Estimating Process for Roofing
The Estimating Process workflow provides roofing contractors with a structured system for preparing accurate bids. It includes reviewing project specifications, measuring roof areas, quantifying materials, calculating labor, and incorporating subcontractor pricing. Supervisors check for accuracy, while managers align estimates with budgets and profit targets. By following this process, roofing companies reduce errors, improve win rates, and protect profitability. Clients benefit from clear, detailed proposals that build confidence in scope and pricing. Teams gain accountability with documented assumptions and consistent procedures. With this workflow, roofing contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably with accurate, competitive estimates.
Review the RFQ, bid invitation, or client inquiry
Gather project details: plans, specs, site conditions, and schedule
Conduct a site visit if needed to assess access, logistics, and risks
Break down scope into key trades, phases, or cost categories
Quantify materials, labor, equipment, and subcontractor needs
Request quotes from suppliers and subcontractors
Apply standard labor rates and productivity factors
Add markups for overhead, profit, and contingency
Review for completeness, accuracy, and alignment with scope
Prepare and format the estimate into a client-facing proposal
Review with project manager or leadership for approval
Submit proposal to client by due date
Log estimate in tracking system and follow up for feedback
Archive estimate for future use or comparison
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