HVAC Invoice Template

Creating a professional invoice exclusively for the HVAC (heating, ventilation, and air conditioning) industry is more time-intensive than one thinks. Thus, as a contractor, you can not afford to spend hours creating invoices from scratch every time.

The experts project the HVAC market to reach approximately 367.5 billion USD by the year 2030. Which means a horde of invoices.

Well, we are here to save your time and resources by giving you a free HVAC invoice template to download. Customize these templates and make unique invoices for your brand. And yes, you can create unlimited invoices and send them online.

So, to maintain a positive cash flow, just download the templates now!


Download the Free HVAC Invoice Template

Well, we are here to save your time and resources by offering you to try these free templates. Customize these templates and make unique invoices for your brand. And yes, you can create unlimited invoices and send them online.

This HVAC estimate template(s) are designed after in-depth research and updated by a long trial and error process
Other than that, you get these templates in the file format you prefer.

Download it as an Adobe PDF, Google Doc, or MS Word document and customize it to be yours in just a few minutes.

Couldn’t find the templates you were looking for? Check out these invoice templates: roof repair, handyman, labor invoice, pest control, plumbing, and stop worrying about how to bid HVAC jobs. The reason is, you will have the best weapons to streamline your billing process.

Upgrade Your Invoice Template with InvoiceOwl

Free Invoice Template vs. InvoiceOwl Invoicing Software

Want to know what’s best for you? Let’s compare the free invoice template and the InvoiceOwl’s HVAC invoicing software and see the advantages the InvoiceOwl app offers you.

Pricing InvoiceOwlStart free trial Download Invoice Template Free
Send unlimited invoices and track them in real-time Right Wrong
Automate reminders for late payments Right Wrong
Issue receipts automatically when the customer pays Right Wrong
Record sales & sales taxes, and generate reports Right Wrong
Save clients with all the client information Right Wrong
Download Template
Pricing InvioceOwl Free Template
Send unlimited Estimates and track them in real-time Right Wrong
Autofill client and item details Right Wrong
Convert estimates into invoices in a single click Right Wrong
Automatically record and store all your estimates on the cloud Right Wrong
Send estimates with an autogenerated cover letter. Right Wrong

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How to Create HVAC Invoices?

Creating an HVAC invoice is nowhere near a breeze. It takes a lot of time and effort to design an effective invoice format and keep creating similar invoices every time manually.

ou probably don’t have the time to learn MS Excel or Google sheets formulas to create invoices. This is where HVAC estimating software such as InvoiceOwl comes in handy. With its pre-designed HVAC estimates and invoice template, you can save time and avoid the hassle of learning complex formulas in MS Excel or Google sheets

Steps to create HVAC invoice template

So, here are the quick steps to create an HVAC invoice with InvoiceOwl.

  • Download the InvoiceOwl HVAC invoice template
  • Customize it by adding your brand logo, watermark, and brand colors
  • Give it a unique identity by assigning an invoice number for tracking
  • Add customer data like business name, logo, contact person name, contact number, physical address, email address, and website
  • Add all the services provided as line items with a detailed description, rate, quantity, and cost.
  • Sum up all the cost of line items, applicable taxes, discounts, and shipping charges to mention the total amount to be paid.

Yes! It’s that simple to create a customized invoice with InvoiceOwl.

Elements of an HVAC Invoice

Elements of HVAC invoice template

What is the Purpose of an HVAC Invoice Template?

An HVAC business contractor has to send many invoices a month. And he/she can not afford to spend hours on every invoice. And here is when an HVAC invoice template comes into the picture.

Other than that, an HVAC invoice template serves multiple purposes. So, let’s talk about them one by one.

Save a lot of time
Payment done succesfully
  • 1


    HVAC invoice templates save a lot of time. The contractor does not have to design the layout and all the elements all over again and get stuck in such repetitive tasks every time he/she needs an invoice to send.

  • 2

    Building A Brand

    Maintaining consistency is of utmost importance for building a brand. Every invoice from you must be consistent in design, layout, and style. Invoice templates help you maintain exact branding with colors, layout, overall design, and the included fields too.

