Service Estimator I - HVAC

Modigent • Placentia, CA

1d • Hybrid

About The Position

As a Service Estimator I - HVAC, you'll play a vital support role in the Service Department by preparing accurate, timely, and profitable pricing proposals for HVAC service, repair, maintenance, and replacement projects. You will work closely with Service Technicians, customers, and vendors to develop competitive estimates while ensuring full compliance with contractual requirements. This entry-to-mid-level position is ideal for a detail-oriented, customer-focused individual who is eager to build technical estimating skills in a dynamic, fast-paced service environment.

Requirements

• 2–4 years of experience in HVAC service estimating, inside sales, project coordination, or a related administrative/technical support role.
• High school diploma or GED required.
• Valid driver’s license and clean driving record required.
• Solid knowledge of HVAC equipment, materials, and common repair techniques.
• Strong attention to detail and accuracy in estimating and documentation.
• Excellent verbal and written communication and customer service skills.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Ability to multitask, prioritize, and adapt in a fast-paced service environment.
• Organized, reliable, and customer-centric with a proactive mindset.

Nice To Haves

• Technical training or associate degree in HVAC, mechanical systems, or a related field preferred.
• EPA 608 certification a plus.

Responsibilities

• Prepare precise and competitive cost estimates and pricing proposals for HVAC service projects, including repairs, preventive maintenance, and unit replacements.
• Collaborate with Service Technicians to gather accurate job details, scope of work, and site-specific requirements for estimating.
• Ensure all proposals and pricing documents fully comply with contractual, regulatory, and company standards.
• Engage with customers to understand their needs, provide clear pricing information, address inquiries, and build positive relationships.
• Work with vendors to obtain competitive pricing and ensure timely material availability for service projects.
• Utilize Microsoft Outlook, Word, and Excel to create professional proposals, manage communications, and maintain accurate records.
• Adapt quickly to changing priorities and manage multiple estimates and tasks efficiently in a fast-paced environment.
• Maintain organized records of estimates, proposals, and customer interactions to support smooth project transitions and billing.
• Continuously learn HVAC equipment, materials, repair methods, and estimating best practices to improve accuracy and efficiency.

Benefits

• Medical, dental, and vision coverage
• HSA options with employer contributions in select plans
• Company-paid basic life and accidental death & dismemberment insurance
• Paid time off
• Holiday pay
• 401(k) retirement savings plan
• Professional development through hands-on training, mentorship, and clear career advancement paths

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED