Free editable document · no email required
An HVAC estimate template you can make your own.
Download the RTF document, open it in Word or another compatible editor, and replace the bracketed fields. It includes a customer block, job scope, itemized pricing and a review checklist.
What is included?
- Company, customer, site address, estimate number and validity date.
- Equipment and model details, labor, materials and quantities.
- Removal, access, permits, exclusions and warranty fields.
- Subtotal, applicable tax, total and proposed payment schedule.
Before sending it
Check the site conditions and all arithmetic, remove unused fields, and save a copy as PDF. This is an editable document, so totals do not calculate automatically. Confirm applicable terms and tax treatment for your business; the template is not a jurisdiction-specific contract.
Read the replacement estimate walkthrough →Review the customer estimate checklist →