truck 1 Day Cost Sale
Truck 2 Day Cost Sale
Mileage Mile Cost Sale
 Slope Skylights, Leaking Info Chimneys: Material:
0/12 - flat Yes 1 Rolled
1/12 - very shallow No 2 Built-Up (BUR)
2/12 - very shallow See Details 3 Membrane
3/12 - low slope 4 Asphalt Shingles
4 1/2 - low slope 5 Standing Seam Metal
5/12 - low-medium See Details Metal Shingles
6/12 - medium Wood Shake
7/12 - medium Shape: Clay Tile
8/12 - fairly steep Gable Concrete Tile
9/12 - fairly steep Flat Slate Shingles
10/12 - fairly steep Hip Rubber Tiles
11/12 - steep Gambrel Living Roof
12/12 - steep Mansard Other - See Details
18/12 - very steep Salt Box
 ROOFING ESTIMATE
Quote #: $
Date: ###
GALARDO JC
JC Expiry:

Attention: Paul Joe Phone #: 346-382-5309 Estimated Project Dates

11322 Sandstone Canyon Dr Start: ###
Humble,Tx 77396 Email: Gm601841@gmail.com
Site Address: Same As Client Address Alt Email: -

EXISTING ROOF CONDITIONS

Size: 0 sq.ft Chimneys: 0 Inspection Date: ###

Height: 0 ft. Skylights: 0 Inspection By: Gallardo JC Rofing
Slope: 0 Shape: Hip and Valley
# of Layers: Material: 0
Details: 0

MATERIALS
Type Unit Cost Qty Total
Asphalt Shingles Sq. Ft. $ 2.00 1200 $ 2,400.00
Material Type 2 Sale

Est. Materials Total: $ 2,400.00

LABOUR & EQUIPMENT
Type Unit Cost Qty Total
30

Est.L&E Total: $ -
OTHER
Type Unit Cost Qty Total

Est. Other Total: $ -

ACCEPTANCE
6604 amie Ln Pearland Tx 77584
Carlos Gallardo Estimated Total
Authorized Signature: Date: $ 2,400.00
123 Street Name, City, State 99999
Page 8 of 8 P: 123-456-7890 F: 123-456-7890
www.yourcompanyname.com