HVAC Proposal

Template
This sales proposal contains all details and relevant information regarding the scope of work,
pricing, and terms requested by [Client.FirstName] [Client.LastName]

Prepared by:

[Sender.Company]
[Sender.Phone]
[Sender.Email]
[Sender.Website]
Cover Letter
Dear [Client.FirstName],

Everyone at [Sender.Company] wants to thank you for taking the time to speak with us regarding your
HVAC service needs. Enclosed, you’ll nd a layout and an estimate for the details you mentioned in
your request for proposal.

HVAC systems can be challenging to install and di cult to maintain, especially when all you really
want to do is turn on the air conditioner or adjust the thermostat!  You can rest assured that, as your
HVAC contractor, we take pride in creating heating, ventilation, and cooling solutions that perfectly
match your unique needs.

Feel free to contact our o ce with any questions regarding this business proposal, and thanks again
for considering [Sender.Company] as your HVAC service provider.

Sincerely,

[Sender.Name]
[Sender.Company]
[Sender.Phone]
[Sender.Email]
[Sender.Website]
Client Testimonials
We know that great HVAC service can be hard to nd. Here are a few great things that our clients
have said about us!

Testimonial text

Name

Testimonial text

Name
About [Sender.Company]

Since opening our doors in sender founding date[Sender.FoundingDate], [Sender.Company] has

strived to be a leader in HVAC service and maintenance. We believe in creating solutions around
heating ventilation and air conditioning systems that are easy to maintain and get the job done.

We use state-of-the-art technology to keep your system carbonless and energy-e cient, and we
maintain relationships with HVAC contractors and installers who share our core values.

We’ve built our business on trust and outstanding customer support. That’s why, when you bring
[Sender.Company] into your residence or commercial space, you can always expect your equipment
to be serviced by quali ed professionals. We routinely hire and train some of the best men and
women in the HVAC business today.
[Sender.Company] Offices

We’re a moderately-sized HVAC business supporting the client area[Client.Area] area. Our o ces are
located at [Sender.Address]. Get in touch with us by phone at [Sender.Phone], email at [Sender.Email],
or through our website at [Sender.Website].
Project Summary
The following pages outline the scope of work and estimated costs required to install an HVAC
system at client address[Client.Address].

Proposed Start Date: [Work.StartDate]

Proposed Date of Completion: [Work.CompleteDate]

Total Cost: [Work.Cost]

This business proposal is based on [Sender.Company]’s conversation with [Client.Company]

representatives and [Sender.Company]’s evaluation of the work with its own technicians and service
professionals.

If any aspect of this proposal is unclear, please seek clari cation by consulting immediately with your
[Sender.Company] representative.

Scope of Work
[Sender.Company] will provide HVAC service for the duration of [Product1] installation, as well as
ongoing HVAC maintenance until [Work.MaintenanceExpiry], provided that the maintenance contract
is not renewed.

The scope of work de ned in this HVAC proposal covers the installation schedule, the bill of
materials, and the post-installation maintenance schedule.
Schedule
Per [Sender.Company]’s conversation with [Client.Company] representatives, [Sender.Company] plans
to begin the installation of [Client.Comany]’s requested HVAC system on [Work.StartDate] and will
progress through each milestone listed below:

Project Milestone Estimated Completion Date

Project Start [Work.Start]

Milestone 1 Date

Milestone 2 Date

Project Completion [Work.CompletionDate]

Bill of Materials
At [Client.Company]’s request, [Sender.Company] will purchase the following materials in order to
successfully complete the install.

[Client.Company] understands that every HVAC system is highly customized and that these products
cannot be refunded or exchanged except in cases of a manufacturer warranty failure.

Name Price QTY Subtotal

Installation Item $ 0.00 1 $ 0.00

Installation Item $ 0.00 1 $ 0.00

Installation Item $ 0.00 1 $ 0.00

Installation Item $ 0.00 1 $ 0.00

$ 0.00

Subtotal $ 0.00

Discount $ 0.00

Tax $ 0.00

Total $ 0.00

The bill of materials is subject to change if the scope of work is altered.  

[Client.Company] understands that any last-minute additions to the HVAC installation during the
process may require additional parts and labor.
Post-Installation Maintenance Schedule

In addition to HVAC service installation, [Sender.Company] also offers a rigorous HVAC maintenance
schedule for its units. Following installation, [Sender.Company] will send a quali ed HVAC technician
to the installation site following the recommended schedule below.

Maintenance Date Maintenance Type (Swap filters, cleaning,

equipment check, etc.)

Date Type

Date Type

Date Type

Date Type

Post-installation maintenance and checkups are designed to ensure that your new HVAC system is
running e ciently and up to modern industry standards.  

Our expert maintenance team will service your equipment properly and will inspect your equipment
to ensure that the system is not experiencing any undue stress.

In the event that our team spots unexpected issues with your system, we are committed to rending
quick service to resolve your outstanding issues in a quick and e cient fashion.

Terms & Pricing

Based on [Sender.Company] estimation, the nal cost for this project, including parts and labor will
be: [Work.Cost].
Signoff & Acceptance
IN WITNESS WHEREOF, each of the Parties has executed has reviewed this HVAC business proposal
and agree to the work, terms, and conditions listed herein.  

Upon signing, each party will have 48 hours to reconsider and nullify this agreement before payment
is transferred and work begins in accordance with the above-listed dates.

[Sender.Company] [Client.Company]
[Sender.FirstName] [Sender.LastName] [Client.FirstName] [Client.LastName]