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HVAC estimate template

Price the job your way, and give the customer a choice.

Make an estimate Try the sample
  • Free to try
  • Saved only if you choose
Furnace repair or replacement Sample

Estimate

E-0042

For

Alex Sample

Good for

30 days

  • Repair554.40
  • Replace4,054.60
  • High-efficiency5,335.00Recommended

High-efficiency, as it prints

  • Inspection and diagnosis1 visit × 120.00120.00
  • Install labour8 hr × 120.00960.00
  • Furnace, high-efficiency1 each × 3,444.003,444.00
  • Venting and fittings1 lot × 216.00216.00
  • Take away the old unit1 load × 110.00110.00
Subtotal
4,850.00
Sales tax 10%
485.00

Total

5,335.00

Deposit 10% to start: 533.50

Labour 120.00 an hour · 20% markup on parts

HVAC · Estimate

What goes on an HVAC estimate

The example above is made up; yours starts with nothing filled in.

Start yours

  1. Three options on one page

    Repair, replace and high-efficiency side by side, so the customer picks one.

  2. The unit by name

    Its efficiency and size on its own line, so the invoice and warranty match.

  3. What's not in the price

    Permits, electrical work, duct changes and anything found once the old unit is out, said before it's signed.

  4. Sold at the door

    A unit sold at the customer's home can come with extra rules: check the rule where you work.

The papers of one HVAC job

Do plumbing too? Plumbing estimate template

The same made-up job, every amount before tax.

  1. 1 Hourly rate 120.00 / h worked out once
  2. 2 Estimate You're here 4,850.00 priced from the rate
  3. 3 Invoice Next 5,110.00 the estimate and a signed extra
Next in the job HVAC invoice template An invoice for a service call, a repair or an install: diagnosis, labour, parts and refrigerant on their own lines, your own tax, and how to pay.

The lessons behind it

Where it fits

All tools

Sends it work

1 Before the job

Estimate & quote builder This tool

Same step

Gets its work

Both ways

+ 4 more
Every step of a job

  1. 01 Before the job

  2. 02 Agree it

  3. 03 On the job

  4. 04 Get paid

  5. 05 After

  6. 06 Back office

Questions

How far over the estimate can the bill go?

Many places set a limit. Type yours as a percent and each change is checked against it. Check the rule where you work.

Markup or margin?

A 50% markup on 100 makes 150: a 33% margin, not 50%.

How big a deposit?

Many ask 10% or less, or enough for parts they order. Check the rule where you work.

What does it print?

The estimate, a job sheet with a shopping list, and a change form.

Where is my estimate kept?

Nowhere, unless you sign in and save it. A PDF is made on our server and not kept.

Is this legal advice?

Guidance, not legal advice.

Free to try.

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