Free template
HVAC estimate template
Alberta: GST 5%, in CAD
| Item | Qty | Rate | Amount |
|---|---|---|---|
| High efficiency furnace, supply1 ea × CA$4,200.00 | 1 ea | CA$4,200.00 | CA$4,200.00 |
| Install and start up1 job × CA$1,350.00 | 1 job | CA$1,350.00 | CA$1,350.00 |
| Venting and materials1 job × CA$380.00 | 1 job | CA$380.00 | CA$380.00 |
| Haul away old furnace1 job × CA$120.00 | 1 job | CA$120.00 | CA$120.00 |
Deposit of half due on acceptance, balance on completion. Price holds for 30 days.
What to include
What goes on an HVAC estimate
Clients say yes faster when they can see what they are getting. This template already has every part in place.
- 1Your business and the clientYour name, email and phone, and who you are billing. Add the job address when it differs from theirs. In Canada, add your GST/HST number once you are registered.
- 2An estimate number and a valid until dateA number so the client’s yes matches the right quote, and how long the price holds.
- 3Equipment, by modelThe furnace, air conditioner or heat pump with its size and efficiency.
- 4Install, venting and removalLabor and materials to install, and whether the old unit goes away.
- 5Taxes and the totalEach tax with its rate, like GST 5% in Alberta or sales tax 5.75% in Ohio, then the total.
- 6Deposit and next stepsWhat is due to start, when the rest is billed, and how the client says yes.
Questions
Something else? Write to support@sumocat.app.
How do I offer a few equipment options?
Send one estimate per option so each keeps its own total, and name the option in the title line. The client compares them side by side.
Which taxes does this template use?
The Canada version uses GST 5% for Alberta, in Canadian dollars. The US version uses sales tax 5.75% for Ohio, in US dollars. They are examples: which taxes apply depends on where you work and what you sell, so check with your tax authority.
Is this template free?
Yes. Open it in the free estimate generator, change anything, and download the PDF with no sign up and no watermark. To keep your clients and prices and send each estimate from your iPhone, use the Sumocat app with a free account.
Quote the install.
Bill the service call.
- Free to download
- No caps on invoices
- Works offline