HVAC estimate templates for US contractors
Spreadsheets that write your HVAC quotes.
For US HVAC techs. Type the job in. Get the quote, the invoice and your profit. Sales tax added for you. $29.99.
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Get it.
Pay once. Download right away.
- 2
Open it.
Excel or Google Sheets.
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Type your jobs.
The sheet does the maths.
Built for how US HVAC contractors work
Priced on margin, not markup
Equipment, materials, crew hours, permit and disposal in; a price that hits your target gross margin out. Most shops that come up short were pricing with markup.
Agreements that renew themselves
Maintenance agreements are the steady money in HVAC. Track every member, the spring and fall visits they are owed and the renewal date.
Refrigerant on record
Log refrigerant added and recovered by system and job, the records you need for larger systems under EPA Section 608.
Tax and paperwork, done right
The US edition follows the rules that apply where you work.
- Refrigerant
- EPA Section 608 certification is needed to buy and handle refrigerant, and larger systems carry leak-repair and recordkeeping rules.
- Sizing
- Equipment should be sized from a load calculation such as ACCA Manual J, not square feet per ton.
- Sales tax
- Varies by state. Often the contractor pays tax on installed equipment at purchase; some states tax equipment or the whole job.
- Permits
- Most changeouts need a mechanical permit, and gas furnaces often need an inspection too.
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, spring and fall tune-ups owed and renewals, with recurring revenue.
EPA 608 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 (US, sales tax)
Price a changeout to the gross margin you need, not a guess at markup. Equipment, materials, crew hours, permit and disposal in, job price out.
Open the calculatorQuestions
What gross margin should an HVAC company target?
Residential replacement shops commonly aim for 35% to 50% on installs. Work back from your own overhead: 30% overhead plus 10% profit needs a 40% gross margin. The free HVAC job price calculator prices any job to a margin.
Is the sizing helper a Manual J?
No. It is a rough check to catch an obviously wrong size before the proper load calculation.
Can I track maintenance agreements in a spreadsheet?
Yes, for a small shop it works well: one row per agreement with the plan, the equipment, visits done and the renewal date. The tracker totals your recurring revenue.
Is it on sale now?
Yes. Tap Get it to buy. You pay once and download right away.
USA (Sales Tax)
Everything for your HVAC jobs.
$29.99
- HVAC Quote, Invoice & Price Book
- HVAC Tonnage & BTU Sizing Helper
- HVAC Maintenance Agreement Tracker
- EPA 608 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.