HVAC Invoice Template
Download a free hvac invoice template (PDF, Word, Excel) with trade-specific line items, example invoice, and field-by-field guidance. Also try the free invoice generator.
Template preview
This preview shows the structure and recommended sections. Your download files contain the same layout in Word/Excel/PDF format.
CoolBreeze HVAC
INVOICE
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Diagnostic / tune-up fee | 1 | $150.00 | $150.00 |
| Labor – technician (hours) | 1 | $150.00 | $150.00 |
| Replacement parts (capacitor, contactor, igniter, filter) | 1 | $150.00 | $150.00 |
| Refrigerant (type + amount) (if applicable) | 1 | $150.00 | $150.00 |
| Labor – technician (2 hours) | 2 | $95.00 | $190.00 |
Trade-friendly invoice line items
These are common line items/checks used by many hvac businesses. Edit, remove, or add items to match your service packages and local requirements.
- Diagnostic / tune-up fee
- Labor – technician (hours)
- Replacement parts (capacitor, contactor, igniter, filter)
- Refrigerant (type + amount) (if applicable)
- Maintenance plan credit / discount (if applicable)
- Trip fee (if outside standard service area)
How to use this hvac invoice template
- Enter your business details (name, phone, email, address).
- Fill in the customer information and job address (include unit # and access notes).
- Add clear line items (labor, materials, fees) and ensure totals match your pricing.
- Add payment terms and accepted payment methods.
- Save a copy for your records and send the invoice to the customer.
Tip: If you want a faster workflow, use our invoice generator to preview totals and print to PDF in your browser.
Field-by-field guidance
Use this table to fill the template correctly and reduce back-and-forth with customers. The goal is clarity: what was done, where it was done, and what the customer is paying for.
| Field | What to include |
|---|---|
| Invoice # | Unique identifier for bookkeeping and customer reference. Tip: use a prefix like INV-2026-001. |
| Invoice date | Date the invoice is issued. For recurring jobs, match your billing cycle. |
| Due date / terms | When payment is expected. Suggested: Payment due within 14 days. Large installs may require a deposit and progress payments per the estimate terms. |
| Bill to | Customer name, phone/email, and billing address (if different from job site). |
| Job address | Where the work was performed. Include unit number, gate code, or access notes. |
| Description / scope | Short summary of the work completed. Keep it specific. |
| Model / serial # | Record the equipment identifiers for warranty and future service (optional for minor jobs). |
| Line items | Break down labor, materials, and any fees. Include quantity, rate, and amount. |
| Taxes | If you collect sales tax, show the rate and total tax amount. |
| Payment methods | List accepted payment methods and where to send payment. |
| Notes / warranty | Add warranty limits, return-visit policy, or care instructions. |
Filled example (invoice)
Example only — use your real pricing, tax rules, and payment terms.
42 Meridian St, Springfield, USA
Invoice #: INV-2026-001
Date: January 24, 2026
Bill To: Jordan Lee
Job Address: 455 Maple St, Springfield, USA
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Diagnostic / tune-up fee | 1 | $125.00 | $125.00 |
| Labor – technician (hours) | 1 | $140.00 | $140.00 |
| Replacement parts (capacitor, contactor, igniter, filter) | 1 | $155.00 | $155.00 |
| Refrigerant (type + amount) (if applicable) | 1 | $170.00 | $170.00 |
| Maintenance plan credit / discount (if applicable) | 1 | $185.00 | $185.00 |
| Labor – technician | 2 | $95.00 | $190.00 |
| Total | $965.00 | ||
Common mistakes (and how to avoid them)
- Not documenting model/serial numbers on install invoices.
- Leaving out refrigerant type/quantity when billed.
- Not specifying warranty registration responsibility.
- Missing the maintenance checklist for tune-ups.
If you need to change the scope mid-job, document it in writing and update the invoice before the work continues.
FAQ
Should I add model/serial numbers on invoices?
Yes, especially for installs and major parts. It helps with warranty claims and customer records.
Can I include a maintenance checklist on the invoice?
Yes. Adding a short checklist improves trust and reduces callbacks.
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