By the Estimate Templates editorial team · Last updated · Formulas checked against worked examples
What to include in a HVAC estimate
Our HVAC estimate template covers the basics every estimate needs (your details, the customer, job site, line items, totals, validity date and signature) plus the details customers in HVAC look for:
- Equipment model numbers, tonnage and efficiency rating
- Labor and number of technicians
- Line set, pad and electrical connections
- Permit, startup and testing
- Warranty terms and registration
- Rebates or financing, if offered
Sample HVAC estimate
Job: AC and furnace replacement. Remove existing AC condenser, coil and furnace. Install new 3 ton condenser and matching coil, 80k BTU furnace, new line set, pad, disconnect and thermostat. Pressure test, evacuate, charge, start up and test. Haul away old equipment.
| Line item | Qty | Rate | Amount |
|---|---|---|---|
| 3 ton 16 SEER2 condenser and coil | 1 ea | $4,200.00 | $4,200.00 |
| 80% gas furnace, 80k BTU | 1 ea | $2,100.00 | $2,100.00 |
| Installation labor (2 techs) | 16 hrs | $115.00 | $1,840.00 |
| Line set, pad, disconnect, whip | 1 lot | $650.00 | $650.00 |
| Thermostat, programmable | 1 ea | $180.00 | $180.00 |
| Permit and startup | 1 ea | $275.00 | $275.00 |
| Smart Wi-Fi thermostat upgrade (optional) | 1 ea | $220.00 | $220.00 |
| Estimate total (optional items not included) | $9,245.00 | ||
Example prices are for illustration only and are not price guidance; costs vary widely by region, materials and job. Exclusions in this sample: Ductwork modifications beyond the plenum connection, electrical panel upgrades, asbestos abatement.
HVAC estimating tips
Offer good, better and best options with clear efficiency ratings. Optional lines in this template are ideal for that.
List the model numbers. HVAC customers compare quotes by equipment more than by price.
Once the customer accepts, bill the job with a matching invoice from Excel Invoice Maker, or convert the estimate in one click with Estimate Pro.
This template is a general business document, not legal advice. Licensing, contract and deposit rules vary by state; check what applies to your trade.
