HVAC is the biggest ticket item most homeowners buy outside of a roof or kitchen remodel. A detailed proposal with equipment specs, efficiency ratings, and warranty comparison is what wins the sale over the guy who texts a price.
System type (split system, heat pump, package unit, mini-split), tonnage, property size, existing system condition. Note if this is replacement, new installation, or retrofit.
Brand, model, tonnage, SEER/SEER2 rating, HSPF (heat pumps), AFUE (furnaces). Include the air handler or furnace model, thermostat (smart vs standard), and any add-ons (UV light, air purifier, humidifier). This is where you justify premium pricing.
Equipment removal, new equipment installation, refrigerant line set (new or reuse), ductwork modifications, electrical connections, thermostat installation, condensate drain, system startup and testing. Be specific about what ductwork is included.
Line items: equipment (outdoor unit, indoor unit, thermostat), installation labor, ductwork modifications, electrical, permits, disposal of old equipment. Show total.
Compare old system SEER to new system SEER. Estimate annual energy savings. Note any utility rebates or tax credits (IRA credits for heat pumps). This helps justify the investment.
Manufacturer warranty (typically 10 years parts, 5 years compressor with registration), labor warranty from your company, what maintenance is required to keep warranty valid. Offer a maintenance plan.