Can I use it for maintenance plans?

Yes. Quote one visit and multiply by the visits in the plan. The per-visit margin decides whether the plan is worth selling.

How do I handle emergency calls?

Small scope, emergency add-on applied. A service call priced from an install quote always loses money.

Does this work in Excel and Google Sheets?

Both. Google Sheets: File > Import, or open and make a copy. Excel 365: open it directly. No macros, no add-ons, nothing to install.

What is the service tier for?

It scales labor hours for work that is harder than routine. Standard is 1.0, Complex 1.15, Premium 1.30. Enter the hours a routine job would take and let the tier do the multiplying.

I'm not confident with spreadsheets. Will I manage?

Yes. The white cells are the only ones you touch. The Quick-Start Guide has your first real number on screen in about five minutes, and if you get stuck, message me.

Home → Tools → HVAC Service & Install Quoting Calculator

HVAC Service & Install Quoting Calculator

The changeout went fine, the equipment was priced right, and the attic hours came out of your pocket.

Quote HVAC installs and service from real technician hours, equipment and refrigerant work, with the price solved from the margin you want to keep.

$49 USD · one-time

Buy on Etsy · $49Gumroad coming soon

Instant download · Excel & Google Sheets · works on Mac and Windows · on Etsy today, Gumroad soon

HVAC Service & Install Quoting Calculator dashboard

Who it's for

Made for the way you actually work.

HVAC contractors quoting equipment plus markup and donating the labor
Techs whose commissioning time never makes it into the price
Crews doing attic and crawlspace changeouts at basement rates
Anyone busy all summer with nothing to show for it

What's included

Everything in one file.

Dashboard: Quote, margin and cost per unit, with two charts. Read-only.
Start Here: Five steps from opening the file to a real number on screen.
Job Quote: Where you build one bid. The main working sheet.
Client Quote: The printable quote you send the client. Prices only.
Rate Card: Your trades and their hourly cost. Enter once; used on every bid.
Settings: Overhead and target profit margin.
Instructions: What each sheet does, and what to do if a number looks off.
About: Version, license and support.
PDF Quick-Start Guide: two pages, first result in five minutes

How it works

Three steps to a number you trust.

Open Rate Card. Enter your all-in hourly cost per role, wage plus payroll burden, not the rate you bill.
Open Settings. Set your overhead percentage and the profit margin you want every job to earn.
Open Job Quote. Name the job, enter the scope size, and pick a service tier.

A look inside

The screens you'll be working in.

List of the nine sheets in the HVAC quoting spreadsheet

Job Quote sheet with tech hours, equipment and add-ons

Client Quote sheet, a printable one page quote with prices only

Rate Card sheet with all-in hourly cost per role

Three steps to a quote: enter the hours, pick the margin, send it

Compatibility list showing Excel, Google Sheets, Mac and Windows support

Questions

Good to know.

Can I use it for maintenance plans?: Yes. Quote one visit and multiply by the visits in the plan. The per-visit margin decides whether the plan is worth selling.
How do I handle emergency calls?: Small scope, emergency add-on applied. A service call priced from an install quote always loses money.
Does this work in Excel and Google Sheets?: Both. Google Sheets: File > Import, or open and make a copy. Excel 365: open it directly. No macros, no add-ons, nothing to install.
What is the service tier for?: It scales labor hours for work that is harder than routine. Standard is 1.0, Complex 1.15, Premium 1.30. Enter the hours a routine job would take and let the tier do the multiplying.
I'm not confident with spreadsheets. Will I manage?: Yes. The white cells are the only ones you touch. The Quick-Start Guide has your first real number on screen in about five minutes, and if you get stuck, message me.

One mispriced job costs more than this.

$49 once, and it's yours to keep. It pays for itself the first time it stops you underpricing a job or leaving margin on the table. No subscription, no login, just a file that does the maths.

Buy on Etsy · $49Gumroad coming soon

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