📝 HVAC · Estimate template

HVAC estimate template

A clean, printable estimate for HVAC techs. Print it, save it as a PDF, or let the app build it from your price book.

Your company name
Address · Phone · License #
ESTIMATE
#
Date
Customer:
Phone / email:
Service address:
Valid until:
DescriptionQtyPriceTotal
Standard diagnostic visit
After-hours diagnostic visit
AC seasonal tune-up
Furnace tune-up
Heat pump tune-up
 
Subtotal
Tax
Deposit to start
Total

Terms:

Approved by:   Date:

Sample line items are common hVAC services. Prices are left blank for you to fill in.

What to include on a hVAC estimate

Who and where

Your license number, the customer and the service address.

Clear line items

One line per task or part, so the customer can compare options. Details like SEER rating and refrigerant type help.

Options and approval

Good-better-best options, a deposit and a signature line. In the app, customers approve and sign online.

Questions

What should a hVAC estimate include?

Your business details and license number, the customer and service address, itemized tasks and parts, tax, any deposit and a place to approve.

Can I send estimates for free?

Yes. MyHomeService360 is $0 a month with unlimited users, and estimates come straight from your price book.

Run your HVAC company on $0 software.

No card, no contract, unlimited users. Pick your trade when you sign up and you’ll land in a workspace set up for it.

$0 software, unlimited users. Scheduling, invoicing and accounting in one login.