How do I make a roofing invoice?

Tell Clodou the customer, each line with its quantity and your price, such as 24 squares at $450 and tear-off at $75 a square, and any permit or dumpster. It finds or adds the customer and writes the invoice with your logo, your business details, the next number in your sequence and your terms. There is no roofing invoice template to fill in, and if a price is missing, Clodou asks instead of guessing.

Can I make an invoice for an insurance claim?

Clodou writes an itemized invoice to the homeowner, with each line, its quantity and price and the claim number in the note, which they can send to their insurer. Clodou does not deal with insurers, read adjusters' estimates, connect to estimating software or prepare supplements.

How do I add decking found during tear-off?

While the invoice is a draft, ask Clodou to add the sheets at your price, such as 6 sheets at $85, and it works out the total again, keeping the deposit. Once the invoice is sent, invoice later changes on a new invoice.

Can the homeowner pay in several checks?

Yes. Record each payment as it arrives, such as the insurer's first payment and then the rest, each after your approval. Clodou shows what is still owed until the last one.

Does Clodou measure roofs or order materials?

No. Clodou has no roof measurement, aerial reports, material ordering from suppliers, crew scheduling, photo reports or e-signature, and it does not take card payments. It handles the business side: customers, quotes, invoices, payments, expenses and tasks. For remodeling and general contracting, see the page for contractors.

Free covers up to 5 clients and 20 AI actions a month, with no separate cap on quotes and invoices (making them in the chat uses AI actions). Solo, with your payment link on invoices, is $29 a month per workspace. Team, with 5 seats and automatic reminders, is $79 a month. Prices are in USD, and the first 14 days are a free Team trial.

Who it's for / Roofers

Roofing invoices for the repair, the replacement and the extra decking

Roofers price replacements by the square, 100 square feet of roof, with tear-off, decking replaced by the sheet, flashing, a dumpster and the permit on their own lines, and repairs by the hour or at a flat price. Larger jobs are quoted first and usually booked with a deposit, and rotten decking found during tear-off is added as a change. Many jobs follow a storm and an insurance claim, where the homeowner pays you and the insurer pays the homeowner. Tell Clodou what you agreed and it writes the quote, turns it into the invoice and keeps track of what is still owed.

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Sound familiar?

Squares, tear-off, decking and a dumpster priced on a calculator on the roof
Extra sheets of decking found during tear-off and missing from the invoice
Deposits for materials hard to match to the job
Homeowners waiting for an insurance check, and no clear list of who still owes

How Clodou helps

Replacements by the square

"Quote the Carters: 24 squares of architectural shingles at $450, tear-off 24 squares at $75, permit $200 and dumpster $450" writes four lines, $13,250. Clodou uses your prices; it never measures a roof.

Extra decking on the draft

Turn the accepted quote into a draft invoice and record the deposit. When tear-off shows more rotten decking, add the sheets at your price to the draft before you send it, and Clodou works out the total again.

Insurance jobs, invoiced plainly

Invoice the homeowner with every line itemized and the claim number in the note, so they can send it to their insurer. Clodou does not deal with insurers, estimating software or supplements.

How roofers bill, and how Clodou handles it

By the square, with tear-off and decking

Replacements are usually priced by the square, 100 square feet of roof, for the shingles or metal installed, with tear-off per square, decking replaced per sheet, flashing, vents and ridge as their own lines, plus the dumpster and the permit. Give Clodou each line with the quantity and your price, such as 24 squares at $450. Clodou never measures a roof or works out the squares.

Deposits, changes and the balance

Larger jobs are quoted first and often booked with a deposit for materials: write the terms in the quote's note, turn it into a draft invoice when the customer accepts and record the deposit. Rotten decking or extra flashing found during the job can be added to the draft before you send it. Some states limit how much a home improvement contractor may take up front, so check your state's rules before you set a deposit.

Storm work and insurance claims

After a storm, many homeowners claim on their insurance and pay you from the insurer's payments, often in more than one check. Invoice the homeowner with every line itemized and the claim number in the note, record each payment as it comes in, and Clodou keeps the balance. Some states prohibit contractors from waiving or covering a homeowner's insurance deductible, so check your state's rules; Clodou only adds a discount you ask for.

