Commercial Roofing Pipeline & Quote Estimator OS

$89.99

A roofing estimate template that prices the roof, builds the Good/Better/Best proposal, and runs the pipeline behind it. One payment, unlimited users, unlimited photos.

Instant digital delivery. One purchase, one file, no subscription. Full refund within 14 days if it does not do what this page says it does.

This is a roofing estimate template that replaces software costing $349 a month. 5 tabs, built for roofing contractors who are past the whiteboard and not willing to pay per seat for the privilege.

Roofing estimate template shown on a laptop and phone, with the pipeline dashboard and the lead capture form
The roofing estimate template: squares, pitch and waste costed before the proposal goes out.

What you are actually buying

Five tabs, built by a script that constructs every formula, dropdown, badge and chart when you run it once. Roughly 2,000 formulas, already in place.

It lives in your Google account. No seats, no per-user fee, and your customer list is not sitting on somebody else’s server waiting for a pricing change.

Why a roofing estimate template and not a subscription

Commercial roofing has a specific problem that residential trades do not.

The job is big enough that the customer wants to think about it, and slow enough that they will talk to two other roofers while they do. Whoever makes the decision easiest usually wins — and a single take-it-or-leave-it number is the hardest possible thing to say yes to.

The fix is not a better closing line. It is three prices on one page: the economy option, the one you actually want them to buy, and the one that makes the middle look sensible. Every serious roofing platform charges a subscription for that feature. This is a spreadsheet that does it, and it belongs to you.

The second problem is quieter and costs more. Somebody quoted eleven roofs last month. How many came back? Which lead source produced them? Most shops genuinely cannot say, which means the ad spend decision is a guess every single month.

What the alternatives cost

Published list prices, read from each vendor’s own pricing page on 27 August 2026. Month-to-month rates, because that is what you pay in month one — several of these vendors default their own pricing toggle to the cheaper annual-billed figure.

Software Plan Per month Year one Seats
Roofr Scale $349 $4,188 unlimited users, no per-seat charge
Roofr Essentials $249 $2,988 unlimited users, no per-seat charge
SumoQuote Heavy $239 $2,868 5 users, +$48/mo each
This spreadsheet — $89.99 once $89.99 Unlimited

AccuLynx and JobNimbus do not publish pricing at all — both are quote-only, so there is no honest figure to put in that table. Their tiers are listed without numbers on their own sites.

Year one on the cheapest paid option in that table is $2,868. This is $89.99, once. In year two the difference is the whole subscription again.

Every tab, and what it does

Good / Better / Best proposals on one page

Three tiers, three prices, your letterhead and your licence number, exported to PDF and filed in your Drive. This is the differentiator — a customer choosing between three of your options is not choosing between you and a competitor.

An estimator that thinks in roofing

Squares, pitch, layers, tear-off, decking and waste, with a twelve-package material price book you edit once and then stop thinking about.

Pipeline with a lead-source table that finally answers the ad question

Leads, won, lost, win rate, won revenue and average job — per source, inside whatever time frame you pick. That is the table that tells you whether the storm-chasing spend is working or whether referrals are quietly carrying the whole company.

A dashboard with a real time frame engine

Pipeline value, new leads, closed-won revenue and win rate over today, this week, a quarter, or any two dates you type. Pipeline value deliberately ignores the window and says so — open work is open today, whatever period you are looking at.

Photo folders created per project, in your Drive

Inspection, proposal, insurance, completion. Created automatically, unlimited, and yours. No storage tier, no upload cap.

Follow-up that does not depend on memory

Every quote carries a days-since-sent clock and a status badge. Quotes going quiet surface before they go cold, which on a commercial roof is the difference between a signed contract and a competitor’s.

What lands in your inbox

  • A setup manual (Roofing_OS_Setup_Manual.pdf) with the link that copies the sheet into your own Google account.
  • The complete workbook — 5 tabs, every formula, dropdown, badge and chart already built. You format nothing.
  • A full pipeline of demo leads — click every button before your real ones go in. One menu item erases it when you are ready.
  • Free lifetime updates.
  • Unlimited users. No seats, no per-crew fee, ever.

How you go from purchase to working file

There is no account to create and nothing to install. The whole setup is three steps and about ten minutes.

  1. Open the manual and click the copy link. It drops a copy of the workbook into your own Google Drive. From that second it is your file — we cannot see it, edit it or switch it off.
  2. Run Setup › Build Workbook, once. The script constructs 5 tabs with every formula, dropdown, status badge and chart in place. Google asks you to authorise your own copy the first time; the manual shows you the two clicks.
  3. Enter your own numbers. Company details, your real hourly cost, your prices. Set them once, honestly — a labour rate that flatters you produces a margin that lies to you.

It ships with a full pipeline of demo leads, so every button and every report can be tried before a single real job goes in. One menu item erases it.

Who this roofing estimate template is for

It is built for an owner-operator or a small shop — roughly one to eight crews — who has outgrown a notebook, does not want a per-seat subscription, and is comfortable typing into a spreadsheet.

It is not for you if you need a mobile app your crews log into, live GPS tracking, integrated card payments, or a platform that files your paperwork for you. Those are real needs and this does not meet them. If that is your shopping list, buy the subscription — it will be cheaper than buying this and then buying that anyway.

Read this before you buy

Is this really enough for commercial work?

It prices, proposes, tracks and reports. It does not do aerial measurement, and it does not file your insurance supplements. If those are core to how you work, buy the platform. If you are measuring on site and want the quote and the pipeline sorted, this is built for you.

Will this work in Excel?

No. Google Sheets and Apps Script only. You need a free Google account.

How long before I can quote a real roof?

Set your material price book and your company details — about ten minutes — and the next roof you measure can be quoted from it.

What happens when I hire a fourth estimator?

Nothing. Share the file. There is no seat, so a growing team does not quietly become a bigger invoice.

The rest of the range

Same engine, different trade — all in Industry Dashboards:

New here? The setup walkthrough shows what the first ten minutes look like, and the rest of the catalogue covers the other trades. Our refund policy is 14 days. If you have never copied a shared sheet before, Google explains how to make a copy of a file.

What every workbook includes

The file is yours

One purchase, one spreadsheet in your own Drive. No subscription, no account to keep, no monthly fee.

One build command

Copy the file, reload it once, run a single menu command. Nothing to configure and no setup wizard.

Arithmetic you can check

Every figure that changes your plan shows how it got there, in the sheet, before anything is rewritten.

Your numbers stay yours

The script reads and edits that one spreadsheet. No email, no other Drive files, and nothing is collected by us.

Google Sheets only. Excel cannot run the automation. Menu commands need a desktop browser, and day to day use works on mobile.

Before you buy

How is it delivered?

Immediately, as a link to the workbook and a setup manual. You copy the file into your own Google Drive and it is yours from that point.

Does it work in Excel?

No. The automation is Google Apps Script, which only runs inside Google Sheets. Opening the file in Excel gives you a spreadsheet with no menu and formulas that will not resolve.

What if it will not build?

Reload the file first, because the menu only appears after the first reload. If that does not fix it, support goes to a person and you get a reply rather than a ticket number.

Can I get a refund?

Within 14 days, if the workbook will not build or does not do what this page says it does. The one exclusion is buying it for Excel, which is stated here, in the terms, and on How it works.