Templates

Free Field Service Templates

Templates sorted by the job they do: price and bill, do the work, maintain equipment, run the business. Each card lists the file formats it comes in, whether it needs your email, and the buyer's-guide tools that go with it.

Chip Alvarez

By Chip Alvarez

Independent FSM software analyst · Vendor-neutral reviews scored against a documented 5-criteria rubric · How we test

Price and sell

Templates for quoting the job and billing it.

HVAC bid template workbook with total cost, bid price and gross margin cards above a short list of equipment, labor and subcontract line items

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HVAC Bid Template (Free .xlsx Bid Calculator)

Free HVAC bid template: a macro-free .xlsx calculator that turns equipment, labor by trade, materials, permits and subs into a bid at your target margin.

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Contractor estimate workbook cover showing the good, better and best option totals for a sample split system replacement

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Contractor Estimate Template (Free .xlsx)

Free contractor estimate template: a macro-free .xlsx that prices line items from trade presets and shows good, better and best totals with tax.

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HVAC Invoice Template

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Free HVAC Invoice Template (PDF, Word, Excel) and Examples

Free HVAC invoice template in PDF, Word and Excel, with filled sample invoices for service calls, maintenance and installs. Download it and start billing.

.xlsx · Word (.docx) · PDF

Illustrated change order log workbook with revised contract value, pending value and overdue punch item cards above a small table of change orders and running contract values

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Change Order Log Template with Punch List (Free .xlsx)

Free change order log template with a punch list: approval status, days to approve, a running contract value, and open and overdue items by area.

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Do the work

Templates for running and documenting the visit.

Illustrated HVAC work order log with open orders, overdue open orders and total job cost cards above a small table of orders, priorities and overdue flags

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HVAC Work Order Template (Free .xlsx Log + Form)

Free HVAC work order template: a macro-free .xlsx log with status, priority, aging and job cost, plus a printable single work order form.

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Illustrated field service report with hours on site, readings out of range and report total cards above a small table of refrigeration readings and their results

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Field Service Report Template (Free .xlsx)

Free field service report template: a macro-free .xlsx that totals hours on site, labor and parts and flags readings outside your limits.

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Printable HVAC Inspection Checklist Template

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Printable HVAC Inspection Checklist Template

Get a free HVAC inspection pack: blank and completed-sample printable PDFs, an editable workbook, and real previews. Unlock the ZIP with your email.

.xlsx · PDFFree with email

Illustrated truck stock inventory workbook with lines to reorder, units to reorder and stock value cards above a table of vans, parts and their status

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Free Truck Stock Inventory Template for Service Vans

Free truck stock inventory template: a min/max stock list per van, a usage and transfer log, reorder quantities and stock value per van.

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Illustrated electrical panel schedule workbook with connected load, phase imbalance and spare breaker cards above a table of load per phase

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Electrical Panel Schedule Template (Free .xlsx)

Free electrical panel schedule template in a macro-free .xlsx: record each circuit, total load per phase, check balance and print a panel directory.

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Illustrated fire extinguisher inspection log workbook with overdue, due soon and open deficiency cards above a table of units, their next check and status

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Fire Extinguisher Inspection Checklist and Log (Free)

Free fire extinguisher inspection checklist and log: a register by location and type, monthly checks, next-due flags and open deficiencies.

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Maintain equipment and fleet

Templates for tracking equipment and keeping maintenance on schedule.

Illustrated equipment maintenance log workbook with overdue, due soon and estimated total cost cards above a small table of assets and next due dates

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Equipment Maintenance Log Template (Free .xlsx)

Free equipment maintenance log template, a macro-free .xlsx that imports into Google Sheets: track service history, parts, cost and due dates per asset.

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Pairs with: Switching Cost, Implementation Timeline

Illustrated HVAC equipment schedule workbook with units scheduled, cooling tons and approved submittal cards above a small table of tagged units

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HVAC Equipment Schedule Template (Free .xlsx)

Free HVAC equipment schedule template (.xlsx): tags, capacity, airflow, MCA and MOCP, warranty dates and submittal status, totalled by equipment type.

