What to include in a hvac quote
- Your business name, address and contact details
- The client’s name and the job or delivery address
- A unique quote number and the date
- A valid-until date, so the client knows how long the price holds
- An itemised list of the work, with quantities and rates
- Tax (VAT, GST or sales tax) if you are registered
- The total, payment terms and what is not included
How to write an HVAC quote
- Equipment: make, model, capacity and efficiency rating of each unit, so the customer can compare quotes.
- Installation: labour, line sets, pads, electrical work, removal of the old unit and disposal.
- Permits and inspection as their own line where your area requires them.
- Warranty: manufacturer parts warranty and your labour warranty, listed separately.
- Options: a maintenance plan priced as an optional extra.
How to use this hvac quote template
Press the example button above the form to load a sample hvac quote, then replace the details with your own. The preview updates as you type. When it looks right, press Download quote PDF and send it to your client with one of our quote email templates.