Pre-built for HVAC

HVAC proposal templates

Start with industry-specific templates pre-loaded with equipment, labor, and pricing for the most common HVAC jobs. Customize anything to fit your business.

AC Installation

Complete proposal template for residential and light commercial AC unit installations. Includes equipment, labor, permits, and warranty options.

12 line items

Furnace Replacement

Template for furnace replacement proposals with equipment specs, removal of old unit, installation labor, and ductwork modifications.

10 line items

Duct Cleaning

Duct cleaning service proposal with per-vent pricing, sanitization add-ons, dryer vent cleaning, and before/after inspection notes.

8 line items

Heat Pump Install

Comprehensive heat pump installation template covering indoor and outdoor units, refrigerant lines, electrical work, and thermostat setup.

14 line items

Maintenance Contract

Annual or semi-annual maintenance agreement template with scheduled visits, included services, parts coverage, and priority service terms.

6 line items

AC Repair

Service and repair template for AC troubleshooting, diagnostics, refrigerant recharge, compressor repair, and parts replacement.

9 line items

Furnace Repair

Furnace repair proposal covering diagnostics, ignitor replacement, heat exchanger inspection, blower motor service, and safety checks.

8 line items

Commercial HVAC

Multi-system commercial HVAC template for rooftop units, VAV systems, chillers, and building automation. Supports phased project pricing.

18 line items

Need a custom template?

Every template is fully customizable. Add your own line items, modify pricing, and save custom templates for your most common jobs.

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