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HVAC quote templates for Canadian contractors

Spreadsheets that write your HVAC quotes.

For Canadian HVAC techs. Type the job in. Get the quote, the invoice and your profit. GST/HST added for you. CA$39.99.

A quote made by the HVAC Business Kit spreadsheet (example data)
A real page from this set. The numbers are made up.
  1. 1

    Get it.

    Pay once. Download right away.

  2. 2

    Open it.

    Excel or Google Sheets.

  3. 3

    Type your jobs.

    The sheet does the maths.

Built for how Canadian HVAC contractors work

Heat pumps, priced to margin

Cold-climate heat pumps carry long line sets, electrical work and commissioning time. Put the real costs in and price to the gross margin your shop needs.

Pre-winter maintenance plans

Furnace checks in the fall and AC visits in spring fill the shoulder seasons. Track plan members, visits and renewals.

Tax by province

HST in Ontario and Atlantic Canada, GST plus QST in Quebec, GST in Alberta. PST on installed equipment in BC, Manitoba and Saskatchewan is usually paid at purchase.

Tax and paperwork, done right

The Canada edition follows the rules that apply where you work.

Gas work
Needs a licensed gas technician, for example TSSA G2 or G1 certification in Ontario.
Refrigerant
Handling refrigerant needs your province's ozone-depleting substances certification.
GST/HST
Applies to equipment and labour once you are registered (required above $30,000 a year).
Rebates
Homeowner rebates are paid to the homeowner and do not change your price; show them separately if you mention them.

What you get

4 spreadsheets. Each one comes blank, plus a filled example and a printable PDF.

HVAC Quote, Invoice & Price Book

Your real hourly rate, a fixed-price book, and one-page quotes and invoices.

HVAC Tonnage & BTU Sizing Helper

Room-by-room BTU/h, tons to the half ton, and furnace size.

HVAC Maintenance Agreement Tracker

Members, fall furnace and spring A/C or heat pump tune-ups owed and renewals, with recurring revenue.

Refrigerant Log & Leak Rate Tracker

Every charge and recovery, leak rates flagged, cylinder balances.

Every template is an .xlsx file that opens in Excel 2016 or newer and in Google Sheets, with a filled example (made-up sample data, clearly labelled) and a printable PDF. Built with AI assistance, checked by hand.

Free tool · No signup

HVAC Job Price Calculator (Canada, GST/HST)

Price heat pump, furnace and AC jobs to the margin you need, then add your province's GST or HST, and QST in Quebec.

Open the calculator

Questions

How should I price a heat pump install in Canada?

From the full direct cost, including electrical, line set, pad or brackets, permit and commissioning time, then apply your target margin. The free HVAC job price calculator for Canada adds GST or HST for your province.

Do I charge GST on a furnace installation?

Yes, if you are registered: GST or HST applies to the whole job, and QST as well in Quebec.

What goes in a maintenance plan tracker?

The customer, the equipment, the plan, the visits done and due, and the renewal date. The tracker totals plan revenue so you can see it grow.

Is it on sale now?

Yes. Tap Get it to buy. You pay once and download right away.

Canada (GST/HST)

Everything for your HVAC jobs.

CA$39.99

  1. HVAC Quote, Invoice & Price Book
  2. HVAC Tonnage & BTU Sizing Helper
  3. HVAC Maintenance Agreement Tracker
  4. Refrigerant Log & Leak Rate Tracker

4 spreadsheets · Excel and Google Sheets · blank, filled example and printable PDF

One payment. Download for 365 days; the files are yours to keep. Sold on Whop.

HVAC Business KitCA$39.99Get it