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HVAC Estimate Template
List the equipment, labor, materials and exclusions in one estimate. Enter a taxable amount and tax rate where applicable; the workbook totals the quote.
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- Estimate Number
- ________________________________
- Date and Valid Until
- ________________________________
- Contractor and License
- ________________________________
- Customer and Contact
- ________________________________
- Job Address
- ________________________________
- Equipment Model and Capacity
- ________________________________
- Scope and Exclusions
- ________________________________
- Schedule
- ________________________________
- Acceptance Signature
- ________________________________
| Description | Quantity/Hours | Unit Price | Amount |
|---|---|---|---|
| Labor | ____ | ____ | ____ |
| Materials | ____ | ____ | ____ |
Before You Send It
Check quantities, rates, tax treatment and payment terms. Keep a copy with the job records.
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