HVAC · Estimate template
Free HVAC Estimate Template
A hvac estimate template with the line items and units HVAC contractors actually price in. Free to download, no email required.
Free, no email. Or have it sent with your business name, licence number and contact details already on it:
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)
Why a 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 a 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.
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