HVAC: Heating & Cooling

Service & Work Orders, Estimates of Repair, Proposals, Service Agreements, Contracts, Warranty Certificates, Air Duct Service Work Orders, Invoices, Chimney Service Work orders, Kitchen Exhaust Service Report, Warranty of Assurance, Furnace Preventive Maintenance Agreement, Maintenance Agreement, Heating & Cooling Comprehensive Maintenance Agreement, Job Invoice, Energy Savings Additional Terms & Conditions, Energy Savings Agreement, Job Service Invoice, Limited Workmanship Warranty Certificates, HVAC Change Order, HVAC Service and Repair, Oil Burner Yearly Maintenance Agreement, Oil Fired Heater Maintenance Agreement, Proposal, A/C Service Contract, HVAC Home Air Conditioning & Heating Proposal, Prime HVAC Contract, and more.

$162.00 $42.00

A multi-purpose HVAC work order, service order and invoice, for use with any service oriented HVAC, heating, plumbing, electrical, roofing and appliance service, repair service business. 

Features two pricing rates, one for the standard rate charge, the other displays pricing rate for customers enrolled in a service maintenance agreement plan or use as a comparison tool to display "their" and "our" price, this rate comparison shows customers how much they have saved by having enrolled in the maintenance plan, for non service plan customers it brings up an excellent opportunity to sell and enroll the customer in your service plan.


$148.50 $38.00

Help boost customer confidence that the work or installation has been done properly by providing your client with an HVAC industry, all purpose, labor workmanship or parts warranty certificate after job completion. This has been proven to help gain traction with customer trust and word of mouth recommendations in the long run. 

You may also opt to have one or many different types of certificates to comply with particular jobs or projects. It may be a satisfaction guarantee, a warranty certificate on equipment or parts, a workmanship guarantee, an "x-Year(s)" parts warranty or quality pledge, an "x-Year(s) on parts such as heat exchanger or on air handler and coils or a/c or heating unit, a lemon guarantee, the possibilities are many —and also makes a good starting point towards selling a maintenance agreement.


$162.00 $42.00

A multi-purpose, fillable HVAC work order, service order and invoice, for use with any service oriented HVAC service business. 

An HVAC service invoice is commonly used by technicians when working on air conditioning units. The preprinted content guides you in filling out this form to ensure efficiency and save time. With plenty of room for customer name, billing, equipment location and for up to 2 units, there is sufficient space for a description of work, materials used, labor and cost, including environmental checklist and recommendations. Note that this invoice can be completely customized to fit your business needs.


$76.50 $28.00

A heating and cooling maintenance agreement with additional form fields to add equipment maintained under the agreement, agreement date and number. Space to record heating and cooling equipment with checkboxes to make fill-in easier, with space for equipment make, model and serial numbers. Also a section to note the service discount if serviced during the maintenance period and scheduling. 

Industry terms and conditions are at bottom of form, together with homeowner acceptance and signature lines.


$121.50 $36.00

Job service invoice forms are for use by service or repair contractors to record job details with ease and efficiency. This job service invoice may be use as a stand alone invoice or in conjunction with a job under a contract. The job service invoice form has ample ruling for describing work performed, labor and material charges and other miscellaneous charges to be included such as change orders, misc. charges, and sales tax.


$121.50 $28.00

This form may take other names such as Additional Description, Addendum, etc. It is meant to be used with any contract where additional information or descriptive space is needed. An Additional Contract Description is an additional document not included in the main part of the contract. It is an ad hoc item, usually compiled and executed after the main document, which contains additional terms, obligations or information.

Tip: In most Construction Documents, it is inevitable that the agreement, drawings, and specifications will not adequately address every single matter. There may be gaps, conflicts, or subtle ambiguities. The goal of the Additional Contract Description is to act as a partnering tool to resolve these gaps, conflicts, or subtle ambiguities during the bidding process or early in the construction process to eliminate the need for costly corrective measures. Should the response to the Additional Contract Description lead to additional work during the construction process that represents added value, which cannot be reasonably worked out in the early stages of the performance of the work, than a formal claim can be made.


$148.50 $38.00

The prime contract typically represents the agreed-upon contract between an owner who is financing the construction project and the general contractor who is being paid to manage the construction project.  The 2 page contract has spacing to record owner and project contacts, construction lender (if any), space to describe work to be done, and other legalese and financial contract details. Finalized by signature and date lines for parties involved, with terms and conditions on back page.

This contract is easily customizable with your own information and use as a fillable Word document or PDF form, all text fully editable so you may edit the form fields, and just about everything else the way you want it, for example, the first field reads "Customer Signature" you can change that to read "Client Signature", "Customer Authorized Signature", etc. all form fields are editable.


$99.00 $36.00

An all purpose Heating & A/C preventive maintenance agreement, may also be modified to create a PMA's for boiler, furnace, water heater, oil tank, etc.

