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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Invoicing Format for HVAC Service. Double-click the downloaded file to extract all files.
  2. Open the template "bill-template-hvac-service.xlsx" or "bill-template-hvac-service-uis.xlsx" with Microsoft Excel.
  3. Click "Design Mode" on the "Invoice" Excel ribbon tab to put it into design mode.
  4. Enter your business information and replace the default logo image to make it your own. (How?)
  5. Click "Design Mode" again to exit design mode.
  6. Create invoice (tutorial movie)!

Prefer to have a look at other samples? Try our Search tool!

Screenshots and Images

The printed version.

Invoicing Format for HVAC Service

Invoicing Format for HVAC Service (c4089)

c4089 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open bill-template-hvac-service-uis.xlsx.

Invoicing Format for HVAC Service (UIS Edition)

Invoicing Format for HVAC Service - UIS edition

Download Invoicing Format for HVAC Service (c4089)

License: Private Use (not for distribution or resale). See our Terms of Use.

You are safe to download the resources. We've added our digital signatures to the files.

DescriptionSizeDownload

Download this if you have already installed UIS, but are looking for additional customized templates.

435 KBDownload

Download this if you want this design to be set as the default template by the installer program.

2.86 MBDownload

Detail

Download this free printable HVAC invoicing sample in Microsoft Excel format to bill your service of heating, ventilation and air conditioning. A free PDF form is also downloadable.

This HVAC form design is suitable for creating invoices and bills, service or work orders, or you can also use it as a proposal form. Our Excel invoicing templates are original, editable and have no password set for protection. You can easily unprotect any template by clicking "Unprotect Sheet" command on Microsoft Excel "Review" ribbon tab, or switch to design mode by clicking the "Design Mode" button on the "Invoice" ribbon tab.

The "Invoice" ribbon is created by Uniform Invoice Software (UIS) - i.e. you have to install UIS in order to have Excel show the ribbon tab. This ribbon tab provides global commands, that are available to all the worksheets in the Excel spreadsheet template, such as "Customers", "Products", "Invoices", "Reports", "Settings" and "Help"; there are also shortcut to commands that affect the working mode the invoicing form, such as "Hide Task Pane", "Disable On-sheet Picker", "Design Mode", "Replace Logo Image", "Add / Update PayPal Button", etc.

Besides the usual replaceable logo image placeholder located on the top-left corner of the form layout, it also introduces a repairman image located on the top-center, which should be a suitable widget for heating, ventilation and air conditioning services. In fact you can add any images to the template by simply clicking the "Pictures" command on Excel "Insert" ribbon tab. To have the newly added image appear on UIS-generated PDF invoices and bills, you should name the image with "oknWidget" prefix. For example, in this template the repairman image is named "oknWidget_repairman". Visit Customizing Invoice Template for more information. For more samples on templates and images visit Invoice Template Images.

This is a service invoice template, featuring a "Bill To" section and a "Service Location" section that allow you to enter different billing address and the location to perform the HVAC service. In the detail section, there are two parts, just like the parts and labor invoice form. 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 simple Excel formula like this:

=ROUND(oknServiceAmount + oknExpenseAmount,2)

Both the labor and parts section are itemized. This allows you to enter items line by line, such as "Water Heater", "Central Heating / Cooling", "Heat Pump / Air Furnace Matched Systems", "Humidifiers" etc. The item# column outside of the printable form is editable, but not printable. With Uniform Invoice Software installed, you can enter shortcut code (item#) into the cells to retrieve the related description and unit price automatically.

Like other form designs here on InvoicingTemplate.com, A C invoice template is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2007, 2010, 2013 or 2016.

Format and Specification

Template#c4089
NameInvoicing Format for HVAC Service
CategoryService Invoice Template
Release DateThursday, October 20, 2016
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns4
Lines18
Line Height (Points)15.75
Print Area$D$3:$K$47
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left18.00
Right18.00
Top75.60
Bottom75.60

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