Roofing Quote Request Form Template

A roofing enquiry is really two enquiries wearing the same name: one where water is coming in today, and one where a customer is planning a re-roof for spring. This form asks which it is in the first question, then collects the facts that actually set the price — covering type and age, storeys, pitch, scaffolding access, and whether an insurer is involved in how the quote has to be written.

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Last updated 21 August 2026

Fields in this template

Full Namerequired
Email Addressrequired
Phone Numberrequired
Property Addressrequired
Your Relationship to the Propertyrequired
Homeowner · Landlord or managing agent · Tenant, with the owner's permission · Business or commercial premises · Builder or main contractor · Other
Is There Active Water Ingress Right Now?required
Yes — water is coming in · Only during heavy or driving rain · No — it's dry at the moment · Not sure
Where Is the Water Getting In, and Since When?
Has a Temporary Repair or Tarpaulin Been Fitted?
Yes · No · Not sure
Roof Typerequired
Pitched — concrete or clay tiles · Pitched — natural or fibre-cement slate · Flat — felt · Flat — EPDM rubber, GRP or single-ply · Flat — asphalt · Metal or corrugated sheet · Thatch · Mixed — more than one type on the building · Not sure
Approximate Age of the Roof Coveringrequired
Under 5 years · 5–10 years · 10–20 years · 20–40 years · Over 40 years · Original to the building · Not sure
Number of Storeysrequired
Single storey — bungalow, extension or outbuilding · Two storeys · Three storeys · Four or more storeys
Roof Pitchrequired
Flat or near-flat · Shallow pitch · Standard pitch · Steep pitch · Not sure — see the photos
Approximate Roof Area or Footprint
What's Prompting This Enquiry?required
Leak · Storm or wind damage · Missing, slipped or broken tiles or slates · Sagging, movement or a structural concern · Moss, damp or damaged flashing · Chimney, lead work or valley problem · Gutters, fascias or soffits · Full replacement or re-roof · New roof for an extension or new build · Survey or condition report only
Describe the Problem or the Work Wantedrequired
Scaffolding Accessrequired
Clear access on all elevations · Access on some elevations only · Restricted — a neighbour's land or a shared alley would be needed · Roadside only — a licence would be needed · Not sure
Anything On or Around the Roof That Affects Access
Solar panels · Conservatory or lean-to below · Overhead power lines nearby · Listed building or conservation area · Shared or party-wall roof · Occupied premises below — shop, office or flats · Trees overhanging the roof · Nothing unusual
Is an Insurance Claim Involved?required
Yes — a claim is already open · Yes — I'm about to claim and need a quote to support it · No — I'm paying directly · Not sure yet
Insurer and Claim Reference
How Soon Do You Need This?required
Emergency — water is coming in now · Within a few days · Within 2–4 weeks · 1–3 months · Flexible — planning ahead
Link to Photos of the Roof or the Damage
Preferred Next Steprequired
Email me a written quote · Call me · Book a roof inspection
Consent to Contactrequired
I agree that the details above may be stored and used to prepare and send me a quote.

Who uses this template

Roofing contractors and re-roofing specialistsFlat-roofing and single-ply installersEmergency and storm-damage call-out teamsLeadwork, chimney and heritage roofing tradesBuilding maintenance firms handling roofs among other tradesManaging agents and landlords collecting quotes for a block or portfolio

About this template

A roofing quote request form has to do triage before it does pricing. The same form receives "there's water coming through the landing ceiling" and "we're thinking about a re-roof next spring", and those two enquiries need different responses within different timeframes. So the first question after contact details asks whether water is coming in right now, with a middle option for the roof that only leaks in driving rain — the answer most people would otherwise bury three paragraphs into a description. The urgency dropdown later on repeats the emergency option deliberately, so an urgent job is flagged twice and cannot be missed by whoever reads the notification.

The pricing block asks the things a general quote form has no reason to know. Covering type — tile, slate, felt, EPDM, asphalt, sheet, thatch — decides the trade and the method. Age of the covering, asked separately, is what turns a single slipped slate into either a repair or the opening of a replacement conversation. Storeys and pitch together set the access equipment, and scaffolding access is asked in its own right because it is routinely the largest single line on a roofing quote and because a neighbour's permission or a highway licence can delay a job by weeks. An obstruction checklist covers the things that quietly add days: solar panels that must come off and go back on, a conservatory below, a listed building where the materials are dictated, occupied premises underneath.

The insurance question is on the form for a reason that is often misunderstood. A claim does not usually change the price; it changes how the quote has to be written, because an insurer wants itemised wording about cause and a photographic record rather than a single total. Asking up front means the quote leaves in a form the insurer will accept. formformform does not send anything to an insurer or process any money — there is no payment field in the product, and the quote you write goes wherever you normally send it. Forms are hosted in the EU and handled under GDPR, and optional end-to-end encryption can be switched on per form if you'd rather addresses, photographs links and claim references were sealed to your key before they are stored.

12 form ideas you can build with this template

Emergency Roof Leak Call-Out Form

Flag an active leak in the first question so the enquiry reaches a phone rather than a queue, with the interior location and the weather recorded for the roofer on the way.

Storm Damage Roofing Quote Request

Capture wind damage alongside the insurance question, so the quote is written with the cause wording an insurer will actually accept.

Full Re-Roof Estimate Form

Price a whole covering replacement using type, age, area, storeys and scaffolding access rather than a budget band.

Flat Roof Replacement Enquiry

Separate felt, EPDM, GRP and asphalt at the first question, because the material decides the method and the trade.

