A fully editable quoting template designed to build trust, stand out from competitors, and win more work.
Complete Roofing System
✅ Every document you send a client, from the first survey to the final walkround
✅ Seven tools for the conversations around the job
✅ Five premium covers — formal for a tender, warm for a family home
🎁 FREE Bonus: Variation Request Form
🎁 FREE Bonus: Price Objection Scripts
🎁 FREE Bonus: Follow-Up Email Sequence
🎁 FREE Bonus: Project Record Sheet
🎁 FREE Bonus: Site Photo Checklist
🎁 FREE Bonus: Review Request Card
🎁 FREE Bonus: Getting Reviews Guide
🎁 FREE Bonus: 5 Premium Cover Designs
🎁 FREE Bonus: 12-Page Setup Guide
What's Included:
✅ Everything in Essentials — the 25-page Proposal and the 16-page Company Profile.
✅ 14-page Handover Pack, the document that turns a finished roof into the next three.
✅ "What's under your roof" — the build-up diagram plus three photographs of the structure exposed, the timber replaced, and the membrane and battens. Once a roof is covered nobody can see underneath it again. These photographs are the client's only record, and no other roofer will have given them one.
✅ What was installed, by make, batch and supplier — including the tile batch reference, which is what a roofer will need in ten years to blend a repair invisibly.
✅ "Living with a new roof" — the damp patch on the first heavy rain that isn't a leak, dust in the loft, mortar settling, membrane noise in high wind. Plus the rule that protects your guarantee: nobody walks on this roof but us.
✅ Maintenance schedule with intervals, including the two things that void more roofing guarantees than anything else: pressure washing and ladders leaned on gutters.
✅ "If something goes wrong" — urgent, storm, and non-urgent routes, each with what to do and who to call, so the client rings you instead of the first number they find online.
✅ A review request at the exact moment the client is happiest, with prompts on what's worth mentioning — including whether you swept for nails.
✅ Review Request Card, A5, printed and left with the pack, with your QR code.
✅ Getting Reviews Guide — the right link, the code, the timing, and what you must never offer in exchange.
✅ 5 Premium Cover Designs — classic, editorial, formal, contemporary and warm. Swap the cover in under a minute.
✅ Plus all seven tools and the 12-Page Setup Guide.
✅ 55 pages across three documents. Editable in Canva, free account. Pay once, use on every roof you ever quote.