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01 · Cover Page1 / 12
Page 1 of 12: Cover Page
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HVAC Proposal Template

PREPARED FOR:
Sarah Mitchell

DATE:
9 Nov 2026

REFERENCE:
Q-1048

PREPARED BY:
Daniel Reyes
Acme Climate Co.

Ph.: 0412 345 678
Email: daniel@acmeclimate.com.au

02 · Cover Letter2 / 12
Page 2 of 12: Cover Letter

Cover Letter

Dear Sarah ,

Everyone at Acme Climate Co. wants to thank you for taking the time to speak with us regarding your HVAC service needs. Enclosed, you’ll find a layout and an estimate for the details you mentioned in your request for proposal.

HVAC systems can be challenging to install and difficult 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 office with any questions regarding this business proposal, and thanks again for considering Acme Climate Co. as your HVAC service provider.

Sincerely,


Daniel Reyes
Acme Climate Co.

0412 345 678
daniel@acmeclimate.com.au

03 · Client Testimonials3 / 12
Page 3 of 12: Client Testimonials

Client Testimonials

We know that great HVAC service can be hard to find. Here are a few great things that our clients have said about us!

Testimonial text

Name

Tip:

Types Of Testimonials

There are many different ways a business can display customer testimonials. When determining the best approach for your business, it's important to keep in mind that different formats and mediums can have varying effects on your target audience.

You'll want to use a format that's viewable for your potential leads and aligns closely with their values. To give you an idea of how testimonials can be portrayed, below are the different testimonial types that you can use to show off your customers' stories.

1. Quote

Quote testimonials are ads or artwork that display positive statements made about your company from a brand evangelist or a highly satisfied customer. The quote is usually accompanied by an image of the person being quoted to make the message feel more relatable to the target audience.

Quote testimonials demonstrate support for your product from a user who has experience with it. This can be significantly more effective than traditional advertising methods, as most consumers will trust a peer more than a paid actor. By using the voice of your loyal customers to advocate on behalf of your brand, you can build strong credibility with potential leads.

2. Video

In a world where everyone is carrying around a small computer in their pocket, it's no surprise that video has become one of the most popular ways to consume content.

Research suggests that 87% of marketers believe that video offers a positive ROI. This is because video uses a combination of visual images and audio to tell a captivating brand story that motivates viewers.

04 · Client Testimonials4 / 12
Page 4 of 12: Client Testimonials

3. Audio

Audio is similar to video in how it can influence and motivate your audience. The great benefit of audio, though, is that it's a cost-effective way for your brand to create compelling content. To make audio testimonials, you don't need a full production crew and tons of expensive equipment.

You only need a microphone, recording software, and a quiet room to record in. With those tools, you can tell an inspiring customer story just by threading different customer quotes together in one track.

4. Case Study

A case study is an in-depth analysis of an individual customer's experience with your company. These pieces tend to use a more scientific approach to prove how your business played a role in the customer's success. Case studies often use facts and observations to demonstrate how certain products or services benefited actual customers of your business.

One of the best benefits of case study testimonials is that it provides a potential lead with a complete customer story. This is great for B2B companies who are trying to convince an entire business to buy their product or service. Leads can read the example customer story and compare it to their situation to see if your company will fulfil their needs.

05 · About5 / 12
Page 5 of 12: About

About Acme Climate Co.

Since opening our doors in 1970, Company Name 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 carbon free and energy-efficient, 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 Company Name into your residence or commercial space, you can always expect your equipment to be serviced by qualified professionals. We routinely hire and train some of the best men and women in the HVAC business today.

06 · Project Summary6 / 12
Page 6 of 12: Project Summary

Project Summary

The following pages outline the scope of work and estimated costs required to install an HVAC system at client address .

Proposed Start Date: [StartDate]

Proposed Date of Completion: [CompleteDate]

Total Cost: $4.40

This business proposal is based on our conversation with your representatives and our evaluation of the work with its own technicians and service professionals.

If any aspect of this proposal is unclear, please seek clarification by consulting immediately with our representative.

07 · Scope of Work7 / 12
Page 7 of 12: Scope of Work

Scope of Work

Acme Climate Co. will provide HVAC service for the duration of installation, as well as ongoing HVAC maintenance until [end date], provided that the maintenance contract is not renewed.

This proposal covers the following scope of work:

  • HVAC Installation
    Installation of HVAC systems as outlined in the project schedule. This includes the delivery, setup, and testing of all equipment and components according to the agreed specifications and building codes.

