HVAC Service Estimator

Job Description

Job Description

The responsibility of the estimator is to propose our professional recommendation in a formal proposal. If it’s either to replace the defective part / s along with necessary materials to complete the work or recommend replacing the system. “ There is always a solution”

• Prepares work to be estimated by gathering work orders, repair reports, tech notes, and supplier / manufacturer pricing with lead times.
• Maintains contact and relationships with property managers, chief engineers, board members, sub-contractors, vendors, manufacturers and other organizations.
• Identifies labor, material, and time requirements for all service-related inquiries.
• Computes costs by analyzing labor, material, and time requirements for proposals.
• Resolves discrepancies by collecting and analyzing information from past similar experiences / jobs and asking certain questions to technicians on site.
• Presents prepared estimates by assembling and displaying numerical and descriptive information.
• Compare estimates and brands from vendors for product cost, availability, based on customer needs.
• Directionally adjust and revise proposals to what the customer needs and expects.
• Prepares special reports by collecting, analyzing, and summarizing information.
• Pull reports on a weekly basis and communicate with end users for follow ups and job progress.
• Continually updates technical knowledge by attending educational workshops and reviewing technical publications.
• Contributes to team effort by accomplishing related results as needed.
• Receives and ships products / materials from the warehouse and operates forklift.
• Ability to read and interpret blueprints, nomenclatures, and building schedules.
• Working knowledge of Excel spreadsheets and word processing programs.