HVAC Estimate & Bid System
Quote HVAC jobs with your real numbers, in one spreadsheet
$39 one-time. Price book → estimate → printable quote → bid log. No subscription, no macros.
Checkout opens soon. Questions? Email rdogum@gmail.com.
Works in Microsoft Excel, Google Sheets, and LibreOffice. Mobile support is not claimed.
About AJENA LLC
AJENA LLC sells downloadable spreadsheet tools for small businesses. The tools run on your own computer or in your business’s private cloud. There are no servers to maintain and no subscriptions to pay.
Our first product is the HVAC Estimate & Bid System, a workbook for solo and small HVAC contractors who quote from memory or on paper and want every quote to cover cost and the margin they intended.
The HVAC Estimate & Bid System
A single spreadsheet workbook (.xlsx) that takes you from your own costs to a printable customer quote. Licensed by AJENA LLC. This is a calculation tool: you set your own prices and are responsible for checking every estimate, quote, tax rate, and total.
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Settings
Enter your business info, default tax rate, default markup, and terms.
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Price Book
Your materials, labor, and equipment costs. Ships with 29 sample HVAC items. Sample prices are illustrative, not market quotes, so replace them with your costs.
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Estimate
Pick item codes from a dropdown and enter quantities. Up to 30 lines. It calculates cost, sell price, discount, sales tax, total, gross profit, margin %, and effective markup %.
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Quote
A clean one-page customer quote with your business details, line prices only (no cost or markup shown), terms, and an acceptance line. Set to print on one US Letter page, and it also fits one A4 page (tested in LibreOffice).
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Bid Log
Paste each quote’s summary in as values, then track quotes as Draft, Sent, Won, or Lost, with win rate, won value, and open pipeline.
Built-in checks
- Unknown codes, bad quantities, bad tax rates or dates, duplicate lines, or a discount bigger than the subtotal show an ERROR. The quote then shows a NOT READY banner instead of totals.
- Below-cost jobs and $0 lines show an internal WARNING that the customer never sees. The quote still prints.
- The data sheets (Settings, Price Book, Estimate, Quote, Bid Log) are protected without a password, so formulas aren’t overwritten by accident. You can still change the layout.
What you get
HVAC_Estimate_Bid_System_v1.0.7.xlsxREADME.md,CHANGELOG.txt, andLICENSE.txt
No macros, add-ins, or internet connection needed after you download the file.
FAQ
What programs does it work in?
It works in Microsoft Excel, Google Sheets, and LibreOffice. Mobile support is not claimed.
Do I need an account or an internet connection?
No. After you download it, open the .xlsx file. Nothing in the workbook requires an online account or add-in. No macros are included.
Are the sample prices real market prices?
No. They are illustrative examples only. Replace them with your own supplier costs and labor rates before you quote a job.
Can I add my logo?
Yes. The Quote sheet is protected without a password, so you can unprotect it, insert an image, and protect the sheet again.
Who may use it, and may I store it in Google Drive or Google Sheets?
AJENA LLC licenses it to one purchasing business. That business may use the file on any number of its own devices, let its own staff use it, and customize it for its own business. You may store and open it in your business’s own private cloud (for example Google Drive or OneDrive, including importing it into Google Sheets) as long as only your staff can access it. You may not resell it, share it outside your business, or create public or “anyone with the link” sharing links. The file is provided as is; you are responsible for checking every estimate, quote, tax rate, and total. The full terms are in LICENSE.txt in the download.
Contact
Questions about the product or your license can be sent to AJENA LLC at the address below.
Email: rdogum@gmail.com
Contact email to be set by the owner before publishing.