This service and preventive agreement can be fully customized and personalized using Microsoft Word. Add your business header and logo, edit wording, edit maintenance plans with your own benefits, change prices and everything else, including text color. No need to start from scratch or pay the high costs of typesetting and design, use one of SnappyFORMS' startup templates and save time and money.

Prepare your promotional leaflet/flyers and leave with your existing customers to begin reaping the rewards of preventive and service agreements. You can even have different promotional handouts and distribute them on different zones to see what plans/offers, may work best.


$148.50 $38.00

Help boost customer confidence that the work or installation has been done properly by providing your client with an HVAC industry, all purpose, labor workmanship or parts warranty certificate after job completion. This has been proven to help gain traction with customer trust and word of mouth recommendations in the long run. 

You may also opt to have one or many different types of certificates to comply with particular jobs or projects. It may be a satisfaction guarantee, a warranty certificate on equipment or parts, a workmanship guarantee, an "x-Year(s)" parts warranty or quality pledge, an "x-Year(s) on parts such as heat exchanger or on air handler and coils or a/c or heating unit, a lemon guarantee, the possibilities are many —and also makes a good starting point towards selling a maintenance agreement.


$148.50 $32.65

All purpose, fillable, HVAC Bid Proposal Form, for use by air conditioning, heating and ventilation technicians. Easy to personalize using Microsoft Word or free Adobe Reader, both types are bundled together. 

This detailed project or work proposal allows customers to see exactly what a particular HVAC contractor is promising to do (and at what cost). Avoid confusion and provide clear proposals straight from your computer allowing the contractor to manage customer expectations avoiding customer misunderstandings or disputes along the way ensuring smooth job/project transaction from start to finish.


$121.50 $42.00

Preventive Maintenance Agreement for heating and cooling with various yearly plans.

Fully edit the form to your business needs. The form can record customer's name, billing and service address, details of equipment to be included in the agreement, spacing for 5 different plans and all can be modified to your own needs. Bottom section records customer payment information and approval signature. 

Space to the right of the form can be used to include all that is included in your heating and cooling plans.

This maintenance agreement is fully can be fully customized and personalized using Adobe Reader and Microsoft Word. Add your business header and logo, edit wording, edit maintenance plans with your own benefits, change prices and everything else. No need to start from scratch or pay the high costs of typesetting and design, use one of SnappyFORMS' startup templates and save time and money and start implementing the lucrative business of preventive maintenance.


$121.50 $26.00

Additional work authorization forms are required to protect contractors and their clients for additional costs associated to a project. Details of work to be done are not always fully apparent at the start of every project. Sometimes additional work is required after the start of the project due to changes made to the original plan or defects found and additional work or repairs required after the start of the project.

Additional work authorization forms are used by contractors of all sorts involved in home improvement repair or maintenance.


$108.00 $36.00

A fillable, Energy Saving HVAC Maintenance Agreement form is used to define what is included in each service tune-up that is part of a maintenance agreement. List all of the information for up to 8 HVAC units and accessories, under one contract. The form allows for 4 investment plans for customer to choose from and room for investment plan prices and yearly savings. 

Lower bottom of form contains HVAC, industry standard terms and conditions, customer signature and payment methods.

Tip: HVAC preventive maintenance agreements can accelerate your cash flow as customers pay the plan fees. They also boost profits by opening the door for opportunities, for example, to replace worn-out parts or systems. Customer's also benefit from lower repair costs and parts when they need servicing, it's a win, win situation, for you and your customers.


$121.50 $23.00

This Change Order is initiated or to be approved by the project owner. Change orders are used to to provide written orders to make changes to the scope of work outlined in an original project contract. Change orders describe the new work that needs to be done (or omitted), the impact on budget, and the revised schedule for completion. Change orders are common in construction projects, especially larger ones - in fact, there may be many change orders issued in a single project.

There are many factors that contribute to the need for a change order. In general, they’re used when either the client or the contractor decide changes must be made in order to complete the project, or when the definition of what constitutes a finished project changes. 

The form records description of changes to the contract, additional charge(s) and payment schedule for the additional charge and legalese at bottom of form which includes the acceptance of change orders by parties involved.


$162.00 $42.00

A multi-purpose, fillable HVAC work order, service order and invoice, for use with any service oriented HVAC service business. Features itemized HVAC list for easy write ups. 

An HVAC service invoice is commonly used by technicians when working on air conditioning units. The preprinted content guides you in filling out this form to ensure efficiency and save time. There is sufficient space for a description of work, materials used, labor and cost. Note that this invoice can be completely customized to fit your business needs.


$130.50 $38.00

This 2 page proposal, has been drafted in such a way that, if it is accepted by the party whom the proposal is made (the "offeree"), which is typically signified by signing the proposal, then it may become a binding contractual agreement, and contractor may move forward with job/project. 

