HVAC ESTIMATE
[Company name] | [Phone] | [Email]
[Business address and applicable license details]

Estimate #: [Number]    Date: [Date]    Valid until: [Date]
Customer: [Name]    Phone/email: [Contact]
Job address: [Installation address]

PROPOSED WORK
[Describe the existing system, proposed replacement and site assumptions.]

EQUIPMENT AND JOB ITEMS
Item 1: [Description / brand / model / capacity / efficiency]
Quantity: [ ]    Unit price: [ ]    Line total: [ ]
Item 2: [Description / brand / model]
Quantity: [ ]    Unit price: [ ]    Line total: [ ]
Labor: [Scope and technician-hours if disclosed]    Price: [ ]
Other materials / permits / disposal: [Description]    Price: [ ]

PRICE SUMMARY - CHECK ALL TOTALS MANUALLY
Subtotal: [ ]
Tax: [Applicable taxable basis, rate and amount]
Total estimate: [ ]

INCLUDED SCOPE
[Removal and disposal, connections, controls, testing, commissioning and cleanup.]

EXCLUSIONS AND SITE CONDITIONS
[Electrical, ductwork, access, structural work and other excluded work.]
[State how additional work will be reviewed and approved.]

SCHEDULE AND PAYMENT
Proposed installation window: [Subject to availability / confirmation]
Proposed payment schedule: [Amounts and due dates]

WARRANTY
[Manufacturer coverage and any separately offered workmanship coverage.]

CUSTOMER REVIEW
[Customer name]    [Review date]
[Confirm the final scope and applicable agreement before scheduling.]

PRE-SEND CHECKLIST - REMOVE THIS SECTION BEFORE SENDING
Replace every bracketed field; remove unused items; check model details.
Confirm scope, exclusions, totals, tax treatment and applicable terms.
Save a dated PDF copy. This template does not calculate totals.
This is a starting document, not a jurisdiction-specific contract.
Template source: https://gethvacprice.com/tools/estimate-template