Lead Service Estimator - Commercial HVAC

About the role

The Service Quote Estimator will prepare HVAC service quotes for opportunities created from requisitions created by AFO technicians. This position will create the quote within 24 to 48 hours (gathering all necessary information), submit the quote to the customer, follow up within a week if approval is not received. This position will also ensure "approved" quotes are created in the Sampro system and communicate with the Customer Service Representatives so they can get the work scheduled. The estimators value added time will be added to each quote before being sent to the customer. They will also assist in ordering parts and materials as needed.

Responsibilities

• Consult with clients, vendors, personnel in other departments or Service Managers to discuss and formulate estimates and resolve issues.
• Responsible for receiving, creating, closing, and submitting service quotes for AFO.
• Constant communication with all interested parties (customer, technician, Service Manager), throughout the process.
• Take actions to deal with the results of delays and to determine additional costs, if any.
• Prepare estimates for use in selecting vendors or subcontractors.
• Bringing about optimum utilization of resources- labor, materials and equipment, and ensuring AFO procurement at most cost-effective terms.
• Prepare estimates used by management for purposes such as planning, organizing, and scheduling work.
• Cookordinate with the service team as needed on sold work.
• Order/expedite in-stock and external materials, equipment, etc. that will be required.
• Brief Service team as to job scope and specifications.
• Performs any other duties that are not specifically mentioned but necessary to ensure maximum efficiency and profitability of assigned projects.
• All other duties assigned by VP of Service Operations

Requirements

• 5 years of field HVAC commercial service experience preferred including Chillers, Boilers, Pumps and Air Handlers.
• Excel and Word mid-level proficiency and ability to learn operating systems (Sampro, Quote Manager, etc.) is required.
• Valid driver’s license with a good driving record and successful background check.

Qualifications

• Knowledge of materials, methods, and the tools involved in the installation and repair of commercial HVAC systems including Chillers, Boilers, Pumps and Air Handlers.
• Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
• Public Safety and Security - Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.
• Mechanical - Knowledge of machines and tools, including their designs, uses, repair, and maintenance.

SkillsKnowledge of materials, methods, and the tools involved in the installation and repair of commercial HVAC systems including Chillers, Boilers, Pumps and Air Handlers.

Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Public Safety and Security - Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.

Mechanical - Knowledge of machines and tools, including their designs, uses, repair, and maintenance.

Benefits

Compensation: $80,000 - 90,000+ salary commensurate with experience

Pay

$80,000 - 90,000+ salary commensurate with experience

Schedule

Full Time