- The template adds safety and fall protection and storm and insurance work to the standard plan sections.
- Example text fills empty boxes in one tap. Prices, costs and goals stay yours to type.
- Download a real Word file or print to PDF. Your draft stays in this browser.
Why write a roofing company plan
Roofing jobs are large and so are the risks: insurance, crew safety, and cash tied up in material. A plan puts numbers to each before storm season brings more calls than you can handle, and gives a lender a clear picture of how the work is done.
What goes in a roofing company plan
| Section | What goes in it |
|---|---|
| Executive summary | Written for you from your name, area, services, goal and startup total |
| Company description | Name, owner, legal structure, service area, start date |
| Services | One line per service |
| Customers and competition | Who you serve, who else does the work, why customers pick you |
| Pricing | How you set prices, your hourly rate and average job |
| Marketing plan | How customers find you |
| Operations | How the work gets done day to day |
| Safety and fall protection | How the crew meets fall protection rules. |
| Storm and insurance work | How storm calls and insurance claims are handled. |
| Startup costs | Each item you priced, and the total |
| Financial goals | Revenue goal, and the jobs and hours a week it takes |
| Milestones | The steps for the first year |
Example text for a roofing company plan
Press "Fill empty boxes with example text" in the generator and it fills these in, ready to edit. They are a starting point in plain words, with no numbers: your prices, costs and goals are yours to type.
Services
- Roof replacement
- Roof repair and leak fixes
- Roof inspections
- Gutters and exterior add-ons
Customers. Homeowners replacing aging roofs, homeowners with storm damage and an insurance claim, realtors and home inspectors.
Competition. Local roofers, large regional companies, and out-of-town crews after storms. We will compete on measured prices, clear options, and being local after the job.
Pricing. Every roof measured before pricing. Price built from material, labor, tear-off and disposal, permits, overhead and profit. Good, better and best options on every estimate.
Safety and fall protection. OSHA requires fall protection at six feet in construction. Every person on a roof uses a fall arrest system or other protection, and is trained to use it.
Storm and insurance work. After storms we inspect, document with photos, and help the homeowner understand the claim. We follow our state's rules for contractors working on insurance claims.
Startup costs to price
The generator starts the startup cost table with these lines, unpriced. Price each one with a local supplier or dealer and type what you found; the total and the summary update as you go.
- Truck and dump trailer
- Fall protection for each crew member
- Nail guns and compressor
- Ladders and roof jacks
- Business registration and licenses
- Insurance (first payment)
- Phone, website and software
- Marketing to start (cards, signs, truck lettering)
Startup costs swing with what you already own and whether you buy new or used, which is why no amounts are filled in. Our guide to starting a roofing company explains what moves each line.
From a yearly goal to a weekly number
The goals section turns one big number into a weekly one, using only what you type:
- Revenue a month is the first-year goal divided by 12.
- Jobs a year is the goal divided by your average job, rounded up.
- Jobs a week is jobs a year divided by the weeks you will work.
- Billable hours are the goal divided by your hourly rate, a year and a week.
If the jobs a week look impossible for one person, that is the plan doing its job. Raise the average ticket, add a recurring service, or plan a hire. To set the rate itself, use the labor rate calculator; to see how many jobs a month cover your fixed costs, the break-even calculator.
Word, Google Docs and PDF
Download for Word saves a real .docx file built in your browser. It opens in Microsoft Word, Google Docs (upload it to Drive and open it), Apple Pages and LibreOffice, with headings and tables you can edit. Print or save as PDF prints the plan alone, without the page around it; pick Save as PDF in the print window for a file. Your draft is kept in this browser so you can come back to it, and nothing you type is sent to Koira.
Last checked October 9, 2026. More for your trade: how roofers run on Koira.