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HVAC estimate template: Efficient Invoicing and estimation (Free PDF)

HVAC estimate template

The HVAC Estimate is a statement sent by a business to its clients to give them an idea of the costs for goods and services that will be incurred during the installation, maintenance, or general servicing of HVAC units.

How To Access Our HVAC Estimate Template

Fill in the form on the right to request a free template, and click download.  Don’t forget to check your email.

Here are the detailed steps:

  1. Click the link in the email to access the HVAC invoicing template pdf. The invoice template will open in any browser that you use.

  2. Just put your cursor on the field you want to edit. This way, you can create the estimate template for your client.

  3. Download the estimate after completing the details and send it to your customers.

  4. We can Star-Mark the email so that you can create multiple estimates easily from the template.

  5. You can use the downloaded file and open the file in Adobe Acrobat to edit and put your company logo.

  6. For more guidance, schedule a free call with SmartServ; we shall be happy to assist you.

HVAC Estimate Template Includes:

    • Estimate number, date, and due date
    • Invoicing Location, Service location, and Company address
    • Columns to mention services, material, service hours
    • Option to check and un-check taxation of line items 
    • Columns for  price and the total amount
    • Subheads for sub-total, discount, surcharge, sales tax 
    • Name and Signature field for customer and technician or own
    • Estimate Due date

How about estimation and invoicing effortlessly from anywhere?

  1. You can easily create estimates without tedious work by including line items, travel costs, discounts, and more.
  2. Get consumer approvals by receiving e-signature data from the app.
  3. Simply convert estimates into invoices, receive client signatures, and collect payment. With the purchase order, enter the service summary.
  4. You can find the status of the invoice and the estimate at each stage, including the approval status of the estimate and any pending client signature.
  5. Auto-select the new tax zone for your service location. Users can also add the service summary and attach pictures or videos with estimates and invoices.


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