HVAC Proposal Template





John Smith
Your Company

Ph.: +1 (0) 405 123 123
Email: [email protected]

Cover Letter

Dear ,

Everyone at Your Company 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 Your Company as your HVAC service provider.


John Smith
Your Company
+1 (0) 405 123 123
[email protected]

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



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.

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.

About [your company]

Since opening our doors in 1970, Your 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 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 Your Company 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.

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.

Scope of Work

Your Company 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.

The scope of work defined in this HVAC proposal covers the installation schedule, the bill of materials, and the post-installation maintenance schedule.


Per Your Company conversation with your representatives, Your Company 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]

At ’s request, Your Company 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.







Price Item 1
1 1.00 1.00 0.10 1.10
Price Item 2
1 1.00 1.00 0.10 1.10
Price Item 3
1 1.00 1.00 0.10 1.10
Price Item 4
1 1.00 1.00 0.10 1.10
Price TAX Total
One-off Cost 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.

Post-Installation Maintenance Schedule

In addition to HVAC service installation, Your Company also offers a rigorous HVAC maintenance schedule for its units. Following installation, Your Company 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.

Terms and Pricing

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

Add your terms and conditions 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: