Roofing Business Plan Template – Instant Download

Build a professional roofing company backed by a fully SBA-compliant, investor-ready business plan. Whether you focus on residential shingles, standing-seam metal, flat TPO/EPDM systems, or storm-restoration projects, this template is designed for contractors of all sizes.

Includes detailed workflows for crew mapping, project management, safety protocols, insurance/bonding, and client communications. Integrates popular tools like EagleView/Hover, JobNimbus/AccuLynx, and QuickBooks with Square or Clover, so your operations are streamlined from day one.

Delivered instantly in Word and PDF, the plan is fully editable and includes a 3-year financial forecast. Pitch banks, investors, or partners with confidence—this template shows you are ready to scale.

Customizable, professional, and built to save you $700+ in consulting fees. Start your roofing business faster with a plan investors trust.

What’s Inside the Business Plan?

Executive Summary – Clear positioning, service scope, funding ask, and launch milestones

Products & Services – Re-roofs, new installs, repairs, inspections, storm restoration; shingle, metal, flat systems; financing options and warranties

Market Analysis – Residential vs. commercial demand, storm/hail zone coverage, competitor scan, referral platforms

Operations Plan – Crew structures, trucks & tools, EagleView/Hover takeoffs, safety/OSHA compliance, insurance/bonding workflows

Marketing Strategy – Local SEO, door-to-door canvassing, claims partnerships, online reviews, neighborhood campaigns

Management Overview – Owner, sales, and project roles; subcontractor control; software integration (JobNimbus/AccuLynx, QuickBooks)

Financial Forecast – Job costing, margins by system, cash flow, break-even analysis, and 3-year projections

Who Should Use This Plan?

– First-time roofing contractors launching a business
– Experienced roofers expanding into commercial or storm-restoration work
– SBA/microloan applicants or grant writers
– Subcontractors selling direct to homeowners
– Teams seeking faster, investor-ready proposals

Why Choose This Business Plan?

This plan accelerates your launch, saving $700+ in consulting fees, while aligning with SBA and investor expectations. Includes practical insights on bid funnels, seasonal crew scheduling, insurance claims, and upsells like gutters and skylights—helping you win more jobs and protect margins.

U.S. Roofing Industry Snapshot

The U.S. roofing market generated $50.3 billion in revenue in 2024, with residential repairs and new construction driving 62% of growth. Storm-restoration demand surged 18% year-over-year, fueled by severe weather and insurance claims. Contractors who implement structured operations, accurate job costing, and marketing automation see higher margins and repeat clients. SBA-backed loans and microloans continue to fund small roofing businesses, creating opportunities for first-time and expanding roofers.

What You’ll Turn In / Customize / Not Included

Turn In:
– Complete executive summary and market analysis
– 3-year financial projections
– Operations & marketing plans
– Funding pitch materials
– Workflow charts and templates

Customize:
– Crew size and roles
– Service offerings (shingle, metal, flat)
– Local vendor & supplier details
– Marketing messaging
– Pricing and warranty options

Not Included:
– Legal or accounting services
– Physical equipment or materials
– Personal consulting

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