TradeKit.
HVAC Excel edition

HVAC estimate and job cost spreadsheet

Keep the quote, job expenses, changes and invoice figures together in one editable workbook. Add your own rates and save a copy for each job.

Buy HVAC edition — $39Compare all trades

One-time purchase · Reuse for your jobs · Microsoft Excel required

What you get

One workbook with seven tabs: Start, Estimate, Job Costs, Invoice, Change Order, Materials and Schedule. Enter quantities and unit prices; totals calculate in Excel. A quick-start guide is included.

The service names are editable prompts. Prices start blank.

HVAC service prompts

  • Diagnostic visit
  • Thermostat replacement
  • Condenser service
  • Capacitor replacement
  • Blower motor
  • Duct repair
  • Mini split install
  • System replacement

Change these to match your work and pricing.

Actual Hvac workbook Estimate tab with editable yellow input cells
Preview rendered from the actual Hvac workbook. Yellow cells are for your entries. Pricing starts blank. Tap to enlarge.

A look at the estimate lines

These labels come from the HVAC workbook. Enter your own quantity and price; the workbook calculates the amount.

Service promptQuantityUnit price
Diagnostic visitEditableEnter your price
Thermostat replacementEditableEnter your price
Condenser serviceEditableEnter your price
Capacitor replacementEditableEnter your price
Buy HVAC edition — $39

TradeKit Systems is sold by Arnold Investment Properties LLC. That is the business name you will see at Stripe checkout.

Digital Excel file. Does not send invoices, collect customer payments, or book jobs. Export a completed sheet as PDF to share it yourself. Microsoft Excel is recommended; Apple Numbers may alter formatting or calculations.