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Free HVAC quote template

Pre-filled with typical HVAC line items (example prices: put in your own). Edit anything, then print or save it as a PDF.

An invoice needs a unique number, the date, your business name and address, the customer's name and address, what you did, the amount and when payment is due. Show sales tax separately where you charge it.

Quote

No. 1001 · November 8, 2026

Valid until: November 22, 2026

Smith HVAC Co.
120 Main St, Austin, TX 78701
(555) 010-0199 · sam@smithplumbing.com

For

Jo Bloggs
44 Oak Ave, Austin, TX 78704

DescriptionQtyUnit priceAmount
Diagnostic and service call1$129.00$129.00
Replace capacitor1$185.00$185.00
Refrigerant recharge (per lb)2$95.00$190.00
Subtotal$504.00
Total$504.00

Pay by card or check. Please include the invoice number.

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What to put on a HVAC quote

  • List each part of the job separately: ac repair reads better as labour, materials and extras than as one number.
  • Say what is not included, and how you price extra work found on the day.
  • Give the date the quote is valid until; material prices move.
  • Say how you want paying: deposit, stages or on completion.

Once the job is done, turn it into the HVAC invoice. More for hvac contractors: Sam for hvac contractors.

Questions

How do I save the quote as a PDF?

Press "Print or save as PDF" and choose "Save as PDF". Only the document prints.

Is anything I type saved?

No. Everything stays in your browser. Save the PDF before you close the page.

Can I send quotes from my phone?

Yes: save the PDF on your phone and send it by email or text.

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