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Free HVAC Estimate Template

A Good/Better/Best estimate template that presents three options to your customers. Proven to increase average ticket size by 20-40%.

Your HVAC Company

(555) 123-4567 | ROC #123456

ESTIMATE

February 23, 2026

Valid until: March 23, 2026

Prepared For

John Smith

456 Oak Drive, Phoenix, AZ 85004

Diagnosis

AC system not cooling. Diagnosed failed dual run capacitor and worn contactor. System is 8 years old (Trane XR15).

Good: Fix the Immediate Problem

Replace dual run capacitor (45/5 MFD)$145.00
System performance testIncluded
Total$145.00

Fixes the immediate issue. Contactor is showing wear and may need replacement in 6-12 months.

Recommended

Better: Complete Repair + Tune-Up

Replace dual run capacitor (45/5 MFD)$145.00
Replace contactor (2 pole 40A)$185.00
Full AC tune-up and cleaning$149.00
Total$479.00

Fixes both issues and includes a full tune-up. Prevents the contactor from failing during peak summer.

Best: Full Repair + Maintenance Agreement

Replace dual run capacitor (45/5 MFD)$145.00
Replace contactor (2 pole 40A)$185.00
Full AC tune-up and cleaning$149.00
Annual maintenance agreement (2 visits/year)$199.00
Total$678.00

Everything in Better, plus two annual maintenance visits to catch problems early. Includes priority scheduling and 15% off future repairs.

Why Good/Better/Best Estimates Work

Most customers pick the middle option when given three choices. By presenting Good/Better/Best, you:

  • Increase average ticket size by 20-40% compared to single-option estimates
  • Give customers control — they choose, you don't upsell
  • Bundle maintenance agreements naturally with the premium option
  • Look more professional than competitors presenting a single price

Build estimates in 2 minutes, not 20

ServiceTap auto-generates Good/Better/Best estimates from your pricebook. Start free.