Designed specifically for HVAC contractors, heating engineers, air conditioning installers, ventilation specialists, and refrigeration technicians. This template helps you create professional quotes for all types of HVAC work including boiler installation, furnace replacement, AC unit installation, ductwork, heat pumps, underfloor heating, ventilation systems, and routine maintenance. Fully customizable for residential, commercial, and industrial HVAC projects.
Our HVAC Quote Template includes automatic tax calculations, itemized rows for equipment, labour, materials, and commissioning fees. Separate sections for manufacturer warranties, labour guarantees, service plans, and payment terms. Whether you're a self-employed heating engineer, a small HVAC business, or a large M&E contractor, this quote adapts to your needs. The template supports logo upload, multiple currency formats, clear total display, and includes fields for equipment specifications, SEER ratings, BTU calculations, refrigerant types, and gas safe registration details.
❄️ HVAC Quote Builder
📄 Quote Title
🌍 Currency Settings
❄️ HVAC Company Details
👤 Customer & Site Information
📑 Quote Details
❄️ System Specifications
❄️ HVAC Equipment & Services
| Description (Equipment / Labour / Materials) | Quantity | Unit Price | Tax | Amount | |
|---|---|---|---|---|---|
| 1850.00 | |||||
| 650.00 | |||||
| 1250.00 | |||||
| 1800.00 | |||||
| 750.00 | |||||
| 180.00 | |||||
| 320.00 |
💰 Payment Information
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❓ Frequently Asked Questions About HVAC Quote Template
What is an HVAC quote?
An HVAC quote is a formal document provided by heating, ventilation, and air conditioning contractors detailing the estimated costs for equipment installation, repair, maintenance, or replacement. It includes equipment costs, labour, materials, permits, and warranties.
What SEER ratings can I include?
Any SEER rating! The template includes a dedicated SEER field. Common ratings include 14 SEER (minimum), 16 SEER (standard), 18-20 SEER (high efficiency), and up to 24 SEER for premium systems.
Can I quote for ductwork installation?
Yes! The template includes a "Ductwork Modifications & Insulation" line item, and you can add additional ductwork items as needed. Perfect for new construction or retrofit projects.
Does this include heat pumps and mini-splits?
Absolutely! The template works for all HVAC systems including ductless mini-splits, air source heat pumps, geothermal systems, packaged units, rooftop units, and VRF systems.
What about permits and inspections?
The template includes a dedicated "Permit & Inspection Fees" field. Most HVAC installations require local permits - include these costs to ensure compliance.
Can I offer financing options?
Yes! The payment terms section includes a note about financing options. Many HVAC companies partner with financing companies - mention these options in your quote.
What warranty information should I include?
The template includes a dedicated warranty section. Include manufacturer warranties (compressor, parts, coils) and your labour warranty. Typical warranties: 10-year compressor, 10-year parts, 1-2 year labour.
Can I save and print this quote?
Yes! Use "Save as PDF" to email professional quotes to customers. Use "Print Quote" for physical copies to leave after site surveys or with proposals.
Is this HVAC quote template free?
Yes, completely free! No watermarks, registration, or subscriptions. Use it unlimited times for your HVAC business, whether residential, commercial, or industrial.