Protect and grow your business with a complete set of unbranded contracts and legal documents.
This version is unbranded and will need to be customized by your graphic designer.
Original Value: $1,799
Special Bonus Included
You’ll also receive 100+ bonus documents covering hail, wind, water, mold damage, inspections, claims, code, supplements, and more.
What’s Inside
Core Company Contracts & Legal Documents
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Damage Assessment & Assignment of Claim Agreement
Dual-purpose inspection form with AOC/AOB agreement. Assign claims to your company for more control, faster payment, and reduced disputes. -
Authorization to Repair or Replace with Direction to Pay
Ensures your name is on the insurance check when AOC/AOB isn’t valid (e.g., Texas). Best for Fire & Water Restoration projects. -
Damage Assessment & Authorization to Replace Agreement
Combines inspection and legal authorization to secure direct payment. Perfect for Hail/Wind Roofing claims. -
Material Order & Build Contract
A dual-purpose contract that handles material ordering and provides a solid legal agreement to protect your business. Essential for every project. -
Commercial Roofing Contract
A professional 10-page, 50-state compliant contract—designed to protect profits on large-scale projects. -
Subcontractor Work Agreement
Hold subcontractors accountable for labor, performance, and pricing with a simple but effective agreement. -
W-2 Plan for Performance
A 14-page compensation plan and manual for new hires and current reps—everything you need to manage employees. -
1099 Plan for Performance
Equivalent to the W-2 plan, but tailored for commission-based 1099 sales reps. -
Storm Restoration Process Guide
Customer-friendly guide explaining the entire process—reduces confusion and builds trust. -
Residential Roofing Process Handbook
A 15-page, step-by-step visual guide for customers on how roofs are installed—professional and branded-ready. -
Common Material Training Manual
An 88-page handbook for reps covering roofing, siding, windows, gutters, drywall, painting, trim, and more. Helps your team sell confidently and identify claim items correctly. -
Certificates of Completion
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Version 1: No customer signature required (for final invoices to carriers).
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Version 2: Customer signature required.
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Customer Claim Instructions
Guides customers through the claim filing process—positioning your company as the contractor of choice. -
Customer Change Order Form
Protects profits by documenting and updating changes in scope and pricing. -
Supplement Missed Items Worksheet
Organize and present missed items to adjusters—saves time and shows professionalism. -
What You Need to Know Guide
Explains pre-existing damages and responsibilities to customers for a smoother workflow. -
Storm Damage Notice Flyer
An effective leave-behind for door knocking—drives calls by catching homeowner attention. -
Roofing Material Order Guide
Easy-to-use chart that helps reps accurately calculate shingle orders in the field. -
Mortgage Release Form
Legal form that speeds up mortgage endorsement and check release. -
Subcontractor Chargeback Form
Track and recover costs from subs who fail to deliver work or materials. -
Materials Return Form
Prevents loss from theft or negligence by tracking supplier returns. -
Sales Rep Agreement
Clear contract outlining responsibilities and accountability for reps. -
Sales Commission Policy
Defines commission payment terms and guidelines—court-tested protection for your company. -
Personal Conduct Document
Sets standards for professionalism and employee behavior. -
Code of Ethics Agreement
Establishes ethical guidelines and protects your company’s reputation. -
Independent Contractor Agreement
Rock-solid agreement for 1099 reps and subcontractors—time tested and enforceable. -
Workmanship Warranties (2, 5 & 10 Years)
Straightforward warranties customers understand—preventing misunderstandings and lawsuits. -
New Hire Interview Questions
Includes both first-step and final-stage interview questions to save time and qualify top candidates.
Why This Package?
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Unbranded & Flexible – Ready for your designer to customize.
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Comprehensive – Covers every essential contract and legal form you need.
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Proven & Court-Ready – Tested documents trusted across the industry.
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High Value – Far more affordable than any competitor package.
Whether you’re a new company starting out or an established business ready to modernize, this set provides the contracts and documents to run your company professionally, legally, and with confidence.





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