Describe the system and basis
Record existing equipment, served areas, customer concerns, and the sizing or design information still to be confirmed.
Estimate software for HVAC contractors
Make an HVAC estimate easier to review and approve.
A useful HVAC proposal identifies the equipment and work planned, records site constraints, and explains what commissioning or restoration is included. WorkCraft AI helps contractors prepare and share that estimate from the job site.
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A scope customers can understand
Connect equipment, installation, and startup
Separate replacement from related work
List equipment, accessories, electrical or condensate changes, duct repairs, and removal when they are separate decisions.
Include startup and handoff
State testing, controls setup, thermostat instructions, cleanup, and warranty documents included in the contractor’s scope.
Examples to customize
HVAC line item examples
These are estimate structure ideas, not equipment recommendations or market prices. Confirm specifications and add your own rates before sending.
System evaluation and load review
State the measurements and design review included.
Example unit: visit or jobHeating or cooling equipment replacement
Identify equipment class and the specifications to be finalized.
Example unit: systemDuct repair or modification
Describe the served area, material, and access assumptions.
Example unit: linear ft. or jobCondensate, vent, or line-set work
Name the components and routing included.
Example unit: each or jobControls or thermostat installation
Describe setup, compatibility checks, and customer orientation.
Example unit: eachStartup, testing, and old equipment removal
State commissioning checks and disposal assumptions.
Example unit: system or jobBefore you share
Details to confirm before sending
When equipment selection or site conditions are still being confirmed, label assumptions clearly. Show optional efficiency or control upgrades separately so the customer can compare them. WorkCraft AI helps HVAC contractors turn those choices into organized estimate items and a shareable proposal.
Read the guide to pricing a small trade job- Verify equipment specifications, electrical service, duct condition, clearances, and access.
- State what sizing, load, or site information still needs confirmation before equipment ordering.
- Clarify included accessories, permits, condensate or vent changes, disposal, and restoration work.
- Describe startup checks, customer handoff, schedule assumptions, and how changes are approved.
Common questions
Keep allowances and options transparent
Should I put several system options in one line item?
Separate equipment packages or upgrades when the customer needs to compare them; describe each option and its included scope.
Does WorkCraft AI calculate HVAC sizing or local pricing?
No. The examples organize estimate scope. Qualified contractors must determine system design, code requirements, and their own prices.
Estimates from the job site
Build your next hvac estimate with WorkCraft AI.
Create a free account, add your own prices, and share a link for the customer to review your proposal.