Inside Sales - Service Estimator

About the role

This role focuses on accurate, timely quoting for repair opportunities and simple equipment replacements. The Inside Sales – Service Estimator supports service technicians, customers, and operations teams to deliver efficient quoting, ensuring quality, accuracy, and responsiveness at a high volume.

Responsibilities

• Review and process technician-submitted repair opportunities to generate customer quotes within 48 hours
• Quote simple equipment replacements up to $25,000 with accurate pricing
• Communicate with customers to present quotes, answer questions, and support sales closure
• Coordinate with technicians to clarify repair findings and scope of work
• Obtain vendor pricing for parts and equipment as needed
• Follow up on open quotes to support conversion
• Maintain accurate CRM (D365) records including quote status and customer communication
• Escalate complex opportunities as needed
• Collaborate with operations and service teams to ensure quoted work can be scheduled
• Track key performance metrics including quote volume and turnaround time
• Build relationships with technicians to support quality submissions
• Maintain working knowledge of standard repair pricing and equipment costs
• Support continuous improvement of quoting tools and processes

Requirements

• Bachelor's Degree in Business, Marketing, or Engineering, OR High School/Trade School Diploma with 1-2 years of commercial HVAC/controls service or sales experience
• 1-2 years of experience in commercial HVAC, building services, or related industry, preferably in quoting, estimating, or customer service
• Basic understanding of commercial HVAC systems and common repair scenarios
• Ability to interpret technician service reports and translate findings into quotes
• Strong verbal and written communication skills
• Customer focus and ability to build rapport
• Attention to detail and accuracy
• Ability to work in a fast-paced, high-volume environment
• Organizational and multitasking abilities
• Problem-solving skills and ability to work with vendors
• Proficiency with Microsoft Office (especially Excel)
• Experience with Microsoft Dynamics 365 preferred
• Experience with XOi or similar technology preferred
• Comfort with adopting new tools and systems

Work Environment

• Primarily an office-based role requiring extended periods of sitting and computer use
• Occasional field visits may require PPE and work in varied environments
• Office environment with occasional field visits