Customer information

Who the contract is with and where the work is.

Owner & contact

Date * Project manager * Customer — company / association legal name * Owner 1 (full name) *Authorized signer (full name) * Owner 2 (full name) Signer's title * Property owner, if different from the customer

Street address *

City, State ZIP * Phone (or email) * Email (or phone) * Owner 2 email *

Structures on property *

Material delivery location *

Notes

Photo of the spot (optional)

Scope of work

Materials and work included in this project.

Existing roof

Existing roof system *

Existing roof system — describe * Existing roof notes

The customer enters the roof age when signing.

Existing type of roof *

Existing type of roof * Existing roof type — describe *

Existing intake ventilation * check all that apply (optional for repairs)

Other intake ventilation — describe *

Existing exhaust ventilation * check all that apply (optional for repairs)

Other exhaust ventilation — describe *

The customer enters the roof age when signing. When Vented soffit is checked, the customer is offered soffit vent cleaning for $250 and chooses Yes or No.

Roof system & specs *

Scope *

Roof system *

Roof system — describe *

Roof area

Price for this roof system *

Extra jobs (framing, gutters, flashing…) go in Work items & prices below, each with its own price.

Repair & service work *Additional work items & prices

The roof system price is entered above. Add any other jobs here. One part per job: what’s going on, the work step by step, photos and the price. Write it your way and tap ✨ — AI makes it clear for the customer. Price 0 = complimentary.

Include the 8% financing fee in the customer price On by default. It covers us if the customer pays with financing. The customer never sees it as a separate line.

Shingles

Brand * Product line * Brand & product * Color * Color *

Type

Underlayment

Roof system

Starter shingles on rakes and eaves

Ice & water barrier in valleys

Replace pipe collars

New flashing where required

Chimney flashing *

Wood replacement, if needed — plywood $100/sheet; plank or other decking priced with the customer before install

Skylights

Skylight sizes * Not measured yet — measure before ordering

Copper — chimney

Copper — bay window roof

Drip edge

Roofing — special instructions

Ventilation

Calculated per Good Roofing ventilation calculation

Method *

Box vents *

Other ventilation method * Ventilation product (optional)

Gutters / downspouts

Full replacement of gutter system

Gutters

Downspouts

Gutter guards

Color *

Gutters — special instructions

Interior & otherAdditional notes

Interior — special instructions Additional tasks / guidelines

Workmanship warranty *

Manufacturer warranty (if any) No written warranty for this work (for example, gutter cleaning)

Price & payment

Contract amount, deposit, payment methods and upgrades.

Claim information

Insurance company * Claim number * RCV ($) * ACV ($) * Deductible ($) *

Where to find RCV and ACV: on the insurance company’s estimate (the claim summary page). Look for the lines “Replacement Cost Value” (RCV) and “Actual Cash Value” (ACV).
Several sections? If the estimate has more than one (for example Dwelling and Other Structures), add each one below — the customer sees them apart, and RCV / ACV above become their totals.

Financials

Payment: 50% deposit, 50% on completion.

Total (from the work items): $0.00

Payment schedule *

Payments after the deposit are due withindays of invoice *

Lien agent (NC projects $40,000+)

Personal guaranty

The signer (or another person) personally guarantees payment Guarantor (full name) *

Total contract amount ($) * Deposit ($) * auto 50%

Total contract amount includes

Payment methods the customer can choose from * Check ACH Zelle Financing

Late charges, the South Carolina prompt-payment notice, payment details and the anti-fraud warning are printed automatically.

Payment terms (50% deposit / 50% on completion, weather permitting), payment details and the anti-fraud warning are printed automatically.

Payment terms (deposit = ACV + upgrades when the customer receives the ACV payment; depreciation and supplements within 5 business days after the customer receives them), payment details and the anti-fraud warning are printed automatically.

Work date

When signing, the customer picks: as soon as possible, a day, or a date range (and the time of day). It is printed as their preference; you confirm the date.

FromDate * To *

Time (optional)

FromTo

The customer sees this date and does not choose. Printed with “weather permitting”.

Upgrades

Price 0 = complimentary (printed as “Complimentary”). Upgrade prices are part of the total contract amount.

Upgrades are not covered by insurance. The customer pays them with the deposit and initials a separate upgrade authorization.

Pre-work damage report

Existing condition of the property before work starts.

Pre-work damage report

Detailed photographs have been taken prior to construction *

Notes by area

Last step for you

Review & send

Check every page before the customer sees it.

How does the customer sign?

All required fields (*) must be filled. After this, the contract is locked for signing.

Your Retail Contract

Tap i to see what each insurance term means.

About your home

When was your current roof installed? *

Year or About how many years ago

I don't know

Optional: *

Scheduling & payment

When would you like the work done? *

FromDay * To *

Best time of day

This is your preference. We will confirm the exact day with you; roofing work depends on the weather.

How would you like to pay? *

Need help with payment? We’ll reach out:

Initials

Draw your initials once, then tap each item to confirm you have read it.

Terms and Conditions

Please read the Terms and Conditions below (scroll inside the box).

I have read and agree to the Terms and Conditions

Pre-Roofing Checklist

Signature

Before you sign, you can review the complete contract with all pages.

You, the buyer, may cancel this transaction at any time prior to midnight of the third business day after the date of this transaction. See the attached Notice of Cancellation form for an explanation of this right.

I agree to use electronic records and signatures for this agreement and to receive my copy by email. I can ask for a paper copy at no charge by calling (800) 698-3888. *

Project manager signs

I told the customer out loud that they may cancel within 3 business days (deadline: —).

Send for remote signing

Sign as the project manager first. The customer signs last from the link.

How the customer gets the link

—

The customer receives the Notice of Cancellation in writing with the contract; the 3-business-day cancellation period counts from the day they sign.

Which contract?

Customer information

Owner & contact

Structures on property *

Material delivery location *

Scope of work

Existing roof

Roof system & specs *

Repair & service work *Additional work items & prices

Shingles

Roof system

Ventilation

Gutters / downspouts

Exterior / trim

Painting

Interior & otherAdditional notes

Workmanship warranty *

Price & payment

Claim information

Financials

Work date

Upgrades

Pre-work damage report

Pre-work damage report

Review & send

Your Retail Contract

About your home

Scheduling & payment

When would you like the work done? *

How would you like to pay? *

Initials

Terms and Conditions

Pre-Roofing Checklist

Upgrade authorization

Signature

Personal guaranty

Project manager signs

Send for remote signing

How the customer gets the link

Text it to the customer

Thank you!