HVAC Contract Template, HVAC Installation Agreement, Furnace Air Conditioner Replacement, Warranty, Word Google Docs PDF

HVAC installation contract for Word, Google Docs & PDF: equipment and sizing, performance terms, warranty, maintenance, change orders and a filled example.

An HVAC contract that ties the parts warranty to maintenance

Installation contract with sizing and performance, rebates and registration, refrigerant rules, maintenance and a two-year labor warranty.

WHO IT'S FOR
HVAC installation and replacement contractors

SOUNDS FAMILIAR?
✕ 'The new unit doesn't cool the back bedroom'
✕ Rebate paperwork nobody owns
✕ A parts claim denied because the filter was never changed

WHAT THIS PACK FIXES
✓ Sizing from a load calc; duct limits are not a defect
✓ Registration and AHRI certificate provided; client submits rebates
✓ Maintenance requirement written into the warranty

HVAC INSTALLATION CONTRACT TEMPLATE PACK – WHAT YOU GET
• HVAC Installation Contract Template (.docx + .pdf): Five pages: contractor and client blocks; the work (a scope table with quantities); materials and specifications; not included and hidden conditions; price and payment schedule with late-payment terms; schedule; changes; client responsibilities; permits, licenses and insurance; warranty; sizing and performance; rebates and registration; refrigerant and disposal; maintenance; clean-up and damage; notice of lien rights; cancellation and termination; disputes and general terms; attachments; acceptance with the FTC cancellation-right statement; and a Notice of Cancellation page. HVAC-specific: sizing and performance clause, rebates and registration, refrigerant and line-set rule, maintenance requirement for the parts warranty, orphaned-water-heater liner exclusion.
• EXAMPLE - HVAC Installation Contract (filled) (.docx + .pdf): Filled in for a 96% furnace and 16 SEER2 air conditioner replacement at $12,250 – Manual J sizing, start-up, registration, rebate paperwork, 30/40/30 payments, two-year labor warranty.
• Change Order Form (1 page) (.docx + .pdf): Description, reason, cost table, effect on contract price and completion date, payment timing, approval wording that accepts an email or text referencing the CO number.
• READ FIRST - How to Use This Contract + Disclosure (.docx + .pdf): How to set up your master and fill it per job, the state checks to make before first use (registration numbers, required notices, deposit caps, right-to-cancel, retainage, arbitration, warranty rules, licensing rules for your trade), the habits that make a contract hold up, and the legal disclosure.
• START HERE PDF: what's in the download, how to open it in Excel / Google Sheets or Word / Google Docs, a quick start and tips

PLEASE READ: Trade Templates Co. is not a law firm and this is not legal advice. This contract is a general-purpose form, not tailored to your business, project or state; using it creates no attorney-client relationship. Contract laws differ by state – have a licensed attorney in your state review it before use. We make no warranty that it is complete, current or enforceable; our liability is limited to the price paid. Full disclosure inside the pack.

HOW TO ACCESS
Instant digital download – nothing ships. After checkout Etsy shows a Download button, and the files stay under Purchases & Reviews on etsy.com (downloads don't work in the Etsy app – use a browser). The download is a ZIP: extract it first (Windows: right-click → Extract All; Mac: double-click), then open the files in Excel or Google Sheets and Word or Google Docs. Set it up once on a laptop, then use it anywhere. Because it's a digital file, returns aren't possible – but if something doesn't open or you're stuck, message us and we'll sort it out.

GET THE WHOLE SET
This pack is part of the Everything Bundle – all 42 Trade Templates Co. packs for $199 – and the Contract Library – 10 Trades ($89). Search our shop for "bundle".

Questions before you buy? Message us – we answer within a day.

AI disclosure: these templates were built with the assistance of AI tools and reviewed, tested and edited by the seller.