A storm replacement with extra decking, and a leak repair

Step 1
Quote the Carters, claim 77-30112: 24 squares of architectural shingles at $450, tear-off 24 squares at $75, permit $200 and dumpster $450. Note: $3,000 deposit for materials, balance on completion.
Finds the Carters and creates quote DEV-0151 with four lines: architectural shingles, 24 squares at $450, $10,800.00; tear-off, 24 squares at $75, $1,800.00; permit, $200.00; dumpster, $450.00. No tax is set on this workspace, so the total is $13,250.00, with claim 77-30112 and the deposit terms in the note.
Step 2
The Carters accepted and paid the $3,000 deposit. Turn DEV-0151 into an invoice and record it.
Creates draft invoice INV-0930 for $13,250.00 with the same lines and note, plus a reference to DEV-0151, and shows an approval card to record $3,000 received. Once you approve it, $10,250.00 is still owed and the invoice stays a draft.
Step 3
Tear-off showed rotten decking. Add 6 sheets of decking at $85 to INV-0930, then mark it sent.
Adds a line to draft INV-0930: decking replaced, 6 sheets at $85, $510.00. The total is now $13,760.00, with $10,760.00 still owed after the deposit, and INV-0930 is marked as sent.
Step 4
Invoice Ray Patel for the leak repair: 3 hours at $95 and $120 of materials. He paid on the spot.
Finds Ray Patel and creates invoice INV-0931 with two lines: leak repair, 3 hours at $95, $285.00; materials, $120.00. Total: $405.00. It marks INV-0931 as sent and shows an approval card to record $405 received; once you approve it, the invoice is marked paid.

Just ask

Quote the Carters: 24 squares of architectural shingles at $450, tear-off 24 squares at $75, permit $200 and dumpster $450

Add 6 sheets of decking at $85 to the Carters' draft invoice

Invoice Ray Patel for the leak repair: 3 hours at $95 and $120 of materials

Questions

How do I make a roofing invoice?: Tell Clodou the customer, each line with its quantity and your price, such as 24 squares at $450 and tear-off at $75 a square, and any permit or dumpster. It finds or adds the customer and writes the invoice with your logo, your business details, the next number in your sequence and your terms. There is no roofing invoice template to fill in, and if a price is missing, Clodou asks instead of guessing.
Can I make an invoice for an insurance claim?: Clodou writes an itemized invoice to the homeowner, with each line, its quantity and price and the claim number in the note, which they can send to their insurer. Clodou does not deal with insurers, read adjusters' estimates, connect to estimating software or prepare supplements.
How do I add decking found during tear-off?: While the invoice is a draft, ask Clodou to add the sheets at your price, such as 6 sheets at $85, and it works out the total again, keeping the deposit. Once the invoice is sent, invoice later changes on a new invoice.
Can the homeowner pay in several checks?: Yes. Record each payment as it arrives, such as the insurer's first payment and then the rest, each after your approval. Clodou shows what is still owed until the last one.
Does Clodou measure roofs or order materials?: No. Clodou has no roof measurement, aerial reports, material ordering from suppliers, crew scheduling, photo reports or e-signature, and it does not take card payments. It handles the business side: customers, quotes, invoices, payments, expenses and tasks. For remodeling and general contracting, see the page for contractors.
What does it cost?: Free covers up to 5 clients and 20 AI actions a month, with no separate cap on quotes and invoices (making them in the chat uses AI actions). Solo, with your payment link on invoices, is $29 a month per workspace. Team, with 5 seats and automatic reminders, is $79 a month. Prices are in USD, and the first 14 days are a free Team trial.

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Your whole back office, in one chat

Every new workspace starts with a 14-day trial of Team, no card required. Then stay on Free: up to 5 clients and 20 AI actions a month; quotes and invoices have no separate cap, and making them in the chat uses AI actions.

Free: $0. Solo: $29 a month. Team: $79 a month with 5 seats. Prices per workspace, in USD.

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