Free Tools & Templates for HVAC Contractors

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Everything an HVAC contractor needs to price a job, get paid, and win more work — free.

Tonnage sizing, invoices, estimates, contracts, and the pricing calculators — all in one place, built specifically for HVAC contractors.

Price the job

Get the number right before you send it.

A system changeout and a ductwork job don’t price the same way. Start with the tonnage calc, build the estimate off it, and check your markup before it goes out.

Calculator

HVAC Tonnage Calculator

Estimate the right system size by square footage and climate factors before you quote equipment.

Estimate

HVAC Estimate Template

Line-item estimate built around a real system-changeout job, ready to send.

Calculator

Markup vs. Margin Calculator

Know the difference before you quote — the two numbers are never the same.

Reference

HVAC & Mechanical Code Quick-Reference

Plain-English, searchable index of 173 IMC, UMC & fuel-gas rules — combustion air, venting, condensate, ductwork & more.

Most HVAC contractors undercharge for one of two reasons: they size and price off gut feel instead of a proper tonnage calc, or they forget to build overhead and their own labor burden into the number. Fix both and the same jobs get more profitable without raising a single rate.

Start here: run the tonnage calculator on anything involving a full system or equipment swap — it drives the equipment cost, so it should be the number your estimate is built on.

Run the business

Know your numbers, not just your prices.

Labor burden and break-even — the two numbers that tell you if the business itself is actually profitable.

Get HVAC-specific templates + a weekly tip.

One short email a week — a new template or calculator for HVAC contractors, plus a pricing or paperwork tip you can use the same day. No spam, unsubscribe anytime.

Quick answers

HVAC tools FAQ.

Are these tools actually free?

Yes — every calculator and template linked above is free to use. Some detailed job-tracking packs and bundles in the shop are paid; those are always labeled.

Is the tonnage calculator a substitute for a Manual J load calc?

No — it gives a fast, reasonable sizing estimate for quoting purposes. For final equipment selection and code compliance, run a full Manual J.

Do I need Excel or Word to use the templates?

Most templates are provided in both Word and Excel-friendly layouts, plus a version you can fill in directly on the page.

See every HVAC template & tool pack in the shop.

Job-tracking bundles, maintenance-agreement packs, and pro layouts that go beyond the free tools above.

Visit the shop →