Quotewren

Free template · print it or download it

HVAC quote template

Built for repairs, tune-ups and full system replacements. Equipment gets its own section with room for the model number, so a customer comparing three bids can see exactly what you are installing.

Fits letter or A4. The spreadsheet opens in Excel, Google Sheets or Numbers and adds up the amounts for you.

[Your business name]

[Phone] · [Email] · [License # if your trade needs one]

HVAC quote

Quote #
(blank)
Date
(blank)
Valid until
(blank)

Customer

Name(blank)
Phone(blank)
Email(blank)

Job address

(blank)
(blank)

[Job title, e.g. Replace 3-ton AC condenser and coil]

Line items. Quantity, rate and amount are left blank for you to fill in.
DescriptionQtyUnitRateAmount
Equipment
Unit: [brand, model number, size / tonnage]ea
Thermostat: [model]ea
Pad, line set, disconnect and whiplot
Labor
Diagnostic / service callvisit
Installation labor: [crew size]hr
Refrigerant: [type]lb
Ductwork and other
Duct repair or modification: [where]lot
Permit and inspectionea
Remove and dispose of old equipmentea
Subtotal
(blank)
Tax
(blank)
Total
(blank)

Not included

  • Electrical upgrades needed to support the new equipment, unless listed
  • Ductwork replacement beyond the repairs described above
  • Patching drywall or ceilings around new registers or returns

Terms

  • This quote is valid for 30 days from the date above.
  • Any change to the work is agreed in writing, with its price, before it starts.
  • Payment is due on completion unless a deposit schedule is written above.
  • Manufacturer warranty registration is completed by [you / the customer] within [number] days.
Accepted by(blank)Date(blank)

Tips for filling in your HVAC quote

  1. 01

    Write the model number, not just the brand

    Customers compare bids line by line. 'Brand X 3-ton, model [number]' lets them see you are quoting the same class of equipment as the next company.

  2. 02

    Offer options as separate quotes

    If you are pricing good, better and best, send them as separate quotes rather than one long one. The customer picks one and says yes to it, instead of trying to add up a menu.

  3. 03

    Separate the two warranties

    Say what the manufacturer covers and what your labor warranty covers, and for how long. People mix them up, and you end up doing free work.

  4. 04

    Say what happens to the old unit

    Removal and disposal is real work. Put it on its own line so nobody assumes the old condenser stays in the yard.

Or skip the copy-paste and let Quotewren build it.

Try it before you sign up. Type the job and the price. Quotewren lays out the quote, adds it up, and gives your customer a link to accept it.

More free quote templates

See all quote templates