Complete Estimating Checklist
A comprehensive, step-by-step checklist that ensures you capture every material, labor, and equipment cost on every project. Stop leaving money on the table.
Never Forget:
The Cost of Missed Items
✗Forgetting just one material or labor item can cost you thousands on a project
✗Missing general condition items like scaffolding, permits, or dump fees erodes your profit margin
✗Inconsistent estimates across your team lead to unpredictable profitability
✗Clients lose trust when you discover "missed items" after the contract is signed
A Simple Checklist Solves This
✓Work through a proven checklist that captures every cost item systematically
✓Common "gotcha" items are highlighted so you never miss them again
✓Create consistency across your entire estimating team
✓Build confidence with complete, thorough estimates every time
What's Included in the Checklist
A comprehensive line-item breakdown organized by division
📋 Division 01 - General Requirements
- ✓Permits and plan review fees
- ✓Temporary facilities and utilities
- ✓Project signage and barricades
- ✓Quality control and testing
- ✓Project closeout documentation
🏗️ Division 02 - Site Work
- ✓Site access and protection
- ✓Debris removal and dumpsters
- ✓Site cleanup and final broom clean
- ✓Parking and staging areas
- ✓Dust and erosion control
🪵 Division 06 - Wood & Plastics
- ✓Roof decking and substrate
- ✓Blocking and nailers
- ✓Cant strips and tapered insulation
- ✓Fascia and trim boards
- ✓Fasteners and adhesives
🏠 Division 07 - Roofing & Waterproofing
- ✓Tear-off and disposal (existing roof)
- ✓Underlayment and vapor barriers
- ✓Insulation (all layers and types)
- ✓Primary roofing membrane or shingles
- ✓Flashing (walls, penetrations, edges)
- ✓Drains, scuppers, and drainage accessories
- ✓Edge metal and copings
- ✓Roof accessories (vents, hatches, walkway pads)
- ✓Sealants and coatings
👷 Labor & Equipment
- ✓Base labor hours by trade
- ✓Labor burden (taxes, insurance, benefits)
- ✓Supervision and project management
- ✓Equipment rental (lifts, cranes, hoists)
- ✓Small tools and consumables
- ✓Fall protection and safety equipment
💼 General Conditions & Closeout
- ✓Performance and payment bonds
- ✓Builder's risk insurance
- ✓Warranty and service agreements
- ✓As-built documentation
- ✓Final inspections and certifications
- ✓Operations and maintenance manuals
⚠️Common Missed Items - Highlighted in Checklist
File Formats Provided
Microsoft Excel
Interactive checklist with checkboxes and notes sections
PDF Format
Printable version for field use and offline reference
Google Sheets Compatible
Upload to Google Sheets for cloud-based collaboration
Who Is This For?
New Estimators
Learning the ropes and need a systematic approach to ensure nothing is forgotten
Experienced Estimators
Want to double-check their work and avoid costly oversights
Estimating Teams
Need consistency across multiple estimators for quality control
Small Contractors
Wearing multiple hats and need a simple system to stay organized
How to Use the Checklist
Download and Customize
Open the checklist in Excel or Google Sheets. Customize it with items specific to your market or company standards. Remove items that don't apply to your work.
Use for Every Estimate
As you build your estimate, work through the checklist systematically. Check off each item as you account for it in your pricing. Add notes for items that require special attention.
Final Review
Before submitting your estimate, review the checklist one final time. Pay special attention to the "commonly missed items" section to ensure comprehensive coverage.
Improve Over Time
Track items you've missed on past projects and add them to your customized checklist. Build a comprehensive tool that gets better with every project.
What Contractors Are Saying
"This checklist paid for itself on the first project. I caught $2,800 in items I would have missed. It's now part of my standard process for every estimate."
James Peterson
Estimator, Commercial Roofing
"Simple but incredibly effective. I printed it out and keep it at my desk. No more wondering if I forgot something - I just work through the list."
Maria Gonzalez
Owner, Gonzalez Roofing LLC
"The 'commonly missed items' section alone is worth the price. I was consistently forgetting about fall protection equipment costs. Not anymore!"
Robert Kim
Project Manager
30-Day Money-Back Guarantee
If this checklist doesn't help you create more complete estimates, we'll refund your purchase - no questions asked.
Complete Your Estimating Toolkit
Get the checklist plus templates for faster, more accurate estimates
Complete Template Bundle
All 5 roofing system templates, this checklist, and proposal library
Proposal Template Library
Professional proposal templates for 8 different roofing systems
Estimating Fundamentals Course
Complete video training on creating estimates from start to finish
Never Miss a Cost Item Again
Join hundreds of contractors creating more complete, accurate estimates with our proven checklist
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