Shingles Roofer Templates

Shingles Roofer Templates

There is a huge number of templates that someone in the Shingles Roofer role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Shingles Roofer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Project Proposal Template
2. Job Estimate Template
3. Material Order Template
4. Work Schedule Template
5. Safety Inspection Checklist Template
6. Daily Work Log Template
7. Invoice Template
8. Expense Report Template
9. Equipment Maintenance Log Template
10. Customer Satisfaction Survey Template

Reports

Reports are often prepared by a Shingles Roofer to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Sales Report
2. Project Progress Report
3. Material Inventory Report
4. Labor Cost Report
5. Equipment Utilization Report
6. Safety Incident Report
7. Customer Satisfaction Report
8. Financial Performance Report
9. Quality Control Report
10. Workforce Productivity Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Shingles Roofer does and how they do it.

1. Safety SOP
2. Material Handling SOP
3. Roof Inspection SOP
4. Shingle Installation SOP
5. Roof Repair SOP
6. Equipment Maintenance SOP
7. Weather Precautions SOP
8. Waste Disposal SOP
9. Customer Communication SOP
10. Job Completion SOP

Presentations

Shingles Roofer presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Project Progress Report
2. Safety Training Presentation
3. Client Proposal Presentation
4. Material and Equipment Inventory Report
5. Team Performance Review Presentation

Legal Docs

There are several key times when a Shingles Roofer needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Contract Agreement Template
2. Liability Waiver Template
3. Work Order Template
4. Subcontractor Agreement Template
5. Safety Policy Template

Health & Safety Templates

Health & Safety templates for a Shingles Roofer ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Job Hazard Analysis Template
2. Safety Inspection Checklist Template
3. Incident Report Template
4. Toolbox Talk Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Shingles Roofer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Project Schedule Calendar
2. Crew Work Schedule Calendar
3. Material Delivery Calendar
4. Equipment Maintenance Calendar
5. Weather Forecast Calendar

Invoice Templates

Several types of Shingles Roofer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Shingles Installation Invoice
2. Materials and Supplies Invoice
3. Labor and Hours Invoice
4. Equipment Rental Invoice
5. Additional Services Invoice

Survey Templates

For a Shingles Roofer to get insights related to the work they do, they need to send out Shingles Roofer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Quality of Work Survey
3. Safety and Compliance Survey
4. Employee Performance Survey
5. Material and Equipment Survey

Meeting Agendas

Having premade Shingles Roofer meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Project Kick-off Meeting
2. Weekly Progress Meeting
3. Safety Meeting
4. Client Update Meeting
5. End-of-Month Review Meeting

Budget Templates

To manage finances well, a Shingles Roofer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expense Budget Template
2. Labor and Wage Budget Template
3. Material and Supply Budget Template
4. Equipment and Tool Budget Template
5. Overhead and Miscellaneous Budget Template

Dashboards

Dashboards are a useful way for a Shingles Roofer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Project Progress Dashboard
3. Financial Overview Dashboard
4. Resource Allocation Dashboard
5. Safety Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Shingles Roofer needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Residential Shingle Roof Replacement Proposal
2. Commercial Shingle Roof Repair Proposal
3. Shingle Roof Maintenance and Inspection Proposal
4. New Construction Shingle Roof Installation Proposal
5. Shingle Roof Restoration and Coating Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Shingles Roofer templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.