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6 categories · 131 free tools

131 Free Roofing Sales Tools & Home Service Worksheets

Practical scripts and estimate worksheets for roofing, HVAC, plumbing, windows, remodeling, and painting. Prepare the conversation, explain the scope, and keep the next step clear.

Find your trade

Choose the next step in the job.

Start with the conversation, then carry the same facts into the scope, estimate, or follow-up. Each worksheet has a completed example you can adapt.

Roofing & exteriors

From the first door to a clear scope.

  1. 01Open the conversation

    Roofing canvassing script

  2. 02Explain the scope

    Roofing proposal wording

  3. 03Price related work

    Gutter estimate worksheet

HVAC

Match the buyer and agree the next step.

  1. 01Reach the right buyer

    Commercial HVAC call map

  2. 02Explain the agreement

    HVAC membership script

  3. 03Continue the discussion

    HVAC estimate follow-up

Windows

Turn a room-by-room conversation into a fair comparison.

  1. 01Understand the project

    Window consultation script

  2. 02Compare written scopes

    Window quote comparison

  3. 03Document a revision

    Change-order worksheet

Plumbing

Keep intake, diagnosis, and options clear.

  1. 01Prepare the visit

    Plumbing call-center script

  2. 02Explain assessed options

    Plumbing estimate options

  3. 03Confirm the next action

    Appointment confirmation

Remodeling & painting

Keep selections, costs, and changed work in agreement.

  1. 01Set project priorities

    Kitchen & bath questionnaire

  2. 02Reconcile selections

    Remodel allowance calculator

  3. 03Estimate the finish work

    Painting labor calculator

  4. 04Explain changed work

    Remodeling change order

For solar and pest control, use the solar doorstep rehearsal, solar objection workbench, and pest-control door script.

Build the conversation you need next.

Free · Instant examples · Copy and download

Service intake

HVAC Call Script

Route no-cooling, no-heat, maintenance, and replacement inquiries with a service intake script, verified visit terms, and an appointment readback.

Question + evidence

HVAC Sales Objection Handler

Practice HVAC price, repair-versus-replacement, competing-quote, and timing objections. Match the response to the documents you actually have.

Plan cost + terms

HVAC Maintenance Agreement Sales Script

Explain an HVAC maintenance plan with an annualized price, included visits, written benefits, renewal questions, and a clear customer decision.

Follow-up timeline

HVAC Unsold Estimate Follow-Up

Write an HVAC estimate follow-up around scope, price, competing quotes, or changed timing. Choose phone, email, or voicemail and honor the customer’s contact preference.

Room agenda

Window Replacement Sales Script

Plan a room-by-room window consultation around drafts, operation, noise, or appearance. Build discovery questions and an installation-scope comparison.

Turn-by-turn practice

Pest Control Door Knocking Script

Rehearse a pest control doorstep introduction one turn at a time. Practice existing-provider, plan-coverage, and not-interested responses without invented pest claims.

Dispatch handoff

Plumbing Call Center Script

Create a plumbing intake handoff for a reported leak, drain problem, no hot water, or planned project. Clarify current conditions, visit fees, and dispatch uncertainty.

Discovery priorities

Kitchen & Bath Consultation Questionnaire

Build a kitchen or bathroom consultation agenda from daily routines, ranked priorities, budget readiness, and layout questions. Copy a useful discovery brief.

Buyer paths

Commercial roofing call map

Property managers, facilities directors, and building owners

Intake + readback

Inbound roofing call desk

From a requested call to a clear appointment or handoff

Turn-by-turn practice

Solar doorstep rehearsal

Practice the opener, homeowner response, and next turn

Response + evidence

Solar objection workbench

Clarify cost, roof, trust, and contract questions

Choose the next action

Start with the tool that fixes today's sales leak.

The strongest GhostRep tools do more than generate a document. They define the input, expose the constraint, and give the operator a decision they can use this week.

