HVAC Installer & Repair Financial Projection Model

Create detailed financial projections for investor pitches, loan applications, and more. This Excel template is fully editable and includes auto-generated 5-year financial statements, 20+ charts with key metrics, and a video guide.

How it works?

Template price: $


  • 5 Year Projected Financial Statements
  • CPA Developed & Completely Customizable
  • Video Guide Included
  • Free Support & Projections Review
  • Compatible with Google Sheets

Our easy-to-use and CPA-built projection template for HVAC installers will help you have completed pro forma statements in a matter of hours.

Create investor- and lender-ready projections in hours, not days.

Our CPA developed template enables you to create professional projections based on your unique assumptions.

Create investor- and lender-ready projections in hours, not days.

Built for HVAC installation contractors specifically  — Helping more than 50,000 businesses creating their financial projections, including hundreds of contractors and subcontractors, allowed us to specialize a template just for HVAC installers and repair companies to make it easy to create 5 year pro forma financial statements.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get our HVAC installer template now for $79

The template price: $



100% money-back guarantee for 30 days!

 Revenue Projection Template Example

Step 1: Purchase and download the template

After purchase, you will download an unlocked Excel file with a ready-to-use financial projection template for your business model. You can also open the file to use in Google Sheets!

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Step 2: Enter your assumptions on the input tabs

The HVAC Installer Revenue Model

  • The HVAC revenue section of the projection template will make it easy for your to plan and calculate how much revenue your HVAC install company will generate. You will use the model to figure out how you will acquire your customers and how many you plan to convert. Then, you can customize your list of different services between residential and commercial customers including their associated cost of goods sold. Last, you will even be able to account for a sales team which you can assign commission percentages if needed. All of the calculated revenue and COGS numbers will automatically be placed onto your financial statements for you.

HVAC Company Operating Expenses

  • Planning the operating expenses of your HVAC installation company is simple with the operating expenses section of the HVAC company projection template. In this portion of the HVAC template, you will be able to outline each of your overhead expenses as a fixed monthly number for each year or as a percentage of revenue. The first 3 months of the expenses allow you to further customize the expenses in case you need to plan for different startup expenses.
  • This section will be pre-filled with some data to help you get started. All of your input expenses will be used automatically in the creation of your financial statements and determining your profitability.

HVAC Contractor General Financial Assumptions

  • The HVAC contractor projection template begins with a few key starting assumptions. Numbers like any fixed assets or large pieces of equipment you need to purchase or already own, loans, investments, inventory, receivables, and more are important to populate your pro forma balance sheet. These numbers will also allow the template to calculate some complex figures like amortization, depreciation, interest expense, and more.

The Salaries And Distributions Model

  • The salaries and distributions model helps calculate monthly expenses for salaried employees, including items like employer taxes and benefits.
  • This model also helps you plan for distributions (dividends, owner draws) made to owners.

Step 3: The model is automatically updated based on your assumptions

HVAC Installer At-A-Glance Tab

The At-A-Glace tab shows you a financial snapshot in the form of graphs, charts, ratios, and financial summaries, all ready to be copied into a HVAC Installer pitch deck or business plan.

HVAC Company Pro Forma Financial Statements

The HVAC company projection template will take your custom inputs and automatically generate 6 organized pro forma statements including the annual formats of the income statement, cash flow statement, and balance sheet, and the month-by-month breakdowns of the same financial statements.

Lender and Investor Ready

Investors and lenders find our templates incredibly informative and simple to use. Any blue fields can be edited by anyone with access to the model in order to play with the outcomes including your stakeholders.

 Income Projection Chart Example

Tables, charts, graphs and dashboards include:

Tables, charts, graphs and dashboards include:

  • Profit and loss at a glance table
  • Use of start-up funds graph
  • Key ratios table
  • ​​Cash generated from operating activities graph
  • ​5 years of monthly and annual income statement, cash flow and balance sheet reports
  • Profit and loss at a glance table

  • Use of start-up funds graph

  • Key ratios table

  • ​Cash generated from operating activities graph

  • Investor dashboard

  • 5 years of monthly and annual income statement, cash flow and balance sheet reports

Step 4: If you need help, we're here

We can fill out or modify any of the templates we sell, and we’re always happy to answer questions.

When you call us, you can speak directly to the developers of the model, not a call center or customer service representative.

