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HVAC templates

HVAC jobs range from a quick tune-up to a full system replacement with ductwork. Listing equipment model, tonnage and labor separately helps homeowners compare options and makes it easy to offer good, better and best choices.

What to include

  • Equipment brand, model number, tonnage and efficiency rating (SEER2 / AFUE)
  • Labor hours or a flat installation price
  • Ductwork, line sets, pads and other materials on separate lines
  • Manufacturer and labor warranty terms
  • Permit fees and any utility rebates the customer may claim

Typical HVAC line items

Line itemQtyRateAmount
3-ton 16 SEER2 heat pump (outdoor unit)1 ea$4,200.00$4,200.00
Matching air handler1 ea$1,850.00$1,850.00
Installation labor12 hr$110.00$1,320.00
Refrigerant line set and pad1 ea$380.00$380.00
Thermostat (programmable)1 ea$225.00$225.00
Removal and disposal of old equipment1 ea$250.00$250.00

Frequently asked questions

How do I write an HVAC estimate for a system replacement?

Start with the equipment (model, size, efficiency), then installation labor, materials such as line sets and pads, removal of the old unit, permits and warranty. Many techs add two or three options at different efficiency levels.

Should HVAC invoices show refrigerant separately?

Yes. Refrigerant is billed by the pound and prices change often, so a separate line keeps the invoice transparent and makes service calls easier to compare.