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Download this if you have already installed the Microsoft Store edition of Invoice Manager for Excel, and are looking for additional customized templates.
Download this if you want this design to be set as the default template by the installer program.
Screenshots and Images
The printed version.
Open the template in Excel.
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.
Note: An updated version, which includes a custom form for mechanical services business, is also available. Visit it at HVAC Service Invoice Template.
The "Invoice" ribbon is created by Invoice Manager for Excel (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 Creating and 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 Invoice Manager for Excel installed, you can enter shortcut code (item#) into the cells to retrieve the related description and unit price automatically.
Format and Specification
|Name||Invoicing Format for HVAC Service|
|Category||Service Invoice Template|
|Release Date||Thursday, October 20, 2016|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||15.75|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|