FREE HVAC TOOL

Free HVAC estimate template

Fill in the estimate below, add your equipment and line items, and download a clean PDF in one click — free, no signup, and nothing you enter ever leaves your browser.

Estimate

Estimate # Date Valid Until

Customer

Job Site

Equipment

Make / Model	Serial #	Age	Tonnage	Unit Location

Labor & Materials

Description	Qty	Unit Price	Line Total

Scope of Work

Payment Terms

Warranty

Subtotal$0.00

Tax % $0.00

Estimate Total$0.00

What an HVAC estimate should include

A thorough estimate protects you from scope disputes and gives the customer confidence to say yes. Cover all eight of these every time:

Customer contact information — name, phone, email, best time to reach, and a backup contact
Job site address — address, gate codes, dog warnings, lockbox info, or other access notes
Equipment details — system make, model, serial number, age, and tonnage for every unit
Itemized labor and materials — line-by-line pricing with quantities and unit costs; diagnostic and trip fees broken out
Scope of work summary — what the estimate covers, what it excludes (permits, haul-away, electrical upgrades), and conditions that could change the price
Validity period — expiration date on the quoted price, typically 14 to 30 days for HVAC work
Payment terms — accepted methods, deposit requirements, balance due on completion
Warranty information — coverage length on labor and on installed parts separately

Send HVAC estimates automatically with Claver

Claver turns an accepted estimate into a scheduled job and a matching invoice without retyping anything. A customer reviews the estimate online, e-signs approval, and pays a deposit through Stripe right from the link. Once approved, the job lands on the schedule with every equipment detail already attached, the office sees at a glance which estimates are pending, accepted, or expired, and follow-up reminders go out automatically if the customer has not opened the estimate within a few days.

Start for $19/mo →

Starter $19/mo · cancel anytime · no contract

HVAC estimate template — FAQ

What should an HVAC estimate include?

Customer and job site details, the system make, model, and serial number, an itemized breakdown of labor and materials with unit costs, and a validity date so the price does not stay open-ended.

Is this really free?

Yes, the estimate template is free to use with no signup and no credit card required, and nothing typed into the browser is uploaded or stored.

Can customers e-sign estimates in Claver?

Yes, Claver lets a customer approve and e-sign an estimate from the link, and the contractor can collect a deposit through Stripe at the same moment.