HVAC estimate template

Print it, fill in your prices and hand it over. Or build the same estimate in Tradesman and let the customer approve it online.

Create account
Your business name
Address, phone, email, license #

Estimate

No.
Date
Valid until
Customer
Job address
Scope of work

Replace the 3-ton split system with a new condenser, matched coil and air handler, reconnect line set and thermostat, and test the system.

DescriptionQtyUnitRateAmount
Condenser, 3-toneach
Evaporator coil, matchedeach
Air handlereach
Labor: equipment changeouthour
Refrigerant line setlin ft
Programmable thermostateach
Condensate pumpeach
Permit and startup testeach
 
 
 
Subtotal
Tax
Total

I approve this estimate and the scope of work above.

Customer signature
Date

The line items are examples for a typical HVAC job. Prices are left blank for you to fill in.

What every HVAC estimate should include

  • Your business name, contact details and license number
  • A scope of work that says exactly what's included
  • Itemized materials and labor with quantities
  • How long the estimate is valid
  • A place for the customer to approve and sign

Skip the paper next time.

Build estimates in Tradesman from your saved prices and send them in minutes. Customers approve and pay online.

Estimate templates for other trades