Roofing Proposal Template for Storm Repairs and Replacement Jobs

Roofing proposals carry more weight than a simple price quote. The homeowner is often comparing multiple contractors, trying to understand storm damage, and deciding whether the work is a repair, replacement, or phased project.

A good roofing proposal should make the scope obvious. It should show what is being removed, what is being installed, what materials are included, what conditions may change the price, and what the customer needs to do next.

Use this template for storm repairs, leak repairs, and full roof replacement proposals.

1. Project summary

Start with the reason for the work and the recommendation.

Repair example:

"This proposal covers repair of storm-related damage on the rear slope, including replacement of damaged shingles, inspection of visible flashing conditions in the repair area, and cleanup of roofing debris."

Replacement example:

"This proposal covers removal of the existing roofing system and installation of a new asphalt shingle roof system on the main residence, including underlayment, starter, flashing details listed below, ridge ventilation, and final cleanup."

Keep it factual. Do not make insurance promises or claim coverage outcomes.

2. Existing condition notes

List the conditions that affect the scope.

Useful notes include:

• Roof area or slope included
• Approximate roof age, if known
• Visible storm damage
• Leak location reported by customer
• Existing shingle type
• Flashing concerns
• Ventilation issues
• Access or safety constraints
• Known decking concerns

If you inspected only certain areas, say that. Clear inspection limits help avoid overpromising.

3. Scope of work for repairs

For roof repairs, name the exact repair zone and work included.

Include:

• Remove damaged shingles in specified area
• Replace affected underlayment if included
• Install matching or closest available shingles
• Address specified flashing detail
• Seal exposed fasteners where applicable
• Test or inspect visible repair area
• Clean up debris

Repair proposals should also state limits. Example:

"Repair is limited to the rear slope area described above and does not include full roof replacement, concealed decking repair, or unrelated leak sources."

4. Scope of work for replacements

For replacements, customers need to understand the roof system, not just the shingle line.

Include:

• Tear off existing roofing layers included
• Inspect exposed decking
• Replace underlayment
• Install ice and water protection where specified
• Install drip edge, starter, shingles, ridge cap, and ventilation
• Replace or reuse flashing as stated
• Install pipe boots and accessories
• Haul away debris
• Final magnetic sweep and cleanup

If decking replacement is priced separately, say how it will be handled. Example:

"Decking replacement is not included in the base price and will be billed only if deteriorated decking is discovered after tear-off and approved according to the stated unit price."

5. Materials and warranty notes

List the materials clearly:

• Shingle manufacturer and line
• Color, if selected
• Underlayment type
• Ice and water protection
• Drip edge
• Flashing
• Ventilation
• Pipe boots or accessories

Then separate manufacturer warranty from workmanship warranty. Customers often hear "warranty" and assume it covers everything.

Example:

"Manufacturer product warranty applies according to the manufacturer's terms. Workmanship warranty covers installation labor for the period stated in this proposal and does not cover unrelated storm damage, structural movement, or owner-caused damage."

Use your actual warranty language, not a generic promise.

6. Explain repair versus replacement clearly

Storm jobs often sit in the gray area between a small repair and a broader replacement. If your proposal does not explain the difference, the homeowner may compare a limited repair quote against a replacement quote as if they solve the same problem.

A repair proposal should explain:

• Which damaged area is being repaired
• Whether nearby materials are being matched or blended
• Whether hidden damage may change the scope
• What the repair is expected to solve
• What risk remains after the repair

A replacement proposal should explain:

• Which roof sections are included
• Whether tear-off is included
• What happens if decking is damaged
• Which underlayment and flashing details are included
• What ventilation, cleanup, and warranty terms apply

If you offer both, say when each option makes sense.

Example:

"The repair option has the lowest upfront cost and addresses the visible storm-damaged area. The replacement option costs more but addresses the full aging roof system and reduces the chance of future issues in adjacent brittle shingles."

That kind of explanation helps homeowners compare fairly. It also keeps you from being judged only against a cheaper scope.

7. Be careful with insurance language

Storm repair proposals often overlap with insurance conversations. Keep the proposal factual. Do not promise coverage, approval, or claim outcomes.

Safer language:

• "This proposal documents the visible scope we are pricing."
• "Customer is responsible for confirming claim details with their insurance carrier."
• "Any scope changes requested by the customer, adjuster, or code authority will be reviewed before work proceeds."

Avoid language that sounds like you are guaranteeing what insurance will pay. The proposal should describe the work, not overstep into claim promises.

Use photos and captions to support the scope

Storm repairs and replacement recommendations are easier to trust when the proposal connects photos to the work being priced.