  • 3

    Encouraging Clients To Pay You Faster

    The HVAC invoice template helps you create easy-to-understand invoices by giving the HVAC contractors all the important fields on the invoice that they need. From line items to tax details, the HVAC invoice template and itemized list template will provide all the fields Hence, contractors can generate HVAC invoices with just a few clicks of their mouse.

  • 4

    Simple Bookkeeping

    Simplify bookkeeping with e-invoices. You do not have to record every invoice separately in a log. Moreover, you can get all the invoices in one place which helps you to assign new invoice numbers easily. And these are digital so that you can access them on multiple devices.

  • 5

    Managing Invoices Efficiently

    When you use invoice templates, you can create multiple invoices digitally and store them on your drive. This lets you store, sort, and overall manage the invoices more efficiently than paper invoices. By using the InvoiceOwl HVAC invoice templates, you can get entirely paper-free and store them all on the cloud.

Different Types for HVAC Invoice Templates


Invoice Templates For Installation Services

Every HVAC business needs to issue invoices for HVAC installations. Invoices for Installing HVAC systems in residential, commercial, and public buildings need templates with a fixed unit price for the HVAC system, hourly charges for labor, transportation cost, and equipment charges.


Invoice Templates For Maintenance Services

Recurring invoices to charge for HVAC maintenance services are somewhat similar and recurring. Thus, the contractors choose to use a template that they can customize once and use monthly or annually as per the routine maintenance contract.


Invoice Templates For Repair Services

HVAC contractors also provide repair services for HVAC system breaks. Thus, the invoice template for HVAC repair services includes fields for charging according to multiple pricing models as the contractor needs to depend on the particular job.


Invoice Templates For Emergency Services

HVAC contractors need to charge a bit higher for the emergency services they provide. This hike in charge is due to emergency fees, and it might include charging for third-party subcontractors as well. Thus, contractors use a different invoice template for cleaning services or other services when they issue invoices for emergency services.

Tips on How to Design the Best HVAC Invoice Template

As designing an HVAC invoice template is a one-time task, you need to make sure you get it right. So, let’s give you a few tips that help you in making the best HVAC invoice template. But before that, go through some hvac marketing strategies to thrive your business.

Error-free invoice template

Create An Error-Free Invoice Template

Create a list of elements you need in an invoice and add it to the template. Even though you are using an HVAC invoice template, it is always better to double-check the details before sending the invoice. Because it helps in avoiding errors.

Add your business details

Add All The Important Fields

As an HVAC service provider, there are some details that you need to add to the invoice. Apart from the standard information like your company’s name and address, you also need to include the information that makes your invoice unique.

Create a opportunity to market your brand

Market Your Brand

The invoice template that you design will go to every customer’s hand and this creates a great opportunity to market your brand. Make sure you color it in your brand colors and add watermarks and your brand logo.

Writing a personal thank you note

Write A Personalised Note

Writing a personalized thank you note shows that you appreciate the business with your clients and adds an extra edge to your invoices. This boosts customer satisfaction and raises your chances to retain the client tenfold.

Frequently asked questions

  • How do you write an invoice for HVAC?

    There is a common way to write an HVAC invoice. You have to write the HVAC invoice example like this:

    • The name and address of the person or business you sold your services or product.
    • Details such as date, invoice number, assigned HVAC technician, total, tax, and discounts are included in the price if any.
    • How much you’re charging.
    • Guide the customer with detailed payment instructions like accepted payment methods, currency, bank account numbers..
  • What is an HVAC invoice template?

    The invoice template is a predesigned document that you can use to create invoices for the HVAC products and services that you’re selling. It includes all necessary information that you need to mention in HVAC invoices.
  • What does HVAC stand for?

    HVAC stands for Heating, Ventilation, and Air-conditioning.
Create Professional Invoices Online Easily and Keep On Top of Your Finances

InvoiceOwl is a feature-rich invoicing app that helps small businesses, freelancers, and contractors to create invoices on the go and get paid quicker!

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