HVAC Service Contract Template

ArcSite’s HVAC Service Contract Template is built to help HVAC contractors and technicians formalize recurring service agreements, protect their business, and communicate clearly with clients. Whether you offer seasonal maintenance, system checkups, or emergency repairs, this contract ensures your terms are professionally documented and easy to understand.

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The Three Essentials of a Valid HVAC Service Contract

Every legally sound contract includes three key elements: offer, acceptance, and consideration. The offer outlines the scope and service schedule, acceptance is your client’s agreement, and consideration refers to the payment exchanged for the work. This HVAC service contract is structured around these legal fundamentals to keep your projects on solid ground.

Whether it’s a one-time tune-up or an annual service agreement, HVAC projects require documentation that sets clear expectations. This template helps you:

  • Define the scope of services (e.g. spring/fall maintenance, filter changes, emergency calls)
  • Protect your company with clear terms and insurance clauses
  • Present a branded, professional proposal that includes pricing and schedule
  • Align your estimates, invoices, and agreements in one clean package
  • Save time on every new customer with a reusable service contract

Why Use an HVAC Service Contract Template?

Whether it’s a one-time tune-up or an annual service agreement, HVAC projects require documentation that sets clear expectations. This template helps you:

  • Define the scope of services (e.g. spring/fall maintenance, filter changes, emergency calls)
  • Protect your company with clear terms and insurance clauses
  • Present a branded, professional proposal that includes pricing and schedule
  • Align your estimates, invoices, and agreements in one clean package
  • Save time on every new customer with a reusable service contract

Overview

What’s Included in the HVAC Service Contract Template

This all-in-one download is more than just a contract—it’s a toolkit designed to support your estimating and service workflows:

  • Editable Legal Agreement – Covers service terms, HVAC system responsibilities, client obligations, insurance requirements, and payment schedules
  • Estimate Spreadsheet – Breaks down maintenance plan pricing, parts, filters, labor, and optional upgrades
  • Invoice Template – Matches the estimate with a clean, client-ready format for recurring or one-time service billing
  • Proposal Cover Letter – Client-facing summary with scope, terms, and signature fields
  • Fully Editable Formats – Available in Word, Google Docs, Excel, and PDF; ready for digital customization and eSignature workflows

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How to Get the Free Download

Downloading the HVAC Service Contract Template is simple! Request the download below so you can start customizing it for your next job. Learn how ArcSite’s pro HVAC Estimate Software can help you build, estimate, and win more efficiently.

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FAQs

Can I customize the included estimate and invoice?

Absolutely. You can add labor rates, parts pricing, service tiers, and adjust frequency or scope as needed.

What else can ArcSite help my business with?

ArcSite lets HVAC contractors create layout diagrams, generate takeoffs, build proposals, collect eSignatures, and receive payments—all from one mobile-friendly platform.

What devices support ArcSite?

ArcSite works on iPads, Android tablets, and desktops (Mac & Windows), so you can quote and manage jobs from the office or the field.