HVAC · ESTIMATE

HVAC System Replacement Options Estimate

Editable Excel estimate for comparing replacement scope choices for one HVAC job. Separate customer and site details, entered equipment options, proposed work, itemized costs, and the customer selection. Replace the sample prompts and amounts before use.

Compare two entered HVAC replacement scopes and record the customer’s selection.

Editable Excel workbookjobsheet-hvac-system-replacement-estimate.xlsx

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REPRESENTATIVE PREVIEW · TEMPLATE SECTIONS

JOBSHEET · EstimateXLSX

HVAC System Replacement Options Estimate

Compare two entered HVAC replacement scopes and record the customer’s selection.

Estimate and site

Job / reference · Contractor/company · Estimate number and date · Job location · Customer name and address · Estimate / reference · Price / total · Customer address

Job / referenceEnter job / reference for this job, or leave blank when it does not apply.
Contractor/companyEnter contractor/company for this job, or leave blank when it does not apply.
Estimate number and dateEnter estimate number and date for this job, or leave blank when it does not apply.
Job locationEnter job location for this job, or leave blank when it does not apply.

System options

Existing system / area · Proposed option A / equipment prompt · Proposed option B / equipment prompt · Work requested / open question

Existing system / areaEnter existing system / area for this job, or leave blank when it does not apply.
Proposed option A / equipment promptEnter proposed option a / equipment prompt for this job, or leave blank when it does not apply.
Proposed option B / equipment promptEnter proposed option b / equipment prompt for this job, or leave blank when it does not apply.
Work requested / open questionEnter work requested / open question for this job, or leave blank when it does not apply.

Price and decision

Selected option / scope · Labor and materials entered by company · Price / proposed total · Customer decision / date

Selected option / scopeEnter selected option / scope for this job, or leave blank when it does not apply.
Labor and materials entered by companyEnter labor and materials entered by company for this job, or leave blank when it does not apply.
Price / proposed totalEnter price / proposed total for this job, or leave blank when it does not apply.
Customer decision / dateEnter customer decision / date for this job, or leave blank when it does not apply.
Option / work itemQty or hoursUnitEntered rate / costOption total

[SAMPLE] Equipment option A — replace with the proposed scope and customer selection.

Contractor/companyEmployeeCustomer
© JobSheet · Editable template

WHAT'S INSIDE

Sections the file gives you

These headings and fields are taken from the downloadable template.

01

Estimate and site

Start with the customer, contractor, job, estimate, location, and system details.

  • Job / reference
  • Contractor/company
  • Estimate number and date
  • Job location
  • Customer name and address
  • Estimate / reference
  • Price / total
  • Customer address
02

System options

Compare customer-entered equipment and work options before selecting an estimate scope.

  • Existing system / area
  • Proposed option A / equipment prompt
  • Proposed option B / equipment prompt
  • Work requested / open question
03

Price and decision

Record the entered estimate amount and the customer’s selected option.

  • Selected option / scope
  • Labor and materials entered by company
  • Price / proposed total
  • Customer decision / date

ESTIMATE BREAKDOWN

System Replacement Options

Compare proposed equipment options using job-specific entries; replace the sample row with the selected scope and entered amounts.

Option / work itemQty or hoursUnitEntered rate / costOption total[SAMPLE] Equipment option A — replace with the proposed scope and customer selection.
JOBSHEET
TEMPLATE

EDIT IT FOR YOUR BUSINESS

Keep the structure. Make the details your own.

Replace the sample prompts with your company name, branding, customer, site, scope, and job details. The download remains a standard editable Excel workbook that can be reviewed and printed.

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