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Quote template for HVAC companies
A sample quote with typical line items for HVAC companies is already filled in. Change the quantities and prices, add your logo and download PDF, Word or Excel. No sign-up.
- No sign-up
- PDF, Word and Excel
- Your logo
- Your data stays with you
In AdBooks this quote is done in 2 minutes.
Items from your catalogue, sending via WhatsApp or Viber, client signature on the phone and quote to invoice in one click.
- ✓ 14 days free
- ✓ No credit card
- ✓ Sign up with Google too
Typical line items in a quote for HVAC companies
Sample job: Supply and installation of three inverter AC units (living room and two bedrooms), with pipework, condensate drainage and commissioning.
| Items | Quantity | Unit | Price | Amount |
|---|---|---|---|---|
| Inverter AC unit 3.5 kW | 2 | pcs | €690.00 | €1,380.00 |
| Inverter AC unit 5.0 kW | 1 | pcs | €940.00 | €940.00 |
| AC installation up to 3 m of pipe | 3 | pcs | €180.00 | €540.00 |
| Insulated copper pipe (additional) | 8 | m | €22.00 | €176.00 |
| Condensate drain | 3 | pcs | €25.00 | €75.00 |
| Outdoor unit brackets | 3 | pcs | €35.00 | €105.00 |
| Core drilling and sealing | 3 | pcs | €30.00 | €90.00 |
| Vacuuming and commissioning | 3 | pcs | €40.00 | €120.00 |
| Subtotal | €3,426.00 | |||
Prices are only an example. Enter your own prices in the template above.
Deposit and payment
50 % advance for the units before installation, the balance on commissioning.
Jobs this template is for
Work out the quantities
What a good quote must include
- Details of both partiesName, address and company/VAT number of your business and the client.
- Number, date and validity15 to 30 days is usual, because material prices change.
- Items with quantity and priceEach item separately: materials, labour, delivery. The client sees what they pay for.
- Subtotal, VAT and totalShown separately, with any discount.
- Payment terms and advanceFor example a 30 % advance before work starts.
- What is not includedOne sentence prevents most later arguments.
Full guide: how to write a quote the client accepts →
All free templates
Frequently asked questions
Your business and client details, quote number and date, validity, and line items with quantity, unit and price, for example inverter AC unit 3.5 kW, inverter AC unit 5.0 kW, aC installation up to 3 m of pipe. Then the net amount, VAT, total and payment terms.
50 % advance for the units before installation, the balance on commissioning. In AdBooks you create the deposit invoice from the quote in one click, and the deposit is deducted from the final invoice automatically.
Save your line items and prices once, as a catalogue. In AdBooks you then put the quote together in 5 minutes, send it via WhatsApp or email, and the client signs it on their phone.
In the template you create the invoice separately. In AdBooks you turn an accepted quote into an invoice in one click, and the client can sign it on the phone.