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Free HVAC Estimate Template

A real HVAC estimate with common line items and national-average pricing you can edit for any job. Print as PDF or use ProposalHammer to send it with a professional approval link.

AC Maintenance & Tune-Up
Estimate · September 22, 2026
Description
Qty
Price
System Inspection
1
$95.00
Coil Cleaning
1
$75.00
Refrigerant Level Check
1
$45.00
Filter Replacement
1
$25.00
Subtotal$240.00
Total$240.00

Pricing shown is a national-average starting point — edit per job. Use ProposalHammer to send with online approval and payment.

How to write a HVAC estimate

A professional HVAC estimate builds client trust and reduces disputes. Here's what to include:

1. Break the job into line items

List each task and material separately — don't just quote a lump sum. For a HVAC job, this means separating labor from materials, and calling out specific items (e.g., "System Inspection"). Clients who can see the breakdown approve faster and dispute less.

2. Price each line item

Enter a unit price and quantity for each line. If you're charging by the hour, list the hourly rate and estimated hours. Being specific lets you defend your price if a client questions it — and shows you've thought the job through.

3. Include your business header

Put your business name, license number, phone, and email at the top. Many homeowners check license numbers before approving. A professional header signals you're legitimate — crucial if you're bidding against unlicensed competitors.

4. State validity and terms

Most HVAC estimates are valid for 30 days. Note that in the document, along with any deposit required before work starts. This protects you from clients circling back months later expecting the same price.

5. Make it easy to approve

Sending a PDF is fine, but clients who can approve with one tap convert faster. ProposalHammer sends the estimate as a link — clients open it on their phone, read it, and tap "Approve." You get notified instantly and can schedule the job right away.

Common HVAC jobs to estimate

ProposalHammer includes ready-made templates for every job type below — just adjust the pricing for your market.

AC Maintenance & Tune-Up
4 line items
AC System Replacement – 2.5 Ton
5 line items
AC System Replacement – 3.5–5 Ton
6 line items
Ductless Mini-Split Installation
6 line items
Furnace Repair
3 line items
Furnace Replacement
5 line items
Heat Pump System Installation
7 line items
HVAC Duct Cleaning
3 line items

Skip the PDF — send smarter estimates

ProposalHammer sends HVAC estimates as professional links your clients approve from their phone — no printing, no scanning, no back-and-forth.

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