Service Estimator III - HVAC

Modigent • Irving, TX

10d • Hybrid

About The Position

The Service Estimator III is a senior, highly independent individual contributor in the Service Department, responsible for developing complex, accurate, and profitable pricing proposals for commercial HVAC service, repair, maintenance, retrofit, and replacement projects. The role uses advanced technical knowledge of commercial HVAC systems to lead estimating efforts on larger or more technical jobs, support business growth and customer satisfaction, and ensure estimates comply with contractual, regulatory, and company standards.

The estimator conducts or reviews job-site assessments and technician input to define scopes, materials, and labor requirements; collaborates with technicians, project managers, sales teams, customers, and vendors; and reviews high-value estimates before submission. The role also mentors junior estimators and contributes to improvements in estimating processes, value engineering, and margins. Work is primarily office-based with hybrid options and occasional job-site visits. On-site work requires adherence to safety protocols and use of required PPE. This is a safety-sensitive position.

Requirements

• At least 5 years of progressive experience in HVAC service estimating, with a record of preparing accurate and profitable estimates for commercial projects.
• High school diploma or GED.
• Valid driver’s license and clean driving record.
• Advanced knowledge of commercial HVAC equipment, systems, materials, and repair and installation techniques, including chillers, RTUs, VAV systems, ductwork, and piping.
• Strong analytical and estimating skills with exceptional attention to detail and accuracy.
• Excellent verbal and written communication and customer relationship-building skills.
• Advanced proficiency in Microsoft Outlook, Word, and Excel.
• Ability to manage multiple complex estimates simultaneously while maintaining quality and meeting deadlines.
• Ability to walk active job sites and lift light materials as needed.
• Adherence to safety protocols and use of required PPE when on-site.

Nice To Haves

• Technical training, an associate degree, or a bachelor’s degree in HVAC, Mechanical Systems, Construction Management, or a related field.
• EPA 608 certification.
• Experience with estimating software.

Responsibilities

• Prepare complex and competitive cost estimates and pricing proposals for HVAC service, repair, maintenance, retrofit, and unit replacement projects.
• Conduct detailed job-site assessments or review technician input to develop accurate scopes of work, material lists, and labor requirements.
• Ensure proposals, pricing documents, and estimates comply with contractual requirements, regulatory standards, and company policies.
• Collaborate with service technicians, project managers, and sales teams to refine estimates and provide technical guidance on feasibility and pricing.
• Build and maintain relationships with customers and vendors to secure competitive pricing and timely material availability.
• Use Microsoft Outlook, Word, Excel, and other estimating tools to prepare proposals and maintain accurate records.
• Mentor and support Service Estimator I and II team members and help improve estimating processes.
• Review and validate estimates for larger or high-value projects before submission.
• Identify opportunities for process improvement, value engineering, and margin enhancement while maintaining accuracy and customer focus.
• Follow safety protocols and wear required PPE when visiting job sites.

Benefits

• Medical, dental, and vision coverage.
• HSA options with employer contributions in select plans.
• Company-paid basic life and accidental death and dismemberment insurance.
• Paid time off.
• Holiday pay.
• 401(k) retirement savings plan.
• Hands-on training, mentorship, apprenticeships, certifications, and career advancement paths.
• Performance incentives.

What This Job Offers

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