Understanding estimates · Guide 210 of 301

How to reconcile a slate supplier invoice with the contractor takeoff

The supplier and installer may describe the same order using different units or groupings.

By Slate Roofing USA · Published

AI-assisted editorial guide. For project planning; installation details require the applicable specifications and qualified assessment.

01

Build a simple crosswalk

Match each invoice line to a takeoff line using slate size, selection, thickness range, and quantity. Record whether the quantity is pieces, crates, or coverage. If coverage is quoted, include the assumed layout. Keep starter and special-detail material identifiable rather than merging everything under a single slate description.

02

Investigate differences before installation

A changed package count does not necessarily mean a changed piece count, but it needs explanation. Ask the supplier to reconcile any discrepancy with the delivery ticket and the installer to confirm the usable allocation. This process is most effective while packaging labels remain available. Save the reconciled schedule with the roof records for future matching and reordering.

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