**While BuildOps does not currently offer HVAC flat rate pricing templates, we’re always looking into new and exciting tools and technology that are moving the industry forward, which is why we’re discussing the subject here.**
Flat rate pricing changes the game. Techs don’t have to explain every billable hour. Customers get clarity up front. And for contractors, it means faster approvals and fewer disputes. But to do that consistently? You need a clean, professional template that your team can rely on. Whether you're quoting repairs, installs, or service packages, a solid HVAC flat rate pricing template helps cut down confusion and speed up the work. It’s a critical tool in the HVAC industry, where time and trust drive every job. Here’s what we’ll cover:
Each section focuses on a different source or format of flat rate pricing templates for HVAC work. Here's a quick breakdown of what you’ll find:
Now let’s break down each type, starting with HVAC business software that bakes flat rate pricing templates right into the system.
This list isn’t strictly flat rate pricing templates, but rather full field service management platforms that include pricing tools as part of their system. These platforms don’t just help you build out flat rate pricing—you can use them to manage quoting, scheduling, invoicing, and even reporting across your entire HVAC operation.
BuildOps
BuildOps helps commercial HVAC contractors build flat rate quotes directly from the field or office. Everything is synced in real time—quotes, job status, labor costs, parts, and final invoices—all in one place. While BuildOps doesn’t offer flat rate pricing for its own software, it still delivers a powerful solution for contractors who want to run a true flat rate pricing system for their field team.
Template Format(s): Software
Template Components: Custom Price Quote, Labor Pricing Sheet, Material Pricing List, Service Catalog
Cost to Access: Per-month, per-user annual contract
Most Useful For: Commercial
Template Features: Real-time quote building; dynamic pricing updates; supports images and line-item breakdowns
Template Integrates With: Intuit QuickBooks, Sage Intacct, NetSuite, Viewpoint Spectrum, Viewpoint Vista
Come to BuildOps Service Management Suite to manage your pricing structure—and the rest of your operation—all in one place.
Housecall Pro
Housecall Pro offers built-in flat rate pricing features tailored to residential HVAC contractors. With a visual price book, real-time syncing between office and field, and the ability to present pricing tiers (good, better, best), techs can quote flat rate jobs on the spot without second guessing labor or part markups. However, Housecall Pro may feel limiting for larger or commercial-focused operations that need advanced workflow customization or integrations.
Template Format(s): Software
Template Components: Service Catalog, Price Book
Cost to Access: Tiered monthly subscription
Most Useful For: Residential
Template Features: Visual pricing tiers; built-in tax calculation; mobile-friendly quote builder
Template Integrates With: QuickBooks, Zapier, Google Calendar, CompanyCam
Service Fusion
Service Fusion includes flat rate pricing tools as part of its all-in-one HVAC management platform. It features customizable price books, bundled service packages, and mobile-ready estimates that let techs present pricing from the field. It also supports syncing flat rate pricing across locations. That said, users have reported a steeper learning curve with setup and some limitations around UI flexibility.
Template Format(s): Software
Template Components: Price Book, Service Bundle, Estimate Builder
Cost to Access: Monthly subscription (pricing varies by plan)
Most Useful For: Residential, Light Commercial
Template Features: Custom flat rate pricing tables; multi-location syncing; real-time updates
Template Integrates With: QuickBooks, GPS Insight, VoIP tools
ServiceTitan
ServiceTitan is one of the most recognized names in HVAC service management, and its flat rate pricing features are fully integrated across its CRM, dispatch, and invoicing tools. Techs can access branded digital price books, track pricing performance, and offer upsell packages—all directly through the mobile app. But for smaller shops, ServiceTitan’s high cost and complexity may outweigh the benefits, especially if flat rate pricing is the main goal.
Template Format(s): Software
Template Components: Price Book, Estimate Tool, Tiered Pricing Packages
Cost to Access: Quote-based pricing
Most Useful For: Mid-to-Large Residential, Commercial
Template Features: Performance tracking; visual pricing layouts; bundled pricing options
Template Integrates With: QuickBooks, Sage Intacct, Google Workspace, Salesforce
Want to get paid faster without chasing down invoices? According to data from our invoicing sweet spot guide, timing matters—and hitting that window boosts cash flow across every pricing model, not just flat rate. See how BuildOps HVAC software helps contractors lock in payments quicker and more consistently.
These are simple, ready-to-use templates that you can download without paying a dime. You won’t have to subscribe to a service or sign up for a paid tool. At most, you’ll need to enter your contact info or create a free account. Then you just grab what you need and go.
