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HVAC Flat Rate Price Book and Estimate Template Kit

Price:$24.99

Includes Etsy Purchase Protection

You can only make an offer when buying a single item

Highlights

  • Designed by Spreadoodle
  • Digital download
  • Digital file type(s): 1 PDF, 1 ZIP

Quote, schedule, invoice and track profit for your HVAC business - three spreadsheet templates in one kit.

WHAT IT DOES
- Flat-Rate Price Book & Quote Builder: up to 40 price-book items with your own units (flat, each, hour, lb, linear ft, ton), up to 20 lines per estimate, optional discount, sales tax and deposit, estimate to print or save as PDF, quote log with follow-up dates and a win-rate dashboard.
- Job Scheduler, Invoice & Profit Workbook: jobs log, week view route sheet, automatic invoices from completed jobs, client tracker and a monthly dashboard.
- Profit & Expense Tracker: income, expenses, mileage, automatic monthly P&L, tax set-aside estimate and an hours-based job pricing calculator.

WHAT YOU GET
- Google Sheets versions (links inside the PDF; click "Make a copy")
- Excel .xlsx files with sample data, so you can see how they work
- Excel .xlsx BLANK files, ready to use
- Start Here tab with step-by-step instructions in every file

GOOD TO KNOW
- Includes all three templates in full. They are separate files and don't link to each other automatically (for example, you type an accepted quote's price onto the job in the scheduler).
- Example prices in the price book are placeholders, not recommendations. Set your own flat rates on the Settings tab.
- Made for Microsoft Excel 2016 or newer / Microsoft 365 (Windows and Mac) and Google Sheets (free Google account). Also opens in LibreOffice Calc. Not for Apple Numbers. US date and $ format.
- Yellow cells are for typing; grey cells are formulas and are protected (no password) so they don't break by accident.
- Prices are in US dollars ($). This is a digital download. Nothing will be shipped.

Created with AI tools.

PROBLEMS, WRONG VERSION OR DUPLICATE ORDERS
Something not working? Message me through Etsy and I'll fix it, and if I can't, I'll refund your order in full. Bought the wrong version or the same item twice? Tell me within 14 days and I'll fix, swap or refund it.

LICENSE
For use in your own business. Please don't resell, share or redistribute the files.

Pricing, profit and tax figures are planning estimates, not accounting, tax or legal advice.

Questions? Send me a message. I reply to first messages within 24 hours.

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Listed on Oct 17, 2026
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