Contact us in the most convenient way for you. We're here to help you

If the model doesn’t work for you, we’re happy to provide a refund.

Questions? Get in touch.
Contact Us

What ProjectionHub Customers Think

The cost of the template is estimated at $ 2000

If you hired a CPA to build this template from scratch it would take at least 20 hours of billable time to build a similar template. At an average hourly rate of $100 per hour it would cost you $2,000.

20 hours X $100 = $2,000 value

But we've already done all the work and you don't need to hire a CPA

Save time & money - get organized with our template!

Get our HVAC installer template now for $79

The template price: $



100% money-back guarantee for 30 days

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Our Projection Protection Guarantee

Love it or Swap it
If the template you purchase is not the perfect fit, our team will help recommend the right template and swap your template for no extra charge. You can rest assured we'll make sure you are using the right template.
Expert Review
After you fill out your template, you can upload your projections to our team where we will do a complete review and then send you a custom video recording of us providing feedback so you can feel confident your projections are investor & lender ready.
See How
Help as You Go
Our team will be standing by so you can get help as you fill out your projection template. Through email and custom video recordings, we will make sure you understand how to complete your projections.
See How

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The ProjectionHub Team

Grace Cisna, CPA

Before joining ProjectionHub, Grace served as an auditor for a public accounting firm in Indianapolis. There, she audited start-up tech companies, major regional hospitals, public manufacturers and everything in between.

As an auditor, she gained insight to the inner workings of all kinds of business models. Grace is a CPA, has a bachelor’s degrees in Accounting and French and a Master’s of Accountancy all from the University of Iowa, where she also taught introductory accounting classes to undergraduates.

Grace loves to use her accounting expertise to serve as an advisor to her clients, helping them understand what it takes to make a business succeed.

Adam Hoeksema — Co-founder ProjectionHub

Adam is the co-founder of ProjectionHub which is a SaaS web application that helps entrepreneurs create financial projections for their business.

Since 2012, over 40,000 entrepreneurs from around the world have used ProjectionHub to help create financial projections.

Adam also serves as the Executive Director of Bankable. Bankable is a Small Business Administration (SBA) lender that makes loans from $500 to $250,000 to Indiana small businesses that are unable to secure financing from a traditional bank.

Adam has managed the loan program since loan #1 in 2010. Since 2010, Bankable has closed over 1,200 loans totaling over $38,000,000. Adam is an entrepreneur at heart and loves working with entrepreneurs to launch and grow their business.

We are available to help you complete your projections


We'll answer your questions about how the template works


We can help you customize your template, add revenue models, expenses or custom charts, tables and graphs -> with our financial modeling services

Frequently Asked Questions

Is owning your own HVAC business profitable?

Profit margins in the HVAC industry can vary greatly, influenced by factors such as geographic location, business size, operational efficiency, and the mix of services provided. Generally speaking, HVAC companies might anticipate gross profit margins in the range of 25% to 35%. Net profit margins, taking into account all expenses, taxes, and interest, typically land within the 5% to 10% range. For the most accurate and up-to-date information, consulting with a financial advisor or industry expert is highly recommended.

How do HVAC companies get customers?

  • Traditional forms of advertising, such as print, radio, and TV ads.
  • Online marketing strategies, including social media campaigns, SEO, email marketing, and PPC advertising.
  • Networking and collaborating with construction firms and real estate developers.
  • Providing outstanding customer service to encourage word-of-mouth referrals.
  • Offering promotions, discounts, or special deals to attract new clientele.

Is starting an HVAC business worth it?

Yes, launching an HVAC business can indeed be worth it, given the year-round demand for HVAC services across residential, commercial, and industrial settings. As with any business venture, however, it does require investment, expertise, and hard work. Comprehensive market research, a solid business plan, necessary HVAC skills and certifications, and the readiness to adapt to market changes are crucial for success in this industry.

Where is the most money in HVAC?

Earning potential in the HVAC sector can be found in various areas:

  • Service and Maintenance: Regular HVAC maintenance and repair services provide a consistent income stream.
  • Commercial and Industrial Contracts: These often yield higher profits than residential jobs due to the larger scale of systems and projects.
  • High-efficiency and Specialty Systems: Offering these can attract customers seeking premium solutions, thereby increasing profitability.
  • Aftermarket Upgrades and Enhancements: Services such as air quality testing and improvement, energy efficiency consulting, and system upgrades can also boost earnings.