QUOTING AND INVOICING FOR ROOFERS

Turn inspection findings into a clear, professional roofing quote.

Keep roof areas, access, materials and evidence photos together, then separate repairs, replacement work and approved discoveries.

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Every feature is included. £12 monthly or £120 annually, including VAT, after your trial.

Example QuotePilot draft quote and invoice using realistic roofers work.

Capture defects, access and evidence photos

Separate repair and replacement options

Invoice deposits and completed stages

MADE FOR THE WORK YOU QUOTE

Make unseen roof work easier for customers to understand.

Keep inspection evidence attached

Collect or retain photos and notes that explain the defect and proposed work.

Quote distinct roof elements

Show tiles, flashing, membranes, rainwater goods and access as clear parts of the scope.

Record hidden-condition extras

Document agreed additional work if opening the roof reveals damage outside the accepted quote.

ONE CONNECTED WORKFLOW

From first enquiry to paid invoice.

Keep the customer, scope, quote, visits and payment record together. Book a survey before quoting, then arrange work visits and follow-ups as the job progresses.

Capture the job

Customers send the details, measurements, notes and photos you need before pricing.

Build the quote

Use your own services, units, prices, VAT settings and reusable text to prepare the work.

Agree the scope

Send a branded quote link and PDF, then track acceptance or requested changes.

Book visits and schedule work

Keep visits to arrange in a to-book list, reserve dates and times, and review your bookings in the day or week schedule.

Invoice the work

Raise a deposit, stage, fix, percentage or remaining-balance invoice and record payment.

TRADE-SPECIFIC STARTER SERVICES

Start with familiar work, then make it yours.

Choose useful starter services for your trade, set your own pricing and add specialist services whenever you need them.

Tiles, slates, ridges, flashing, flat roofs, guttering, downpipes, fascia, roof windows and leak investigation.

Example QuotePilot draft invoice using realistic services and units for roofers.

COMMON QUESTIONS

Questions from trade businesses

Can I include photos with the job record?

Yes. Customer request photos and job details stay connected to the enquiry and its quote history.

Can I invoice a deposit before ordering materials?

Yes. Raise a deposit invoice, then invoice later work by stage, percentage or remaining balance.

Can I book surveys and work visits against the same job?

Yes. Request a visit to arrange later or book a date and time directly. Surveys can take place before quoting or during the work, and follow-ups can stay linked to a completed job. Completing a visit does not complete the whole job or mark an invoice as paid.