AvoRoofing Invoice Template (Free Fillable PDF)
Roofing invoices are read by homeowners, by insurance adjusters and by lenders, and each wants something specific: the homeowner wants to see what was installed, the adjuster wants the invoice to match the claim scope in squares, the lender wants the permit and the license. This template has fields for the claim number and deductible, lines in squares and linear feet, and a materials section with brands and warranties.
Free, fillable, US Letter. No email, no sign-up. Fill in your company, license and insurance details once. For each job change the property, the measurements and the claim details if there is a claim.
What the PDF looks like. The hints in the line table show the lines a roofer typically bills; type over them.
Why roofing invoices get paid late
Invoice does not match the insurance scope
Adjusters pay by the Xactimate line: squares of shingles, linear feet of drip edge, number of vents. If your invoice is one lump sum, the supplement is denied.
Deductible mishandled
The homeowner owes the deductible and the insurer owes the rest; the invoice has to show both. Waiving a deductible is illegal in many states, and the invoice is the evidence.
Materials without brand or warranty
“Shingles, 30 squares” is not enough for the manufacturer warranty registration. Brand, product line, color.
What to include on a roofing invoice
- Company name, contact, contractor license and insurance certificate noteLenders and insurers verify the license; many states require it on the invoice.
- Client name, property address and claim number if insuredClaim number, insurer and adjuster name in the header for claim jobs.
- Invoice number, date, due date, estimate or scope referenceReference the approved scope so the lines can be matched.
- Tear-off and disposal in squares and layers“Tear off 2 layers, 32 sq” plus the dumpster line.
- Materials by product, quantity and unitShingles by square, underlayment by roll, drip edge by linear foot, vents by count, with brand and color.
- Labor and installationPer square or included; say which. Steep-slope or second-story charges on their own lines.
- Permit, inspection and extrasPermit fee at cost; decking replacement by sheet if found during tear-off, as a change order.
- Deposit, insurance payments received, deductible and balanceShow every payment source so the balance due is unambiguous.
Example roofing invoice
Lines a typical job produces. Labor and materials are separate, and anything already paid is a negative line so the total is the balance due.
| Description | Qty × rate | Amount |
|---|---|---|
| Tear off existing shingles, 2 layers, haul and dispose | 32 sq | $2,240.00 |
| GAF Timberline HDZ, Charcoal, installed incl. starter and ridge cap | 32 sq × $385.00 | $12,320.00 |
| Synthetic underlayment, ice and water shield at eaves and valleys | 1 lot | $1,180.00 |
| Replace rotten decking found at tear-off (change order #1) | 6 sheets × $85.00 | $510.00 |
| Insurance ACV payment received Mar 20 | −$9,800.00 | |
| Total due | $6,450.00 | |
How to use the template
- Download the PDFIt is a fillable form: open it in any PDF reader, on a computer or a phone.
- Fill in your details onceBusiness name, contact, license number, terms. Save it as your master copy.
- Add the job and sendChange the client, the lines and the invoice number for each roofer job. Export and send by email or text.
Fill it on your iPhone in a minute instead
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Scan the code with your iPhone camera to open Avo in the App Store, or email yourself the link.
Questions
How do I write a roofing invoice for an insurance claim?
Use the claim number, insurer and adjuster in the header, and lines that match the approved scope in the same units (squares, linear feet, counts). Show the ACV payment received, the recoverable depreciation still due from the insurer, and the deductible due from the homeowner, so the balance has three clear sources.
Can I waive the homeowner's deductible?
No. In most states it is insurance fraud for a contractor to absorb or “eat” the deductible, and several states require the invoice to show the deductible was collected. Show it as a line the homeowner pays.
Should the invoice be in squares or square feet?
Squares (100 sq ft) for shingles, tear-off and labor, because that is how materials are sold and how insurers write scopes. Linear feet for drip edge, flashing and ridge; counts for vents and boots.
What warranty goes on a roofing invoice?
Your workmanship warranty (commonly 5–10 years) and a note that the manufacturer warranty is registered to the homeowner, with the product named so the registration can be verified.
What deposit is normal for roofing?
10–30% on signing, with materials delivered before the balance is due; some states cap deposits on home improvement contracts. For insurance jobs, many roofers collect the first insurance check as the deposit.