Service Estimator

Crete United•Corpus Christi, TX

2d•$80,000 - $100,000•Onsite

About The Position

ProTech Mechanical, a Crete United company, is seeking a Service Estimator to join their HVAC service team in Corpus Christi, TX. This role is crucial for quoting HVAC repairs, creating equipment replacement proposals, and renewing preventative maintenance contracts. The ideal candidate will have experience in inside sales, estimating, or service coordination within the HVAC or construction industries and possess strong organizational and communication skills to thrive in a fast-paced, team-oriented environment.

Requirements

2+ years in inside sales, estimating, or HVAC service administration
Strong knowledge of Microsoft Excel and Microsoft Word
Familiarity with HVAC systems, especially light commercial HVAC (preferred)
Excellent verbal and written communication skills
Highly organized with the ability to manage multiple projects and deadlines
Experience using CRM systems or proposal management software (BuildOps experience is a plus but not required)

Nice To Haves

BuildOps experience

Responsibilities

Prepare and submit HVAC repair quotes, equipment replacement proposals, and service agreements
Coordinate the renewal of preventative maintenance agreements with the service and dispatch teams
Collaborate with HVAC technicians and field supervisors to ensure accurate scoping and pricing
Conduct customer follow-ups to support the sales process and assist with closing open proposals
Maintain organized and accurate digital records using CRM tools and company templates
Order HVAC equipment and parts for awarded proposals
Assist with various administrative tasks related to quoting, scheduling, and customer communication