HVAC/R Estimator (CA Only)

Nextech•Riverside, CA

27d

About The Position

The HVAC/R Estimator evaluates the scope of proposed heating, ventilation, air conditioning, and refrigeration projects and develops comprehensive cost estimates. The role assesses labor, materials, and other project-related expenses and prepares detailed requirements and proposals for customer review. Estimates primarily cover HVAC/R service, repair, and system or equipment replacement, as well as outside project sales. The estimator reviews plans and specifications, conducts product selections and take-offs, and compiles and submits bids. The role also communicates with customers, suppliers, subcontractors, project managers, contractors, and other stakeholders; maintains estimate and project documentation; and provides customer service and customer relationship management. The position requires working in an office environment, with travel of up to 50% or as needed.

Requirements

At least 5 years of HVAC/R service, repair, replacement, and estimating experience.
Experience in the HVAC industry or another service business.
Extensive knowledge of relevant construction codes.
Extensive understanding of HVAC and refrigeration systems.
Ability to interpret HVAC/R plans, customer specifications, and bidding requirements.
Strong project budgeting abilities.
Strong time management, punctuality, organization, and attention to detail; ability to prioritize tasks, handle multiple tasks, and meet deadlines.
Ability to follow directions, collaborate with others, and work independently or as part of a team.
Ability to perform under deadline pressure.
Proficiency with computers, phone communication, and organizational tools.
Excellent written and verbal communication and interpersonal skills for interacting with customers and staff.
Customer liaison and communication skills.
Flexibility to accommodate customer needs, including working outside regular business hours as required.
High school degree or equivalent.
Effective spoken and written English sufficient to convey and understand job-related information, respond accurately to questions and instructions, and read, interpret, and prepare job-related documents.

Nice To Haves

A combination of HVAC field experience, education, and estimating expertise.
A BS/BA degree from an accredited four-year university or college.

Responsibilities

Analyze project specifications and requirements to develop accurate, detailed cost estimates for HVAC/R service, repair, and system replacement projects.
Apply HVAC/R knowledge to prepare estimates and bid estimates for outside project sales.
Review project blueprints, technical drawings, and other documentation to understand project scope.
Calculate labor, material, and other project-related expenses and ensure estimates reflect current market conditions and pricing.
Conduct product selections and take-offs based on plans and specifications, and create customer proposals for projects, either as specified or with alternates.
Compile and submit comprehensive bids, ensuring all required components are included and accurately priced.
Work with project managers, contractors, and other stakeholders to align estimates with project goals and specifications.
Stay updated on industry trends, pricing, and technologies to keep estimates competitive and consistent with current standards.
Maintain organized records of estimates, bids, and project documentation for reference and compliance.
Communicate with customers, suppliers, subcontractors, and other relevant parties.
Determine customers’ opportunities, needs, constraints, and responsibilities to meet HVAC/R system design and installation needs.
Develop relationships with multiple buying influences within customer organizations.
Respond promptly and accurately to customer needs by identifying systems and products, generating quotes, and closing orders.
Provide a high level of internal and external customer service, including customer relationship management activities and tasking.
Communicate job-related information clearly and accurately, follow applicable work instructions and safety procedures, and complete required documentation.
Perform other related duties as assigned.

Benefits

Company-provided vehicle and gas card.
Dispatched from home daily.
Paid port-to-port travel time.
Tool allowance.
Paid initial and ongoing training.
Educational reimbursements.
Health insurance options, including a free employee-only plan.
Dental and vision coverage, starting after the first 30 days.
Supplemental accident, critical illness, disability, and life insurance options.
Free life insurance coverage equal to annualized pay.
401(k) plan with a 50% match on the first 6% of employee contributions.
Seven paid holidays and paid time off.
Discounts on travel, auto, food, and other offerings.