Agreement no. Date
| Contractor | [Legal business name], [street address, no P.O. box], [city, state, ZIP] Phone [ ] · Email [ ] License / registration no(s).: [ ] Salesperson: [ ] |
| Owner | [Full name(s)], [street address] Phone [ ] · Email [ ] |
| Property | [Installation address, if different] |
| Insurance | Contractor carries [general liability / property and casualty] insurance with [insurer name], [insurer phone / address], policy no. [ ]. |
Contractor will furnish and install the following, as selected in Proposal no. [ ] dated [ ] (Option: [Good / Better / Best]), which is incorporated into this Agreement:
| Item | Make / model | Qty | Notes |
|---|---|---|---|
| Outdoor unit | |||
| Indoor unit / furnace / air handler | |||
| Coil / thermostat / controls | |||
| Materials and accessories | [Line set, pad, disconnect, condensate, duct transitions, etc.] | ||
Work included: [removal and disposal of existing equipment; refrigerant recovery; electrical connections from existing disconnect; duct or piping modifications described as follows; startup, commissioning and owner walkthrough].
Work excluded: [electrical service or panel upgrades; asbestos or hazardous material abatement; drywall, paint and finish repair; correction of concealed or pre-existing conditions; anything not listed above]. Excluded work may be added only by written change order.
Design basis: equipment selected from a load calculation dated [ ] (heating [ ] BTU/h at [ ] °F; cooling [ ] BTU/h at [ ] °F).
Total contract price: $ (including [taxes / permits as stated]).
| Payment | Due when | Amount ($) |
|---|---|---|
| Deposit | At signing | |
| Progress payment | [Specific milestone, e.g. equipment delivered to site] | |
| Final payment | Substantial completion and startup | |
| Total | ||
Each payment is stated in dollars and tied to a stage of work. [Insert any required notice about how deposits and progress payments are held; see State notes.] Accepted payment methods: [ ]. Late payments: [ ]. If financing is used, the lender's agreement governs the loan.
Rebates and incentives are estimates, depend on program approval, and do not reduce the contract price unless stated here: [ ].
Any change to the scope, price or schedule must be in a written change order signed by both parties before the changed work is done. Each change order states the work, the price change and any schedule change. If concealed conditions are found, Contractor will stop affected work and present a written change order before continuing.
[Contractor / Owner] will obtain the following permits: [mechanical / electrical / other]. Permit fees are [included / billed at cost]. Contractor will schedule required inspections. Owner will provide reasonable access.
Estimated start date: Estimated substantial completion:
Contingencies that may affect the schedule: [equipment availability, permit approval, weather, utility work]. [If a firm completion date is essential, state: "Completion by ______ is of the essence of this Agreement."]
Manufacturer warranties: per manufacturer terms, [ ] years parts / [ ] years compressor, subject to registration within [ ] days. Contractor will register equipment [yes / no].
Workmanship warranty: Contractor warrants its labor for [ ] year(s) from completion. Excludes damage from misuse, lack of maintenance, power events, or work by others. Nothing here limits any warranty or right the Owner has under law.
Owner will provide access, clear work areas, electricity and water, and disclose known hazards (for example asbestos, mold, or prior water damage).
You, the Owner, may have the right to cancel this transaction without penalty within three business days. Where the law requires it, a Notice of Cancellation form is attached and you will receive a completed copy. See State notes.
After any legal cancellation period, cancellation by Owner before work begins: [state terms, e.g., refund of deposit less the documented cost of special-order materials].
[Insert any mechanic's lien notice your state requires, in the form and type size required.]
The parties will first try to resolve any dispute by good-faith discussion. [Optional: mediation, then binding arbitration under the rules of ______. If you include arbitration, disclose it clearly and have the Owner initial or sign it separately; some states require that.] Governing law: the state where the Property is located.
This Agreement, with the Proposal and any signed change orders, is the entire agreement. Do not sign this Agreement if it contains any blank spaces. Owner acknowledges receiving a fully completed copy before work starts.
Owner signature · Date
Owner signature · Date
Contractor (authorized representative) · Date
Printed name, title, license / registration no.
[Use the exact wording your state and the FTC Cooling-Off Rule require. Confirm with your attorney.]
Date of transaction:
You may cancel this transaction, without any penalty or obligation, within three business days from the above date. [Insert the remaining required notice text, including refund timing and how to return goods.]
To cancel, mail or deliver a signed and dated copy of this notice, or any other written notice, to [Contractor name] at [address] not later than midnight of .
I hereby cancel this transaction. Date Buyer's signature
Not legal advice. These notes point to rules that commonly apply to residential HVAC replacement contracts. They are not complete, they may change, and local rules may add requirements. Have an attorney licensed in your state review your contract.
Most states have their own home improvement, contractor licensing, lien and cancellation rules. Ask your attorney or your state's consumer protection office before using this template.
Template provided by Tradewright (tradewright.com). Not legal advice. Tradewright is not a law firm.