Operator queue

Three high-leverage starting points
01
Roofing Sales Pipeline Velocity Calculator

Best for separating an opportunity-volume, job-value, win-rate, or cycle-length constraint before changing the sales process.

Open →
02
Roofing Sales Manager Capacity Calculator

Best for finding the coaching-time constraint before changing reporting lines, removing the cadence, or adding another manager.

Open →
03
Roofing Lead Response Time Calculator

Best for deciding whether a response-process pilot has enough modeled contribution to justify staffing, routing, or software cost.

Open →

ROI model

ROI Calculator

Model how appointment volume, close rate, job value, and rep count affect sales-side revenue before you buy a roofing tool.

Roofing Marketing ROI Calculator →LSA ROI Calculator for Roofing →
→

training workflow

Objection Handler

Generate rebuttals and coaching language for the objections reps hear at the door and in the home.

Price Objections Without Losing Deals →5 Types of Roofing Sales Objections →
→

training workflow

Canvassing Script Generator

Build openers, transitions, and callback language for canvassers who need more appointments from the same turf.

Door Knocking ROI Calculator →Door-Knocking Psychology →
→

hiring workflow

Sales Onboarding Plan

Plan role-specific practice, work samples, and review support for a new sales rep.

30-Day Roofing Sales Onboarding Plan →How Long It Takes to Train a Roofing Rep →
→

hiring workflow

Sales Candidate Scorecard

Create a repeatable worksheet for recording comparable, job-related interview evidence.

Structured Roofing Sales Interview Questions →AI Recruiting vs Human Recruiters →
→

operations workflow

Sales KPI Scorecard

Turn rep activity, conversion, and pipeline metrics into a weekly scorecard a manager can actually run.

Roofing Sales Rep Performance Improvement Plan →Roofing Sales Turnover Rate Benchmarks →
→

management workflow

Sales Meeting Agenda

Generate tighter team-meeting agendas so managers coach performance instead of wandering through updates.

Roofing Sales Meetings: 15-Minute Format →Roofing Sales Rep Performance Improvement Plan →
→

field workflow

Homeowner Text Generator

Write same-day follow-up and homeowner-facing messages reps can send without sounding robotic.

Roofing Sales Follow-Up: 7 Touchpoints That Close →Storm Lead Graveyard: What Happens Without Follow-Up →
→

field workflow

Google Review Request

Generate review-request messages that feel personal enough to get sent and strong enough to earn replies.

How to Get Reviews That Generate Roofing Leads →How to Get Roofing Leads →
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training workflow

Sales Script Generator

Create practical sales scripts for door knocks, callbacks, inspections, and in-home conversations.

Door to Door Sales Training Without Scripts →Roofing Sales Training Fails →
→

training workflow

Sales Role Play Scenarios

Generate realistic practice scenarios so reps can rehearse objections before they touch live leads.

How Long It Takes to Train a Roofing Rep →How to Practice Roofing Sales Objections →
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hiring workflow

Sales Job Description Generator

Describe the actual sales work, requirements, compensation terms, and application step.

Always Be Recruiting →Roofing Sales Turnover Benchmarks →
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hiring workflow

Sales Interview Questions

Generate structured interview questions tied to the documented work of a field-sales role.

Structured Roofing Sales Interview Questions →AI Recruiting vs Human Recruiters →
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field workflow

Follow-Up Generator

Generate follow-up messages that keep homeowner conversations moving after the first appointment.

Roofing Sales Follow-Up Cadence →Storm Lead Graveyard →
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marketing workflow

Facebook Ad Copy Generator

Create sharper ad copy for contractors trying to turn local attention into booked sales conversations.

Roofing Facebook Ads Under $50 Cost Per Lead →How to Get Roofing Leads →
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management workflow

Sales Manager 1-on-1 Script

Build better 1-on-1 coaching conversations for reps who need direction, accountability, or recovery.

Remote Roofing Sales Management →Roofing Sales Rep Performance Improvement Plan →
→

operations workflow

Sales PIP Builder

Create a performance improvement plan when a sales rep is slipping and managers need a documented path forward.

