Free PDF, no watermark
HVAC Estimate Template (Free PDF)
HVAC estimate for repair or equipment replacement, equipment model lines and valid-until date included. Convert to invoice in one click after approval.
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Last updated: June 30, 2026
Free PDF, no watermark
HVAC estimate for repair or equipment replacement, equipment model lines and valid-until date included. Convert to invoice in one click after approval.
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A typical HVAC ticket mixes a trip charge, hourly labor, and refrigerant by the pound. This preset separates those so the homeowner sees the breakdown.
After the customer signs or approves, click Convert to invoice in the sidebar (next to Download PDF). You do not retype line items, the tool assigns a new invoice number, today's date, and Net 30 due date, then opens the invoice builder for a final review.
Use the Convert to invoice button in the summary panel on the right.
Click Convert to invoice in the sidebar. Line items, business and client blocks copy over. You get a new INV- number, today's issue date, Net 30 due date, and any deposit field cleared. Edit anything before you download the invoice PDF.
Line items, quantities, rates, notes, tax rate, and discount settings. The estimate number stays on the old PDF only, the invoice uses the next number from your browser counter.
No. Parties and line items copy automatically. You land on /invoice with the form prefilled; review due date and totals, then download.
Business license, EPA 608 cert if handling refrigerant, line items for diagnostic fee, labor hours, parts, refrigerant type and quantity, and payment terms. Our PDF footer reminds clients this is not tax advice.
Add a line item with unit "each" or lump sum, note the refrigerant type (e.g. R-410A) in the description, and list pounds recovered or added. Keep EPA log records separately for compliance.
Many shops quote a flat diagnostic or trip fee that applies to the repair if the customer proceeds. List it as its own line so the estimate total matches what you discuss on site.
Send an estimate with equipment model, warranty note, and valid-until date. After approval, convert to an invoice with the same line items and a new invoice number, our tool supports one-click estimate→invoice.