The template works with both the Microsoft Store edition and the desktop edition of the app. Make sure you have installed one of them.

How to use:

  1. Download the EXE package.
  2. Double-click to extract the files into a folder. Make sure you have full access privileges to the folder, such as a subfolder inside “My Documents”.
  3. Open the template.
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License: Private Use (not for distribution or resale). See our Terms of Use.


screenshot for Invoicing Format for HVAC Service


Download this free printable HVAC invoicing sample in Microsoft Excel format to bill your heating, ventilation, and air conditioning services.

Note: An updated version, which includes a custom form for mechanical services businesses, is also available. Visit it at HVAC Service Invoice Template (c5109).

The form includes a repairman image located in the top center, which should be a suitable widget for heating, ventilation, and air conditioning services. To have the newly added image appear on the PDF invoices, you should name the image with the "oknWidget" prefix. Visit Customizing an Invoice Template for more information.

This is a service invoice template, featuring a "Bill To" section and a "Service Location" section that allow you to enter different billing addresses and the location to perform the HVAC service.

In the detail section, there are two parts, just like the parts and labor (c4071). The parts and labor could have different tax rates. On the bottom of the form, the "TOTAL AMOUNT PAYABLE" field calculates the grand total from both the parts and labor sections using a formula like this:

=ROUND(oknServiceAmount + oknExpenseAmount,2)

Both the labor and parts sections are itemized. This allows you to enter items line by line, such as "Water Heater", "Central Heating and Cooling", "Heat Pump and Air Furnace Matched Systems", "Humidifiers", etc. The item number column outside of the printable area is editable but not printable.

Format and Specification

Belongs to


Format (XLS or XLSX).xlsx
Line Height (Points)15.75
Print Area$D$3:$K$47
Papaer OrientationPortrait
Default Margins (Points)