Service Estimator

Crete UnitedCorpus Christi, TX
$80,000 - $100,000Onsite

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

Benefits

  • Competitive pay based on experience with bonus incentives
  • Supportive, team-driven culture in a well-established HVAC company
  • Exposure to both technical operations and customer relationship management
  • On-the-job training and career development
  • Full benefits package including Health, Dental, Vision, 401K match and more
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