HVAC Estimator

Abstrakt Marketing Group LLC•Sayreville, NJ

1d•Onsite

About The Position

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)

Requirements

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)
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
All employees must pass a drug test prior to beginning employment.

Nice To Haves

Timberline experience a plus
Formal and informal training (if eligible)

Responsibilities

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