HVAC · Estimate template
Free HVAC Estimate Builder & Template
Fill in a hvac estimate in your browser and download a branded PDF instantly, pre-filled with the units this trade prices in. Free, no login, nothing saved.
Or just grab the blank version — no builder, no form:
What is in it
- Header block for your business name, licence number and contact details
- Customer and job-site address, kept separate — they are not always the same place
- Itemised scope with quantity, unit and unit price
- Good / better / best option columns, priced independently
- Exclusions section — the half that prevents the argument
- Validity period, so a price does not follow you into next season
- Acceptance line with a date
- Pre-filled hvac line items: Condensing unit, installed (per each), Air handler with coil (per each), Line set replacement (per linear foot), Flexible duct run (per linear foot), Seasonal maintenance visit (per visit), Refrigerant charge (per pound)
About the free builder
Is the estimate builder actually free?
Yes. There is no account, no email and no payment to generate and download the PDF — Relayhand never sees what you type.
Is anything I type saved or sent anywhere?
No. Everything stays in your browser and nothing is uploaded, saved or emailed unless you separately sign up for Relayhand.
Can I send this estimate to my customer for a signature?
Not from this free tool directly — it only produces a PDF. A free Relayhand account can send the same estimate for e-signature and collect a deposit on the spot.
Why an HVAC contractor needs their own version
Install, replace and maintain heating and cooling equipment.
- Maintenance agreements are the whole business model and they live in a spreadsheet that nobody remembers in October.
- Replacement quotes are good/better/best by SEER rating, and the customer picks days later — after the price has moved.
- Every visit under an agreement should raise an invoice and mostly does not.
Priced the way you price
A generic template makes you type the unit every time. This one already knows an HVAC contractor quotes in these:
This is a starting point, not legal advice. Contract law is a state matter and the terms that hold up in Tennessee are not the terms that hold up in California. Have a lawyer in your state read yours before you send it to a customer — once, and then it is done.
The rest of the paperwork
Or stop filling in templates
Relayhand builds the estimate from the job, sends it, gets it signed on the customer’s phone and takes the deposit. Same document, none of the retyping.
Free for 14 days, no card. See how it works