Digital product · no physical shipping. Check the description for exact contents and delivery. One-time purchases and monthly cloud subscriptions have different access and billing terms.
Questions? Download and account support.
Roofing 10-Document Starter Office Kit
Create consistent, branded paperwork for roof inspections, roof repairs, and gutter work on mobile or desktop.
- Estimate
- Proposal
- Invoice
- Scope of Work
- Work Authorization
- Customer Preparation Checklist
- Crew Work Order
- Job Completion Checklist
- Review Request
- Quote Follow-Up
Included: 10 standalone HTML forms and 10 matching editable Word templates, Brand Studio Pro and instructions. Supported offline SGL files reuse common customer/job details through private file import and export. HTML forms calculate totals when applicable; Word is manually edited.
Not included: Cloud Business OS, automatic sending, payment settlement or customer e-signature capture.
Important: Review all actual pricing, scope, permits, licensing, tax treatment and contract requirements before use. This is not legal, trade-safety or tax advice. Offline files do not provide cloud synchronization, payment processing or electronic signatures.
Roofing buyer guide: what this tool does
This edition is intended for inspections, repair scopes and gutter work. Before using it with a client, record roof areas, access or safety constraints, materials, concealed-damage exclusions, weather conditions and the applicable permit assumptions. The included files are business tools, not a substitute for trade licensing, local codes or professional advice.
A practical workflow
Start with an estimate and scope, obtain work authorization, prepare the crew work order and customer preparation checklist, record completion, and create the invoice. Each form should reflect the same customer, job, terms and approved price.
What should I expect?
Can I use my business identity? The listed tools include customization and branding capabilities. Does it send messages or collect signatures automatically? No; those capabilities are not included with these offline products. Can I choose a smaller product? Yes. See the industry directory for individually sold calculators, documents and proposal builders. Will it guarantee revenue? No; results depend on your inputs and execution.