Avoid confusion and provide clear proposals straight from your computer allowing the contractor to manage customer expectations avoiding customer misunderstandings or disputes along the way ensuring smooth job/project transaction from start to finish.


$31.50 $23.00

Notice of Right to Cancel form is a federal and state law (FTC's Cooling-Off Rule) that gives a customer a 3 day right to cancel a sale made in his home, workplace or dormitory, or at seller's temporary location, like a hotel or motel room, convention center, fairground or restaurant. It also applies when you invite a salesperson to make a presentation in your home. This is a must-have form for any home remodeling job.


$121.50 $36.00

This form is used for requesting payment under the contract. Includes checkboxes to mark type of payment is being made, e.g. Down Payment, Progress, Payment, Final Payment, Day Work, Contract and Extra. Space for Description of Work Performed, Notes and total summary of Job Invoice with space to include labor, materials, change orders, debits/credits, tax, etc., with terms of agreement at bottom of form with signature and date lines.


$126.00 $42.00

An all around furnace preventive maintenance agreement. Also good for heater, oil fired, boiler, fired hot water heater, oil tank, & a/c units.

The form comes with sections to record customer information and service equipment location, equipment to be included in the maintenance agreement plan, the tune-up schedule and 3 yearly plans with different pricing for the customer to choose from, with section to record payment method and company and customer signatures at bottom of form.

This maintenance agreement is fully can be fully customized and personalized using Adobe Reader and Microsoft Word. Add your business header and logo, edit wording, edit maintenance plans with your own benefits, change prices and everything else. No need to start from scratch or pay the high costs of typesetting and design, use one of SnappyFORMS' startup templates and save time and money and start implementing the lucrative business of preventive maintenance.


$108.00 $32.00

A fillable, Energy Saving HVAC Maintenance Agreement form is used to define what is included in each service tune-up that is part of a maintenance agreement. 

Record maintenance plan starting and ending dates, customer billing information and equipment location, with space for up to 4 a/c or heating units and up to 2 accessories. Checkboxes mark type of plan, months that tune ups will be scheduled, filter replacement monthly schedule, filter changes, size, quantity and filter types, and up to 3, editable, investment options for customer to choose from with checkboxes for "new" and "renewal" and "residential" or "commercial" plan. With complete payment methods at bottom of form to include cash, checks, credit cards, or automatic checking account debit, at bottom, terms and conditions with signature lines for company and customer to agree to terms. 

The form has ample room —to the left of the form— to list your own company's plan benefits, the tune up procedures that are included with the plan for the heating and cooling seasons, and additional space for any other advertising, or upsells you may wish to add. You can plainly detail the plan benefits and define the areas of service, this allows you to limit your liability so as to eliminate confusion. The terms of the contract are designed to clearly define the contract period, responsibilities and costs associated with the services to be performed. Customize this form with your company information and logo.


$166.50 $38.00

An HVAC, fillable proposal form. This is a very complete form, covering system equipment and materials used, piping and drain lines, inspections, equipment location, tables to record other expenses such as local permits and licenses, equipment foundation, and if they will be covered by contractor or buyer, and more. Back page contains industry standard terms and conditions, fully editable to fit all your business needs.


$117.00 $42.00

A multi-purpose, fillable, HVAC work order, service order and invoice, for use with any service oriented HVAC service business. 

An HVAC work order is commonly used by technicians when working on air conditioning and heating units. Self calculating and taxing features ensure correct calculation and efficiency, saving time. With room to record customer billing and equipment service address and space to record up to 2 units. Plenty of room for materials, labor and environmental checklist. There is Extra space for recommendations and description of work performed. 

Bottom contains type of service call, and general HVAC industry terms and conditions for customer work approval and company's limited warranty.

Form can be edited to your business needs using Microsoft Word or free Adobe Reader. Add your company name, add your business logo, add any other images or logos to fit the brands you mostly work with, Very flexible form to modify to your business needs.


$162.00 $48.00

An all purpose, fillable, air duct and vent cleaning, service, work order and invoice form,  simplifies work write ups. 

The form comes with pre-defined check boxes and services list which make write-ups fast and easy. Pre-existing job site conditions and after service technician comments/suggestions sections, customer job acceptance and signature line help prevent disputes.


$148.50 $36.00

An all around, fillable and fully editable, preventive maintenance agreement. Sleek, modern and designed with simplicity in mind, will not overwhelm a customer with legal jargon or complex preventive maintenance forms. Choose from 3 form colors, at no extra charge.

This maintenance agreement can be fully customized and personalized using Adobe Reader and Microsoft Word. Add your business header and logo, edit wording, edit maintenance plans, edit/change services you will be providing, edit terms and conditions, form is fully editable! No need to start from scratch or pay the high costs of typesetting and design, use one of SnappyFORMS' startup templates and save time and money and start implementing the lucrative business of preventive maintenance.