Roofing Sales Rep Performance Improvement Plan →Roofing Rep Close Rate Drop →
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Complete index

Find the exact tool. Get back to the team.

Compact on purpose. Filter by the sales job, scan the output, and open only the tool that owns the next action.

Software economics

Sales workflow

Hiring

15 tools →
Sales Job Description GeneratorDraft a roofing sales job description from approved duties, pay terms, qualifications and application details. Unknown facts stay as placeholders.Script→Recruiting Ad GeneratorDraft roofing sales recruiting copy for social, job boards, LinkedIn, or permissioned SMS using verified job facts and channel-specific examples.Generator→Sales Interview Questions GeneratorGenerate sales interview questions tailored to your hiring criteria. Built for roofing, solar, HVAC, and home improvement contractors hiring field reps.Generator→Sales Candidate ScorecardGenerate a job-related interview worksheet with consistent evidence anchors, source notes, a not-scorable option, and explicit human review.Scorecard→Sales Commission Plan BuilderBuild a roofing sales commission plan using job size, gross margin, pay structure, supplements, charge-backs, and payout timing. Includes worked examples.Plan→Sales Territory BuilderDraft a sales territory plan from supplied service areas, capacity and ownership rules, with a named process for overlaps and exceptions.Builder→Sales Rep Bio GeneratorTurn role and experience notes into a natural bio matched to the voice and placement, without inventing credentials.Generator→Sales Onboarding Plan GeneratorGenerate a roofing sales onboarding plan with a first-week schedule, field practice, role play, CRM setup, milestones, and manager check-ins.Plan→Sales Team Expectations BuilderWrite sales team standards around observable actions, handoff records and exception owners. Use a contractor handoff example to check that each role understands its work.Builder→Sales Reference Check Script GeneratorPrepare job-related sales reference questions that distinguish source records, firsthand observations and facts that cannot be verified.Script→New Rep Welcome Message GeneratorWrite a new-rep welcome using confirmed first-day details, an approved contact and placeholders for unknown arrangements.Generator→Job Fair Recruiting Script GeneratorDraft a job fair recruiting conversation using verified role details, compensation terms and a candidate-approved application or follow-up step.Script→Sales Rep Accountability Agreement GeneratorGenerate a sales rep accountability agreement documenting performance expectations and creating a foundation for coaching.Generator→Setter/Closer Job Description GeneratorDraft separate setter and closer responsibilities, supplied pay terms and an explicit appointment handoff.Script→Seasonal Hiring Plan GeneratorPlan seasonal sales hiring with demand and rep capacity for the same period, separate retention and ramp assumptions, and readiness checkpoints.Plan→

