Senior Service Estimator

Position Summary

Polk Mechanical is seeking talented individuals to join our dynamic team. Our company is experiencing significant growth due to our exceptional customer service and innovative solutions, offering numerous opportunities for ambitious professionals.

What You’ll Do

• Prepare detailed cost estimates for HVAC/plumbing & construction service projects, including:
• Equipment replacements
• System upgrades and retrofits
• Controls, piping, and mechanical repairs
• Commercial fit-outs and light to complex construction projects
• Perform site visits to assess existing conditions, access constraints, phasing requirements, and safety considerations.
• Develop accurate labor projections and aid project managers in project tasking for proposals using subcontractor proposals, historical data, productivity rates, and field input.
• Solicit, review, and evaluate vendor and subcontractor pricing.
• Identify constructability issues and value engineering opportunities.
• Prepare & identify takeoffs, detailed scopes of work, exclusions, and assumptions.
• Support design-build and design-assist estimating efforts.

Sales & Client Support

• Work closely with service sales representatives to develop proposals and pricing strategies.
• Aid in preparing customer-facing proposals, including narratives, budgets, exclusions, and alternates.
• Participate in customer meetings and walkthroughs when required.
• Support negotiations and scope clarifications with clients.

Project Handoff & Support

• Provide thorough project handoff packages from sales to project managers and field teams.
• Afford support operations during execution with change order pricing and scope clarification.
• Support post-job reviews to improve estimating accuracy and lessons learned.

Coordination & Collaboration

• Collaborate with service Gordian team, technicians, project managers, architects, engineers, and procurement teams.
• Maintain strong relationships with suppliers and subcontractors.
• Stay current with equipment pricing, lead times, labor trends, and market conditions.

Skills & Competencies

• 5–10+ years of experience in HVAC/Plumbing estimating within service special project operations.
• Project management experience in general contracting a plus.
• Proven experience estimating service-based or special project replacement work.
• Strong understanding of mechanical and plumbing systems in commercial and light industrial environments.
• Ability to read and interpret drawings, specifications, and field conditions.
• Strong knowledge of HVAC equipment (RTUs, boilers, chillers, VRF, hydronics, etc.), plumbing systems, and general contracting activities.
• Proficiency with estimating software and tools (e.g., Excel, Bluebeam, Northboundary, or similar).
• Solid understanding of labor units, material costs, and subcontractor pricing.

Soft Skills

• Strong organizational and time-management skills.
• Excellent written and verbal communication abilities.
• Detail-oriented with the ability to manage multiple estimates simultaneously.
• Collaborative mindset with a customer-focused approach.
• Ability to work independently and make sound judgment calls.

Preferred Skills

• Field experience as an HVAC or plumbing technician.
• Experience in design-build or negotiated work environments.
• Knowledge of local codes, permitting processes, and safety regulations.
• Familiarity with service agreement work and maintenance-driven projects.

Physical Work Requirements

• Combination of office work and job-site visits.
• Ability to access rooftops, mechanical rooms, and active construction sites.
• Occasional lifting of materials up to 25 lbs.

Benefits

• Paid vacation & holidays
• Career advancement & training opportunities
• 100% employer-paid medical, dental & vision insurance for employees
• 401(k) retirement plan with employer matching
• 100% employer-paid life & disability insurance
• Equal opportunity employer/protected veterans/individuals with disabilities