Billing
Invoice Template
Bill customers with line items, tax, and payment terms built for HVAC jobs.
Free downloads for contractors
Free Business Templates for Service Contractors
Free downloadable templates for HVAC, plumbing, and electrical businesses, including invoices, estimates, work orders, service agreements, pricing sheets, and business planning tools.
Templates
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Free downloads organized by trade, pick your category and download the documents your team uses every day.
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Templates
Sales
Estimate Template
Send clear quotes for repairs, replacements, and tune-ups.
Pricing
Flat-Rate Pricing Template
Publish a flat-rate price book of common repairs so every tech quotes the same price, every time.
Memberships
Service Contract Template
Lock in recurring revenue with membership-style service agreements.
Memberships
Maintenance Agreement Template
Sell a signed membership plan with scheduled visits, covered services, member perks, and monthly or annual pricing.
Planning
Business Plan Template
Plan hiring, truck rolls, and revenue goals for your HVAC company.
Operations
Work Order Template
Track equipment details, technician notes, and customer sign-off in the field.
Operations
Service Report Template
Close out jobs with findings, work performed, readings, and customer sign-off.
Operations
Customer Satisfaction Survey Template
Collect post-service ratings, NPS, and actionable feedback after every visit.
Sales
Proposal Template
Present good/better/best options with pricing tiers and a recommended pick customers can accept and sign.
Operations
Inspection Checklist
Run consistent tune-ups and safety checks on every maintenance visit.
Marketing
Advertising Template
Promote seasonal HVAC specials with a print-ready flyer: offer, services, trust badges, and a clear call to action.
Sales
Quote Template
Lock in fixed-price quotes with itemized costs, a valid-until date, and deposit terms customers can accept.
Operations
Purchase Order Template
Order materials from suppliers with part numbers, quantities, ship-to address, and delivery terms.
Warranty
Warranty Template
Back your work with a clear workmanship and parts warranty certificate customers can keep on file.
Operations
Scope of Work Template
Define project tasks, deliverables, milestones, and exclusions in writing before work starts.
Safety
Risk Assessment Template
Identify jobsite hazards, score risk by likelihood and severity, and assign controls before the crew starts.
Finance
Expense Reimbursement Template
Log mileage, fuel, materials, and meals, auto-total the reimbursement, and get manager sign-off.
Sales
Customer Follow-Up Template
Track every call, text, and email after a quote so no lead goes cold, with color-coded outcomes and next steps.
HR
Leave Request Form
Request time off with an auto working-day count, coverage details, leave balances, and manager approval.
Commissioning
Equipment Start-Up Report
Document commissioning readings, pass/fail checks, and technician sign-off after a new system start-up.
Maintenance
Maintenance Checklist
Run a consistent tune-up visit: grouped PM tasks marked ok or needs-attention, recommendations, and the next-visit date.
HR
Timesheet Template
Log weekly hours and overtime by day with job codes, then auto-total regular and OT pay.
Operations
Material List Template
Build a job material takeoff with quantities, units, and unit costs, with an auto-calculated total.
Operations
Permit Application Template
Apply for a trade permit with jurisdiction, scope of work, valuation, license, and fee details.
Legal
Terms & Conditions Template
Set clear business terms (payment, warranty, cancellation, and liability) in editable numbered clauses.
Finance
Tax Deduction Checklist
Track deductible categories with amounts and auto-total your estimated write-offs at tax time.
Operations
Daily Job Report Template
Log daily crew hours, work performed, materials, delays, and sign-off from the jobsite.
Safety
Method Statement Template
Document a safe work method step by step with hazards, controls, and required PPE.
Operations
Quality Control Checklist
Verify workmanship against grouped pass/fail checks with an overall result and inspector sign-off.
Legal
Non-Disclosure Agreement Template
Protect pricing, drawings, and customer data with a signed NDA between two parties.
Operations
Punch List Template
Track closeout items by location and responsibility with color-coded priority and status.
Testing & Balancing
Air Balance Report
Record design vs measured airflow at every outlet and auto-flag each reading against NEBB, AABC, or TABB tolerances.
Preventive Maintenance
Filter Change Log
Keep a running filter history (date and condition at every visit, nothing overwritten) with next-due dates worked out for you.
Operations
Equipment Schedule
Build a submittal-ready equipment schedule with tags, capacity, airflow, and auto-calculated tons, CFM/ton, MCA, and MOCP.
Controls
Sequence Of Operations
Write a controls narrative mode by mode with ASHRAE Guideline 36 presets and automatic 90.1 deadband checking.
Operations
Change Out Checklist
Verify every step of a system change out (recovery, evacuation, and static pressure judged against the unit's own rating) with blocking sign-off items.
Commissioning
Water Heater Commissioning Report
Start up and hand over any water heater (gas, electric, tankless or heat pump) with the temperature reading judged against what the code actually says rather than the folklore.
Compliance
Backflow Test Report
Record the gauge readings for every assembly and have the report score itself against the field test criteria, with the acceptance values printed alongside the verdict.
Assessment
HVAC System Assessment Report
Assess an existing system and hand over a repair-or-replace recommendation with the arithmetic printed under it: age against ASHRAE service life, repair against replacement cost, and the installed rating against the current federal minimum.
