Why roofing professionals should send professional invoices
Roofing is a specialized skill, which requires knowledge and expertise in materials, as well as construction. It also can also be dangerous if not done right. You need an invoice that clearly details your labor, as well as all the associated costs for installing a strong, weatherproof roof.
On top of that, no two roofing jobs are alike – so your invoice needs to be flexible enough to capture the specific requirements of each job, while being clear and understandable so your customers know exactly what they are paying for.
Roofing requires technical know-how and great customer service, so make sure your invoice looks polished and professional. It reflects on the quality of the work you provide – so make sure your invoice adds to your great reputation.
Once you've downloaded your free invoice template, you'll need to customize it to fit your specific business. Here are the 10 key things to include on your invoice:
- Title and Description: Name the project and briefly describe what type of work your client is being invoiced for.
- Company Details: Add your company name, address, phone number, and logo to the top-right corner.
- Customer Details: Under "Bill To", add your customer's name, address, and contact information.
- Invoice Number: Include a unique invoice number to help you track down this invoice in the future. You can format this based on sequence and customer. For example, if you're sending your very first customer their first invoice, the invoice number could be 001-001.
- Dates: Include the date when your invoice has been issued and the date when payment is due.
- Line Item: Add individual line items for each unique good or service you provided. For each line item, include a brief description, quantity, individual unit price, and total price.
- Subtotal: Add up the subtotal of your goods or services, before tax has been applied.
- Tax: Indicate the tax rate applied to the subtotal. This is legally required to provide on invoices, and your rate may differ depending on where you run your business.
- Total: Outline the total amount due from the customer, after tax.
- Notes: Include any additional info your customer should know, including terms of service and payment terms (for example, payments are due 30 days after the invoice has been issued).
- Look through our interesting array of beautifully designed roofing invoice templates and pick the one that meets your needs
- Download the invoice template you want in your preferred format – Word, Excel, PDF, Google Docs, or Google Sheets. It’s free!
- Insert your business name, address, phone number, and email address. If you offer emergency roofing service – make sure you mention it here
- Add in your roofing company logo, website address, and any promotional roofing graphics you like to use
- Insert your client’s name and contact information
- Add on a unique invoice number
- Add the date of the invoice and the payment due date
- Include a detailed list of your roofing services, along with a description of each, and the hourly or flat rate
- Include a list of materials with descriptions and costs for each
- If you include handyman services, add or subtract lines to include all the important details. The template is easily customized to make sure you cover all the services you provide
- If you are including a discount for a high volume of work for a regular corporate or municipal client, add a line highlighting the discount so your client knows they are receiving a lower price for your expertise
- Calculate the total price, including all applicable taxes, and list the total
- Include your payment terms, including the methods of payment you accept
- If you like, there’s room to add lines for a personal note or “Thank you for your business.”
- Save a copy – and then send it off to your customer
When is the right time to send an invoice to your roofing customers?
Roofing is a big job that requires materials and labor, so many roofing professionals ask for a percentage of the cost up front, with the remainder when the roof is completely finished. But if it’s a smaller job, some roofers have the customer sign an estimate and then ask for payment upon completion. If you are on retainer to a corporate client, or to a city or municipality, you might want to invoice at regular intervals to keep the revenue coming in.
Quick invoicing tips for roofing professionals
Personalize your invoices
A great way to show how much you appreciate your roofing customer’s business is to add a personal touch to your invoice. Include descriptions or details that the customer specifically requested so they know you went above and beyond to create a totally satisfying customer experience.
Be courteous and patient
A new roof is a large expense for many people, so make sure you politely and patiently explain the necessary costs involved – even if it’s frustrating to repeat the same information until the customer understands. If you’d like people to spread the word about your great work to their neighbours and friends – it pays to be empathetic, kind, and honest.
Include a payment due date
A payment due date can help you get paid promptly. It also reinforces your professionalism, as your customers will see you have an established system in place.
Accept a variety of payment methods
It’s always a good idea to let your customers pay in the way that's most convenient for them. Accepting e-Transfers, debit cards, direct bank deposits, and other online methods of payment can help you get paid on the completion of your work.
Send a proforma invoice before the job starts
Let your roofing customers know exactly what you will be providing, and how much it will cost, by sending them a proforma invoice before you start work with your agreed-upon terms and expectations. This can help prevent misunderstandings that can delay payment.