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HVAC Estimating & Takeoff Services

Heating, cooling, ventilation equipment plus ductwork, piping, and controls. Sheet-metal labor priced against SMACNA productivity standards.

What you receive

HVAC equipment schedule with model and capacity

Ductwork takeoff by gauge and pressure class

Piping (chilled water, hot water, refrigerant, condensate)

Insulation and lagging

Controls (BACnet, LonWorks, proprietary)

Sheet metal labor by SMACNA productivity

What goes into an HVAC estimate

HVAC estimating sits at the intersection of three different cost models: equipment (priced by manufacturer schedule), sheet metal (priced by SMACNA labor productivity per pound of metal), and piping (priced by MCAA labor units per linear foot). A complete HVAC estimate ties all three together with controls, insulation, and TAB to deliver an in-place cost.

Equipment schedule

Every piece of HVAC equipment on the schedule gets line items:

  • Rooftop units (RTU) by tonnage and configuration
  • Air handlers (AHU) by CFM and components (preheat, cool, reheat, energy recovery)
  • Chillers (air-cooled, water-cooled, magnetic-bearing) by tonnage
  • Boilers (gas-fired, electric, condensing) by MBH
  • Cooling towers, condensers, dry coolers
  • Pumps (chilled water, hot water, condenser water, condensate)
  • Exhaust fans, supply fans, transfer fans
  • VAV terminals, FPB units, fan-powered boxes
  • VRF outdoor units, indoor units, branch boxes
  • Heat pumps (split, packaged)
  • Energy recovery ventilators, dedicated outdoor air systems
  • Humidifiers, dehumidifiers

Each item gets manufacturer-specific pricing where the spec calls out a basis of design, or current market pricing for the equipment class.

Ductwork

Sheet metal is the largest non-equipment cost in most HVAC bids. We take off:

  • Linear feet by gauge — 26, 24, 22, 20, 18, 16 gauge depending on size and pressure
  • Pressure class — 1”, 2”, 3”, 4”, 6”, 10” WG
  • Material — galvanized steel (most common), aluminum, stainless, FRP
  • Insulation — duct wrap or duct liner by thickness and R-value
  • Fittings — elbows, transitions, tees, takeoffs, dampers
  • Hangers and supports

Output includes total weight in pounds — the unit for sheet-metal shop labor productivity in SMACNA standards.

Piping

Hydronic piping (chilled water, hot water, condenser water), refrigerant piping (R-410A, R-454B, R-32 line sets), condensate drainage, and where applicable steam and condensate return.

By size, schedule, and material:

  • Copper (Type L, K, M) for hydronic, refrigerant, condensate
  • Black steel (Schedule 40, 80) for hydronic, steam
  • Stainless for specialty applications
  • CPVC/PVC for condensate and certain low-pressure applications

Insulation

Mineral fiber, cellular glass, polyisocyanurate, elastomeric — by application, thickness, and linear feet or square feet.

Controls

Building automation by point count (analog inputs, analog outputs, digital inputs, digital outputs), with controller hardware, sensors, actuators, network, and programming hours.

TAB and Commissioning

Test, Adjust, Balance services priced by outlet count, equipment count, or percentage of installed value. Commissioning priced as a percentage of project value.

SMACNA labor productivity

Sheet metal labor in the United States is benchmarked against SMACNA productivity standards — hours of fabrication and installation labor per pound of sheet metal, segregated by gauge, pressure class, and installation environment. We use SMACNA productivity as the baseline and adjust for project-specific conditions (height, congestion, working hours).

Project types

  • Commercial offices, retail, hospitality
  • Healthcare (hospital, ASC, MOB)
  • Education (K-12, higher ed, labs)
  • Industrial (clean rooms, processing, manufacturing)
  • Data centers (precision cooling, hot aisle / cold aisle)
  • Lab and research (fume hood ducting, exhaust systems)

Frequently Asked Questions

Have another question? Ask us directly.

How do you take off ductwork?
Ductwork is taken off in linear feet by gauge and pressure class — 18ga low-pressure, 16ga medium-pressure, etc. — using FastDUCT or PlanSwift. Each fitting (elbow, transition, tee, end cap, takeoff) is counted separately with its equivalent length added to the run. Output includes total sheet metal weight in pounds for fabrication costing.
Do you estimate test, adjust, and balance (TAB)?
Yes. TAB is itemized as a separate line — typically a percentage of total installed equipment value or a flat fee per outlet — based on whether you self-perform or sub it to an AABC/NEBB-certified TAB contractor. Commissioning is similarly separated.
What about VRF / mini-split systems?
VRF and ductless split systems are standard scope — outdoor units, indoor heads, branch controllers, refrigerant piping, communication cable, and condensate piping all itemized. We use manufacturer-specific pricing (Mitsubishi, Daikin, LG) at current price levels.
Can you estimate HVAC controls?
Yes. Building automation (BACnet, LonWorks, Tridium Niagara, proprietary controllers) is estimated by point count, network architecture, and programming hours. We separate hardware (controllers, sensors, actuators) from software/programming labor.

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More on HVAC Estimating Services

Detailed resources covering requirements, software, sample deliverables, and pricing.

Requirements

What documents and information we need to start.

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Software & Tools

Platforms and references we use for this service.

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Sample Output

What the deliverable looks like.

Read

Pricing

Engagement ranges and factors that move pricing.

Read
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