Template from Tradewright. Replace every [bracketed] item and blank line, delete what you don't use, then print or save as PDF (letter size). Prices, ratings and loads below are blanks for you to fill; nothing here is a recommendation.
[Company name]
[Street address], [City], [State] [ZIP]
[Phone] · [Email] · [Website]
License / registration no.: [__________]
Heating and cooling replacement options
Proposal no.:
Date:
Valid until:
Prepared by:
Customer
Name:
Phone:
Email:
Installation address
Year built: Conditioned area: sq ft
| Equipment | Make / model | Fuel | Capacity | Age (yrs) | Condition / notes |
|---|---|---|---|---|---|
| Heating | [BTU/h] | ||||
| Cooling | [tons] | ||||
| Distribution | [Ducts / radiators / baseboard / none] — condition: [__________] | ||||
| Water heater | |||||
Observations:
| Outdoor design temp | Indoor design temp | Design load | |
|---|---|---|---|
| Heating | [ ] °F (99% design) | [70] °F | [ ] BTU/h |
| Cooling | [ ] °F (1% design) | [75] °F | [ ] BTU/h sensible + [ ] BTU/h latent = [ ] BTU/h total |
Loads from a room-by-room Manual J calculation dated [date], prepared by [name / software]. Room-by-room report attached. Design temperatures from [source, e.g. ACCA Manual J Table 1A] for [location].
| Good | Better | Best | |
|---|---|---|---|
| System type | [e.g. high-efficiency furnace + AC] | [e.g. dual-fuel heat pump] | [e.g. cold-climate heat pump] |
| Outdoor unit | [Make / model] | [Make / model] | [Make / model] |
| Indoor unit | [Make / model] | [Make / model] | [Make / model] |
| Thermostat / controls | |||
| Capacity at design temp | Heat [ ] BTU/h @ [ ] °F Cool [ ] BTU/h | Heat [ ] BTU/h @ [ ] °F Cool [ ] BTU/h | Heat [ ] BTU/h @ [ ] °F Cool [ ] BTU/h |
| Efficiency ratings | SEER2 [ ] · EER2 [ ] HSPF2 [ ] / AFUE [ ]% | SEER2 [ ] · EER2 [ ] HSPF2 [ ] / AFUE [ ]% | SEER2 [ ] · EER2 [ ] HSPF2 [ ] |
| Scope of work |
|
|
|
| Manufacturer warranty | [ ] yr parts · [ ] yr compressor | [ ] yr parts · [ ] yr compressor | [ ] yr parts · [ ] yr compressor |
| Labor warranty | [ ] yr | [ ] yr | [ ] yr |
| Maintenance plan | |||
| Investment (before rebates) | $[ ] | $[ ] | $[ ] |
| Estimated rebates / incentives | −$[ ] | −$[ ] | −$[ ] |
| Net investment | $[ ] | $[ ] | $[ ] |
| Monthly financing (if approved) | $[ ]/mo for [ ] mo at [ ]% APR | $[ ]/mo for [ ] mo at [ ]% APR | $[ ]/mo for [ ] mo at [ ]% APR |
| I choose | Good | Better | Best |
Financing is subject to lender approval; terms shown are examples. Efficiency ratings are manufacturer-published values for the matched system (AHRI reference no. [ ]).
| Program | Applies to | Who files | Estimated amount |
|---|---|---|---|
| [Utility / state program] | [Good / Better / Best] | [Contractor / customer] | $[ ] |
| [Federal tax credit, if eligible] | Customer (with tax advisor) | $[ ] | |
| [Other] | $[ ] |
Rebate amounts are estimates based on program rules as of [date] and depend on eligibility and program approval. They are not guaranteed.
By signing below, I accept the option checked above at the price shown and authorize [Company name] to proceed under the attached terms and conditions / installation agreement.
| Selected option | Good Better Best |
| Add-ons accepted | |
| Total contract price | $ |
| Deposit due at signing | $ |
| Balance due | [On completion / per payment schedule] |
| Payment method | Check Card ACH Financing |
Customer signature · Date
Customer printed name
Company representative · Date
Printed name and title
This proposal is governed by the terms and conditions / residential installation agreement attached as Exhibit A, including warranty, change order, scheduling and cancellation terms. You may have a legal right to cancel this transaction within three business days; see the Notice of Cancellation attached to the agreement where required by law. Prices valid until the date above.
Template provided by Tradewright (tradewright.com). Not legal or tax advice. Review with your attorney before use.