  • Bill of Materials
    A detailed list of all materials and equipment required for the installation will be provided. This includes HVAC units, ductwork, vents, thermostats, wiring, and any other necessary components.

  • Post-Installation Maintenance
    Scheduled maintenance services will be provided from the date of system commissioning through [end date]. Services include routine inspections, filter replacements, system performance checks, and basic repairs as needed.

Any work outside this scope—including major repairs, equipment upgrades, or emergency call-outs—will require separate approval and may incur additional costs.

08 · Schedule8 / 12
Page 8 of 12: Schedule

Schedule

Per Acme Climate Co. conversation with your representatives, Acme Climate Co. plans to begin the installation of ’s requested HVAC system on [Work Start Date] and will progress through each milestone listed below:

Project Milestone

Estimated Completion Date

Project Start

[Work Start Date]

Milestone 1

Date

Milestone 2

Date

Project Completion

[Work Completion Date]

09 · Pricing9 / 12
Page 9 of 12: Pricing

Pricing

At ’s request, Company Name will purchase the following materials in order to successfully complete the install.

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

PRODUCTS/SERVICE
Price
Qty
Amount
GST
Total
Price Item 1
$1.00
1
$1.00
$0.10
$1.10
Price Item 1
$1.00
1
$1.00
$0.10
$1.10
Price Item 1
$1.00
1
$1.00
$0.10
$1.10
Price Item 1
$1.00
1
$1.00
$0.10
$1.10
PriceTAXTotal
One-off Costs$4.00$0.40$4.40
Total$4.40

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

understands that any last-minute additions to the HVAC installation during the process may require additional parts and labor.

10 · Post-Installation Maintenance Schedule10 / 12
Page 10 of 12: Post-Installation Maintenance Schedule

Post-Installation Maintenance Schedule

In addition to HVAC service installation, Company Name also offers a rigorous HVAC maintenance schedule for its units. Following installation, Company Name will send a qualified 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 efficiently 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 efficient fashion.

11 · Terms and Pricing11 / 12
Page 11 of 12: Terms and Pricing

Terms and Pricing

Based on Acme Climate Co. estimation, the final cost for this project, including parts and labor will be: $4.40.

Pricing Breakdown

  • HVAC System Installation: $[amount]

  • Materials & Equipment: $[amount]

  • Labor Costs: $[amount]

  • Initial Maintenance Coverage (until [end date]): $[amount]

  • Total Project Cost (excluding taxes): $[total amount]
    All prices are in [currency] and subject to applicable taxes.

Payment Terms

  • A [X]% deposit is required upon acceptance of this proposal to schedule and initiate work.

  • Progress payments may be invoiced at key project milestones.

  • Final payment is due upon system commissioning and handover.

Warranty

  • [Company Name] provides a [X]-month workmanship warranty from the installation completion date.

  • Manufacturer warranties apply to all HVAC units and components.

Maintenance Contract

  • Basic maintenance is included until [end date], after which a separate maintenance agreement is required for continued service.

  • This includes routine system checks, filter changes, and minor adjustments.

Changes & Additional Work

  • Any deviations from the original scope—such as changes to system design, components, or installation location—must be approved in writing and may affect project cost and timeline.

Validity

  • This proposal and pricing are valid for 30 days from the date issued.

Acceptance

  • By approving this proposal, the client agrees to the terms, pricing, and scope of work as detailed above.

12 · Sign Here12 / 12
Page 12 of 12: Sign Here

Sign Here

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.

Signed by:
Swipe · 12 pages · 1 / 12

About this template

How this proposal works

This HVAC proposal template includes detailed sections for services, equipment specifications, cost estimates, and payment terms. Suitable for heating, ventilation, and air conditioning professionals. The 12 pages cover Cover Page, Cover Letter, Client Testimonials, Client Testimonials, About, Project Summary, Scope of Work, Schedule, Pricing, Post-Installation Maintenance Schedule, Terms and Pricing and Sign Here. Start from this proposal, add your logo, prices and terms, then send it as a live link your client signs online.

Questions

Before you start

Is this hvac proposal template free?

Yes. Start a free 14-day QuoteCloud trial, no credit card needed, and the template opens ready to edit with your company details and logo.

Can clients sign it online?

Yes. The template has e-signature fields, so clients sign from any device and you are notified the moment they do.

Can clients choose optional extras?

Yes. Mark any line as optional and clients tick it on or off themselves; totals and tax update instantly.

Can I change the branding and sections?

Everything is editable: colours, fonts, images, page order and every section of text.

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