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Home/Templates/Contractor & Field Services/Roofing Squares Takeoff, Shingle Bundle Estimator & Insurance Supplement Tracker
Contractor & Field Services10 Worksheets • Native Excel • Zero VBA

Roofing Squares Takeoff, Shingle Bundle Estimator & Insurance Supplement Tracker

Turn footprint area into pitched squares, add waste, order bundles and accessories, price tear-off labor and track insurance claim supplements.

Roofing Squares Takeoff, Shingle Bundle Estimator & Insurance Supplement Tracker - Quick Start (setup steps and sheet map) Worksheet Preview | Microsoft Excel 365 Professional Spreadsheet by Datasheetly
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10 Sheets • Native .xlsx
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Zero Macros (.xlsx)30-Day Defect Refund
Full production workbook (.xlsx) + clean blank template
Instant digital download + Buyer Vault recovery link
No subscription • No recurring fees ever
Workbook Features

What This Workbook Does

Pitch multiplier table (3 in 12 to 12 in 12) calculated as the square root of 1 + (rise / 12) squared, turning footprint area into true roof area and squares

Waste percentage by roof type (gable, hip, complex) that you edit, applied to shingles and underlayment

Material takeoff per job: shingle bundles at your bundles-per-square, underlayment rolls, ice and water rolls, starter and ridge cap bundles and drip edge pieces from linear feet

Tear-off and install labor per square, steep-slope hazard pay, roll-off dumpsters and disposal, then bid price = direct cost x (1 + overhead + profit) with gross margin and price per square

Printable material order for one job: pick a job number and it lists each material with quantity, unit cost and extended cost

Insurance claim tracker: RCV, depreciation, ACV, deductible, amount paid to date and balance due from the carrier

Supplement line items: approved quantity and price versus actual, with the supplement due on each line rolled into its claim

Dashboard with bid value, won revenue, margin, total squares, supplements due and results by roof type

Worksheets Included

10 Tabs
1Quick Start (setup steps and sheet map)
Ready ✓
2Settings (Settings)
Ready ✓
3Pitch_Factors (Pitch Multipliers)
Ready ✓
4Waste_Factors (Waste Percentage by Roof Type)
Ready ✓
5Roof_Bids (Roof Takeoff & Bid)
Ready ✓
6Insurance_Claims (Insurance Claims (RCV / ACV))
Ready ✓
7Supplement_Items (Supplement Line Items)
Ready ✓
8Material_Order (Material Order)
Ready ✓
9Dashboard (Roofing Bid Dashboard)
Ready ✓
10Lists (editable dropdown values)
Ready ✓
Microsoft 365 & 2021+

Universal Windows & Mac support with dynamic arrays

Excel for Web (Free)

Runs in browser on office.com with free Microsoft account

Zero Macros / IT Safe

Pure .xlsx formulas. Never blocked by corporate IT antivirus

Blank + Demo Files

Receive both a clean blank file and pre-filled sample rows

FAQ

Frequently Asked Questions

Does this template require enabling macros or VBA code?

No. All Datasheetly templates are 100% macro-free (.xlsx). They rely on native modern Excel formulas (XLOOKUP, SUMIFS, LET), never trigger antivirus blocks, and are completely safe for corporate computers.

Are there any recurring subscriptions or extra fees?

None whatsoever. You make a single one-time payment of $9 and own the DRM-free Excel workbook files forever. No monthly recurring charges, no per-seat fees, and no cloud lock-in.

What software versions are required to run this workbook?

Datasheetly workbooks are engineered for modern Microsoft Excel: Microsoft 365 (Windows & Mac), Microsoft Excel 2021+, and Excel for Web (free online via office.com with any Microsoft account). Because our models leverage modern dynamic array formulas (LET, XLOOKUP, FILTER, SUMIFS) and native Excel structured tables, they are designed exclusively for Excel. Older legacy releases (Excel 2019/2016) and third-party spreadsheet viewers do not support these modern formula engines.

Do I receive clean blank files for my company data?

Yes! In your download vault, you receive two separate workbooks: a Sample Data Workbook (with realistic pre-filled rows to inspect formulas) and a Clean Blank Workbook (with all formulas and formats ready for your live data).

What if the template doesn't meet my business needs?

Every purchase is backed by our 30-Day Defect & Satisfaction Guarantee. If any formula fails or the template does not perform as documented, simply contact support for an immediate resolution or refund.

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Operational & Compliance Disclaimer

Datasheetly spreadsheet workbooks and templates are operational productivity calculation tools provided for informational purposes only. They do not constitute certified public accounting (CPA), legal, tax, or medical advice. Templates are not certified or intended for the storage of protected health information (PHI) under HIPAA regulations or fiduciary client trust accounts without independent compliance review. Users are advised to review all financial and operational outputs with a licensed CPA, attorney, or qualified professional before taking formal financial or operational actions.