HomeHVACProposal Template

HVAC Proposal Template

Start with a proven structure, then tailor it to the actual job.

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.

No account needed to start. Customize the scope and pricing before you generate.

Ready-to-use examples

Choose a HVAC proposal starter

Pick the closest job. We'll preload a practical scope and line-item structure, then you can change every detail and enter your own prices.

About 6–9 min to customize

Heat Pump System Replacement

A full-system replacement starter with equipment removal, heat-pump installation, controls, commissioning, and warranty scope.

  • Matched equipment system
  • Startup and commissioning
  • Permit and warranty details
About 4–7 min to customize

Central Air Conditioner Replacement

An AC replacement starter covering load confirmation, equipment, removal, pad and line set, refrigerant, electrical, startup, and warranty.

  • Matched equipment schedule
  • Startup and commissioning
  • Warranty and owner orientation
About 4–7 min to customize

HVAC Preventive Maintenance Plan

A recurring maintenance starter for heating and cooling inspections, cleaning, filter service, safety checks, reporting, and priority scheduling.

  • Heating and cooling tune-ups
  • Safety and performance checks
  • Documented service reports

Starter prices are left blank so you can quote accurately for your market and job conditions.

What Every HVAC Proposal Should Include

1

Project Summary

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.

2

Equipment Specification

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.

3

Scope of Work

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.

4

Pricing Table

Line items: equipment (outdoor unit, indoor unit, thermostat), installation labor, ductwork modifications, electrical, permits, disposal of old equipment. Show total.

5

Efficiency & Savings

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.

6

Warranty

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.

Example: What a HVAC Proposal Looks Like

Sample Line Items

  • 1.Carrier Performance 16 heat pump (3-ton)
  • 2.Carrier fan coil air handler
  • 3.Ecobee Smart Thermostat
  • 4.New refrigerant line set
  • 5.Ductwork modification (2 runs)
  • 6.System startup and testing
  • 7.Permit and inspection

Inclusions

  • All equipment and materials
  • Old system removal and disposal
  • Permit and inspection
  • 2-year labor warranty

Exclusions

  • Ductwork replacement beyond 2 runs
  • Electrical panel upgrade
  • Drywall repair

Turn a Proven Starting Point Into Your HVAC Proposal.

Begin with useful scope and pricing structure, adjust it for the job, and let our AI write and format the professional narrative.

No account needed to start. No credit card required. 10 free proposals every month.

Proposal Templates for Other Services

LandscapingPaintingPressure WashingRoofingElectricalPlumbingFencingConcreteLawn CareCleaningGuttersWindowsFlooringSnow RemovalTree ServiceHandymanSidingPhotographyCateringEvent Planning

Work through a hvac example

Review scope and pricing decisions, then adapt the complete editable example for your own job.

HVAC Proposal Example: Equipment Selection, Scope & Handoff

Document an HVAC replacement with verified equipment selection, commissioning responsibilities, an explained price and complete editable proposal text.