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Roofing Business Plan Template – Instant Download

Build a professional roofing company with a lender-ready plan that reads like a working operation. Whether you focus on residential shingles, standing-seam metal, flat TPO/EPDM, or storm restoration, this U.S.-specific template is designed for contractors at any stage.

Delivered instantly in Microsoft Word and PDF, it follows an SBA-aligned structure and includes a defendable 3-year financial forecast. Map crew schedules, job costing, safety/OSHA workflows, insurance/bonding, and client communications—so lenders and partners can follow your path to profit.

Integrate popular tools like EagleView/Hover for takeoffs, JobNimbus/AccuLynx for pipeline, and QuickBooks with Square or Clover for payments. Edit in minutes, export to PDF, and present a plan investors recognize on sight.

BPlanMaker (U.S.) specializes in lender-style templates with sector-specific operations and cash-flow logic. Each plan is reviewed for clarity and updated quarterly. Citations appear only where data is used. Templates are educational business documents, not legal or tax advice.

Quick Answer: This SBA-aligned plan converts bid pipelines into predictable cash flow by modeling crew capacity, margins by system, and seasonal demand. It documents claims workflows, safety, and vendor accounts—so you can secure funding and start booking profitable installs.

  • Instant download in Word & PDF; fully editable.
  • 3-year financials with job costing, break-even, and cash flow.
  • Operations mapped to takeoffs, scheduling, and OSHA safety.
  • SBA/investor-friendly structure; lender-style executive summary.

What’s Inside

  • Executive Summary — Concept, service area, milestones, funding ask.
  • Products & Services — Re-roofs, new installs, repairs, inspections, storm restoration; shingle/metal/flat systems; financing & warranties.
  • Market Analysis — Residential vs. commercial demand, storm/hail zones, competitor scan, referral platforms.
  • Operations — Crew structures, trucks & tools, EagleView/Hover takeoffs, OSHA compliance, insurance/bonding.
  • Marketing — Local SEO, canvassing, claims partnerships, reviews, neighborhood campaigns.
  • Management — Owner/sales/project roles, subcontractor control, JobNimbus/AccuLynx, QuickBooks.
  • Financial Forecast — Margins by system, cash flow, break-even, 3-year projections.

Methodology

  • SBA-aligned outline with lender-style executive summary and use-of-funds.
  • Forecast driven by jobs/month × crew hours × margin bands (shingle/metal/flat).
  • Claims workflow (photos, adjuster meetings, supplements) for storm work.
  • Safety/OSHA steps and equipment checks embedded in operations.
  • Conservative pricing, lead buffers, and weather downtime in assumptions.

Compliance & Licensing (U.S.)

  • Entity registration, EIN, state/local contractor licensing, and permits.
  • Sales tax certificates, certificate of insurance, and surety/bonding.
  • OSHA safety program (fall protection, ladders, PPE) and training records.
  • Jobsite notices, lien rights, homeowner disclosures, and photo policy.
  • EPA/RRP considerations for older homes; waste disposal documentation.

Who Should Use This Plan

  • First-time roofing contractors launching a business.
  • Experienced roofers adding commercial or storm-restoration lines.
  • SBA/microloan applicants, grant writers, and partner pitches.
  • Subs moving to direct homeowner sales with financing options.

Why Choose This Business Plan

This template saves consulting fees, delivers instantly, and helps you defend assumptions lenders care about—bid funnels, crew capacity, safety, and margins. It’s built to present credible numbers for shingle, metal, and flat systems while documenting claims and QA steps that reduce callbacks.

Key Risks & Mitigations

  • Weather delays — Schedule buffers; rain/heat protocols; material staging.
  • Claims denials — Thorough photo logs; line-item supplements; adjuster checklists.
  • Labor safety — Mandatory fall protection; weekly toolbox talks; equipment audits.
  • Material volatility — Vendor quotes; alternates by system; escalation clauses.

Pricing & Costs — Break-Even, Margins, and Crew Math

The model ties close rate × jobs/month × average ticket to payroll, materials, equipment, and overhead. Adjust margin bands by system (shingle/metal/flat), seasonality, and storm mix to see break-even and cash-flow runway.

  • Job costing by labor hours and squares; production rates per crew.
  • Claims scenarios (ACV/RCV) and supplement assumptions for storm work.
  • Upsells: gutters, skylights, ventilation—attachment rates and COGS.

How Do Crew Schedules Drive Profit?

Productivity hinges on accurate takeoffs, staging, and QA. The forecast maps crew hours by system, includes weather buffers, and uses prepaid deposits to stabilize cash flow during peak months.

What Software Stack Works?

Use EagleView/Hover for takeoffs, JobNimbus/AccuLynx for pipeline and scheduling, and QuickBooks with Square/Clover for invoicing and payments. Keep photo logs and sign-offs attached to each job for claims and warranty defense.

BPlanMaker — Roofing Business Plan Template (U.S., SBA-aligned)
Buy Now – Roofing Plan Instant Download – Start Today

U.S. Roofing Industry Snapshot

Roofing demand is anchored by steady reroof activity and weather-driven spikes. National labor data show roofers’ employment is projected to grow about 6% from 2024–2034—faster than average—supporting sustained capacity needs. Trade surveys in 2025 reported mixed but resilient backlogs and inquiries as contractors navigated materials and rate conditions. For small contractors, lender-ready planning, documented safety, and disciplined job costing remain decisive advantages in winning work and protecting margins.

Sources: U.S. Bureau of Labor Statistics — Roofers: Occupational Outlook (updated 2025); NRCA — Market Index Survey for Reroofing (Q2 2025).

What You’ll Turn In

  • Investor-ready business plan (Word + PDF) with lender-style executive summary.
  • Editable 3-year financial forecast (by system, storm mix, and crew).
  • Opening checklist, vendor prompts, and claims/safety workflows.

What You’ll Customize

  • Service area, licensing, and bonding; trucks, tools, and crew size.
  • System mix (shingle/metal/flat), pricing tiers, financing, warranties.
  • Canvassing cadence, referral programs, and review strategy.

What’s Not Included

  • Legal/tax services; state-specific permit packets; custom graphics or photos.
  • Materials/equipment purchases; private consulting.

Related Products

Helpful Reads

Frequently Asked Questions

Does this plan cover insurance-claim and storm restoration?▾
Yes—photo documentation, adjuster meetings, supplements, and line-items are included so estimates align with claims standards.
Can I integrate EagleView or Hover for takeoffs?▾
Absolutely—the operations section references EagleView/Hover takeoffs and JobNimbus/AccuLynx scheduling.
Is it SBA and investor-ready?▾
Yes—SBA sections with a lender-style executive summary and 3-year forecast.
Can I adjust pricing, crews, and services?▾
Yes—the template is fully editable for crew size, system mix, and pricing strategy.
Does it include marketing strategies?▾
Yes—local SEO, canvassing, claims partnerships, reviews, and neighborhood campaigns.

Ready to Open Your Roofing Business?

Every week you wait, competitors grab the best neighborhoods and early customers. This template saves $700+ in consulting fees and gets you lender-ready fast.

Start with a data-driven, funding-friendly plan investors trust — download, edit, and launch today.

Buy Now & Download Instantly – Start Your Roofing Business

Version: v1.00 • Update cadence: reviewed quarterly for accuracy

Questions before buying? Email email@bplanmaker.com — we respond fast.

Last updated: October 2025 by BPlanMaker.

Templates are educational business documents, not legal or tax advice.

BPlanMaker

Roofing Business Plan Template – Instant Download

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