HVAC · Invoice template
Free HVAC Invoice Template
A hvac invoice template with the line items and units HVAC contractors actually price in. Free to download, no email required.
Free, no email. Or have it sent with your business name, licence number and contact details already on it:
What is in it
- Invoice number and date, and the contract it settles
- Work completed, itemised against the original scope
- Approved change orders, listed separately from the original scope
- Deposits and prior payments credited
- Balance due, payment terms and accepted methods
- Late-payment terms
- Pre-filled hvac line items: Condensing unit, installed (per each), Air handler with coil (per each), Line set replacement (per linear foot), Flexible duct run (per linear foot), Seasonal maintenance visit (per visit), Refrigerant charge (per pound)
Why a HVAC contractor needs their own version
Install, replace and maintain heating and cooling equipment.
- Maintenance agreements are the whole business model and they live in a spreadsheet that nobody remembers in October.
- Replacement quotes are good/better/best by SEER rating, and the customer picks days later — after the price has moved.
- Every visit under an agreement should raise an invoice and mostly does not.
Priced the way you price
A generic template makes you type the unit every time. This one already knows a HVAC contractor quotes in these:
This is a starting point, not legal advice. Contract law is a state matter and the terms that hold up in Tennessee are not the terms that hold up in California. Have a lawyer in your state read yours before you send it to a customer — once, and then it is done.
Or stop filling in templates
Relayhand builds the invoice from the job, sends it, gets it signed on the customer’s phone and takes the deposit. Same document, none of the retyping.
Free for 14 days, no card. See how it works