Free Roofing Work Order Template

A roofing work order (also called a job order, service ticket, or work request) is a written record describing a roofing job that’s been approved by a client, but hasn’t been started yet. Roofing contractors can use work orders to manage their customers’ jobs.

Work orders can also be used within a roofing project if one team or department needs another team to complete a job. For example, a residential roofing contractor may use a work order to send metal roofing specs to a metal manufacturer.

No matter how it’s used, a roofing work order describes what work will be completed, how much it’ll cost, and what materials the job will require. It also includes contact information for the roofing contractor and their client, and both will receive a copy of the work order for their records.

Our blank, editable work order template makes it easy to customize and send professional-looking work orders for future jobs. It’s a great way to start any roofing project, whether you’re just starting a roofing business or you’ve been in the industry for years.

Your roofing service work order should include:

• Job number, start date, and end date
• Your roofing business name, address, and contact information
• The customer’s name and contact details
• Products/services requested, including item description, quantity, and hourly labor cost
• Estimated project amount, factoring in subtotal, discounts, and taxes
• Any notes about the requested work (e.g., existing roofing system, installation instructions, required tools or roofing materials, safety guidelines, payment terms)
• Space for the customer’s signature and today’s date

Make sure the words “work order” are highly visible in big letters. Your roofing work order could look like a roofing estimate or invoice, so it should be clear what this document is for. If you use a basic roofing work order generator like this one, your work order will automatically include all the details you need.

Check out the roofing work order sample below to see how yours should look:

Here’s how to build a roofing work order, how to use it during a job, and what comes next:

1. Determine if this is a planned roofing service (like installing new roof decking) or an unplanned roof repair (like replacing asphalt shingles after a bad storm). This can affect factors like your job start date and might impact other scheduled work.
2. Create a roofing work order using this free template. Add in all the job details, then send the completed work order to your customer and to the team who will complete the  roofing job.
3. Add the work to your calendar using job scheduling software and assign it to specific employees. Your team members will be able to see the job in their schedules and track time for it. You can also easily adjust your schedule as needed to accommodate unplanned service calls.
4. When the job is finished, mark the work order as completed and send your roofing invoice to the customer.

If your work order includes a client signature, it can be used as a binding roofing contract. This indicates that the customer has signed off on your roofing estimate, if you created one, and is ready for you to proceed with the job. It also means that you agree to complete the roofing services listed in the work order.

(Need more details? Find out if quotes are legally binding.)

While some roofing businesses will use a work order as an invoice for customers, work orders and invoices are actually two different things:

• A work order describes work that has been ordered and still needs to be completed
• An invoice requests payment for services that have already been completed

Your roofing company can use a work order as an invoice as long as it contains the right information. An invoice should include the services and materials you provided, the date of service, amount due, payment terms and methods, and other important details. Or, to keep your records tidy, you can create your own invoice using our free roofing invoice generator.

Jobber’s job management software makes it easy for a roofing business to receive work requests and quickly meet customers’ needs. No more managing jobs with MS Word, Excel, or Google Docs. Simply estimate work, create a job, assign it to your team, and access all of your job information, from the office or on the go, with the click of a button.

Here’s what you can do with roofing software like Jobber:

• Schedule teams and reschedule jobs as needed with an easy drag-and-drop calendar
• Optimize service routes and check employees’ progress with GPS tracking
• Let employees track time and expenses to stay on top of payroll
• Accept online bookings from new and existing customers through your website
• Capture important details on the job site with job forms and checklists
• Save time on admin work, both in the office and on the job site
• Create professional estimates, work orders, and invoices with your logo and branding
• Use email and SMS to better communicate with clients
• Convert job details into customer-friendly invoices
• Follow up with customers on overdue payments automatically
• Get custom automated reports on your jobs, clients, and business finances

Learn more about how Jobber can help you manage your roofing jobs.