What to put on a hvac estimate
- The equipment's make, model and serial number
- What you diagnosed and what you replaced
- Refrigerant added, if any, and how much
- Labor, parts and the diagnostic fee on separate lines
- Your business name and how to reach you
- The client's name and address
- A unique number and the date
How to use this template
- Enter your business details once. This browser remembers them for next time.
- Add the client, the date and the job details.
- List each item on its own line. Tick “Taxed” for the lines you charge tax on, and enter your tax rate.
- Choose “Download PDF or print”, then “Save as PDF” in the print window.
- For the next job, choose “New estimate”. It keeps your business details and moves to the next number.
Tips
- Recording the equipment's serial number on each visit gives the client a service history and helps with warranty claims.
- Number every document in order and never reuse a number. It makes your records easy to follow.
Need to bill the job? Use the hvac invoice template.
Your privacy
The builder runs in your browser. Your details are saved only in this browser, so you can pick up where you left off, and “Clear all” removes them. We never see what you type.
This template is a general business form, not legal or tax advice. Tax rules differ by state. Read our disclaimer.