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

Ali / QuoteForge Team2026-04-106 min read

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.

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