Forms by Trades

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.

A fillable body shop form, can be used to estimate or as an invoice. Conforms with Florida statutes. Very complete and detailed form.

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.

All purpose kitchen exhaust and hood cleaning proposal and also serves as a maintenance and service agreement. Form has fields to enter customer name and contact info, fields to enter annual cost and per service visit, hoods to clean, number of filters, fans, access panels, length of hood, filter sizes and if belts changed -if any. It also provides checkboxes of services provide with addition space for "other" services. Standard industry terms and conditions at bottom of form with signature lines for both, customer and company/technician approval.

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.

This an easy to read proposal, 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 "Owner/Buyer" you can change that to read "Customer", "Client", etc. all form fields are editable.