Estimator - Maintenance Free Roofing Liverpool

Estimator Job Sheet & Quote Builder

For on-site use only. Submit once per job – all data goes straight back to the office.

Job & Estimator Details

Job Number / Reference

Estimator Name

Inspection Date

Time on Site

Customer Name

Customer Phone

Property Address

Town / Postcode

Roof Overview

Quick snapshot of what you’re looking at.

Roof Type

Approx Roof Age

Is water currently entering the property?

Access / Parking Notes

Overall Roof Condition (1–5)

1 – Very poor

2 – Poor

3 – Fair

4 – Good

5 – Excellent

Job Priority / Urgency

🚨 Emergency

⬆ High – within 7 days

◼ Medium – within 30 days

⬇ Low / preventative

Area Notes

Quick breakdown of key areas – enough for the office to picture it.

Main Roof / Front Elevation

Rear / Extension / Other Roof Areas

Gutters, Fascias, Soffits

Recommended Works & Quote Info

Recommended Works / Scope *

Materials & Specification

Access / Scaffold / Lifts Needed

Estimated Job Duration

Provisional Quote Total (£)

Does the roof need full renewal soon?

Risks, Concerns & Suggestions

Risks / Safety Concerns

Additional Suggestions / Upsell Opportunities

Internal Notes to Office (not shown to customer)

Photos & Voice Notes

Upload straight from your phone so the office has everything in one place.

Photos (before / close-up / general)

Voice Notes (issue description / extra detail)

Quick Links

Support

Contact Info