Sales workflow

Training

26 tools →
Roofing Sales Script GeneratorBuild a roofing sales script for residential appointments with an opener, discovery prompts, verified value transition, concern bridge, and next step.Script→Objection HandlerBuild a clear response to a roofing or home-service sales objection, with a clarifying question, a second-response branch and a respectful exit.Tool→Sales Role Play ScenariosCreate a roofing sales practice brief with customer context, one rep objective, an objection and observable review criteria. Includes a complete example.Tool→Elevator Pitch GeneratorCreate a roofing sales elevator pitch and shorter version for door, phone, networking or video. Use approved company facts and respect a refusal.Generator→Sales Closing ScriptsSix roofing sales closing scripts for scope review, competing bids, decision-makers, price questions, insurance next steps and agreed follow-up.Script→Insurance Claim Script GeneratorPractice a roofing insurance claim conversation with clear contractor and insurer roles, unresolved questions and optional next steps. No coverage promises.Script→Adjuster Meeting Prep GeneratorPrepare an adjuster-meeting brief with inspection evidence, role and access checks, unresolved scope questions and follow-up owners.Generator→Sales Training Quiz BuilderGenerate a sales certification quiz for field reps in roofing, solar, HVAC, and home improvement. Test scripts, process, and product knowledge.Builder→Sales Daily Huddle ScriptGenerate a daily sales huddle script for roofing, solar, HVAC, and home improvement teams — agenda, rep check-ins, and a focused training moment.Script→Roofing Sales Ride-Along Evaluation Form GeneratorGenerate a blank roofing sales ride-along observation form with behavior anchors, evidence notes, one coaching priority, and a follow-up check.Generator→Product Knowledge Quiz GeneratorGenerate a product knowledge quiz for field sales reps in roofing, solar, HVAC, and home improvement. Covers materials, warranties, and specs.Generator→Canvassing Script GeneratorPrepare a roofing doorstep opener, answer factual questions and respect a clear decline. Includes scripts and a manager practice card.Script→Inspection Walkthrough ScriptTurn approved roof inspection findings into a clear homeowner walkthrough, with photo references, plain-language explanations and focused follow-up questions.Script→New Roofing Rep Training Script GeneratorGenerate a first-week training script for new field sales reps in roofing, solar, HVAC, and home improvement. Day-by-day structure that sticks.Script→Price Presentation ScriptGenerate a price presentation script that frames your quote with confidence. Works for roofing, solar, HVAC, and home improvement sales reps.Script→Cloverleaf Script GeneratorDraft a neighbor canvassing introduction with permissioned job context, a clear company identity and a respectful exit. No invented referrals or damage claims.Script→Retail vs. Insurance Pitch GeneratorCompare retail and insurance-related roofing conversations without assuming coverage, deductible-only costs or urgency. Practice scope, funding questions and customer choice.Generator→Roofing Sales Role-Play Feedback Form GeneratorGenerate a blank roofing sales role-play feedback rubric with observable 1–5 anchors, evidence notes, one coaching priority, and a repeatable debrief.Generator→Roofing Sales Pre-Call Planning Checklist GeneratorBuild a blank roofing sales pre-call plan with appointment goals, context review, planned questions, materials, likely concerns, and next-step options.Checklist→Commercial Roofing Sales Script BuilderBuild a commercial roofing sales script for property managers, facilities directors, and owners. Choose the buyer, conversation stage, response, and next step.Script→Solar Door Knocking Script BuilderRehearse a solar door-to-door script with a clear opener, one discovery question, homeowner responses, and a low-pressure next step. Copy or download your script.Script→Solar Sales Objection HandlerBuild solar objection responses for cost, roof age, moving, competing quotes, trust, free-solar claims, and outages. Pair each response with facts to verify.Tool→HVAC Sales Objection HandlerPractice HVAC price, repair-versus-replacement, competing-quote, and timing objections. Match the response to the documents you actually have.Tool→Window Replacement Sales Script BuilderPlan a room-by-room window consultation around drafts, operation, noise, or appearance. Build discovery questions and an installation-scope comparison.Script→Pest Control Door Knocking ScriptRehearse a pest control doorstep introduction one turn at a time. Practice existing-provider, plan-coverage, and not-interested responses without invented pest claims.Script→Kitchen & Bath Consultation QuestionnaireBuild a kitchen or bathroom consultation agenda from daily routines, ranked priorities, budget readiness, and layout questions. Copy a useful discovery brief.Tool→

