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HVAC Services Business Proposal
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Prepared for:
[Client Company]

Prepared by:
[Service Provider]

HVAC Services Business Proposal

About Us

Experience

Since inception, our knowledge and expertise in commercial and residential HVAC installation and maintenance services have been the core of our business. When you work with [Service Provider], you can be confident that your project will be scrutinized by one of the area's most experienced HVAC teams.

Integrity

Each project brings unique challenges and requires careful attention to detail. We work hand in hand with our clients to ensure that their distinctive vision becomes a reality. Our ultimate goal is to deliver a finished product we would be proud to call our own. Our team will work with you to install the highest quality systems and components at the best possible price.

Relationships

At [Service Provider], our focus is on building a company that's recognized for our quality, and customer-centered service. The relationships with our past clients have been the foundation of our success. We take pride in providing our clients with the best-in-class commercial and residential heating and air service available.

Our Services & Packages

We offer Premium Trane items at the highest quality installations at [Service Provider]. We believe in excellent customer support. In our installations, we are very meticulous and ensure much more diligence than any traditional firm would. We make sure the equipment is the right model for your needs and the right size. To reduce waste and improve the indoor air quality, we inspect and seal your ductwork. We treat your home as if it were our own. We make the whole process smooth and stress-free. We'll be making you feel relaxed. With our [Time Period] year guarantee, we stand behind all devices. We deliver value against every penny you spend. We do have scheduled maintenance and repair of all items and models.

Heating

  1. Clean flue pipe Inspect combustion
  1. Check & adjust the draft damper
  1. Seal combustion tube and clean doors
  1. Safety check all operating controls
  1. Chamber clean & inspect the ignition system
  1. Inspect & lubricate all circulator, fan & burner
  1. [Add Service Offered]
System
Tune-Up
With Labour Protection
Gas Furnace
$ [00.00]
$ [00.00]
Oil Furnace
$ [00.00]
$ [00.00]
Gas Boiler
$ [00.00]
$ [00.00]
Oil Boiler
$ [00.00]
$ [00.00]
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Air Conditioning

  1. Clean indoor & outdoor coils
  1. Inspect condensate pan & drain
  1. Verify amperage & electrical connections
  1. Inspect relays & contactors
  1. Inspect & lubricate all motors
  1. Safety check all operating controls
  1. Verify refrigerant charge
  1. Clean or replace the air filter
  1. [Add Service Offered]
System
Tune-Up
With Labour Protection
Air Conditioning
$ [00.00]
$ [00.00]
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Combined Heating & Air-Conditioning System

Tune-up includes: 1 cleaning per heating or cooling system, per contract term Tune-up with labour protection includes: tune-up + no charge for labour during normal
System
Tune-Up
With Labour Protection
Gas Furnace and AC
$ [00.00]
$ [00.00]
Oil Furnace and AC
$ [00.00]
$ [00.00]
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Project Timeline

The following outline the scope of work and estimated costs required to install an HVAC system at [Client Company]'s Address.
Project Phase
Description
Completion Date
Estimated Cost
1.Mobilization
The process of preparing the jobsite for construction, including fencing off the site and bringing all necessary facilities and equipment to the site
[Date]
$ [00.00]
2. Ground Work
Levelling, clearing, bench- marking, etc in preparation for construction of the structure
[Date]
$ [00.00]
3. Sub-Structure
Laying Foundation for the structure
[Date]
$ [00.00]
4. Super-Structure
Construction of above- ground core structures, such as columns, staircases, beams, etc
[Date]
$ [00.00]
5. Masonry
Masonry wall work, tile work, etc
[Date]
$ [00.00]
6. Services
Various specialized services, including electrical, plumbing, HVAC, etc
[Date]
$ [00.00]
7. Finishing
Painting, trim, and other finishing work
[Date]
$ [00.00]
8. Completion
Cleaning, Final Inspection, & Handover
[Date]
$ [00.00]
9. Warranty
A period wherein [Service Provider] will remedy any issues related to construction deficiency or defect, per the terms of the project's contract
[Date]
$ [00.00]
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Post-Installation Maintenance Schedule

In addition to HVAC service installation, [Service Provider] also offers a rigorous HVAC maintenance schedule for its units.
Following installation, [Service Provider] will send a qualified HVAC technician to the installation site following the recommended schedule below:
Maintenance Date
Maintenance Type (Swap filters, cleaning, equipment checks)
[Date]
[Add Work]
[Date]
[Add Work]
[Date]
[Add Work]
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Terms & Conditions

1. Scope of Work

[Service Provider] shall work on the installation process of HVAC system for [Client Company].

2. Payment

[Client Company] shall pay an advance payment of $ [00.00] to [Service Provider] within [Time Period] prior to the commencement of the work. Another payment of $ [00.00] will be paid, upon completion of [0.00] % of the work. The balance of $ [00.00] will be paid upon full and satisfactory completion of the work.

Any pre-approved additional cost will be paid as per the contract between the Parties. The Contract shall amount to Pricing. Such amount shall not be increased without the express approval of [Service Provider]'s Management Board. Any Client with 'Tune-up Only' coverage shall be charged service call costs at the prevailing rate for labor and materials.

3. Warranty & Indemnity

[Service Provider] warrants the quality of all materials and workmanship for a period of [Number of Years] years. Any defect in the material or workmanship during the aforesaid period will be repaired or replaced without any cost incurred by the [Client Company].

4. Delay

Time is of great essence for all HVAC services. It is hereby understood and agreed that any delay in the scheduled completion of obligations under this proposal may amount to penalties in accordance with the laws of [State].

5. Confidentiality

[Service Provider], its agents, personnel, employee(s), and/or subcontractor(s) shall keep the confidentiality to all information received in the course of performance of the Services and maintain confidentiality beyond the termination of the contract arising out of this proposal.

6. Governing Law

The agreement arising from this proposal shall be governed by and the rights, duties, and obligations of the Parties in accordance with the laws of [State].
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Acceptance & Signature

If you'd like to select our services, please provide your signature below. You can always contact us for any further assistance or details.
[Service Provider]
[Service Provider Signatory Name]
[Client Company]
[Client Company Signatory Name]
Signature
Assign signer 1
Name
Assign signer 1
Date
Assign signer 1
Signature
Assign signer 2
Name
Assign signer 2
Date
Assign signer 2
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Thank you for your consideration.

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DISCLAIMER: The content provided herein is for general information purposes only, and shall not constitute legal advice. Revv and its partners make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information mentioned hereunder. The use or reliance of any information contained herein is solely at your own risk. You are advised to obtain independent legal advice before taking or refraining from any action on the basis of the content provided here.

Free HVAC Services Business Proposal Templates

An HVAC services business proposal needs to have these specific features that we have put in our template after assessing what your potential clients are looking for. Download our HVAC proposal template that is specially made for you and create a proposal your clients can’t refuse.

What is an HVAC services business proposal?

The HVAC system (Heating, Ventilation, and Air conditioning) plays a crucial role in the climate control of residential or commercial properties. People who live in extremely high or low temperatures need an HVAC system for a comfortable living.

To maintain a consistent temperature throughout the building, they rely on HVAC contractors to provide a qualified HVAC technician to install, maintain, or repair their HVAC system.

If you are an HVAC business owner, you can profit tremendously from leveraging an HVAC business proposal.

An HVAC proposal -

  • Defines the terms, conditions, and responsibilities of HVAC service providers and outlines the scope of work and associated costs
  • Demonstrates your ability and establishes you as a trustworthy service provider
  • Serves as an effective sales tool that transforms your prospective clients into satisfied customers
  • Helps you stand out from other service providers

What are the components of an HVAC services business proposal?

If you are an HVAC service provider, you must create a well-defined and accurate business proposal to impress and win clients. Here are the elements of an HVAC business proposal -

Cover page

This is the first page of your proposal. It includes - the logo and name of the service provider, the name of the client, and the proposal’s name. You can also add business images to make the title page more impactful.

Cover letter

A cover letter sets the tone for the proposal. It describes a client's challenges and why your HVAC services are the right solution for them. Leave your contact details at the end of the letter so that the prospective client can easily reach out to you for any additional information.

Client testimonials

HVAC services are complicated to operate. Clients look for a reliable and experienced service provider for the heating, ventilation, and air conditioning systems. Adding social proof to your proposal adds credibility to your HVAC business and increases the chances of business success.

About us

This section talks about your HVAC company in detail and gives your clients a clear idea about who you are. Include your - mission statement, values, experience, competitive advantage, and unique selling proposition.

Services and packages

Different clients may have different kinds of heating, ventilation, and air conditioning systems requirements. Some might be looking for an HVAC service installation, while others may want a consolidated package including the installation process, maintenance services, and future repairs.

This section specifies the type of HVAC services, work items for each service, and its pricing. For example - if your HVAC business is approached for installing HVAC systems, the estimated costs should include a break up of all the services and how much money you will charge for each service, along with the cost of materials and labor.

Project timeline

Here, an HVAC business contractor proposes a schedule and milestones for their service offerings.

Post-installation maintenance schedule

A routine check-up of HVAC systems is a must after the installation. A rigorous HVAC maintenance schedule ensures that the whole system is working efficiently as per the HVAC industry standard.

This section lists a date-wise schedule of different maintenance services to be done by the service provider at the installation site .

Terms and conditions

Here, you lay down all the rights and duties of both the parties entering into an HVAC business agreement.

Acceptance and signature

Finally, include signature blocks where the HVAC business service provider and the prospective client will sign the proposal and transform it into a deal.

Why should you use an HVAC services business proposal template?

Whether it is about improving indoor air quality, installing and looking after a refrigeration system, a heating system, a cooling system, or an air conditioning system, an HVAC services business proposal template helps the service provider reach out to the target market faster than the competitors. It increases the chances of winning the deal.

Here's how -

It is pre-drafted, ready-to-use, and customizable. A service provider doesn't have to create each proposal from scratch. They just need to customize the template according to the business operations of their heating, ventilation, and air condition services. This accelerates the proposal creation process.

It is polished and beautiful with a well-defined structure. A template helps the service provider to create a professionally-looking HVAC services business proposal and 'wow' the clients. A clear structure divided into digestible pieces helps to comprehend the proposal easily.

Revv - Your partner to create an attractive and winning HVAC services business proposal

Revv is an all-in-one document automation platform. Its outstanding features liberate the users from administrative tasks of drafting, emailing, and following up on heating, ventilation, and air conditioning services proposals. It enables HVAC businesses to focus more on attracting the target audience and winning local businesses.

Revv provides an attractive, legally vetted, and ready-to-use template that can be easily customized based on your heating, ventilation, and air conditioning business operations.

Its drag and drop editor helps the service provider to quickly personalize the template as per their service offering and branding requirements of the HVAC business.

Collaboration features like tagging, adding notes and attachments help the service provider to communicate with prospective clients in real-time within the proposal. It also saves both parties from difficult-to-track email exchanges.

Its built-in eSignature system accelerates the HVAC business deal closure.

Revv offers real-time visibility into your heating, ventilation, and air conditioning services proposal. It helps to track the status of the proposal process - whether it is opened by the prospective client, is it signed, where it is holding up, etc.

Revv sends automated alerts to both the service provider and clients to take action on the heating, ventilation, and air conditioning services proposal.

Tips: How to create a winning HVAC services proposal?

  • Keep your heating, ventilation, and air conditioning proposal simple and easy to understand
  • Ensure the estimated costs required for HVAC systems and services are properly calculated, reviewed, and error-free
  • Proofread the whole proposal to eliminate any grammatical, spelling, or formatting errors
  • Most importantly, use Revv's HVAC services business proposal template and skyrocket the chances of your business success