Flat Rate HVAC Price List Template | ZenHVAC
This downloadable HVAC flat rate pricing list helps contractors organize service offerings alongside pre-set pricing. It includes separate sections for parts, labor, and service categories so techs can quote on-site without doing manual math. The layout is straightforward, but it’s fairly minimal and may need formatting work to match your branding.
Template Format(s): Excel
Template Components: Labor Rates, Parts List, Service Pricing Grid
Cost to Access: Free download
Most Useful For: Residential, Light Commercial
Template Features: Fully editable; organized by service type
Download this free pricing list template from ZenHVAC
HVAC Estimate Template | Jobber
Jobber offers a downloadable HVAC estimate template that helps contractors deliver quotes with fields for job details, pricing, terms, and customer information. It’s basic but functional for shops that just need a quick way to present flat pricing without building something from scratch. You’ll need to enter your details into a web form before downloading.
Template Format(s): PDF
Template Components: Estimate Breakdown, Client Details, Total Cost
Cost to Access: Free download, but requires contact form submission
Most Useful For: Residential
Template Features: Clean layout; editable PDF
Get this free HVAC estimate template from Jobber
HVAC Price Book Template | FieldInsight
This blog-based template gives contractors a downloadable price book layout, designed to list out flat rate services by category. You’ll find helpful guidance for structuring service tiers, bundling related tasks, and adjusting pricing by region. However, since it’s delivered as a guide with a downloadable example, it may require more setup time.
Template Format(s): Excel
Template Components: Service Pricing Tiers, Category Groups
Cost to Access: Free download
Most Useful For: General Contractors
Template Features: Editable structure; tips for pricing adjustments
Access this HVAC price book template from FieldInsight
Flat Rate Price Worksheet | Flat Rate Software
This worksheet is structured to help contractors plan and present consistent flat rate pricing by service. It walks you through how to break out labor, parts, and other costs into a standard worksheet that techs can reference. It’s functional but looks dated, and you may want to reformat it before rolling it out to your team.
Template Format(s): Excel
Template Components: Labor Cost, Material Breakdown, Service Categories
Cost to Access: Free
Most Useful For: Residential
Template Features: Auto-calculating totals; printable format
Download this flat rate worksheet from Flat Rate Software
These HVAC flat rate pricing templates come in editable formats like Excel, Word, or Google Sheets. They’re ideal for contractors who want to plug in their own labor rates, materials costs, and service tiers. Most of these files are downloadable after submitting basic info or creating a free account. Some are basic, while others come with auto-calculating features or built-in formulas to help save time.
Excel Price Book Template | ServiceWorks
This Excel-based price book template gives contractors a flexible starting point for building out flat rate service lists. You can categorize labor and materials, set pricing levels, and even customize by season or service type. While it’s highly editable, the layout can feel a bit generic and may take time to tailor for field use.
Template Format(s): Excel
Template Components: Labor Categories, Parts, Seasonal Pricing
Cost to Access: Free download
Most Useful For: General Contractors
Template Features: Excel formulas included; category-based filtering
Download this price book template from ServiceWorks
HVAC Price List Template | Venngage
This template blends design and function, offering a visual HVAC price list that you can edit directly in the browser. It’s built for quick formatting and clean presentation, which is great for customer-facing materials. However, Venngage’s editor has some limitations on layout flexibility unless you’re on a paid plan.
Template Format(s): Web Editor
Template Components: Service Pricing Grid, Category Blocks
Cost to Access: Free with account signup
Most Useful For: Residential
Template Features: Visual layout; export options for print or PDF
Check out this HVAC price list template on Venngage
HVAC Estimate Templates | Workyard
Workyard offers multiple HVAC template downloads, including flat rate estimate forms you can tailor to your services. Each one includes structured areas for labor hours, rates, materials, and line items. You’ll get a decent variety, but you may need to modify the formatting for branding or add formulas manually.
Template Format(s): Excel, Word, PDF
Template Components: Labor Estimate, Material Costs, Service Notes
Cost to Access: Free with email signup
Most Useful For: General Contractors
Template Features: Editable sections; downloadable formats
Access the free HVAC templates from Workyard
HVAC Price Book Spreadsheet | Sourcetable
This Excel-based HVAC price book is structured to include multiple services, with space to define pricing for parts, labor, and bundled services. It’s clean, effective, and comes ready for use with basic formulas built in. Just know that advanced automation features are limited unless you customize it further.
Template Format(s): Excel
Template Components: Price Book Grid, Labor & Parts Columns
Cost to Access: Free
Most Useful For: Residential, Light Commercial
Template Features: Auto-calculations; editable columns
Download the HVAC price book from Sourcetable
These are sites that offer large collections of templates—either editable directly on the site or downloadable in common formats. You’ll find a mix of flat rate pricing sheets, estimate forms, and service menus. Some options are free, while others require payment or a subscription to unlock full access. These libraries are great if you want volume and variety but may require digging around to find a clean, usable option.