Sales workflow

Operations

23 tools →
Roofing Lead Response Time CalculatorCalculate how a roofing lead contact-rate gap affects conversations, appointments, completed jobs, and contribution using your own funnel data.Calculator→Roofing Sales Pipeline Velocity CalculatorCalculate expected roofing sales pipeline value per day from qualified opportunities, average signed job value, win rate, and sales-cycle length.Calculator→SOP GeneratorDraft a contractor SOP with a process owner, required records, acceptance checks, exception routes and version control. Review it with the people who perform the work.Generator→Sales KPI ScorecardGenerate sales rep scorecard examples and a KPI template for roofing, solar, HVAC, and home improvement teams with benchmarks and coaching gaps.Scorecard→Sales Pipeline TemplateGenerate a written contractor sales pipeline blueprint with post-booking stages, exit criteria, owners, next actions, and configurable review rules for manual CRM or spreadsheet setup.Template→Sales Report TemplateGenerate a sales report template for weekly or monthly reviews. Built for roofing, solar, HVAC, and home improvement teams.Template→Sales Rep Performance ReviewDraft a sales rep performance review with sourced metrics, observed examples, rep context, and a manager-reviewed action plan.Tool→Storm Season PlanGenerate a storm season sales plan for your roofing team. Covers territory targeting, staffing, and lead prioritization.Plan→Supplement Request GeneratorTurn supplemental roofing estimate differences into a scope-review request and adjuster call brief. Verify every generated detail before use.Generator→Referral Program TemplateDraft referral-program rules with approved economics, permission-based introductions and a clear earned-versus-paid reward ledger.Template→Sales Margin CalculatorCalculate job costs, gross profit, revenue-based commission, remaining contribution and target pricing from your own inputs. Runs locally in your browser.Calculator→Storm Response ChecklistBuild a roofing storm response checklist with safety holds, intake capacity, proposed owners and production approval gates. No automatic deployment or claim advice.Checklist→Sales PIP BuilderDraft a manager-review sales improvement plan from documented gaps, measurable actions, support commitments, evidence, and review dates.Builder→Roofing Sales-to-Production Handoff Checklist GeneratorBuild a roofing sales-to-production handoff checklist with required records, role ownership, readiness gates, and missing-information escalation steps.Checklist→Commission Plan ComparisonCompare documented commission formulas on the same period and earning basis, with transparent arithmetic and unresolved pay terms kept explicit.Plan→Sales Contest BuilderBuild a sales contest with rules, tiered prizes, and a daily leaderboard cadence. Works for roofing, solar, HVAC, and home improvement teams.Builder→Customer Complaint ResponseDraft a specific customer acknowledgment using the reported concern and only the next action you have approved.Tool→New Market Entry PlanGenerate a new market entry plan with hiring sequence, lead gen strategy, and 90-day milestones. For contractors expanding to new territories.Plan→Commission TrackerTrack rep commissions with a template that logs jobs, calculates earnings, and shows what's earned, pending, and paid. Built for contractors.Tracker→Roofing Sales Call Scorecard GeneratorBuild a weighted roofing sales call scorecard for one conversation, with observable criteria, 0–2 anchors, scoring math, and a coaching debrief.Scorecard→Roofing Lead Qualification Checklist GeneratorBuild a roofing lead qualification checklist with project-fit questions, evidence fields, routing rules, and follow-up paths for home improvement teams.Checklist→Roofing CRM Rollout Checklist GeneratorBuild a roofing CRM rollout checklist with owners, configuration gates, pilot steps, role training, go-live controls, and 30/60/90-day adoption reviews.Checklist→Roofing Sales Call Notes Template GeneratorCreate a blank roofing sales call notes template with fact fields, stated concerns, commitments, source links, next actions, owners, and review dates.Template→

