Templates / HVAC

HVAC Estimate Template

Add equipment, labor and ductwork, and download an HVAC estimate as a PDF.

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Estimate

No. Valid for days

Prepared for

Subtotal

Discount %

Total

Deposit required %

Balance due

Terms

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How to write a hvac estimate

HVAC estimates are big decisions for homeowners, and they're hard to compare because equipment, efficiency and installation quality all vary. Make yours easy to read: list the equipment by brand, model and efficiency rating, then the installation labor, ductwork changes, thermostat, permits and removal of the old system. Explain how you sized the system, ideally with a load calculation, because oversized and undersized units both cause comfort problems. Offering good, better and best options side by side helps customers choose between upfront price and long-term efficiency. Refrigerant work must be done by certified technicians under federal rules. Utility rebates and tax incentives change often, so mention them but tell customers to confirm current programs themselves.

How to price it

Replacement systems are priced per job, including equipment, labor and materials.
Equipment price depends on capacity, efficiency rating and brand.
Ductwork modifications or new ducts are priced per run or per linear foot.
Repairs are priced by diagnostic fee plus parts and labor, often flat-rate.
Maintenance plans are priced per year with a set number of visits.
Permits, line sets, pads and electrical work are separate lines.

What to include

Equipment brand, model, capacity and efficiency.
How the system was sized.
Installation scope, ductwork and thermostat.
Removal of old equipment.
Permits and inspections.
Warranty details.
Options at different price levels.

Frequently asked questions

Why do HVAC estimates vary so much?
Differences in equipment brand and efficiency, sizing, ductwork changes and installation details. Itemized estimates make the differences visible.

What is a load calculation?
A method to size heating and cooling equipment based on the home's size, insulation, windows and climate. It helps avoid oversized or undersized systems.

Are there rebates for new HVAC systems?
Often there are utility rebates or tax incentives for efficient equipment, but they change frequently. Check current programs before you buy.

Is it free?

Yes. Make and download as many as you want, no signup. Free PDFs carry a small Presupuestado mark; Pro removes it and adds your logo.

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