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HVAC Invoice Template

An HVAC invoice is a billing form used to list charges for the installation, repair, or routine maintenance of internal heating and air conditioning systems. Depending on the type of service being provided, the invoice is commonly split into two categories, (1) labor (number of hours worked) and (2) materials. When the two categories are summed up, the subtotal will generate, and the service provider will administer the total amount pending any transportation charges, discounts, or taxes. For company accounts, payment is usually processed on a recurring basis, while individual or residential accounts require payment to be due immediately.

HVAC Work Order – Used to have a customer agree to the services provided before beginning work.

Table of Contents

What is HVAC?

HVAC, which stands for Heating, Ventilation, and Air Conditioning, is a field that focuses on providing clean, cool/warm air throughout residential and commercial spaces. The general process of HVAC includes:

  1. Bringing in air from the outdoors via a mechanical means
  2. Filtering the air to remove allergens, dust, and other unpleasant particles
  3. Taking the clean air and either heating or cooling it
  4. Passing the air through ducts and vents to spread it throughout the home or building

The equipment and types of systems used vary heavily on the size of the building, the typical weather of the area, and the client’s budget. The components of an HVAC system generally consist of the following:

Evaporator Coil – The evaporator coil is directly connected to the furnace’s blower and is directly responsible for cooling the air into the building/home. It cools air through refrigerant coils connected to the condensing unit (below) that sits in the outside air.

Condensing Unit – In split systems, the condensing unit sits on the ground outside the home or building. It houses coils that are filled with refrigerant and are connected via lines to the evaporator coil. When the evaporator coil cools the air, it turns the refrigerant into a gas, which travels to the condensing unit to be turned into a liquid state, which is then pumped back to the evaporator coil to start the process over again.

Furnace – The furnace contains the heat exchanger and is directly attached to the evaporator coil and is responsible for pushing the heated or cooled air throughout the structure.

Heat Exchanger – A heat exchanger is located within the furnace and used to heat air via a gas burner or electric coils.

Thermostat – The “brain” of an HVAC system. This controls when certain systems are turned on to keep the desired temperature constant within the home or building.

Ducts – Are found within the walls, ceiling, and/or floor of buildings that transport clean, conditioned air from one location to another.


Becoming an HVAC Technician

To work on HVAC systems as a certified technician, one should focus on getting hands-on experience. Whether this is received in a trade or tech school that offers training (such as a certification or Associate Degree) or through an apprenticeship, gaining the core skills required for HVAC work should be a student’s focus for the first one (1) to three (3) years in the field. Certifications While not necessary, earning certifications can lead to higher pay and access to more senior-level positions. A few of the recommended HVAC certifications are as follows:


HVAC Technician Salary & Hourly Rate

In the United States, the average HVAC technician earns the following:

  • Salary: $29,46 /yr
  • Hourly Rate: $22.89 /hr

In addition to earning competitive wages, their job outlook is also strong, with a forecasted growth of 13% in the ten (10) year span from 2018 until 2028. In comparison, the average growth rate for all professions within the same time span is 5%.

Source: BLS “Heating, Air Conditioning, and Refrigeration Mechanics and Installers”