HVAC Quote Template, Excel and Google Sheets: Good Better Best Install Options, Service Repair Quote

Build good, better and best system options side by side, print a three-option quote with a monthly payment illustration, and price service calls on their own sheet.

What it does
• List up to 45 equipment lines and tag each one Good, Better or Best. Markup can be set per line or left to your default.
• Add install hours, ductwork LF, fittings, refrigerant lbs and misc materials for each option.
• See cost, price and margin for all three options side by side.
• Print a client quote with three columns, your option names and feature lines.
• Shows a monthly payment illustration using the APR and term you enter. It is an illustration only, not a financing offer.
• Price repair calls with up to 15 parts, labor hours, refrigerant and your diagnostic fee.

What's inside
One ZIP file (KitgridStudio-07-hvac-estimate.zip) with:
• KitgridStudio-07-hvac-estimate.xlsx for Microsoft Excel
• KitgridStudio-07-hvac-estimate-GoogleSheets.xlsx for Google Sheets
• KitgridStudio-07-hvac-estimate-HowTo.pdf: setup steps, the cells you edit, and how to open the kit in Google Sheets
• KitgridStudio-License.pdf: your license terms
• KitgridStudio-Download-Instructions.pdf: how to download and open the files

Tabs in the workbook
• Start Here: 6 setup steps and the exact cells you fill in.
• Settings: job details, install labor cost, equipment and labor markups, duct, fitting and refrigerant costs, permit, sales tax rate, APR and term to illustrate, service rates.
• Equipment: 45 lines tagged Good, Better or Best.
• Options: inputs and cost, price and margin for each option side by side.
• Quote: the three-option client quote with the payment illustration. Printable.
• Service Quote: parts, labor, refrigerant, diagnostic fee and sales tax for a repair call.

Sample data: A system replacement with three options and a sample repair call. Type over it with your own numbers.

Tested before release
Both files were tested with the sample data in Excel (Excel for the web) and Google Sheets: all 15 expected results matched (totals, single rows, blank rows, cross-sheet values and percentages, each worked out separately), with no formula errors across 243 formulas.
No macros, no add-ins, no external links. Input cells are blue text on light amber. In the Excel file, formula cells are locked with no password so they don't get typed over by accident.

Who it's for
HVAC contractors who present options on replacement jobs and also run service calls.

Not the right fit if
You need equipment sizing, load calculations or real financing. The monthly payment is an illustration only; actual terms come from a lender.

Works with
Tested in Excel for the web and Google Sheets. Uses standard functions that work in Excel 2016 and newer.
• Excel on the web (free Microsoft account): Yes
• Google Sheets (free Google account): Yes. Upload the Google Sheets file to Google Drive and open it with Google Sheets
• Excel or Google Sheets phone and tablet apps: Opens and edits. Setup and printing are easier on a computer
• Apple Numbers: Not supported. It may open the file, but some formulas and formatting may not carry over
• LibreOffice: Not tested

How delivery works
• Instant digital download. Nothing ships.
• After checkout, go to Your account, then Purchases, then Download Files. Use a browser on a computer or phone; the Etsy app can't download files.
• You get one ZIP file (KitgridStudio-07-hvac-estimate.zip). Unzip it: on Windows, right-click it and choose Extract All. On a Mac, double-click it.
• Inside: the Excel file, the Google Sheets file, the how-to PDF, the license PDF and the download instructions PDF.
• For Google Sheets, upload the GoogleSheets.xlsx file to Google Drive and open it with Google Sheets.
• In Excel, if a yellow PROTECTED VIEW bar appears, click Enable Editing. Excel does this for every downloaded file.

FAQ
Q: Is the monthly payment a financing offer?
A: No. It is an illustration using the APR and term you type in, and it assumes the full total is financed. Actual rates and terms come only from a lender.

Q: Can I change the option names?
A: Yes. Edit the option names and five feature lines per option on the Quote sheet.

Q: Can I set markup per piece of equipment?
A: Yes. Type a markup % on the line, or leave it blank to use your default from Settings.

Q: Does it work on a Mac or in Google Sheets?
A: Use the Google Sheets version in any browser, or open the Excel file in Excel on the web. Tested in Excel for the web and Google Sheets. Uses standard functions that work in Excel 2016 and newer. Apple Numbers is not supported.

Q: Can I change the rates, categories and layout?
A: Yes. Rates and defaults sit on the Settings sheet and are examples only, so set them to match your suppliers, crew and market. To change a formula or the layout in Excel, use Review, then Unprotect Sheet (there is no password).

Save with a bundle
This kit is also in the HVAC Contractor Bundle, together with: Job Cost Tracker; Change Order Log and Form; Overhead, Markup and Break-Even Calculator. All 20 kits are in the Complete 20-Kit Library. See the Bundles section of our shop.

License: one business. Use the kit for your own business's work, on any devices your business controls, and let your own staff use it. Change it however you like. Do not resell it, share the files outside your business, or upload them to any template site. The estimates, invoices and reports you make with it are yours. Full terms are in KitgridStudio-License.pdf.

This is a calculation tool. It is not tax, legal, accounting or engineering advice. Sample data and default rates are examples only. Check your numbers.

How this was made: Designed and tested by Kitgrid Studio with the help of AI tools. AI tools helped draft the formulas, sheet layout and instructions. Every kit is tested with sample data in Excel and Google Sheets before release.

Questions before you buy, or a file that won't open? Send us a message on Etsy. We reply within 2 business days, usually sooner. Digital files can't be returned, but if a file doesn't work as described, we'll fix it or help you get it working.

Version 1.0, 9/2026