Free template · Excel
Free Refrigeration estimate template
A ready-to-use refrigeration estimate in Excel, with refrigeration line items filled in and automatic totals for good, better and best options. No email needed.
[Your company name]
[Address] · [Phone] · [License #]
estimate
| Description | Qty | Unit | Rate | Amount |
|---|---|---|---|---|
| Walk-in cooler compressor replacement | 1 | job | $6,850.00 | $6,850.00 |
| Leak search and repair | 1 | job | $1,450.00 | $1,450.00 |
| Preventive maintenance agreement (quarterly) | 4 | visit | $295.00 | $1,180.00 |
Total (all options shown): $9,480.00
Example line items and prices are placeholders. Replace them with your own.
What every refrigeration estimate needs
- Your business name, contact details and license number
- Estimate number, date and how long the price is valid
- Clear options (good, better, best) with what each includes
- Warranty terms and any permit or inspection fees
- Deposit required, if any
- A place for the customer to approve and sign
Pricing refrigeration work
- Price emergency and after-hours work with a separate rate or multiplier that covers on-call pay, overtime and the work you bump. Publish it in the service agreement.
- Price PM agreements per unit per visit: (visit labor hours + drive time) × loaded hourly cost + materials (filters, coil cleaner, belts), then divide by (1 − target margin).
- Price refrigerant per pound from current replacement cost, not what's in the cylinder you bought last year. Review it whenever supplier prices change.
- For multi-site customers, agree on a rate sheet and NTE limits up front, and quote anything above the NTE before proceeding.
Common refrigeration jobs to add as line items
Free download
Flat-Rate Price Book Builder
Work out your true hourly cost, set your billable rate, and price every task with good, better and best options.
Get it free- Overhead and labor cost calculator
- Billable hour and target margin model
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- Member discount column
Frequently asked questions
Download the free Excel template, add your logo and business details, then replace the example refrigeration line items with your own services and prices. Quantities × rates and the totals calculate automatically.
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