Roofer
Financial Forms Bundle — Custom
The scaffold's up, the felt's on, the tiles are battened down, and the customer wants an invoice before you drop the lift. Roofing runs on site-by-site quotes, scaffold hire against the job, and a mileage log that matters at year-end. This bundle is 15 live-editable HTML finance forms for roofers: invoices, invoice trackers, client payment records, deposit booking terms, expense and income trackers, cost-of-goods records, a mileage log, payroll summaries, staff hours and pay sheets, pricing calculators, a profit and loss, a cash flow forecast, insurance-premium trackers and receipts. Open each form in your browser, drop in your trading name, your UTR and your scaffold-hire terms, and export the branded version the day the last tile's down. Live preview updates as you type, so what you see in the browser is what the customer receives.
In the pack
What's included
- Cash Flow Forecast
- Client Payment Record
- Cost of Goods
- Deposit Booking Terms
- Expense Tracker
- Income Tracker
- Insurance Premium Tracker
- Invoice
- Invoice Tracker
- Mileage Log
- Payroll Summary
- Pricing Calculator
- Profit & Loss
- Receipt
- Staff Hours Pay
Sample pages
Frequently Asked Questions
How do I receive Financial Forms Bundle — Custom?
After payment, a confirmation email with your secure download links is sent to your checkout email within a few minutes. If you don’t see it, check your spam folder. You can also recover downloads later at yourlaunchkit.co.uk/downloads using your order ID and email.
Can I edit these files?
Depends on the product and file type. Check the badges and description, then review before live use.
Is this legal or tax advice?
No. LaunchKit products are practical business resources. Review against your own circumstances.
Complete your toolkit
More for Roofer
Financial Forms Bundle — Premium
A roofing job can run for two weeks, involve significant materials orders, subcontractor payments, and scaffold hire, and the invoice at the end has to reflect all of it accurately. The financial admin on larger jobs is where roofing businesses often lose money — materials costs not tracked against the quote, subcontractor payments not recorded, and invoices that go out late on jobs where the customer was ready to pay. This set covers the financial forms that prevent those gaps: per-job invoices, a materials cost log, a subcontractor payment record, a scaffold and equipment expense tracker, a mileage log, and a monthly profit and loss summary. Fillable PDFs for completing on site or in the van, editable Word documents for the home office. Financial records that are accurate across residential repairs and large commercial contracts.
Pricing Calculator — Premium
Roofers who price a full re-roof off the same rule of thumb as a slate repair — and who absorb leadwork and scaffolding as extras — leave margin on every job. This Premium pricing calculator rebuilds the tariff. Thirteen services come pre-loaded — roof repairs in slate, tile and flat roof, full strip-and-re-tile re-roofing, flat roofing across felt, GRP, EPDM and single-ply, leadwork for flashings and valleys, chimney repairs, dry-ridge systems, gutter and fascia replacement, Velux installation, loft insulation, emergency storm damage repair, moss removal, commercial roofing, and insurance repair work — each with editable labour hours and materials. Enter your hourly rate once and every service rebuilds with margin shown alongside. A quote builder handles full-roof quotes, a job log tracks site days, an expenses tracker keeps materials spend visible, and a monthly dashboard shows per-job profitability. Delivered as one Excel workbook for UK roofers — price with confidence.
MTD Compliance Kit — Premium
A structured Excel workbook for roofers who need to keep clean, organised records for Making Tax Digital. Covers income, expenses, and quarterly reporting matched to roofing trade cost categories.