HVAC and Refrigeration Estimator

LanceSoft • New Hampshire, NH

3d

About The Position

The HVAC and Refrigeration Estimator prepares cost estimates for commercial and residential HVAC and refrigeration installations, replacements, repairs, and service work. The role evaluates equipment, parts, materials, labor, and supply costs to support customer proposals, project bids, and work-order pricing. It also reviews technician estimates and project documentation, helps determine appropriately sized and energy-efficient residential HVAC systems, and coordinates with management, service technicians, office staff, and customers. The estimator maintains organized records, manages multiple requests, and seeks cost-effective solutions consistent with the company’s quality and customer-satisfaction standards. Candidates may bring estimating experience or relevant HVAC and refrigeration technical knowledge and an interest in moving into estimating.

Requirements

• Strong working knowledge of HVAC, heating, air conditioning, and refrigeration equipment and systems.
• Experience with HVAC estimating, refrigeration estimating, service pricing, installation costs, or a related technical background.
• Ability to evaluate labor requirements, equipment pricing, materials, and overall project costs.
• Strong organization and documentation skills.
• Excellent attention to detail, accuracy, and organizational skills.
• Strong customer service and sales skills.
• Ability to identify inconsistencies in technician estimates and project documentation.
• Ability to prioritize work, meet deadlines, and manage multiple estimates.
• Dependable, professional attitude and ability to work collaboratively with technicians, management, and customers.

Nice To Haves

• Experience using ServiceTitan, HVAC estimating software, or other service management and estimating programs.
• Previous experience in commercial estimating labor and GPS knowledge.
• Ability to read and interpret mechanical drawings, blueprints, and specifications when necessary.
• Familiarity with heating and cooling load calculations, HVAC equipment sizing, and energy-efficient system recommendations; this is not required.

Responsibilities

• Prepare accurate, timely cost estimates for commercial and residential HVAC and refrigeration installations, replacements, repairs, and service work orders.
• Calculate equipment, parts, materials, labor, and supply costs for customer proposals and project bids.
• Review estimates submitted by service technicians and identify discrepancies in labor hours, materials, parts, or overall job costs.
• Assist management with pricing, project bidding, and determining costs for customer work orders.
• Review blueprints, mechanical drawings, specifications, proposals, and project documentation to develop detailed estimates when necessary.
• Evaluate residential heating and cooling requirements and recommend appropriately sized, energy-efficient HVAC systems suited to customer budgets and performance expectations.
• Coordinate with management, service technicians, and office staff to ensure estimates are accurate, complete, and submitted on time.
• Communicate professionally with customers about estimates, equipment options, and recommended HVAC or refrigeration solutions.
• Maintain organized estimating records and documentation while managing multiple estimates and project requests.
• Identify cost-effective solutions while maintaining company standards for quality workmanship and customer satisfaction.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed