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.