--- title: "Free HVAC estimate template and quote builder | LocoTap" description: "An HVAC estimate with repair, replace and high-efficiency side by side, priced from your own rate: the unit, the venting and taking the old one away." url: "https://locotap.com/hvac-software/estimate-template" --- Free tool # HVAC estimate template Price the job your way, and give the customer a choice. [Make an estimate](https://locotap.com/tools/estimate-builder/use?work=hvac) [Try the sample](https://locotap.com/tools/estimate-builder/use?kit=hvac) - Free to try - Saved only if you choose Furnace repair or replacement (Sample) Estimate E-0042 For Alex Sample Good for 30 days - Repair **554.40** - Replace **4,054.60** - High-efficiency **5,335.00** Recommended High-efficiency, as it prints - Inspection and diagnosis 1 visit × 120.00 **120.00** - Install labour 8 hr × 120.00 **960.00** - Furnace, high-efficiency 1 each × 3,444.00 **3,444.00** - Venting and fittings 1 lot × 216.00 **216.00** - Take away the old unit 1 load × 110.00 **110.00** **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](https://locotap.com/tools/estimate-builder/use?work=hvac) 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](https://locotap.com/plumbing-software/estimate-template) The same made-up job, every amount before tax. 1. [1 Hourly rate **120.00 / h** worked out once](https://locotap.com/hvac-software/hourly-rate-calculator) 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](https://locotap.com/hvac-software/invoice-template) [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.](https://locotap.com/hvac-software/invoice-template) HVAC · two techs, two vans · Example Just give me the cheapest way to get the heat back. All three options went anyway. High-efficiency was signed, with no ask for a discount. **4,850.00** the option signed, before tax ## The lessons behind it - [What makes a quote a yes?](https://locotap.com/learn/quote-yes): Answer their questions before they ask. - [How much up front?](https://locotap.com/learn/deposit): Enough that a cancel doesn’t cost you. ## Where it fits [All tools](https://locotap.com/tools) Sends it work - [**Hourly rate finder**](https://locotap.com/tools/hourly-rate) - [**Flat-rate price book**](https://locotap.com/tools/trade-price-book) 1 Before the job **Estimate & quote builder** This tool Same step - [**Calls to return**](https://locotap.com/tools/calls) - [**Missed call guide**](https://locotap.com/tools/missed-calls) Gets its work - [**Renovation contract**](https://locotap.com/tools/renovation-contract) - [**Change order**](https://locotap.com/tools/change-order) - [**Billable hours log**](https://locotap.com/tools/hours-log) - [**Equipment warranty certificate**](https://locotap.com/tools/warranty-certificate) Both ways - [**Van stock list**](https://locotap.com/tools/van-stock) + 4 more **Every step of a job** 1. **01 Before the job** - [**Calls to return**](https://locotap.com/tools/calls) - [**Missed call guide**](https://locotap.com/tools/missed-calls) - [Hourly rate finder](https://locotap.com/tools/hourly-rate): Sends it work - [Flat-rate price book](https://locotap.com/tools/trade-price-book): Sends it work - **Estimate & quote builder** This tool - [Rebate finder](https://locotap.com/tools/rebate-finder): Both ways 2. **02 Agree it** - [Renovation contract](https://locotap.com/tools/renovation-contract): Gets its work 3. **03 On the job** - [Jobs](https://locotap.com/tools/jobs): Both ways - [Change order](https://locotap.com/tools/change-order): Gets its work - [**Job photos**](https://locotap.com/tools/job-photos) - [**Before and after photos**](https://locotap.com/tools/before-and-after) - [Billable hours log](https://locotap.com/tools/hours-log): Gets its work - [Van stock list](https://locotap.com/tools/van-stock): Both ways 4. **04 Get paid** - [Invoice maker](https://locotap.com/tools/invoice-maker): Both ways - [**Money chase**](https://locotap.com/tools/money-chase) - [**What each job made**](https://locotap.com/tools/job-profit) 5. **05 After** - [Home profile](https://locotap.com/tools/home-profile): Both ways - [Equipment warranty certificate](https://locotap.com/tools/warranty-certificate): Gets its work - [**Maintenance plan**](https://locotap.com/tools/maintenance-plan) - [**Review reply drafter**](https://locotap.com/tools/review-replies) - [**QR code maker**](https://locotap.com/tools/qr-code-maker) 6. **06 Back office** - [**Customers**](https://locotap.com/tools/customers) - [**Tax set-aside**](https://locotap.com/tools/tax-set-aside) - [**13-week cash flow**](https://locotap.com/tools/cash-flow) - [**Business card maker**](https://locotap.com/tools/business-cards) - [**Job post builder & checker**](https://locotap.com/tools/job-post) ## 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. [Make an estimate](https://locotap.com/tools/estimate-builder/use?work=hvac)