Do not attach a pile of roof photos with no explanation. Pick the images that help the homeowner understand the recommendation:

• Wide view of the affected slope
• Close-up of damaged shingles, flashing, vents, or soft areas
• Interior staining if relevant
• Access or cleanup constraints
• Material condition that affects repair versus replacement

Add simple captions:

• "Storm-damaged shingles on rear slope. Repair option covers this visible area."
• "Aged shingles near the repair area may not match cleanly after replacement."
• "Decking condition cannot be fully confirmed until tear-off."

Captions make the proposal feel specific to the property. They also make it easier for the homeowner to explain the scope to a spouse, landlord, adjuster, or family member without asking you to repeat everything.

Make the price feel connected to the work

A roofing price should not sit alone at the bottom of the proposal. Put it after the scope, materials, exclusions, and warranty notes so the number has context.

For larger jobs, show the price in a way that matches the decision:

• Base repair or replacement scope
• Optional upgrades
• Decking unit price or allowance
• Deposit if required
• Remaining balance timing
• Proposal expiration date

This keeps the homeowner from treating every bid as the same work with different totals. It also protects you when a lower quote excludes flashing, cleanup, ventilation, or decking risk.

8. Exclusions and assumptions

Roofing proposals need visible exclusions because hidden conditions are common.

Common exclusions:

• Hidden decking replacement unless priced as a unit item
• Structural repairs
• Mold or interior water damage repair
• Gutter replacement
• Chimney masonry repair
• Skylight replacement unless listed
• Code upgrades not listed in the scope
• Permit fees if not included
• Landscaping or driveway repair outside normal cleanup

Common assumptions:

• Customer provides clear driveway or access area
• Weather allows safe roof work
• Existing roof structure is suitable for the proposed system
• Material color is confirmed before ordering

9. Timeline and customer next step

Roofing work depends on weather and material availability, so avoid promising what you cannot control.

Example:

"After approval and deposit, work will be scheduled for the next available weather-permitting installation window. Customer approval confirms the selected shingle line and scope listed in this proposal."

End with a clear next action: approve the proposal, select a shingle color, confirm the deposit, or request a revision.

Example approval language

"To move forward, approve the selected scope, confirm shingle color, and submit the deposit if required. After approval, we will confirm material availability, reserve the weather-permitting installation window, and send pre-job notes for driveway access, attic items, pets, landscaping, and cleanup expectations."

This helps the homeowner understand that approval starts an organized process, not just a vague promise to call later.

When to include repair and replacement options

Roofing customers often need help understanding whether the job is a repair, replacement, or temporary stabilization. If the situation supports more than one path, show the options clearly instead of blending them into one vague recommendation.

A repair option should explain what area is being addressed, what problem it is intended to solve, and what risk remains. A replacement option should explain the full system scope, material choice, warranty notes, and any decking or ventilation assumptions. If a temporary repair is only meant to reduce active leaking until replacement, say that directly.

Do not make the cheaper option sound stronger than it is. Homeowners can handle tradeoffs when you write them plainly:

• Repair may reduce the immediate issue but does not reset the roof system.
• Replacement costs more but addresses the full roof condition.
• Temporary work may be useful before insurance review, weather changes, or a larger project decision.

Clear options help homeowners choose without feeling pressured. They also protect the contractor if the customer chooses a narrower scope after being shown the limitations.

Add pre-job expectations before approval

Roofing work affects the whole property for at least a day. The proposal should set expectations before the customer approves, not after the crew is already scheduled.

Common pre-job notes include driveway access, attic items, pets, outdoor furniture, satellite dishes, landscaping, and cleanup expectations. If the customer needs to move vehicles or protect items in the attic, say so plainly.

These notes make the proposal feel more complete. They also reduce day-of-job friction, especially when the homeowner who approves the work is not the person home during installation.

Use Roxy to draft the roofing proposal

Roxy helps roofing contractors turn typed job details into a clean proposal draft. Enter the scope, materials, exclusions, price, and customer next step, then review the proposal before sending.

The Free plan includes up to 10 Roxy-branded proposals every 30 days. Pro is $49/mo.

Use Roxy to speed up the proposal-writing part, not to replace your inspection judgment. You still decide the scope, price, assumptions, warranty, and storm repair language. Roxy helps turn those details into a proposal homeowners can read, compare, and approve.

Final checklist before sending

Before sending a roofing proposal, confirm:

• Repair or replacement scope is clear.
• Materials are named.
• Flashing and ventilation are addressed.
• Decking assumptions are visible.
• Warranty language matches what you actually offer.
• Exclusions are not hidden.
• Weather or material timing is realistic.
• The customer has one clear next step.

Roofing proposals win trust when they are specific. The more clearly you define the system, the easier it is for a homeowner to compare bids and approve the work with confidence.