Notice: This HVAC calculator provides estimates only and is for informational purposes. Results should be verified by a licensed HVAC professional. Use at your own risk.

Business Tool

HVAC Bid Calculator (Estimate, Pricing & Profit Margin Tool)

Customer Name

Service Address

Phone

Job Type

Estimate Date

Technician / Salesperson

Estimate #

Job Notes / Scope of Work

System Type

Tonnage / Capacity

SEER2 Rating

Furnace AFUE

Brand / Manufacturer

Sq Ft Served

Equipment & Materials

Description	Qty	Unit Cost ($)	Extended ($)	Category	Del
Materials Subtotal:			$0.00

Labor

Task / Description	Hours	Rate ($/hr)	Extended ($)	Type	Del
Labor Subtotal:			$0.00

Adjustments

Refrigerant Charge / Lbs

Permit / Inspection Fee ($)

Haul-Away / Disposal ($)

Discount / Coupon ($)

Tax Rate (%)

Financing Option

COST BREAKDOWN

Overhead & Profit Margin

30%

Materials Cost$0.00

Labor Cost$0.00

Refrigerant$0.00

Permit / Disposal$0.00

Raw Cost$0.00

Markup (30%)$0.00

Discount-$0.00

Financing Fee$0.00

Tax$0.00

TOTAL BID $0.00

⬛ GOOD

$0Standard Efficiency

Base system (14.3 SEER2)
Standard 1-yr parts & labor
Basic digital thermostat
Standard installation

🥈 BETTER

$0Mid Efficiency (+8%)

16 SEER2 system
2-yr parts & labor warranty
Smart thermostat included
Premium air filter

🥇 BEST

$0High Efficiency (+18%)

18+ SEER2 system
5-yr parts & labor warranty
Smart thermostat + zoning
UV air purifier included
Annual tune-up included

Customer	Est. #	Date	Bid Amount	Follow-Up	Status	Action
No bids logged yet — click "Save to Log" to add this bid.

⚡ Pro Tips for Winning More Bids
Always present all three tiers in person — 60% of customers choose Better or Best when offered. • Lead with financing options to shift the conversation from price to monthly payment. • Include a photo of the old unit in the proposal to justify the replacement. • Follow up within 24 hours — bid acceptance drops by 40% after 3 days.

Margin: | Total: