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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 proposal needs to have these specific features that we have put in our template after assessing what your potential clients are looking for. Downloadour HVAC proposal template that is specially made for you and will showcase your best impression.