Furnace Installation Quote Template
A furnace replacement is not one price, it is equipment plus four jobs that only exist because the old furnace is leaving: venting, gas, condensate, and hauling the old one away. Those four are where the change orders come from, so they are lines on this quote rather than discoveries on install day.
What goes on a furnace replacement quote
Every row below is a line item on the form, with what belongs in it and a filled in example. This is the same list whether it is a straight swap or a full efficiency upgrade; what changes is how much of it is real work.
| Field | Filled in | What goes in it |
|---|---|---|
| Removal and disposal | Remove and haul away existing furnace | Pulling the old furnace out and getting rid of it. Its own line, because a homeowner who assumed the old one goes with you and finds it in the garage is a bad review. |
| AFUE and input | 96% AFUE, 80,000 BTU input | The efficiency rating and the input BTU of what you are installing. AFUE is the number the rebate and the utility both key off. |
| Venting | New 2 in. PVC intake and exhaust, sidewall termination | What the vent becomes. Going from an 80% to a 96% furnace means PVC out a sidewall, and if the water heater shared that flue it now needs its own answer. |
| Gas line | Reconnect existing 3/4 in.; upsize if input requires | Whether the existing line and the meter carry the new input, and what you are changing if not. This is the line that turns into a change order most often. |
| Condensate | Condensate pump to laundry standpipe, neutralizer | Where the condensate goes on a condensing furnace, plus neutralizer and pump if the drain is uphill. Old 80% furnaces did not have this and old basements do not have a drain for it. |
| Thermostat | Honeywell T6 Pro, existing wire reused | Model, and whether the existing wire has enough conductors for it. A two-stage furnace on four wires is a callback with a price attached. |
| Permit and inspection | Mechanical permit, pulled by us | Permit fee and who pulls it, as a line with a number. Rolled into labor it looks like you added a fee later. |
| Rebate credit | Utility high-efficiency rebate, homeowner files | Utility or manufacturer rebate, as a negative line if you are taking the assignment, or as a note if he files it himself. Say which, in writing. |
The four lines that stop a change order
Venting
Going from an 80 percent furnace to a 96 percent one changes where the exhaust goes. Cool acidic flue gas cannot go up a masonry chimney, so it goes out a sidewall in PVC. That is a route to find, a hole to cut, and a termination clearance to respect.
Then there is the water heater. If it was sharing that chimney, it has just been orphaned in a flue sized for two appliances, and it needs a liner or its own vent. A homeowner told about that on quote day is being given information. A homeowner told about it on install day is being handed a bill.
Gas
A bigger input needs a bigger pipe, and the meter has a limit too. Say on the quote whether you are reconnecting the existing line or upsizing it, and what happens if the meter turns out to be the constraint. That last part is the utility's schedule, not yours, and it is better to have said so before it becomes your fault.
Condensate
A condensing furnace makes water, several gallons a day of it, and it is acidic. It needs a drain, a trap, usually a neutralizer, and a pump if the drain is uphill from the furnace. Old basements were built for a furnace that made no water at all, so this is genuinely new work rather than a detail.
Removal and disposal
Its own line, always. It is the single cheapest line on the quote and the one most likely to cause a bad review by its absence, because a homeowner who assumed the old furnace was leaving with you and finds it in the garage feels cheated over something that would have cost him almost nothing to agree to.
Rebates belong on the page, not in a promise
Utility and manufacturer rebates for high efficiency equipment move by the season and by the AFUE tier. Put the rebate on the quote as its own line and say who files it. If you are taking the assignment, it is a credit that reduces what he pays you today. If he files it himself, it is a note, not a discount, and the difference between those two is a phone call in six weeks.
Two ways to use it
Fill it in and send it
This link opens the builder with every line above already on the quote: open the furnace installation quote template with these lines in it. Put in your customer, your prices and your tax rate, and you have a quote with the venting, gas and permit lines already accounted for.
The builder is the paid part of this site: $29 a month for the whole shop, never per technician, cancel yourself in one click. The price and the terms are on one page. The charts, the templates and the PDF below stay free either way.
Print it and write on it
If you would rather keep a pad of these in the truck, the blank version is a one page PDF with the same fields on it. No email, no sign up, no gate.
Download the blank furnace installation quote PDF
Other templates
Cooling side of the same house is the AC replacement estimate template, which has its own set of lines for lineset, electrical and refrigerant recovery. When something does turn up behind the old furnace, price it on the HVAC change order form rather than adding it to the final bill. The general purpose version of this page is the HVAC estimate template.
Building these on a phone in the driveway, with your prices rather than someone else's, is the estimate software this site exists for.
Furnace quote questions
What should a furnace installation quote include?
The furnace model with its AFUE and input BTU, removal and disposal of the old unit, the venting work, the gas connection, condensate handling, the thermostat, labor, the permit, and any rebate as its own line. Venting and condensate are the two that get left off, and they are the two that change most when a homeowner moves from an 80 percent furnace to a 96 percent one.
Does a furnace quote need to include the permit?
It should, as a line with a number, and it should say who pulls it. Most jurisdictions require a mechanical permit for a furnace replacement. Rolling the fee into labor saves a line and costs you the conversation where it looks like a fee you added afterwards.
Why does a high efficiency furnace need new venting?
A condensing furnace sends out exhaust that is cool and acidic, so it vents through PVC out a sidewall instead of up a masonry chimney. If the old furnace shared that chimney with a gas water heater, the water heater has just lost the appliance that was keeping the flue warm and now needs its own answer. That is a second job, and it belongs on the quote rather than in a conversation on install day.