Free roofing service agreement template

A roof maintenance agreement for yearly inspections, gutter and valley cleanouts and small repairs. Set the visits, what is covered and what is not, then print it for signature.

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Service agreement details
What each year includes
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Plan price per year
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Service agreement, Yearly roof maintenance plan
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This is a template, not legal advice. Check your state's rules before you use it.
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Service agreement

Number
SA-1001
CustomerCustomer name
JobYearly roof maintenance plan
How it is billed
Yearly, up front
DescriptionQtyUnitPriceAmount
Spring roof inspection with photo report1visit
Fall roof inspection with photo report1visit
Clear debris from valleys and roof surface2visit
Reseal exposed nail heads and boots as needed2visit
Subtotal
$0.00
Plan price per year
$0.00
4 lines have no price yet
Notes
Each visit ends with a photo report of the roof. Repairs found are quoted before any work is done.
Terms, renewal and cancellation
This agreement runs for twelve months from the start date and renews only if both sides agree. Either side can cancel with written notice. Storm damage and full replacement are not covered.
Customer signature
Contractor
Date

What a roofing service agreement is for

A maintenance agreement keeps you in touch with the homeowner between roofs. A yearly inspection catches the lifted shingle and the cracked pipe boot before they leak, and when the roof does need replacing, you are the roofer who has been up there every year. Spell out what the visit includes, what counts as a repair, and how either side can end it.

What to put on a roofing service agreement

  • How many visits a year and roughly when (spring, after storm season, before winter).
  • What each visit covers: inspection, photos, clearing valleys, resealing, checking flashing and boots.
  • What is not covered: storm damage, leaks from other trades, full replacement.
  • How repairs found on a visit are priced, and whether members get a discount.
  • The price and how it is billed: yearly, monthly or per visit.
  • How long the agreement runs, how it renews and how either side can cancel.

A worked example

A homeowner with a ten-year-old roof wants someone to look at it every spring and fall. The plan covers two inspections with photos and minor sealing. Prices are yours to set; our maintenance plan calculator shows how to work one out.

LineQtyUnitPrice
Spring roof inspection with photo report1visitYour price
Fall roof inspection with photo report1visitYour price
Clear debris from valleys and roof surface2visitYour price
Reseal exposed nail heads and boots as needed2visitYour price

List what each visit does in plain words, so the homeowner knows what they are paying for. Anything that is a real repair gets its own estimate. The agreement is a template, not legal advice; check your state's rules on automatic renewals and service contracts.

Line items roofers use

Line itemUnitHow to write it
Tear off existing shingles and haul awaysquareSay how many layers. A second layer is more labor and more dump weight.
Architectural asphalt shingles, installedsquareName the brand, line and color so the customer knows what they are getting.
Synthetic underlaymentsquareCovers the whole deck under the shingles.
Ice and water shield at eaves and valleysftMeasured along the eaves and valleys, or by the roll.
Drip edgeftEaves and rakes. Pick the color to match the gutters or fascia.
Starter stripftAlong the eaves and rakes, under the first course.
Ridge cap shinglesftAlong every ridge and hip.
Ridge ventftOnly where the attic has intake at the soffits to match it.
Replace rotted roof deckingeachPer sheet of plywood or OSB. Price it per sheet up front; you only know the count after tear-off.
Pipe boots and vent flashingeachCount every plumbing vent and exhaust that comes through the roof.
Step and counter flashing at walls and chimneyftSay whether you reuse or replace it.
Dumpster and disposaleachOne line, or fold it into tear-off. Do not count it twice.
Permit and inspectioneachPass the city's fee through at cost, or say it is included.
Roof repair laborhourFor leak calls and small repairs, priced by the hour plus materials.

Terms and deposit language for roofing

  • Deposit. A deposit is due when the customer signs, so the shingles and underlayment can be ordered and the job put on the calendar. Some states cap how much you can take up front on home improvement work, so check yours before you set it.
  • Payment. The balance is due when the roof is finished and the yard is cleaned up. If the customer is paying through an insurance claim, say who pays the deductible and when the insurance check is signed over.
  • Warranty. Say two things separately: the shingle maker's warranty on the material, and your own warranty on the workmanship, with how many years each runs and what voids it.
  • Rotted decking found at tear-off is replaced at the per-sheet price on the estimate, and the customer is shown the boards before you close them up.
  • Weather can move the start date. Say how you will tell the customer and that a tarp goes on any open section at the end of each day.
  • Say who handles the permit and who is home for the inspection.
This is a template, not legal advice. Check your state's rules before you use it.

How to fill it in

  1. Fill in the customer and the start and end dates.
  2. List what each visit includes and how many visits a year.
  3. Add your price per line; the plan shows a yearly total, and a monthly figure if billed monthly.
  4. Fill in what is not covered and the renewal and cancellation terms.
  5. Check your state's rules, then print it for signatures.

Free tools for roofing

The same service agreement for other trades: appliance repair, auto detailing, carpet cleaning, chimney, house cleaning, commercial cleaning, concrete, drywall, electrical, fence, flooring, garage door, general contractor, gutter, handyman, hvac, irrigation, junk removal, landscaping, lawn care, locksmith, moving, painting, pest control, plumbing, pool service, pressure washing, remodeling, septic, snow removal, solar, tree service, waterproofing, window cleaning.

More for roofers: how roofers run on Koira.

FAQ

What does a roof maintenance agreement cover?

Usually one or two inspections a year, clearing debris from valleys and the roof surface, resealing exposed fasteners, checking flashing and pipe boots, and a written or photo report. Repairs beyond that are quoted separately. Write the list into the agreement so there is no question later.

How do roofers price a maintenance plan?

Work out your cost per visit (time on the roof, drive time, materials and overhead), multiply by the visits, and add your margin. Our free maintenance plan pricing calculator walks through it step by step.

Is this roof maintenance agreement legally binding?

It is a starting template, not legal advice. Rules on service contracts, automatic renewals and cancellation differ by state. Have it read by someone who knows your state's rules before you use it widely.

Does a maintenance plan void the shingle warranty?

Regular inspections do not void a manufacturer warranty, and some warranties expect reasonable upkeep. Unapproved changes to the roof can. If a repair you make could affect the warranty, say so in the quote for it.

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Free Roofing Service Agreement Template (PDF and Word) | Koira