Air Equipment Company · 19 hours ago
Service Estimator
Air Equipment Company has been solving HVAC challenges for over 75 years, partnering with leading manufacturers to deliver innovative air systems. The Service Estimator plays a crucial role in supporting sales and operations by developing accurate cost estimates for service projects and maintenance contracts, ensuring alignment across teams and maintaining a healthy opportunity pipeline.
Construction
Responsibilities
Prepare detailed cost estimates for quoted service projects using internal cost data, vendor pricing, and labor projections
Collaborate with the sales team to define and refine the scope of work for service projects and preventative maintenance contracts
Develop formal scope documents for both quoted projects and maintenance contracts
Use CRM (Salesforce currently) system to track opportunities and assist in maintaining an accurate service pipeline
Coordinate with internal teams (dispatch, sales, service operations) to ensure proper project booking and scheduling upon customer PO receipt
Assist in onsite scope development alongside sales staff when needed
Proactively source material and equipment pricing through vendor communication and internal teams
Identify and document assumptions, inclusions, exclusions, and potential risks for each estimate
Monitor estimate-to-actual job cost performance and provide feedback to improve future estimating accuracy
Track and support change order development and pricing as projects evolve
Ensure all estimating documentation is organized and accessible for handoff to operations and accounting
Assist in cost updates, historical data analysis, and estimating tool/process improvements
Qualification
Required
Experience in HVAC, mechanical contracting, or construction estimating preferred
Strong knowledge of service and maintenance work typical of commercial HVAC systems
Proficiency with Microsoft Excel, estimating tools, and CRM platforms
Exceptional organizational skills and attention to detail
Excellent time management, communication, organizational, and problem-solving skills
Proficient with the following software – Excel, Word, Outlook, Bluebeam/Adobe
Must have the ability to switch quickly between tasks based on priority and timeline
Works well within a team dynamic
Ability to maintain excellent customer and employee relationships