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.
In the pack
What's included
- Profit & Loss Statement
- Cash Flow Planner
- Expense Tracker
- Tax Summary Sheet
- Break-Even Analysis Worksheet
- Pricing Worksheet
- Insurance Premium Tracker
- Startup Costs Planner
- Balance Sheet
- Invoice Tracker
- Job Deposit Terms Sheet
- Cost of Goods Worksheet
- Payroll Summary Sheet
- Staff Hours & Pay Tracker
Sample pages
Frequently Asked Questions
How do I receive Financial Forms Bundle — Premium?
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
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
Making Tax Digital is becoming part of the record-keeping reality for many self-employed roofers, and the real headache isn't the rule — it's keeping records clean across a year of callouts, materials runs, mileage and CIS deductions when half the receipts live in the van glovebox and half in your inbox. This Compliance Kit is a 20-sheet Excel workbook covering Income Tracker, Expense Log, Expense Summary, Quarterly Summary, Annual Summary, Reconciliation, Mileage Log with a simplified-vs-actual switch, Year-End Adjustments, Tax Reserve Scenarios, Evidence Log, Compliance Warnings, Allowable Expenses Guide, Deadline Calendar, Quarterly Checklist, and an Executive Dashboard that surfaces the figures your accountant actually asks for. Available in England and Scotland versions to match where the business is based. Built for UK sole-trader roofers who want quarterly returns to be a 30-minute review, not a weekend search through receipts. Not a replacement for HMRC-compatible filing software — a record-keeping foundation that makes filing simpler.