Home service business referral program

Running an HVAC business is about staying organized, looking professional, and communicating with your clients about what they’re paying for. Our free HVAC quote template can help you do just that.

Use this template to help you take care of the complicated stuff like formatting, information fields, calculations, and business information. Once you download the form and share it with your team, your quoting will be a breeze.

Free HVAC Proposal Template Download

Use this free HVAC quote and estimate template to create customized quotes for your customers. Look more professional, organize your processes, and get paid faster. Download the free template below!

HVAC QUOTE AND ESTIMATE TEMPLATE PDF

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Do you need an HVAC quote template or an HVAC estimate template?

To make things simple, you can use one flexible template for estimates, quotes, and invoices. That way, you can keep information consistent across the board, and easily convert your final copies as you move through the journey of working with your client.

READ MORE: Quotes vs Estimates — what’s the difference?

HVAC Quote Example

Sending clients detailed quotes shows them the level of service you’re providing that’s included in the price. It’s one of the best ways to win over clients, impress them with your professionalism, and keep everyone on the same page.

With Jobber’s quoting features, you’ll be able to add that level of detail so you can win more jobs worth more money.

Build and send HVAC quotes with:

  • Line item images that help your products and services stand out in your quotes
  • Upsell optional add-ons and packages that can increase your quote totals by 35% on average
  • Consumer financing options to let your customers pay over time for big jobs. Learn more about consumer financing with Jobber.


An example of an HVAC quote, created with Jobber’s quote management software. Note: Images and optional line items are not available with the free CRM, quote, and invoice app.

When should you send an HVAC proposal to a client?

When you send an HVAC proposal to a client can have a big impact on whether they choose to do business with you.

The best times to send an HVAC proposal are:

  • During the site assessment
  • Immediately after you meet with the client to review the job
  • Within 24 hours of meeting with the client

The sooner you provide a quote, and the more detailed it is, the more likely your client will view you as a professional who wants their business. Automated quote follow-up software can help you keep you on the ball so you provide a quote quickly.

Try our Free CRM, Quote, and Invoice App

If you want to skip HVAC proposal templates forever and make life running an HVAC business even easier, here’s an alternative: the free CRM, quote, and invoice tool by Jobber.

This 100% free and easy-to-use software lets you:

  • Build custom quotes and templates, designed with your company branding, contact information, warranty information, and custom line items
  • Enable customers to view and approve quotes online
  • Convert quotes to invoices
  • Send professional quotes and invoices via email or text message
  • Manage your client information in one place
  • Get notified when a customer views quotes or invoices

Create your free account and start creating life-long customers.

Skip templates forever

Get our 100% free HVAC quoting and estimating tool to help you quote on the go — no credit card required.

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