An HVAC proposal template that sells the whole job, not just the box
AC replacements and big repairs are the highest-stakes quotes a homeowner signs. This template separates equipment, installation labor, and optional upgrades so the client sees exactly what they are paying for — and can add the air-quality upgrade with one tap instead of a second sales call.
What it includes
- ✓ Equipment group with model, tonnage, and efficiency fields
- ✓ Installation labor, permits, and haul-away as their own lines
- ✓ Optional upgrades section (UV light, air scrubber, smart thermostat)
- ✓ Warranty and maintenance-plan lines the client can see, not guess
Sample: Cool Breeze Air LLC
AC Replacement — 3.5 Ton, 16 SEER2
Equipment
- 3.5-ton 16 SEER2 condenser and air handler
- New thermostat (Wi-Fi)
Installation
- Labor, permits, and inspection
- Old equipment haul-away and disposal
Optional upgrades
- UV air purification light
- 12-month maintenance plan
Sample prices are placeholders — open the template in your account and put in your own.
Open this template freeYour next proposal could look like this.
Free to start. No card required.