How to sell more of the roofing bids you go on! The Two-Step Roofing Contractors Bid Process.

TIP: Use a separate Roofing Contractors Bid Form or Roofing Contractor Bid Proposal Form like those on this page instead of a combined Roofing Proposal/Contract form. Most roofing contractors get lazy on this because they view the "selling" part of being a roofing contractor as a bother rather than as crucial to the success of their roofing business. Most roofing contractors just want to get the bid over and, to them, the "pain" associated with making one trip is better than two. The Roofing Proposal/Contract form is designed as one form combining the Roofing bid (one step) and the Roofing contract (second step) together into one trip to see the customer. Your Roofing bid presentation will be MUCH MORE SUCCESSFUL when you include marketing and sales documents like one of our Roofing bid proposal forms instead of legal documents like Roofing contracts or Roofing proposal/contracts. Keep in mind that until your customer gives you their signature, you are a SALESMAN for your Roofing business. No professional salesmen in construction worth anything would ever complicate a sales presentation by introducing "legalese" contained in a Roofing proposal/contract into his/her sales efforts. You need to show why the customer should pick your company to do their paint job because of the benefits you can provide that the competition cannot. You do not want the customer to make their buying decision based on the legal "boilerplate" your Roofing contract has compared to the other guys! After all, a properly written Roofing contract should benefit the contractor (you) and should be designed to protect your interests . . . and the customer can easily see this! Remember you are not just "dropping off a roofing bid" you are selling Roofing services to the customer and that means showing the customer the benefits you are giving THEM, not YOU!

Make it easy for your potential Roofing customer to choose you over the other guy. Our Roofing Contractor bid forms like our interior Roofing bid proposal are a great place to start! After you get the ok to proceed with the paint job then bring out the legal stuff (Roofing contracts), not before! This two-step sales process WILL SELL MORE OF THE JOBS YOU BID ON and that's what it is all about!

Roofing contractors bid forms, roofing contractors bid proposal forms, roofing contractors estimate forms, roofers bid forms as printed roofing forms, as Instant pdf roofing forms and as roofing forms software

Roofing Contractors. . . The forms included in your roofing bids tell the customer much about your roofing business and is a crucial part of your bidding success.

LOOK AT THIS SAMPLE BID PRESENTATION made using ACT CONTRACTORS FORMS ON DISK for ROOFING CONTRACTORS SOFTWARE. This is a large file with photos so please be patient... click here

For maximum success, your bid presentation to the customer should include:

  1. A neat, organized bid written on a professionally designed roofing contractors bid form like our RBP(Roofing Bid Proposal Form). The roofing bid form should NOT CONTAIN any legal "stuff". Save the legal "stuff" for the roofing contract not the bid. Your object here is to convince the customer that you are the best roofing contractor, roofing subcontractor, roofer, or roofing company to do their job, not to "lay down the law" with legal notices, terms and conditions.

  2. If there are existing problem areas on the roof, include photos of the problem areas and next to these, tell your customer how you will fix these problems in detail. Our form IPS (Inspection Photo Sheet) and ACT Contractors Forms on Disk Software allows you to take digital photos of the problem areas on the roof and easily drag and drop these photos directly onto the IPS form. From there you can print the photos out  and include this into your roofing bid presentation. Remember the saying "one picture is worth a thousand words"? Photos strengthen your roofing bid. . . PERIOD!

  3. If the project can best be illustrated to the customer in a drawing, include one! Use our form PSH (plan sheet), shown below, to quickly make drawings of the roof and the areas of concern.

  4. Always include a Roofing Job References Sheet. . . our form JRS shown below. List all your happy customers here so that your potential customer knows you are capable of doing and FINISHING their roof job and that theirs is just one of many successful roofing jobs you have completed in the past. Even better. . . Place photos of the customers roof next to their contact information. You can easily update and create job references and add photos using ACT Contractors Forms on Disk Software.

  5. Include a copy of your roofing limited labor warranty and any roofing material manufacturers warranty for the products you will be installing! Why? Because it shows your committment to making sure the roofing job is done right. It shows that you, as well as the makers of the roofing products you are using, will stand behind your work. Our form WC3 or CWC3 (Roofing Limited Workmanship Warranty) works great for this.

ACT Contractors Forms on Disk Software makes it easy to create a roofing bid presentation that wins by including ALL the forms listed in 1-5 above (and many more forms)  and by easily adding photos and drawings to your bid presentation and to any form!



Click on links to see samples

BP1- Roofing Bid Proposal Form "Blank" Roofing Bid Proposal Form to property owner or agent that can be used for any type of roof job including commercial.

BP2- Roofing Subcontractor Bid "Blank" Roofing Bid Proposal Form for roofing subcontractor giving bid to a General Contractor or agent.

RBP- Roofing Bid Proposal Form with check boxes for common roofing items given to property owner or agent

RBPI- Insurance Roofing Bid Proposal Form given to property owner or agent for a roof job covered by an insurance claim.

LRI- Low Slope Roof Report and Bid Form For commercial, low slope roof inspections, bids, and installers.

RIP- Roof Inspection Form given to property owner or agent. This is NOT a roof cert but we have those also!

IPS- Roofing Inspection Photo Sheet Form for bidding paint jobs. Add Photos to your bid or other documents for clarification or illustration.

JRS- Job Reference Sheet for marketing and sales in your painting company. List happy customers and add credibility to your painting company and to your painting work.

PSH- Roofing Plan Sheet Form For drawing a roof to illustrate problem areas and work to be done in a bid

CWC1- Roofing Limited Workmanship Warranty Certificate Form

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