Pro guide
Writing a clear estimate and contract
General info only. Check with a licensed pro and your local building department.
What homeowners are told to look for — so your paperwork answers it up front.
Estimate template (copy into your own form)
| Your business | Legal name, address, phone, email, license/registration numbers |
|---|---|
| Scope | Each task; what is not included |
| Materials | Brand, model, color, quantity |
| Permits | Who pulls them; included in price? (yes/no) |
| Schedule | Approximate start and finish |
| Price | Total; how change orders are priced and approved in writing |
| Payments | Deposit; payments tied to finished milestones; lien waivers with each payment |
| Warranty | Workmanship length; manufacturer registration |
| Insurance | Liability and workers' comp carriers |
What the sources say
| Topic | What the source says | Source |
|---|---|---|
| Get it in writing | FTC: homeowners are told to get a written contract, even when one is not required. | Source page checked 2026-11-02 |
| No blanks | FTC: homeowners are told to fill every blank, keep a copy, and not sign under pressure. | Source page checked 2026-11-02 |
| Roofing extras | C.R.S. 6-22-103: roofers must include specific terms — 72-hour cancel and deposit refund, insurer-denial cancel, no deductible waivers, and a bold "held in trust" statement. | Source page checked 2026-11-02 |
| Liens | Homeowners are told to ask for lien waivers; list how you will provide them. | Source page checked 2026-11-02 |
Checked 2026-11-02. General information, not legal advice.