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Pairs with: Switching Cost, Implementation Timeline

Illustrated HVAC sequence of operations workbook with points listed, setpoint conflicts and equipment without a sequence cards above a small table of tagged units

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HVAC Sequence of Operations Template (Free .xlsx)

Free HVAC sequence of operations template (.xlsx): a point list with setpoints and alarm limits, occupancy schedules and written steps for each mode.

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Illustrated HVAC preventive maintenance checklist workbook with pass rate, readings out of spec and follow-up item cards above a short list of follow-ups

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HVAC Preventive Maintenance Checklist (Free .xlsx)

Free HVAC preventive maintenance checklist in a macro-free .xlsx: mark tasks Pass, Fail or N/A, check readings against your limits, list follow-ups.

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Run the business

Agreements, staff documents and planning for running the company.

Free Commercial HVAC Maintenance Agreement Template

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Commercial HVAC Maintenance Agreement Template (Word + PDF)

Free commercial HVAC maintenance agreement template in Word and PDF, with an equipment schedule and service checklist.

Word (.docx) · PDF

HVAC Employee Handbook Template

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Free HVAC Employee Handbook Template (Word)

Free HVAC employee handbook template as an editable Word (.docx) file with policy, safety and compliance sections. Enter your email to download.

Word (.docx)Free with email

Illustrated job safety analysis workbook with high-or-extreme hazards before and after controls and a risk-score reduction card above a small table of task steps and their scores

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Job Safety Analysis Template with Risk Scoring (Free)

Free job safety analysis template: a macro-free .xlsx that scores each task step's hazards before and after controls on a 5x5 risk matrix.

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Illustrated technician skills matrix workbook with coverage gap, expired and expiring credential cards above a table of technicians, credentials and status

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Technician Skills Matrix Template with Cert Tracker

Free technician skills matrix for service teams: skill levels 0 to 4, coverage gaps, certification and license expiry flags, and a training plan.

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HVAC business plan workbook cover showing startup costs, first cash-positive month and lowest cash balance above a small monthly revenue and net cash flow table

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Free HVAC Business Plan Template with Startup Costs

Free HVAC business plan template: a macro-free .xlsx that totals startup costs and builds a 12-month profit and loss, cash forecast and break-even.

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Pairs with: Readiness Quiz, ROI Calculator

Buy software

Templates for choosing and launching field service software.

Illustrated field service software evaluation matrix with vendors passing, leading score and Vendor C score cards above a table of vendors, weighted scores and must-have gate results

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Field Service Software Evaluation Matrix (Free .xlsx)

Free field service software evaluation matrix: weight your criteria, score up to four vendors, apply a must-have gate and rank the vendors that pass.

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Pairs with: RFP Builder, Software Matcher

Illustrated implementation checklist workbook with migration progress, overall readiness and open gate task cards above a table of data objects, record counts and load status

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Field Service Software Implementation Checklist (Free .xlsx)

Free implementation checklist for a field service software switch: a data migration map, a go-live checklist with owners and a readiness score.

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Pairs with: Implementation Timeline, Switching Cost

More templates

Newer templates that are not sorted into a group yet.

Field service KPI tracker workbook with first-time fix rate, utilization and MTTR cards above a small per-technician table

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Field Service KPI Template (Free .xlsx Tracker)

Free field service KPI template: a macro-free .xlsx tracker for first-time fix rate, callbacks, MTTR, utilization and revenue per technician.

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Pairs with: ROI Calculator

Illustrated HVAC maintenance agreement pricing workbook with annual price, monthly price and renewals due cards above a table of the cost lines that build the price

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HVAC Maintenance Agreement Pricing Template (Free .xlsx)

Price an HVAC maintenance agreement from your own equipment list, visit hours, materials, drive time and margin, and track every renewal in one sheet.

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Labor rate calculator workbook with billable hours, break-even rate and required hourly rate cards above three flat-rate price book tasks

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Labor Rate Calculator and Flat-Rate Price Book (Free .xlsx)

Free labor rate calculator for contractors: a macro-free .xlsx that turns wages, burden, overhead and billable hours into an hourly rate and flat prices.

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Illustrated vehicle maintenance log workbook with overdue, due soon and open defect cards above a table of vans, miles left and status

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Free Vehicle Maintenance Log Template for Service Vans

Free vehicle maintenance log for service vans: miles and days to the next service, daily inspections, open defects and cost per mile.

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