Modèle Gratuit de Devis de CVC (2026)

Téléchargez un modèle gratuit de devis de CVC pour 2026, sans inscription ni courriel. Déjà rempli avec de vraies lignes de CVC. Word, Excel, Google Docs, Google…

Free HVAC Estimate Template 2026

Téléchargez un modèle gratuit de devis de CVC pour 2026, sans inscription ni courriel. Déjà rempli avec de vraies lignes de CVC. Word, Excel, Google Docs, Google Sheets ou PDF.

About this HVAC Estimate template

A clean HVAC invoice or estimate has more moving parts than a generic service invoice. You need refrigerant tracking with weight in pounds, EPA Section 608 technician number, equipment model and serial numbers, warranty status, and a clear separation between diagnostic, labor, and parts.

How to create a HVAC estimate

  1. Download the HVAC estimate template above in Word, Excel, Google Docs, Google Sheets, or PDF.
  2. Add your business name, logo, contact details, and HVAC contractor license number to the header.
  3. Enter the customer name, service address, and the estimate date and number.
  4. List each HVAC line item with a description, quantity, and unit price (see the sample line items below).
  5. Add applicable sales tax and payment terms, then export to PDF and email it to the customer.

Sample HVAC estimate line items

Typical line items on a HVAC estimate:

  • Diagnostic / service call fee
  • R-410A refrigerant recharge (per lb)
  • Condenser fan motor - parts and labor
  • Dual-run capacitor replacement
  • System labor (per hour)

Not sure what to charge? Use the free job cost calculator to price labor, materials, and margin before you send the estimate.

Download formats

  • Word (.doc) - opens cleanly in Microsoft Word 2016 and newer
  • Excel (.xls) - opens cleanly in Excel 2003 and newer
  • Google Docs - download the .doc and upload to Google Drive, which converts automatically
  • Google Sheets - download the .xls and upload to Google Drive
  • PDF - print-ready format that locks the layout for emailing
  • CSV - plain text for spreadsheet programs and bookkeeping imports

What every HVAC estimate should include

  • Equipment make, model, and serial number
  • EPA Section 608 technician certification number
  • Refrigerant type and exact pounds
  • Diagnostic fee as a separate line
  • License number issued by your state HVAC contractor board

Get paid faster

A template gets the estimate out the door, but you still chase the check. Set clear payment terms (net 15 is common for hvac work), accept card or bank payment, and send a reminder if it goes unpaid. KaamCam estimates include an online payment link and update to paid automatically. See pricing.

Frequently asked

What information must be on a residential HVAC invoice in 2026?

A complete residential HVAC invoice includes the homeowner name and service address, the equipment make and model and serial number, the date of service, the EPA Section 608 technician certification number, refrigerant type and exact pounds recovered and recharged, parts with quantity and unit price, labor hours and rate, diagnostic fee, applicable sales tax, total due, and the contractor license number.

How do I create a HVAC estimate?

Download the free HVAC estimate template, add your business details and license number, enter the customer and service address, list your HVAC line items with quantity and unit price, then add tax and payment terms and export to PDF. Or build one in KaamCam in under two minutes with your saved customers and pricing.

Is this HVAC estimate template free?

Yes. The HVAC estimate template is completely free to download in Word, Excel, Google Docs, Google Sheets, or PDF. No signup, email address, or credit card is required.

Can I edit the HVAC estimate template?

Yes. Open the Word or Excel file in Microsoft Office, or upload it to Google Drive to edit in Google Docs or Google Sheets. Replace the sample line items with your own HVAC pricing, add your logo and license number, then save or export to PDF to send to the customer.

Do I need my license number on a HVAC estimate?

In most US states a HVAC contractor must show the contractor license number on invoices and estimates, and it speeds up permit and inspection sign-off. The template has a dedicated field for it.

HVAC Estimate Template vs KaamCam

A static template gets you a one-off document. KaamCam stores customers, line items, license numbers, tax rules, and warranty terms once. Build a new estimate in under 2 minutes from the truck or the office, with digital signatures included, for $12 per seat per month. Start a 7-day free trial.

Looking for the other HVAC document?

HVAC Invoice Template, or browse all free contractor templates.

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