HVAC Quote Template: The 12 Line Items You're Probably Missing

Stop Undercharging on HVAC Jobs

The biggest profit leak in HVAC contracting isn't materials — it's forgetting to charge for the work you actually do.

The 12 Must-Have Line Items

• Equipment — Furnace, AC unit, heat pump (model + SEER rating)
• Thermostat — Smart thermostat installation and configuration
• Ductwork modification — Any changes to existing duct runs
• Refrigerant line set — Copper lines for split systems
• Electrical work — Disconnect, breaker, whip installation
• Permit fees — Building and mechanical permits
• Old equipment removal — Disconnection and disposal
• Concrete pad — If outdoor unit needs a new pad
• Startup and commissioning — Testing, charging, calibration
• Code upgrades — Bringing existing work up to current code
• Warranty registration — Manufacturer warranty activation
• Cleanup and disposal — Job site cleanup and recycling fees

Key Takeaway: Each missed line item is $50-500 leaving your pocket. Use a template to never miss a billable item again.