Service Quote Estimator

Air Systems Service & Construction LLC•Sacramento, CA

90d•Onsite

About The Position

The Service Estimator's primary role is to create and deliver detailed service quotes to clients, utilizing information provided by Service Technicians. This position also supports operations by ensuring the accurate and timely procurement of parts, equipment, and materials for approved service quotes. The ideal candidate is a proactive individual with strong interpersonal and customer service skills.

Requirements

Outstanding customer service skills.
Maintain a positive and professional office environment.
Review service quote requests from field Service Technicians.
Be accurate, with a focus on quality over quantity.
Be objective and neutral, remaining calm and factual when voicing concerns.
Be strategic in pricing decisions.
Be organized to achieve increased sales rate and profitability through consistent follow-up.
Achieve efficiency and customer satisfaction through accurate order tracking.
Communicate clearly and concisely.
Create close rapport with clients and Service Technicians.
Implement system of tracking outstanding quotes and following-up with clients.
Purchase and track parts, material and equipment.
Receive orders to service department by direct shipping or will call and notify assigned Service Technicians.
Collect detailed information to create purchase orders.
Create purchase orders as needed and capture all invoices/receipts.
Assist in acquiring invoices/receipts as needed.
Assist Account Managers in meeting customer-specific estimating requirements.
Provide sales reports and closing rates to Service Operations Manager.
Assist Service Operations Manager in achieving financial goals through strategic pricing.
Resolve customer concerns through quick and attentive response to calls, emails and other forms of feedback.
Ensure the loop is closed by involving the Service Operations Manager in sensitive issues.
Provide estimate breakout as needed.

Responsibilities

Prepare and present detailed service quotes to clients.
Order parts, equipment, and materials for approved service quotes.
Obtain pricing and quotations for parts, material, and equipment.
Support Service Technicians by researching pricing and availability of parts, material, and equipment.
Prepare service quotes in financial tracking software, adhering to departmental profitability goals and authority roles.
Prepare service quotes in proposal format and present them to clients.
Build strong relationships with clients and Service Technicians.
Implement a system for tracking outstanding quotes and following up with clients.
Create service work orders for client-approved work.
Purchase and track parts, material, and equipment.
Receive orders for the service department (direct shipping or will call) and notify assigned Service Technicians.
Collect detailed information to create purchase orders.
Create purchase orders and capture all invoices/receipts.
Assist in acquiring invoices/receipts.
Assist Account Managers in meeting customer-specific estimating requirements.
Provide sales reports and closing rates to the Service Operations Manager.
Assist the Service Operations Manager in achieving financial goals through strategic pricing.
Resolve customer concerns through prompt responses to calls, emails, and feedback.
Involve the Service Operations Manager in sensitive issues to ensure resolution.
Provide estimate breakouts as needed.