Sales workflow

Field Sales

32 tools →
Follow-Up GeneratorDraft a follow-up text or email after an inspection, estimate or appointment. Use the actual discussion and agreed next step to keep the message relevant.Generator→Door Hanger Copy GeneratorGenerate high-converting door hanger copy for canvassing campaigns. Built for roofing, solar, HVAC, and home improvement contractors.Generator→Homeowner Text GeneratorDraft a homeowner text for a specific appointment, update or question. Use the customer’s contact preference and give them one clear reason to reply.Generator→Inspection Summary GeneratorOrganize verified roof inspection notes and photo references into a factual, homeowner-readable summary without inventing findings or coverage advice.Generator→Roofing Proposal Copy GeneratorDraft roofing proposal wording from verified scope, full price, payment terms, exclusions, and the actual manufacturer and workmanship warranty documents.Generator→Roofing Cold Call Script GeneratorBuild a roofing cold call script with a transparent opener, verified reason, permission-based question, bounded next step, and clear opt-out.Script→Canvassing Briefing GeneratorPrepare a crew briefing with assigned areas, available capacity, check-in arrangements and exception owners. Includes a departure read-back example.Generator→Google Review Request GeneratorGenerate personal Google review request texts and emails with a direct link, neutral language, and no incentives or review gating.Generator→Referral Ask Script GeneratorGenerate one concise, permission-based referral ask after a verified customer interaction without bundling reviews, incentives, or a follow-up campaign.Script→Objection Prevention ScriptPrepare questions that uncover scope, bid-comparison and decision questions before a contractor proposal. Practice how the conversation changes with the answer.Script→Post-Install Follow-Up GeneratorWrite a post-install service check using verified job details, the customer’s contact preference and a clear owner for questions or concerns.Generator→In-Home Presentation ScriptPrepare an in-home consultation using supplied observations, approved scope, customer questions and voluntary next steps.Script→Supplement Tracking Log GeneratorDraft an anonymized roofing supplement log with item amounts, submission evidence, response dates, partial approvals and unresolved follow-up owners.Generator→Damage Photo Caption GeneratorDraft roofing photo captions from supplied observations, image references and measurements, keeping unknown causes and qualified interpretations separate.Generator→Appointment Confirmation Text GeneratorGenerate a concise appointment confirmation from verified schedule details, with one preparation note and a clear confirm-or-reschedule action.Generator→Homeowner FAQ Sheet GeneratorPrepare a homeowner FAQ from approved answers, source versions and named owners for unresolved questions.Generator→Financing Pitch Script GeneratorDraft a financing conversation using verified lender terms. Keep amount financed, APR, fees and repayment conditions clear; do not promise approval.Script→Competitor Response ScriptRespond to competitor name drops and lower bids without trashing the competition. Script for roofing, solar, HVAC, and home improvement sales reps.Script→Storm Damage Letter GeneratorDraft a factual storm damage letter with verified weather context, an accurate inspection offer and a clear homeowner contact option.Generator→Social Proof Script GeneratorDraft a contractor social proof script from permissioned projects, sourced reviews or current credentials, with clear limits on what the evidence shows.Script→Inbound Roofing Lead Call Script BuilderBuild the first call after a roofing inquiry: understand the need, answer price questions, check service fit, and confirm an appointment or the right next step.Script→HVAC Dispatcher & Call Center Script BuilderRoute no-cooling, no-heat, maintenance, and replacement calls with a dispatcher and call center intake script, verified visit terms, and an appointment readback.Script→HVAC Maintenance Agreement Sales ScriptExplain an HVAC maintenance plan with an annualized price, included visits, written benefits, renewal questions, and a clear customer decision.Script→HVAC Unsold Estimate Follow-Up BuilderWrite an HVAC estimate follow-up around scope, price, competing quotes, or changed timing. Choose phone, email, or voicemail and honor the customer’s contact preference.Builder→Plumbing Dispatcher & Call Center Script BuilderCreate a plumbing dispatcher and call center intake script for a reported leak, drain problem, no hot water, or planned project. Clarify current conditions, visit fees, and dispatch uncertainty.Script→Commercial HVAC Sales ScriptHVAC sales script for commercial accounts: cold-call opener, discovery questions by buyer, a site-walk agenda for property managers and facilities teams.Script→Window Replacement Quote ComparisonCompare window replacement quotes by opening count, installation method, glass, finishing, exclusions, and warranty. Identify gaps before comparing price.Tool→Remodel Allowance CalculatorReconcile kitchen and bathroom allowances with actual selections, markup, tax, credits, and overages. Build a clear selections ledger and revised total.Calculator→Construction Change Order BuilderDraft a remodeling change order with before-and-after scope, additions, credits, prior approved changes, revised contract value, and schedule impact.Builder→Painting Estimate CalculatorEstimate painting labor, prep, cleanup, crew time, and whole-gallon purchases by product. Use your own rates to build a clear painting scope and quote.Calculator→Gutter Estimate CalculatorBuild a gutter estimate from measured runs, downspouts, outlets, removal, access, and an optional guard package using your own rates and scope notes.Calculator→Plumbing Estimate Options BuilderBuild two or three plumbing estimate options with clear scope, exclusions, warranty notes, and one diagnostic-fee credit. Copy or print the comparison.Builder→

