FREE HVAC Estimate Generator

Add the HVAC system, installed price, and scope, then download a clear customer-ready estimate.

Saved in this browser

Step 1 of 2

Estimate details

Who is this estimate for?

Optional detailsContact and document details
Optional system informationAdd technical details

This tool records professional project inputs. It does not calculate loads or select equipment size.

System and price

What are you installing or servicing?

SystemIncluded in estimate$0 total
Optional detailsAdd equipment and warranty details

Installation / service scope

0 items
No line items yet
Optional detailsAdd estimate notes
Estimated total$0

Prefer an editable spreadsheet?

Download the HVAC estimate template for Excel with linked equipment options and automatic totals, plus a fillable PDF.

Get the templates

Workforce management for service teams

Time Tracking • Shift Scheduling • Time Off Management

Try ShiftFlow free

Free 14-day trial · No credit card required

Build an HVAC estimate from project inputs to installed price

A professional proposal should connect the project requirements to identifiable equipment and a scope the installation team can execute. This generator keeps equipment options, responsibilities, warranties, incentives, and customer pricing together.

The draft stays in this browser. No account or email is required, and internal equipment costs never appear in the customer document.

What the HVAC estimate generator includes

Project and system record

Record supplied load information, system type, capacity, zones, and existing equipment without inventing a sizing recommendation.

Equipment and installed price

Describe the proposed equipment, selected capacity, included features, warranties, and customer-facing installed price.

Installation scope

Define removal, refrigerant piping, ductwork, electrical work, controls, permits, startup, testing, and exclusions.

Customer-ready PDF

Review the proposal and download a PDF with localized dates, currency, scope, terms, and acceptance fields.

How to use the HVAC estimate generator

  1. Add the customer and project. Enter the business, customer, installation address, estimate number, and validity dates.
  2. Record the project basis. Optionally record the source of the design information, loads, system type, existing equipment, and responsibilities.
  3. Describe the equipment. Enter the proposed system, selected capacity in BTU/h or kW, included features, and installed price.
  4. Define the installation scope. Specify removal, piping, drainage, duct, electrical, controls, startup, testing, allowances, and exclusions.
  5. Review and export. Confirm the scope, price, tax, deposit, schedule, and warranty terms, then download the customer PDF.

Why this generator does not calculate equipment size

Room area and the existing equipment nameplate are not substitutes for a professional load calculation. Record the source of the project inputs and the capacity selected by the responsible HVAC professional.

Efficiency labels, certifications, permits, refrigerant rules, incentives, and warranty requirements vary by equipment and location. Confirm the requirements that apply before sending the final quotation.

HVAC estimate generator FAQ

What should an HVAC installation estimate include?

Identify the customer and site, proposed equipment and capacity, included materials and labor, refrigerant piping, drainage, electrical and controls, startup and testing, warranties, price, schedule, assumptions, and exclusions.

Does this generator calculate HVAC system size?

No. It records load information and selected capacity supplied for the project. Sizing and equipment selection must be completed and verified by the qualified professionals responsible for the design and installation.

Can I quote maintenance or service work?

Yes. Rename the system and scope items for inspection, cleaning, leak diagnosis, refrigerant work, repairs, replacement parts, testing, or a maintenance plan. Only include work you have actually evaluated.

Can I show capacity in BTU/h and kW?

Yes. Design loads entered in BTU/h are also displayed in kW, and the equipment capacity field accepts both units, for example 12,000 BTU/h / 3.52 kW.

Are technical certification and efficiency fields required?

No. Use optional project references and equipment descriptions when relevant. Requirements such as AHRI references or US-only efficiency labels are not required for the general Latin American workflow.

Is the generated proposal a contract or engineering design?

No. It is a commercial estimate and does not replace load calculations, engineering design, manufacturer instructions, permits, code review, tax documents, a final contract, or legal review.

Explore more free tools

Business Quote Generator

Create a customer-ready quote with scope, pricing, validity, terms, and acceptance.

Construction Quote Generator

Build a construction quote with scope, allowances, options, deposits, and payment terms.

Service Proposal Generator

Turn a client need into a clear proposal with scope, options, pricing, and acceptance.

Bill of Materials Generator

Calculate batch quantities, scrap, and material cost, then export CSV or PDF.

Remodeling Estimate Generator

Build room-by-room scope and customer pricing, then download a professional remodeling estimate PDF.

Remodeling Estimate Template

Download a free remodeling estimate template for Excel, Google Sheets, or fillable PDF with line-item scope, automatic totals, tax, deposit, terms, and customer approval.

Keep the proposal connected to the installation

ShiftFlow keeps HVAC schedules, crew hours, notes, and job activity together after the customer chooses a system.

Explore more free tools

Track every HVAC installation hour without chasing timesheets

14 days

Free trial

No card

Required

4.9
Loved by service teams
Get ShiftFlow