HVAC Estimator

Air-Ref Co.•Delray Beach, FL

About The Position

Prepare plans, specs, and design-build style estimates for mechanical systems. Assesses needs, develops and presents HVAC replacement/upgrade proposals, secures sales that are competitive and profitable, processes orders, and works with company teammates to ensure customer satisfaction. This position will work with new and existing customers to guide them through the Sales Process while exploring equipment and layout options. Prepare cost estimates for HVAC systems to include ductwork, piping systems, and equipment for commercial and HVAC projects (i.e., installations, retrofits, and residential equipment options). Account for labor, material, equipment, subcontractors, and other direct costs within estimates. Review plans and specifications to determine the scope of work. Take off materials and provide accurate quantity surveys utilizing Estimating Software and experience Coordinate with subcontractors and suppliers to ensure accurate and competitive pricing. Submit proposals to customers, finalize pricing, and complete internal setups promptly. Provide positive input as to the efficiency and accuracy of all estimating programs and strategies. Manage and maintain company resources in a positive and efficient manner. Ensure accurate job take-offs and estimates. Ensure timely follow-up with all bids and contractors. Produce final bid results on all jobs, whether the job is won or not. For key accounts, develop and implement sales strategy for each. Ensure timely production of all project correspondence such as estimates, proposals, follow-up information, etc. Provide timely and accurate updates to all bid, billing, and project status forms. Assist in developing the strategies for bidding projects using the Estimating System. Communicate with the Construction Project Manager/General Contractor in a timely manner all required information for the project setup from start to finish concerning goals, delivery schedules, or any job issues. Recognize potential for value engineering and other strategies that may improve opportunity for advantages over the competition. Keep all bidding strategies confidential. Determine if a bid invitation is the type of work that fits the company’s ability and demand. Coordinate tasks/schedule with the General Contractor, other trades, subcontractors and/or vendors. Communicate long lead time items that could delay any job. Create and submit submittal packages. Maintain job folders, files, and cut sheets as projects progress. Purchase material and equipment on approved jobs in a timely manner Gauge construction timelines accurately to ensure correct labor cost. Other tasks as assigned.

Requirements

Experience with Estimating Software
Experience in preparing cost estimates for HVAC systems (ductwork, piping, equipment)
Ability to account for labor, material, equipment, and subcontractors in estimates
Ability to review plans and specifications
Ability to perform material take-offs and quantity surveys
Ability to coordinate with subcontractors and suppliers
Ability to submit proposals and finalize pricing
Ability to manage company resources
Ability to ensure accurate job take-offs and estimates
Ability to follow up on bids and contractors
Ability to produce bid results
Ability to develop sales strategies for key accounts
Ability to produce project correspondence
Ability to provide updates on bid, billing, and project status
Ability to assist in developing bidding strategies
Ability to communicate project setup information to Project Managers/General Contractors
Ability to recognize value engineering opportunities
Ability to keep bidding strategies confidential
Ability to determine bid suitability
Ability to coordinate tasks/schedule with various parties
Ability to communicate long lead time items
Ability to create and submit submittal packages
Ability to maintain job folders, files, and cut sheets
Ability to purchase material and equipment
Ability to gauge construction timelines accurately
Experience in commercial and HVAC projects (installations, retrofits, residential equipment options)

Responsibilities

Prepare plans, specs, and design-build style estimates for mechanical systems.
Assess needs, develop and present HVAC replacement/upgrade proposals.
Secure competitive and profitable sales.
Process orders and work with company teammates to ensure customer satisfaction.
Guide new and existing customers through the Sales Process while exploring equipment and layout options.
Prepare cost estimates for HVAC systems including ductwork, piping systems, and equipment for commercial and HVAC projects (installations, retrofits, and residential equipment options).
Account for labor, material, equipment, subcontractors, and other direct costs within estimates.
Review plans and specifications to determine the scope of work.
Perform material take-offs and provide accurate quantity surveys utilizing Estimating Software and experience.
Coordinate with subcontractors and suppliers for accurate and competitive pricing.
Submit proposals to customers, finalize pricing, and complete internal setups.
Provide positive input on the efficiency and accuracy of estimating programs and strategies.
Manage and maintain company resources positively and efficiently.
Ensure accurate job take-offs and estimates.
Ensure timely follow-up with all bids and contractors.
Produce final bid results on all jobs.
Develop and implement sales strategy for key accounts.
Ensure timely production of all project correspondence (estimates, proposals, follow-up information).
Provide timely and accurate updates to all bid, billing, and project status forms.
Assist in developing strategies for bidding projects using the Estimating System.
Communicate required information for project setup to the Construction Project Manager/General Contractor from start to finish concerning goals, delivery schedules, or job issues.
Recognize potential for value engineering and other strategies to gain competitive advantages.
Keep all bidding strategies confidential.
Determine if a bid invitation fits the company’s ability and demand.
Coordinate tasks/schedule with the General Contractor, other trades, subcontractors, and/or vendors.
Communicate long lead time items that could delay any job.
Create and submit submittal packages.
Maintain job folders, files, and cut sheets as projects progress.
Purchase material and equipment on approved jobs in a timely manner.
Accurately gauge construction timelines to ensure correct labor cost.
Perform other tasks as assigned.