Template.net
Template.net hosts a large catalog of editable HVAC templates, including flat rate pricing sheets, service menus, and work order forms. You can download in multiple formats like Word, Excel, and Google Docs, or edit directly in their browser-based builder. While some templates are free, full access often requires creating an account or subscribing to a paid plan.
Template Format(s): Word, Excel, Google Sheets, PDF
Cost to Access: Some free, others behind account or subscription
Most Useful For: Residential
Template Features: Web editor; broad selection of pricing formats
Explore the various HVAC flat rate pricing templates on Template.net
Etsy
Etsy features independent sellers offering custom-built HVAC pricing templates. One standout is an Excel-based price book that includes editable sections for labor, materials, and parts markup. These templates are generally affordable and ready to use, but keep in mind they vary in quality and formatting depending on the creator.
Template Format(s): Excel
Cost to Access: One-time purchase
Most Useful For: Residential
Template Features: Built-in formulas; editable columns; branding-ready
Check out the different options of HVAC price book templates on Etsy
These tools help HVAC contractors create, send, and sign flat rate proposals digitally. Most of them offer customizable templates with drag-and-drop pricing tables, e-signature fields, and automation tools that streamline approval workflows. If you're looking to modernize how your team shares and closes out pricing docs, this software is worth a look. Just keep in mind some options require a monthly subscription or come with learning curves for setup.
SignWell
SignWell is a lightweight, easy-to-use platform for sending and signing proposals digitally. It includes flat rate pricing templates, reusable documents, and legally binding e-signatures. Ideal for small HVAC shops that want a no-frills solution. That said, its template design and formatting tools are limited compared to others on this list.
Template Format(s): Web-based
Template Components: Signature Fields, Pricing Table
Cost to Access: Free tier available; paid plans start monthly
Most Useful For: Residential
Template Features: Reusable templates; audit trail; notification tracking
Check out SignWell’s pricing and features
Proposify
Proposify gives HVAC contractors the ability to build detailed flat rate pricing proposals with visuals, optional service selections, and approval tracking. You can include photo-rich layouts, client testimonials, and dynamic pricing tables. It’s highly customizable, but that also means more setup time and a steeper learning curve.
Template Format(s): Web-based
Template Components: Pricing Table, Optional Packages, eSignature
Cost to Access: Paid subscription
Most Useful For: Commercial
Template Features: Deal tracking; analytics dashboard; client decision prompts
Explore Proposify’s proposal builder
DocuSign
DocuSign is a widely trusted digital signature tool that helps HVAC businesses move flat rate pricing documents through the approval process. It’s secure and integrates with many existing platforms. But while it's powerful for document execution, it doesn’t include purpose-built HVAC templates out of the box.
Template Format(s): PDF, Word, Web
Template Components: Signature Fields, Custom Fields
Cost to Access: Subscription required
Most Useful For: General Contractors
Template Features: Legally binding e-signatures; multi-user routing; cloud storage integration
Check out DocuSign’s eSignature plans
PandaDoc
PandaDoc offers dynamic proposal templates tailored for service businesses. HVAC contractors can include scope of work, tiered pricing, upsell options, and digital signatures in a single document. It also tracks document opens and engagement. Some advanced features require higher-tier plans, but it’s one of the most flexible all-in-one tools available.
Template Format(s): Web-based
Template Components: Pricing Blocks, Cover Page, Service Scope, Signature
Cost to Access: Free tier with upgrades available
Most Useful For: Commercial, Residential
Template Features: Custom workflows; approval tracking; CRM integrations
Build your next HVAC pricing proposal with PandaDoc
Flat rate pricing still works—and for many HVAC contractors, it’s the go-to method for quoting work quickly and keeping billing consistent. A solid flat rate pricing template can help your techs stay on script, cut out confusion, and present pricing that customers understand on the spot.
But HVAC work rarely sits still. Parts cost changes, service plans evolve, and your crew can be juggling installs, maintenance, and repairs—all in the same day. That’s where paper and spreadsheet templates start falling behind. They’re a static tool in a fast-moving environment.
BuildOps HVAC invoicing tools & software gives you the edge. Instead of printing new sheets or re-uploading new files every time something changes, everything updates in real time. Estimating tools feed directly into invoicing. Your team in the field sees the same pricing your office team does. And for commercial contractors especially, having one platform that handles quoting, dispatching, and billing doesn’t just save time—it keeps your whole operation moving forward.
Curious how it all connects together? Book a free demo and see how BuildOps helps HVAC contractors manage flat rate pricing from quote to invoice—without juggling a dozen different tools. No pressure, just a closer look.
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