An HVAC estimate template structures the good-better-best presentation that closes system replacements: equipment tiers with efficiency ratings, what the installed price includes, and rebate math done for the homeowner.
Use this HVAC template See the general estimate template
Sample HVAC Estimate Options
| Option | System | Installed Price |
|---|---|---|
| Good | 14.3 SEER2 single-stage, 3-ton, standard thermostat | $7,400 |
| Better | 15.2 SEER2 two-stage, matched coil, smart thermostat | $8,900 |
| Best | 17+ SEER2 variable-speed, 12-yr parts warranty | $11,200 |
What to Include
- License, insurance, and EPA certification
- Sizing basis — reference your load calculation, not the old unit
- Installed-price inclusions: removal, disposal, permit, commissioning
- Duct repair allowance where condition can’t be verified pre-teardown
- Utility and manufacturer rebates with the client’s net cost shown
Recommended Terms
Exclude electrical panel upgrades (estimated separately if needed) and finish work. Validity of 14–30 days in season — equipment pricing and availability move fast. Deposit at acceptance, balance at commissioning.
Start from the free estimate template or browse all quote and estimate templates.