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HVAC Service Estimator

ROLE AND RESPONSIBILITIES:

· Build, price, prepare, send small to mid size HVAC service estimates derived from field technicians

· Provide lead times to customers

· Ensure proposals consider proper lifting equipment, safety equipment, personnel, and tools

· Confirm receipt of materials, tools, equipment, etc. and communicate with dispatch department when material is ready and/or delayed- express lead time extensions to customers and provide creative solutions to customers when existing lead times are not acceptable

· If necessary, visit jobsites to evaluate complex repairs and replacements to ensure proposals are accurate

· Evaluate proposed time and material from technicians to ensure that all time and material is included in the proposals before being presented to customers

· Communicate with field technicians when discrepancies arise

· Work with department heads to ensure all proposals are timely and accurate

· Prioritize workload so that service work with the highest priority is quoted quickly and sent to job contacts

· Follow up on existing proposals with job contacts to help customers ensure equipment is operating and achieve target sales goals

· Work with other estimators to ensure all quotes are being sent out and followed up on in timely fashion.

QUALIFICATIONS AND EDUCATION REQUIREMENTS:

· Applicant must have 5 years HVAC/R experience as a field technician or estimator

PREFERRED SKILLS:

· Excel, Word, fundamental use of the Google Suite of applications, and computer competency

ADDITIONAL NOTES:

· This position is M-F, 8-4:30, minus 30 minute lunch break shift. This position does not include a company vehicle. A vehicle will be provided if/when jobsite visits are required.

Job Type: Full-time

Pay: $30.00 - $40.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee discount
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Referral program
  • Vision insurance

Compensation Package:

  • Profit sharing
  • Yearly bonus

Work Location: In person

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