Sales workflow

Management

18 tools →
Sales Manager 1-on-1 ScriptGenerate a sales manager 1-on-1 script with talking points and review structure for contractor and home improvement teams.Script→Sales Forecast TemplateBuild a dated sales forecast from signed work, open proposals and explicit assumptions. Check timing, avoid double counting and keep the revenue goal separate.Template→Manager Escalation ScriptPrepare a manager escalation brief with the decision needed, case evidence, authority limits and next owner. Includes a service-credit example.Script→New Office Launch PlanTurn office readiness and open dependencies into a prioritized launch plan showing what can proceed and what must wait.Plan→Sales Report Talking PointsGenerate sales report talking points for manager-led team reviews in contractor and home improvement companies. Present numbers with coaching context.Tool→Leadership Communication ScriptsDraft a clear team message and likely follow-up answers for a specific process change, debrief, recognition or role update.Script→Roofing Sales Team Capacity CalculatorCalculate how many roofing sales reps you need from your revenue goal, job value, show rate, close rate, appointments per rep, and selling days.Calculator→Roofing Sales Manager Capacity CalculatorCalculate roofing sales manager coaching capacity from 1:1s, call reviews, role-play, ride-alongs, new-hire load, admin, and selling time.Calculator→Sales Quota Setting ToolDraft a sales quota plan from the target, job value, available appointments and conversion assumption. Work through a capacity shortfall before approving a goal.Tool→Sales Team Meeting Agenda GeneratorGenerate a timed contractor sales meeting agenda with a focused scoreboard, pipeline decisions, skill practice, owners, and due dates.Generator→Sales Rep Promotion Criteria BuilderDraft job-related sales promotion criteria with role duties, observable evidence, development support and an authorized review process.Builder→Sales Kickoff Presentation ScriptGenerate a sales kickoff presentation script for season openers, demand surges, or team resets. Energize your contractor sales team from slide one.Script→New Sales Manager 30-60-90 PlanBuild a 30/60/90-day plan with proposed actions, concrete deliverables and review gates tied to your mandate and available support.Plan→Sales Rep Career Path BuilderConnect a rep’s current work to supported development activities, observable work samples and a realistic review conversation.Builder→Comp Plan Rollout ScriptExplain a commission-plan change with old and new terms, effective dates, transition cases and a question owner. Rehearse the treatment of work already in progress.Script→Underperformer Conversation ScriptPrepare a factual sales coaching conversation with comparable evidence, the rep’s perspective, manager support and an authorized follow-up.Script→Seasonal Sales Manager ChecklistGenerate a seasonal sales manager checklist for any phase — spring prep, peak execution, or winter pivot for contractor teams.Checklist→Trade Sales Skill Matrix GeneratorBuild a trade sales skill matrix for setters, closers, and field reps with observable proficiency anchors, gap fields, and manager-ready priority rules.Generator→

