What to include in an HVAC estimate
An HVAC estimate should define the equipment, capacity assumptions, included accessories, installation work, electrical or gas coordination, controls, condensate, ventilation, startup, and disposal.
Suggested HVAC line items
- Diagnostic visit, load review, or system assessment
- Removal, recovery, and disposal of existing equipment
- Heating and cooling equipment with model or allowance
- Refrigerant line, duct, venting, drain, control, and accessory work
- Licensed labor, permit, inspection, delivery, or lift
- Evacuation, charging, startup, commissioning, and customer orientation
Document system assumptions
State assumptions about existing ductwork, electrical service, gas supply, refrigerant piping, equipment access, structural support, zoning, and code compliance. Explain how discovered deficiencies will be approved.