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Walk away with a professional, comprehensive sales and installation contract tailored for your AC and refrigeration projects. Protect your business with clear terms on equipment specifications, pricing, warranties, and installation scopes.
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Running an HVAC or refrigeration business means balancing heavy equipment logistics, precise technical installations, and customer expectations. This sales and installation agreement is the contract that bridges the gap between your technical expertise and your client’s peace of mind. You need this document every time you sell a new AC unit, walk-in cooler, or heat pump, ensuring both residential homeowners and commercial clients understand exactly what they are buying and what it takes to install it. A great agreement does more than just list the price; it clearly defines the installation scope, outlines who is responsible for site prep and electrical work, and details equipment warranties versus your labor guarantees. By setting these boundaries upfront, you protect your cash flow, prevent scope creep from eating your margins, and present your trade business as a highly professional operation that clients can trust.
Yes, you should always list the specific make and model numbers of the equipment to prevent disputes over what was promised. If supply chain shortages force you to substitute a unit, you must issue a written amendment for the client to sign before installation. This protects you from claims that you installed inferior equipment than what was originally contracted.
Keep them completely separate in your contract to avoid confusion. Clearly state that the equipment warranty is provided solely by the manufacturer, while your business provides a separate, limited labor warranty for a specific timeframe, such as one year. You should also state that your labor warranty is voided if any unlicensed third party services the system during that period.
The contract must explicitly state whether the contractor or the homeowner is responsible for securing and paying for municipal permits. In most jurisdictions, local building codes require a licensed contractor to pull the mechanical and electrical permits, so it is best practice to include permit fees in your overall contract price and handle the filing yourself.
Your agreement must include an unforeseen site conditions clause. This clause states that any hidden structural, plumbing, or electrical defects discovered during installation are outside the original scope of work. It establishes that work will pause and a written change order detailing additional costs must be signed by the client before you proceed.
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