Sales workflow

Marketing

16 tools →
Facebook Ad Copy GeneratorGenerate Facebook ad copy for contractors and home improvement companies. Works for roofing, solar, HVAC, windows, and more.Generator→Google Ad Copy GeneratorGenerate Google ad copy for contractors and home improvement companies. Works for roofing, solar, HVAC, windows, and more.Generator→Company Bio GeneratorGenerate a contractor company bio for your website, Google profile, or social media. Works for roofing, solar, HVAC, and more.Generator→Nextdoor Post GeneratorDraft a clearly identified Nextdoor business post using accurate service information and permissioned local details.Generator→Email Nurture SequenceGenerate an email nurture sequence for contractor estimate follow-ups and leads. Works for roofing, solar, HVAC, and more.Tool→Case Study GeneratorGenerate a contractor case study for your website or sales materials. Works for roofing, solar, HVAC, and home improvement.Generator→Recruiting Video ScriptDraft a recruiting video with actual duties, verified compensation, work conditions and an accurate application step.Script→Instagram Caption GeneratorDraft Instagram captions from approved project facts, with sharing limits, optional calls to action and no invented coverage or warranty claims.Generator→Direct Mail Letter GeneratorGenerate post-storm neighborhood mailers and seasonal campaign letters for contractors. Leads with the homeowner's problem.Generator→Google Business Profile Description GeneratorDraft an accurate Google Business Profile description for your contractor business within the 750-character limit. Review services, location and credentials before publishing.Script→Review Response GeneratorDraft respectful public review replies using the reviewer’s stated experience, verified facts and an approved contact path.Generator→Before & After Project Description GeneratorTurn documented project notes into concise before-and-after descriptions, preserving the actual work and unresolved details.Script→Seasonal Marketing Campaign GeneratorDraft channel-specific seasonal messages around a real customer need, approved offer and service constraints, without invented urgency or budgets.Generator→Referral Program Announcement GeneratorDraft an email, text and social announcement from approved referral terms, with unresolved rewards or payout rules kept out of a launch claim.Generator→Service Area Page Copy GeneratorDraft a local service page around your actual work, coverage limits and customer process, without invented local proof.Generator→SMS Campaign GeneratorDraft contractor SMS copy for review, with alternatives when they add a distinct approach. Verify audience permission, sender, offer, opt-out handling and final message length before sending.Generator→

Answer first

Start with the workflow that is costing you today

Browse 130 workflow tools across six categories plus the standalone ROI calculator when you need a practical canvassing script, proposal template, supplement script, scorecard, SOP, onboarding plan, follow-up message, CRM workflow, or sales calculator your team can use today.

Need a complete talk track? Use the roofing sales script generator. Need the first 30 seconds at the door? Use the roofing canvassing script generator. Need the contract ask? Use the roofing sales closing scripts.

01Training toolsRoofing canvassing scripts, objection handlers, role-play scenarios, and drills before reps touch live leads.→02Hiring toolsJob descriptions, interview questions, scorecards, onboarding plans, and rep accountability docs.→03Operations toolsSOPs, KPI scorecards, PIPs, supplement scripts, and pipeline templates for sales managers.→04Field sales toolsFollow-up messages, homeowner texts, proposal copy, door hangers, and field appointment support.→05Management tools1-on-1 scripts, meeting agendas, forecasts, escalation scripts, and coaching conversations.→06Roofing software ROI calculatorModel how appointment volume, close rate, job value, and rep performance change revenue.→

Frequently Asked Questions

What free roofing sales tool should I start with?

Start with the tool closest to the current leak: canvassing script generator for door knocking, sales onboarding plan for new reps, sales KPI scorecard for manager visibility, follow-up generator for stalled leads, and ROI calculator for budget decisions.

Are these tools a replacement for a roofing CRM?

No. A CRM stores leads, jobs, and pipeline records. GhostRep tools help managers create the scripts, scorecards, SOPs, follow-up messages, and coaching workflows that make CRM activity easier to execute.

Which tools help with roofing canvassing?

Use the canvassing script generator, objection handler, door hanger copy generator, homeowner text generator, appointment confirmation text, and door-knocking ROI calculator to connect the door script to the follow-up path.

Which tools are best for sales managers?

Sales managers should start with the sales KPI scorecard, sales manager 1-on-1 script, sales meeting agenda, sales PIP builder, SOP generator, and sales pipeline template.

Go beyond documents

GhostRep trains your reps live — not just generates documents.

Turn the scripts, scorecards, and playbooks above into repeatable role play, objection practice, and field coaching.

Choose a Prepaid Bundle