Energy Auditor Estimate Template (Free)

Energy auditors send an estimate before the visit, often by email or phone after asking about the home or building. Clients usually compare a few auditors on price, certifications, and what tests are included. A clear quote that lists tests and deliverables separates a full audit from a cheap walkthrough.

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When to use estimates: Use estimates to provide project quotes and get client approval before starting work. Once approved, convert your estimate to an invoice with one click to collect payment.

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INVOICE

#1001
$0.00
Due:

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Your Business Name

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Client Name
Invoice Date
Due Date
Description
Qty
Rate
Amount
Description
1
$0.00
$0.00
Subtotal:$0.00
Total:$0.00

Terms & Conditions

Payment is due within 30 days of invoice date.

What to include in your Energy Auditor quote

  • Audit level and tests included

    Clients often assume every audit includes blower door, duct testing, and infrared scanning. Listing them avoids disputes over missing tests.

  • Home or building size and number of HVAC systems

    Price is based on these details, so the quote should state them and note that changes may affect the fee.

  • Report contents and delivery timeline

    Defines what the client receives, such as recommendations, estimated savings, photos, and a modeling summary, and when.

  • Site access and preparation requirements

    Testing may require access to the attic, crawlspace, and mechanical rooms, and appliances to be operable. A no-access fee is easier to enforce if it was in the quote.

  • Safety-related findings and limits of the audit

    Auditors may find gas leaks, carbon monoxide, or moisture problems. State that the audit is not a code inspection and clarify how safety findings are handled.

  • Retest or follow-up visit pricing

    Clients who plan retrofits need to know the cost of a test-out and how long that price is held.

  • Travel area and extra mileage

    Prevents surprise charges for rural or out-of-area sites.

Energy Auditor rates to quote from

ServicePricedTypical range
Basic residential walkthrough auditflat fee$150-300
Standard home energy audit with blower door and infrared scanflat fee$350-650
Comprehensive audit with duct leakage test and combustion safetyflat fee$500-900
Post-retrofit blower door test-outflat fee$150-300
HERS rating (new construction, rating and testing)per home$400-900
Commercial ASHRAE Level 1 walkthrough auditper sq ft$0.05-0.25
Consulting, utility bill analysis, and energy modelingper hour$85-175
Mileage beyond service areaper mile$0.70-1.00

Typical US ranges. Rates vary by region, experience, and job size.

Pricing your quotes

Use tiers by test level

Offer a basic, standard, and comprehensive option with set prices. Clients can pick the level that fits their budget, and you avoid custom pricing for every inquiry.

Ask about the goal before you quote

A client seeking a rebate, a lender-required report, or help with high bills needs different deliverables. Confirm the purpose and price the report to match.

Quote add-ons separately

Thermal imaging, duct testing, combustion testing, and modeling can be listed as optional lines. Clients see the value and you get paid for the extra work.

Set an expiration date

Quotes should be valid for 30 days or so. Equipment, travel costs, and your schedule change, and an expiration protects your pricing.

Energy Auditor estimate FAQ

Should I give a price over the phone?

You can give a range or tier price once you know the size, age, and systems in the home, but confirm it in writing. A written estimate listing the tests included protects both sides.

Do I charge for estimates?

Residential estimates are usually free. For large commercial buildings that require a pre-visit review of plans or utility data, some auditors charge a small scoping fee or credit it toward the audit.

What if I find more problems than expected on site?

Include language that the fee covers the stated tests and that extra testing, such as added duct systems or additional combustion appliances, may be billed at an agreed rate. Get the client's approval before doing the extra work.

Job done and ready to bill?

Use the Energy Auditor invoice template to bill the client, or convert this estimate once it's approved.

Energy Auditor invoice template

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