Resources/Templates/HVAC estimate
Free template
Lay out three system options side by side: equipment and model numbers, capacity and efficiency ratings, then ductwork, line set, thermostat, permit, labor and removal. The Excel file totals each option and the one the client picks.
[Your company name] · License # [License #]
Option selected: Good · Better · Best
What’s in it
Three options side by side, each with its own name, equipment and price, totaled separately.
System type, outdoor and indoor models, coil, capacity, AHRI certificate number and thermostat.
Fields for SEER2, EER2, HSPF2 and AFUE, copied from the manufacturer’s data or the AHRI certificate.
Equipment, ductwork, line set, thermostat, permit, labor, removal and disposal, and other, with tax and a total per option.
A blank rebates line for confirmed programs only, with an estimated net after rebates shown apart from the price.
Conditioned area, existing system, fuel, equipment location and load calculation, plus an option checkbox and signatures.
How to fill it in
FAQ
Options let the client pick a price level without starting over, and they show what each step up buys, such as higher efficiency, quieter equipment or a longer warranty.
They’re efficiency ratings. SEER2 and EER2 rate cooling, HSPF2 rates heat pump heating, and AFUE rates furnaces. Higher numbers mean more efficient equipment. Copy them from the manufacturer’s data or the AHRI certificate for the matched system.
Show the full price first, then rebates on their own line, and only for programs you’ve confirmed. Make clear that approval and payment are up to the program. That’s why the template leaves the rebate line blank.
A load calculation, such as ACCA Manual J, sizes the system to the house instead of copying the old unit. Some permit offices ask for one, so check with your local building department.
Show it as its own line and say who pulls it, so the client sees it’s included. Permit and license rules vary by state and city; see our license guides.
Start with a load calculation, then build three real system options with model numbers, capacity and efficiency ratings. Price equipment, ductwork, line set, thermostat, permit, labor and removal for each, add your overhead and profit, and show confirmed rebates separately. Check your hourly cost with the labor rate calculator. ECHOPS puts all three options in one quote with open tracking and e-signature.
Yes. For a replacement or new install, the three option columns, equipment details, home details and acceptance block make it a ready HVAC installation proposal. Add a cover note and your warranty terms if you like. Commercial jobs may need extra lines, such as a crane or controls; add rows in Excel. See how ECHOPS runs installs and service calls in HVAC software.
Yes. The free download includes a two-page printable PDF to fill in with the homeowner, and an Excel file that totals each option and the one the client picks. Call it an estimate or a quote; what matters is that the price, the equipment, the scope and the date the price holds are all in writing and signed.
Yes. When the job is done, bill it with the free HVAC invoice template, with lines for equipment, refrigerant, labor and parts.
Related
Cover page, Good / Better / Best options, timeline and acceptance.
Get the template →Published AC, heat pump and furnace figures, with their sources and dates.
Read the guide →Turn cost into a price at any markup or margin.
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