Free HVAC Estimate Generator
Create a professional HVAC estimate. No signup required.
You control the numbers and terms. Contractor Job Tools does not provide legal, tax or accounting advice. Learn more → Terms
How to create an estimate
- 01
Add the details
Enter your business, customer and job information.
- 02
Make it specific
Add items, quantities, rates and the applicable tax.
- 03
Review & download
Check the live preview, then download or print your PDF.
- 04
Keep work moving
Create the next document with your job details carried forward.
When to use a estimate
For an AC repair, record the unit model, diagnostic visit, replacement capacitor, labor hours and refrigerant. Carry the equipment details into the service report.
What should it include?
Use the equipment type, manufacturer, model, serial number, refrigerant, service type fields to identify the job. Add service call, labor, equipment, parts, refrigerant from the quick-add suggestions, then enter your quantities and rates.
Estimate vs. quote vs. invoice
An estimate communicates an expected price. A quote typically offers a more definite price for a defined scope. An invoice requests payment. Describe the status and terms clearly on each document.
A few useful answers
What makes this hvac estimate different?
Identify the equipment, manufacturer, model and serial number. Itemize the service call, labor, parts and refrigerant instead of hiding them in one total.
Can I turn an estimate into a work order?
Yes. Convert to Work Order creates a separate document with the same customer, job site, item list and trade details. Your estimate remains saved in this browser.
How are sales tax and discounts calculated?
The discount reduces the subtotal first. It is allocated proportionally to taxable items, and sales tax applies to their remaining amount. Choose your own rate and review which items are taxable.
Where are my documents saved?
Only in this browser on this device. Clearing browser data deletes local drafts. Download PDFs you need to keep, and avoid shared devices for private customer information.