EstimatorSuite

HVAC Estimate Template

Residential HVAC estimate template covering equipment, ductwork, labor, and permits. Built for 1–10 person shops doing service calls and installs.

Last updated: April 2026

Download the template

Enter your email. We'll send the Excel file + a pricing cheat sheet for your trade.

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What's in This Template

  • Equipment line items (condenser, air handler, thermostat, ductwork)
  • Labor hours calculator with crew size variable
  • Permit and inspection cost rows
  • Profit margin and markup formula
  • Customer-facing proposal format

How to Use This Template

1. Download the Excel file from your email. Open it in Excel or upload to Google Sheets.

2. Replace the sample material prices with your actual supplier costs. The formulas will recalculate automatically.

3.Adjust labor hours based on your crew's speed. The template defaults are for a 2-person crew.

4. Set your target profit margin. The template calculates the customer-facing price with markup baked in.

5. Print the proposal tab or save as PDF. Send it to your customer.

Tired of Spreadsheets?

Templates work for getting started. But if you're doing 5+ estimates a week, dedicated software saves 3–5 hours per week. Take the 60-second quiz to find the right tool for your crew.

Frequently Asked Questions

Is this estimate template really free?

Yes. Enter your email and we'll send the Excel file plus a pricing cheat sheet. No hidden fees, no trial, no watermark.

Can I use this template in Google Sheets?

Yes. The template is an Excel file that opens directly in Google Sheets. Upload it to Google Drive and all formulas carry over.

How do I update material prices in the template?

Replace the sample prices in the Materials column with your actual supplier costs. All totals, markup, and the customer-facing proposal update automatically.

What profit margin should I use?

Most trade contractors use 15–25% markup. The template defaults to 20%. Adjust it based on your overhead, market, and how competitive you want to be on each bid.

When should I switch from a template to estimating software?

If you're doing 5+ estimates a week, a template slows you down. Software like Clear Estimates ($65/mo) or JobTread ($99/mo) automates material pricing, tracks job costs, and generates proposals faster.