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Estimate templates

HVAC Estimate Template

An HVAC estimate gives the customer an expected cost before the system is inspected. Fill it in below and download the PDF.

What an HVAC estimate shows

  • The system or repair, in plain words
  • Expected equipment, parts and labor
  • What an inspection might change
  • Removal of old equipment, if any
  • How long the estimate holds

Then a quote

After the inspection, an HVAC quote fixes the price.

Questions

Why estimate first?
Until the system is inspected you cannot be sure what is needed.
Can the final price differ?
Yes. Say what would cause it, and get the customer's agreement in writing before you go over.

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