Service Estimator

Primary Functions

• Prepare detailed cost estimates for quoted service projects using internal cost data, vendor pricing, and labor projections.
• Collaborate with the sales team to define and refine the scope of work for service projects and preventative maintenance contracts.
• Develop formal scope documents for both quoted projects and maintenance contracts.
• Use CRM (Salesforce currently) system to track opportunities and assist in maintaining an accurate service pipeline.
• Coincide with internal teams (dispatch, sales, service operations) to ensure proper project booking and scheduling upon customer PO receipt.
• Auxiliaryly develop onsite scope alongside sales staff when required.
• Proactively seek material and equipment pricing through vendor communication and internal teams.
• Identify and document assumptions, inclusions, exclusions, and potential risks for each estimate.
• Maintain job cost performance monitoring and provide feedback to enhance future estimating accuracy.
• Track and support change order development and pricing as projects evolve.
• Affordably ensure all estimating documentation is organized and accessible for handoff to operations and accounting.
• Assist in cost updates, historical data analysis, and estimating tool/process improvements.

Seat Primary Objectives

• Accuracy of job cost estimates compared to actuals
• Timeliness of estimate delivery
• Quality and clarity of scope documents
• CRM pipeline updates and accuracy
• Internal team feedback on handoff quality and coordination

Education, Experience And Qualifications

• Experience in HVAC, mechanical contracting, or construction estimating preferred.
• Strong knowledge of service and maintenance work typical of commercial HVAC systems.
• Proficiency with Microsoft Excel, estimating tools, and CRM platforms.
• Exceptional organizational skills and attention to detail.

Knowledge/Skill Set

• Excellent time management, communication, organizational, and problem-solving skills.
• Proficient with the following software – Excel, Word, Outlook, Bluebeam/Adobe.

Employment Practices

• Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship.