SD–CON–04 · United States · not scoped to any state · contract and estimate forms
36-page contract · 13 sections · plus fill-in checklist, how-to guide and sources · 70 pages across 4 files
The tear-off found rotten decking, the homeowner is standing in the drive, and there was never a unit price for it in writing.
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A roofing service contract and itemised estimate, with the four pages the commodity versions skip: an estimate broken out by roof section with unit prices agreed before the tear-off, a weather-delay clause that says who decides and by what time of day, a manufacturer-warranty registration checklist, and a 22-item final walkthrough signed with the homeowner standing next to you. 776 fill-in blanks across 14 sections. It supplies no insurance-claim wording at all, because several states regulate what a roofer may do about a homeowner's claim and a number make offering to absorb a deductible an offence. It also reproduces no manufacturer installation instruction, because a material warranty depends on the published instructions for that exact product. No regulation is cited, because none governs what a roofing contract contains.
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What lands in your inbox
You fill in the document itself and hand it on. The checklist is there so you do not leave a blank in it. Everything else is reference. Every file is a PDF you can type into on screen, or print and write on, so you need nothing else to use it.
The rest of the set
Businesses like yours usually start with these. It is where a trade starts, not a complete legal inventory of everything it could ever be asked for — no list on any website is that. Every line below says where it came from.
Showing what a roofing contractor is asked to carry. It is the only trade on our list that needs this document.
Roofing contractorTwelve items on the list, two of them a multi-file kit rather than a single document. You are looking at one of them. We sell nine of the other eleven; two we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
REGA regulator asks for this.
Also answers: Fall protection / written safety element.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
OURSNot a rule we can point at — this is what the trade gets asked for.
COMPNot a rule we can point at — it is standard in this trade.
Your state can add to this. We have written down two places where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does. We have already written the difference down for California.
Print this checklistInside the file
01The contract and estimate itself, 14 sections with 776 fill-in fields, as a fill-in PDF you can type into
02A 19-question page on your own state's rules and a 14-question page on the authority over each job address, including layers permitted and where ice barrier is required
03An existing-roof inspection page covering 16 findings with a photograph reference against each
04A scope and an estimate both broken out by roof section (main, garage, porch, dormers) so a homeowner can see which section costs what
05A unit-price table for what is found after tear-off, with a column for how each quantity is verified before it is billed
06A weather-delay clause naming who decides, by what time, what happens to an open roof, and whether a delay costs the homeowner anything
07A manufacturer-warranty registration checklist of 12 steps, and a 22-item final walkthrough with a punch list and acceptance signature
Plain-English Monday actions
Questions
Section 6.2 is a unit-price table for what is found after tear-off: item, unit, unit price, any included allowance, and how each quantity is verified before it is billed. It also records how deck replacement is measured, what photograph and count is required first, and who must approve the extra work. Section 3 records the deck's condition on the inspection, with photographs.
Section 9.2 makes you write it down: the conditions you will not tear off or install in, who decides whether a day is workable, by what time of day, how the homeowner is told, what happens to an open roof, who is responsible for water, and whether a weather delay costs the homeowner anything.
Twelve steps, from reading the manufacturer's terms and filing the installation instructions with their revision date, to putting the deadline in the calendar on completion day, photographing wrappers and serial numbers, submitting, filing the confirmation and telling the homeowner what would void it and how to claim.
No, deliberately. Several states regulate what a roofer may say or do about a homeowner's claim, and some make offering to absorb a deductible an offence. Section 8 records facts only and tells you to have your own lawyer supply any wording.
Official-source registry
These are the real rules this plan is built on. Every citation was read against the published text on the date shown above, and each link goes to the official source, not to a summary.
Exclusions
Before you buy
When the law behind this agreement moves, or a clause keeps causing an argument, we rewrite it and the new version lands in your account. You do not pay again. That applies to everyone who buys, member or not, for as long as we sell this document.
The files are yours the moment payment clears, so we do not give money back just because you no longer want them. You agree to that in the box above the button before you pay, not afterwards in small print.
If a file is the wrong one, will not open, is missing pages, or does not match what this page says, that is on us and we correct it at no cost, member or not. A version fitted to your business is either included with membership or $49 on its own. That promise is the reason the no-refund rule is fair.
Want this agreement edited to match how your business actually works? A non-member buys one tailored edit for $49, no membership needed, and it comes back within 2 business days. A Simply Current membership is $30/month and every fitted edit is included — it wins on the second edit.
One more time, plainly: this is a blank agreement and it is scoped to no state. Every state-specific figure in it is left blank for you to fill from your own, and whether what you write in holds is decided by your state's law, often your city's. Check yours before you rely on it.