Slipped and Missing Tile Repair Request

Handle a small repair where roof age is what decides whether it stays small or starts a replacement conversation.

Chimney and Leadwork Quote Form

Route flashing, valley and chimney problems to the specialist work they are, with access and pitch already established.

Landlord Portfolio Roof Survey Request

Let an agent or landlord request condition reports across a portfolio, with the owner-authority question answered up front.

Commercial Roof Maintenance Enquiry

Cover a site with occupied premises below and roadside-only scaffolding, where access constraints shape the programme.

Solar Panel Removal and Refit Roofing Quote

Catch panels at enquiry stage using the obstruction checklist, so the specialist removal is scheduled rather than discovered.

Listed Building Roof Repair Request

Flag conservation area and listed status early, where consent and materials are dictated rather than chosen.

New Extension Roof Quote Form

Take an enquiry from a builder or main contractor for a roof on work that doesn't exist yet, where there's nothing to inspect.

Pre-Purchase Roof Condition Report Request

Handle a survey-only enquiry from a buyer who needs a written condition opinion rather than a price for work.

What's included

Active water ingress is the first question on the form, not a line in a description box

Roof covering type and its approximate age asked separately — the pair that decides repair versus replacement

Storeys and pitch captured as their own fields, because together they set the access equipment

A scaffolding access question that flags neighbour permission and highway licences before a price is sent

An obstruction checklist covering solar panels, conservatories, listed buildings and occupied premises below

An insurance-claim field, because a claim changes how the quote is written, not what it costs

Phone number required, unlike most quote forms — an active leak isn't an email-tomorrow problem

Photo guidance that tells customers to shoot from the ground, not from a ladder

How to create a roofing quote request form

1
Click "Use this template" to load the roofing quote request form into your free formformform account.
2
Trim the roof-type options to the coverings you work on. If you don't touch thatch or asphalt, removing them is more honest than declining the enquiry later.
3
Decide how emergencies reach you. Set the form notification to a phone-checked inbox, and consider adding a line in the intro paragraph asking people to call as well when water is coming in.
4
Edit the insurance field if you don't take claim work at all — deleting it is better than collecting a claim reference you'll never use.
5
Add conditional logic in the editor so the water-ingress detail fields appear only after someone answers yes; the template ships flat, with every field visible.
6
Keep the photo guidance as written. Telling customers to photograph from the ground rather than from a ladder is a safety instruction, not a formatting preference.
7
Publish and put the link on a dedicated emergency or quote page, and add it to your listing on any trade directory you appear in.

Best practices for your roofing quote request form

Route emergencies differently from everything else. An active-ingress submission should reach a phone, not a queue

the field exists so your automation has something to branch on once you add logic in the editor.

Read roof type and age together before replying. The same symptom on a ten-year-old covering and a forty-year-old one deserve different answers, and giving the honest one builds more work than a cheap patch does.

Price scaffolding as a visible line. It is often the biggest number in the quote, and customers who see it itemised stop comparing your total against someone who left it out.

Settle neighbour and highway access before you commit to a date. A licence or a refused permission can move a start by weeks, and the form asks about both so you find out at enquiry stage.

Ask for the solar panel detail early. Removing and refitting panels is specialist work that has to be scheduled around the roofing, and finding out on the day is expensive for everyone.

Write claim quotes to what the insurer needs. Itemised cause wording and a photographic record are what get a claim settled; a single total usually comes back for a rewrite.

Say whether you're sending an estimate or a fixed price. A figure based on photographs is an estimate

naming that prevents the most common dispute in roofing.

Never ask a customer to climb up for photographs. Ground level and an upstairs window are enough, and the field description says so; leave the rest to your own inspection.

Frequently asked questions

Why does the form ask about water coming in before anything about the roof?

Because it's the only answer that changes what happens in the next hour. An active leak is a call-out; a planned re-roof is a scheduled quote. Putting it first means whoever reads the notification sees it immediately, and it gives you a field to branch your routing on once you add logic in the editor.

Why is roof age asked separately from roof type?

Because together they decide repair versus replacement. A slipped slate on a fifteen-year-old roof is a morning's work. The same slate on a roof that's been up for forty years is usually the first of many, and telling the customer that honestly at quote stage is better than patching it twice.

Can customers attach photos of the damage?

The template collects a share link, because formformform's template generator has no upload field to seed. The product supports uploads — add an Upload field to your copy in the editor if you'd rather receive the images. Either way, the guidance stands: shoot from the ground or an upstairs window, never from a ladder.

Does this form submit anything to an insurance company?

No. It asks whether a claim is involved so you know to write the quote with itemised cause wording and a photographic record, which is what insurers ask for. The quote itself goes wherever you normally send it — formformform doesn't transmit anything to an insurer and doesn't process any money.

Can I take an emergency call-out fee through the form?

No. formformform has no payment field of any kind, and the only payment processing in the product is subscription billing for your own account. State your call-out fee in the intro paragraph so it's clear before someone submits, and collect it however you normally do.

Why is the phone number required here when most quote forms leave it optional?

Because a roof taking water in can't wait for an email exchange. If you only ever handle planned work, switch the field back to optional in the editor — it's a one-click change.

Does the template ship with conditional logic?

No. Every field is visible from the start, because formformform's template generator writes forms flat. After cloning you can make the ingress detail fields appear only when someone answers yes, and hide the claim reference until a claim is declared.

Is this template free?

Yes. Use it, customise it and collect unlimited submissions at no cost, with no per-submission fees.