Service
Diagnostic Checklist
Isolate the fault on a system that is already misbehaving: target superheat computed from the charging chart inputs, subcooling graded against the nameplate, and the pattern read as a probable cause.
Operations
Installation Checklist
Work a new install phase by phase, rough-in to final, with each phase locked until the one before it is signed, and every check cited to the IMC, IRC, IECC or NEC.
Maintenance
Tune-Up Checklist
Run a seasonal tune-up that records the readings and grades them: capacitor µF, amps vs RLA, temperature rise vs the rating plate, and combustion CO.
Safety
HVAC Safety Manual
Build a mechanical contractor’s safety manual with the written programs OSHA actually requires, then let the registers work out every fit test, inspection and training date for you.
Hiring
Job Description Template
Pick a role (technician, installer, apprentice, journeyman, dispatcher, estimator, manager) and get an ADA-structured job description with essential vs marginal duties and an FLSA classification check.
Safety
Safety Checklist
Run the daily pre-task safety check: PPE, ladders, isolation and trade hazards, with stop-work items that block sign-off.
Design
HVAC Design Checklist
Review a residential design against Manual J, S and D: selected capacity graded against the published Manual S limits, friction rate derived from available static pressure.
Hiring
Employment Application Template
Hire without the questions that create liability: no date of birth, no citizenship box, no pre-offer medical questions, and the FCRA disclosure on its own page.
Inspection
Home Inspection HVAC Checklist
The heating and cooling section of a home inspection, graded I / NI / NP / D, with the temperature differential judged only where a standard of practice actually prescribes a range, and every deficiency collected into the summary your client reads first.
Compliance
Gas Line Pressure Test Report
Derive the required test pressure from the working pressure instead of copying "10 psi", score the hold against IFGC 406.4, and catch a test read on a gauge whose range hides a leak.
Contracting
Capability Statement
The one-page leave-behind for government and large commercial buyers, with the SAM.gov UEI that replaced DUNS in 2022, a checked CAGE code, your NAICS code and its SBA size standard, and a live one-page budget.
Legal
Construction Contract Template
Lock one project to a fixed price: scope, exclusions, milestone payments, retainage, lien rights, and a state-law review.
Operations
Dispatcher Call Script
Triage before you book: scripted gas-odour, CO-alarm and life-safety branches ahead of the booking flow, plus text and call-recording consent language.
Safety
Job Hazard Analysis
Break the job into OSHA 3071 steps, then analyse each step: hazards, the control ranked by hierarchy tier, and the residual risk. Permit-triggering hazards block sign-off.
Hiring
Resume Template
One resume for every rung of the ladder: helper, apprentice, journeyman, master, industrial or service tech. The tier drives the duties, the credential block and the experience framing; every license prints with the state or city that issued it.
Hiring
Cover Letter Template
Not a fill-in-the-blank paragraph: paste the posting’s requirements in as rows, pair each with your evidence, and it writes a letter answering them one at a time, then counts the ones still unanswered.
Marketing
Brochure Template
Build a real letter tri-fold brochure: six panels written in reading order, mapped to print order with fold guides, unequal panel widths, and a per-panel copy budget.
Legal
Employment Contract Template
Hire on one basis, not three: at-will vs term resolved, FLSA exempt status tested against the level in force, and non-competes graded by state.
Hiring
Recruitment Checklist
Sequenced hiring checklist where hold points block each phase from closing: the FCRA two-step, the I-9 and E-Verify deadlines, post-offer-only medical exams, and the FMCSA driver requirements.
Operations
Complaints Procedure Template
Publish how customers raise a complaint, what you commit to at each stage, and their real external routes.
Operations
Energy Efficiency Incentive Tracker
Track utility rebates and federal energy credits per measure. Flags anything placed in service after the 12/31/2025 federal sunset, derives each claim deadline from the program’s own submission window, and rolls credits up per tax year against the annual caps.
Billing
Receipt Template
Prove payment happened: tender method, change given, and a stated balance with a due date on a partial payment.
Legal
Contract Template
Pick the pricing basis first (fixed price, time and materials with a not-to-exceed cap, or cost-plus) and the clauses, payment terms and graded review all change to match.
HR
Employee Handbook
Enter your employee count and the register works out which policies you actually owe (OSHA recordkeeping at 11, Title VII and the ADA at 15, the ADEA and COBRA at 20, the FMLA at 50, WARN at 100) each with its statute, plus an NLRA section 7 screen on the clauses you write.
Marketing
Business Card Template
Build a print-ready business card: 3.5 x 2 in trim with real bleed and safe margins, a per-field character budget so copy that will not fit is caught before the press, crop marks and a 10-up letter sheet.
Marketing
Sales Script Template
The in-home presentation, stage by stage (discovery, findings, good/better/best, objections) with a close that fails review unless the FTC three-day right to cancel is scripted out loud.
Marketing
Newsletter Template
Plan a customer newsletter issue: ordered sections with a per-section copy budget, one call to action, and a CAN-SPAM review of the postal address, opt-out and advertisement label.
Marketing
Website Template
Plan the six pages of copy before a designer starts: headlines, blocks, CTAs and word budgets, one NAP block checked across every page, and the privacy, accessibility, licence and review rules the finished site has to carry.
Marketing
Postcard Template
Build a direct-mail postcard that tells you which USPS mailing category it actually qualifies for (card, letter or EDDM flat) with the DMM section cited and the address-side clear zones drawn.
Operations
Project Management Template
Run the job by phase with real schedule arithmetic: inclusive durations, overdue and slip in days, hold points that block close-out and name the gate, and a change order log that gives you a revised contract value and finish date.
Design
Plumbing Fixture Schedule
Schedule every fixture by mark and let the drainage and supply fixture units total themselves, then size the building drain straight off the IPC tables.
Compliance
New Construction Plumbing Checklist
Work a new build phase by phase, from underground to final, with every IPC 312 test scored against the required value and the hold time, not just the pressure.
Inspection
Plumbing Inspection Report
Assess an existing system room by room, with pressure and temperature checked against the code as you type, and every deficiency collected into the list your client reads first.
Project management
Plumbing Task List
Run the job by phase and mark the hold points: a phase will not read complete while a required IPC test or inspection is still open.
Preventive Maintenance
Plumbing Maintenance Schedule
Schedule recurring plumbing maintenance with every interval labelled code, manufacturer, or industry, and next-due dates worked out for you.
Inspection
Sewer Camera Inspection Report
Log every CCTV observation at its footage, clock position and severity: graded on the NASSCO PACP 1-5 scale the right way up, with structural and O&M kept apart and the findings collected worst first.
Safety
Plumbing Safety Manual
Build a plumbing safety manual around the two hazards that actually kill plumbers, permit-required confined space and excavation, with registers that grade the readings against the CFR rather than just recording them.
Inspection
Rough-In Checklist
Run the pre-cover walk before insulation and drywall close the walls: notch and bore limits computed from the member’s measured depth, plate setbacks, support spacing and the test still on the gauge, ending in one clear-to-cover verdict.
Load calculation
Panel Schedule & Load Balancing Planner
Lay out a panelboard circuit by circuit with the phase derived automatically, then balance the legs and roll connected load up to an NEC demand total.
Compliance
Electrical Installation Certificate
Hand the client a completion and test record: insulation, continuity, polarity and GFCI results graded against the ANSI/NETA and UL 943 acceptance values.
Safety
Contractor Safety Manual
Build a company safety manual with the written programs you actually owe, then let the registers work out every training refresher and rubber-goods test date for you.
Compliance
Electrical Permit Tracker
Track every open permit and its inspections, with each expiry date worked out for you, and once work starts, measured from the last inspection rather than the issue date.
Operations
After-Hours Call Tracker
Log every call that lands outside your hours, work out what each one earned, and see what the calls nobody reached were worth.
Best templates
Our popular templates
The documents contractors download most, ready to customize for your shop.
Billing
Invoice Template
Bill customers with line items, tax, and payment terms built for HVAC jobs.
Sales
Estimate Template
Send clear quotes for repairs, replacements, and tune-ups.
Pricing
Flat-Rate Pricing Template
Publish a flat-rate price book of common repairs so every tech quotes the same price, every time.
Memberships
Service Contract Template
Lock in recurring revenue with membership-style service agreements.
Memberships
Maintenance Agreement Template
Sell a signed membership plan with scheduled visits, covered services, member perks, and monthly or annual pricing.
Planning
Business Plan Template
Plan hiring, truck rolls, and revenue goals for your HVAC company.
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Why templates?
Why service contractors need professional templates
Running an HVAC, plumbing, or electrical business means juggling calls, dispatch, parts, and paperwork, often at the same time. Without consistent documents, estimates look different every time, invoices get delayed, and technicians show up without the details they need. That inconsistency costs you jobs and slows down payment.
Professional templates give your team a shared starting point. A solid estimate template helps techs quote faster and look more credible on the first visit. Work order templates keep job notes, photos, and customer approvals in one place. Flat-rate pricing sheets reduce callbacks and price objections because everyone quotes the same way.
CloseCrew built these free templates for contractors who want to look established from day one, whether you are a one-truck operation or scaling across multiple crews. Use them as-is or customize them with your branding, then pair them with Crew, your AI receptionist, to answer every lead while your paperwork stays organized.
Worth asking before you book
The questions that come up on every call
Yes. Every template on CloseCrew is free to download and use. We built them for service contractors who need professional invoices, estimates, work orders, and business documents without paying for generic software templates.
Most templates are available as editable PDF and spreadsheet formats so you can add your logo, pricing, and terms. You can print them for the field or send them digitally to customers.
Absolutely. Each template is designed to be edited. Add your company name, license number, flat-rate pricing, and service area details so every document looks like it came from your shop.
Start with an estimate template and invoice template. Those two documents cover most customer interactions, quoting work, collecting payment, and keeping records organized from day one.
Yes. Contractors use these templates alongside CloseCrew to stay organized while Crew handles calls, booking, and follow-ups. Templates keep your paperwork consistent; Crew keeps your pipeline full.
