Roof Repair Proposal Template: Scope, Exclusions & Approval

A roof repair proposal should define the repair area, describe the work supported by your inspection, and explain what happens if concealed damage changes the scope. The customer should be able to see exactly which work the quoted price covers.

Copy the free roofing estimate template, then adapt the following sections to the property. This is a writing framework, not a technical repair specification.

Record the problem and the inspection

Separate the customer's report from your findings. “The customer reports a ceiling stain after rain” and “the flashing is damaged” describe different kinds of information. Include the inspection date, inspected areas, relevant photos, and any areas you could not access.

If diagnosis is still needed, describe that investigation separately. Do not present an unconfirmed cause as an established finding.

Mark the repair boundary

Name the slope, junction, penetration, or area involved. An annotated photograph can make a small repair boundary easier to understand. State whether adjacent materials will be disturbed and which components will remain in place.

For example:

This estimate covers the identified chimney junction shown in the attached inspection photo. The included work is limited to the marked area and listed components. Other roof areas and interior ceiling finishes are outside this scope.

That example is fictional. Replace it with the actual work boundary and confirmed repair method.

Describe the included work

List protection and access, removal, substrate inspection, specified replacement materials, finishing, cleanup, and disposal where each applies. Identify the components and quantities you have checked. Clarify material-matching limits if an exact match is unavailable.

A repair estimate can be short while still answering what gets removed, what gets installed, and what remains unchanged.

Explain concealed damage and extra work

Use a clear sequence: document the condition, explain the additional work, provide its price and schedule effect, and obtain the customer's approval. State any agreed allowance separately, including how it will be reconciled.

Avoid burying that process in a vague “extras may apply” line. The homeowner needs to know when they will be contacted and which decision they must make.

Check these possible exclusions

• Interior drywall, painting, and other finishes.
• Chimney masonry or unrelated building repairs.
• Decking or structural work outside a stated allowance.
• Other roof slopes and unrelated leak locations.
• Work needed solely to match the appearance of undisturbed materials.

Include only the exclusions relevant to the job. An exclusion should clarify a boundary, not contradict work promised elsewhere in the proposal.

Price, timing, and warranty

Show the labor, materials, access, disposal, tax, and total appropriate to your quoting format. Keep optional work out of the base total until selected. State the expected work window and conditions that may change it.

Describe the workmanship warranty you actually offer for this repair and its scope. Distinguish it from any manufacturer coverage. Never imply that a localized repair renews the warranty on the entire roof.

Give the customer a clear next step

Identify the estimate version, validity date, payment terms, and acceptance method. Confirm the scope again if new information arrives before work starts.

Use Propovio's roofing workflow to organize your notes into a draft. For the writing process, see how to write a roofing proposal. If the inspection calls for a larger project, switch to the replacement proposal outline.