← All Industries
ServiceTapHVAC

Free HVAC Business Templates

Professional hvac invoices, estimates, service agreements, and pricing guides. Download and use today — no email required.

What to Include in Your HVAC Templates

HVAC Invoice Template

  • Company name, license number, and contact info
  • Equipment make/model/serial number serviced
  • Refrigerant type and amount added (R-410A, R-22)
  • Parts replaced with manufacturer warranty info
  • Labor hours and diagnostic fee breakdown
  • Payment terms and accepted methods

HVAC Estimate Template

  • Three-tier Good/Better/Best options
  • Equipment specifications and SEER ratings
  • Rebate and tax credit eligibility notes
  • Warranty coverage for each option tier
  • Financing terms and monthly payment estimates
  • Estimated project timeline and scope

HVAC Service Agreement

  • Number of included maintenance visits per year
  • Specific services performed each visit (coil cleaning, filter change, etc.)
  • Parts and labor discount percentage for agreement holders
  • Priority scheduling and emergency response guarantees
  • Agreement duration, renewal terms, and cancellation policy
  • Pricing tiers (basic tune-up vs. comprehensive coverage)

HVAC Flat Rate Pricing Guide

  • Diagnostic and service call fees by equipment type
  • Common repair prices (capacitor, contactor, blower motor, etc.)
  • Refrigerant pricing per pound by type (R-410A, R-22)
  • Installation pricing by tonnage and SEER rating
  • Seasonal tune-up and maintenance pricing
  • After-hours and emergency rate multipliers

Sample HVAC Pricing

HVAC Invoice Template

Diagnostic / Service Call Fee
$89
Dual Run Capacitor 45/5 MFD
$145
Contactor Replacement — 2 Pole 40A
$185
R-410A Refrigerant (per lb)
2 ×$85

HVAC Estimate Template

Good — 14 SEER Single-Stage AC
$4,200
Better — 16 SEER Two-Stage AC
$5,800
Best — 20 SEER Variable-Speed AC
$8,500
Ductwork Modification (if needed)
$750

HVAC Service Agreement

Basic Plan — 1 tune-up/year, 10% parts discount
$149
Standard Plan — 2 tune-ups/year, 15% parts discount
$249
Premium Plan — 2 tune-ups/year, priority service, 20% discount
$399

HVAC Flat Rate Pricing Guide

Diagnostic Fee — Residential
$89
Capacitor Replacement
$145
Blower Motor Replacement
$450
Compressor Replacement (3-ton)
$1,850

Generate HVAC Documents Automatically

ServiceTap creates professional hvac invoices, estimates, and agreements from your pricebook. Your techs build them on their phone in under 2 minutes.

Try ServiceTap Free

Skip the templates, automate the paperwork

ServiceTap generates professional invoices and estimates from your pricebook. Start free.