HVAC Estimate Builder & Proposal Template

HVAC proposals for replacements and new installs

Equipment, line sets, ductwork, controls, labor, and startup organized so the customer understands the system they are buying.

Create a free bid Start from blank

No signup to start. 3 free bids to start, plus 1 every month.

Example hvac projects

Furnace and AC replacement
Ductless mini-split installation
Ductwork modification for an addition

Pro tips

• Show equipment as itemized so the customer sees model choices, and labor as a group total.

How a hvac bid comes together

1
Start
Open a hvac estimate with the sections below already in place, or a blank one.
2
Add items
Click suggested items to add them, then enter quantities and your costs.
3
Set your price
Choose markup or target margin. See cost, price, profit, and margin update live.
4
Send
Pick the proposal style, preview it, and download a branded PDF.

Common sections in a hvac estimate

Suggested items are a checklist, not prices. You decide what goes in.

Equipment

Furnace or air handlerea
Condenser or heat pumpea
Thermostatea

Installation Materials

Line setLF
DuctworkLF
Registers and grillesea
Pad and supportsea

Labor & Startup

Removal of old equipmentLS
Installation laborhr
Startup and commissioningLS

Permits

Mechanical permitea

HVAC estimate FAQ

Can I offer good/better/best options?

Create a proposal version for each option. Each version keeps its own pricing so the customer can compare them.

Will my customer see my costs?

No. The proposal shows only customer prices, in the level of detail you choose. Internal costs, markup, margin, and notes never appear.

Do the suggested items include prices?

No. Suggestions help you remember what belongs in the bid. You enter your own costs, so nothing is priced with made-up numbers.

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