HVAC Estimator

Description

This is a direct placement, full time position with Statewide Conditioning Inc.

SERVICE PURCHASER / ESTIMATOR

POSITION SUMMARY:

This position requires a self-starter to work with the Assistant Service Manager to prepare accurate, comprehensive, and competitive labor and materials estimates for service-driven HVAC installations within specified time frames.

DUTIES AND RESPONSIBILITIES:

Coordinate and manage all proposal requests from the tech tool application and ensure the following is completed. Coordinate and manage all service-related purchasing needed to satisfy service department requirements.

- Quote service repairs generated within our web-based service program (5-day maximum turnaround)

- Review quotes as they are received from technicians throughout the day

- Identify priority level and determine if verbal approval is an option with the Assistant Service Manager

- High Priority: submit to customer within 1–2 days

- Medium Priority: submit to customer within 2–3 days

- Low Priority: submit to customer within 3–5 days

- Place requests for pricing and lead times with vendors

- Conduct research and use available resources to ensure estimate accuracy; work with field supervisor or Assistant Service Manager for parts/labor verification as needed

- Receive high-priority service repair part requests and ensure parts are located, purchased, and distributed to the service team

- Verify accuracy of items requested and purchased versus items received

- Maintain designated service department stock items as needed

- Generate purchase orders and manage the purchase order lifecycle per company protocols

- Manage warranty purchasing and return purchases

- Identify cost-saving opportunities and propose alternative options when appropriate

- Present estimates to management for review, including priority level, materials, labor pricing, standard scope wording, and applicable lead times

- Work effectively with customers and field staff by presenting final proposals professionally via personalized email through the tech tool; follow up regularly and resend per SOP

- Upon approval, enter job bookings per standard operating procedures and coordinate scheduling with the Service Manager based on labor and material availability

- Stage materials for pickup and/or delivery

REQUIREMENTS AND QUALIFICATIONS:

- High energy level to manage a dynamic, fast-paced workload

- Ability to work on multiple organized and accurate estimates simultaneously

- Excellent time management and task prioritization skills

- Strong analytical skills with attention to detail

- Excellent communication skills

- Customer-centric mindset

- Proficient in Microsoft Office (Outlook, Word, Excel)

- Timberline experience a plus

- HVAC estimating experience: 2+ years preferred

- Self-motivated, driven, and high-integrity individual

- Strong listening, interpersonal, and customer service skills

- High School diploma or GED required

- Valid driver’s license for the state of New Jersey

- Punctual, dependable, proactive, and able to take initiative

- Willingness to embrace process changes as the company grows

WORKING CONDITIONS:

Primarily office-based. Candidate must be able to climb ladders and stairs, maneuver in mechanical rooms, and view system components when required.

DISCLAIMER:

The above statements describe the general nature and level of work performed and are not an exhaustive list of duties, responsibilities, or requirements.

JOB TYPE:

Full-time

ADDITIONAL REQUIREMENTS:

We are a drug-free company. All employees must pass a drug test prior to beginning employment.

COMPANY BENEFITS:

- Competitive industry salary based on experience

- Company-issued uniforms

- Vacation days

- Sick days

- Paid holidays

- Cell phone

- Matching 401(k)

- Health, dental, and vision plans

- Formal and informal training (if eligible)