Free HVAC estimate templates. Nine Excel files, built for contractors.
Stop building estimates from scratch. Each workbook has a Settings tab for your rates and markups, an internal tab that shows your margin, and a Customer Copy that prints without your cost. Click download on any card and the file is yours, no email needed.
Pick the job, get the spreadsheet.
HVAC Estimate Template
Good/Better/Best Pricing Template
Material Cost Tracker Template
AC Installation Estimate Template
Furnace Replacement Estimate Template
HVAC Service Call Invoice Template
HVAC Maintenance Agreement Template
Ductwork Estimate Template
HVAC Proposal Template
Three things a blank sheet never gives you.
Pre-built formulas and formatting mean less time building spreadsheets and more time closing jobs.
Professional-looking estimates build trust with customers and help you stand out from the contractor who scribbled a number on a card.
Built-in calculations catch the missed part, the forgotten tax line and the labor hours that quietly eat your margin.
Set it up once, then every quote is faster.
Company details, labor rate, tax rate and default markups by category. Every tab reads from there.
Customer, then one line per item. Pick a category and the markup fills in. White cells are formulas and stay locked.
The internal block shows your cost, gross profit and margin before the customer sees a number.
It carries only what the customer should see, plus terms and a signature line. Save as PDF and send.
Want the full walkthrough, with what each template gets wrong? Read 9 free HVAC estimate templates, checked.
Yes, free. Click download and the file is yours, no email or account needed.
All templates are Excel (.xlsx) files that work with Microsoft Excel, Google Sheets, and other spreadsheet apps.
Yes. These are your templates to modify however you need for your business: add your logo, license number, labor rate and the equipment you actually sell.
So we can deliver the template and occasionally share tips to help you win more HVAC jobs. You can unsubscribe anytime.
The templates are spreadsheets you fill in by hand. EstimateKit does the math from your price book, sends the customer a link they approve on their phone, and turns the approved estimate into the job and the invoice. It's $49/month for up to 25 people.
The spreadsheet is the slow part.EstimateKit does the math and sends the quote.
Estimates priced from your own price book, good-better-best options built in, a link the customer approves on their phone, and the approved estimate becomes the job and the invoice. $49/month for up to 25 people.