SIMPLE TO LEARN AND QUICK TO USE
Built for Pros: Free bid template from Housecall Pro
A HVAC bid template tracks projected tasks to be performed during a job at a client’s location. Download your free HVAC bid template today.
Here’s everything included in our HVAC bid template
An HVAC bid template is a single document to organize projected costs for heating, ventilation and cooling system repairs for residential and commercial buildings. An effective HVAC bid template can help HVAC professionals pitch services and costs to potential clients. Our bid template contains:
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Step-by-step instructions that walk you through the entire template
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Simple customization to add your branding and personalize customer info
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A printable report for your records or to send to customers
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Built-in formulas that save you time calculating totals
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Download our free HVAC bid template
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This template includes:
Simplify your bids with a free downloadable template. Capture every detail, look professional, and keep accurate records.
Customizable: Personalize by adding your branding and customer information.
Easy to Use: Focus more on the job and less on the paperwork. Simply fill in the blanks with specific details.
Print Ready: Easily download, print, and share the professional, auto-populated template you create.
Works Anywhere: Use the simple printable form at the office or on the jobsite.
Download our free HVAC bid template
Here’s everything included in our HVAC bid template
An HVAC bid template is a single document to organize projected costs for heating, ventilation and cooling system repairs for residential and commercial buildings. An effective HVAC bid template can help HVAC professionals pitch services and costs to potential clients. Our bid template contains:
Step-by-step instructions that walk you through the entire template
Simple customization to add your branding and personalize customer info
A printable report for your records or to send to customers
Built-in formulas that save you time calculating totals
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HVAC Bid Template.
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HVAC Bid Template FAQs
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What is an HVAC bid template?
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An HVAC bid template is a pre-designed form that helps you outline the cost, scope, and timeline of a proposed HVAC project in a clear, professional format.
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What is the purpose of an HVAC bid template?
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An HVAC bid template helps you create clear, professional proposals with consistent pricing and job details for every customer. It makes sure each bid includes the same key information, making it easier to communicate value, set expectations, and build trust with potential clients.
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What does an HVAC bid template include?
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It typically includes project details, labor and material costs, equipment specifications, estimated timelines, terms and conditions, and customer authorization fields.
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Why is an HVAC bid template important?
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Using a template prioritizes that your bids are accurate, professional, and easy to understand. This helps you avoid miscommunication and increases your chances of landing the job.
Why Housecall Pro?
All the tools you need in one place
Why Housecall Pro?
All the tools you need in one place
Improve task efficiency
HVAC Pros complete 22%+ more jobs per month 1
Increase revenue income
On average, Pros grow monthly revenue by 35%+ 2
All in one software
Run and grow your business in one app—and save 8+ hours a week 3
1. Based on average monthly HVAC jobs completed through Housecall Pro after the first year.
2. Based on average monthly revenue generated through Housecall Pro after the first year of using the platform.
3. Based on average reported hours saved using Housecall Pro.