Service Estimator

Overview

Quote HVAC repairs, equipment replacements, and maintenance contracts.

Key Responsibilities

• quote preparation
• crm management
• customer follow-up
• scope pricing
• maintenance renewal
• admin support

Tasks

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

Requirements

• hvac systems
• crm tools
• quoting software
• inside sales
• excel
• communication

What You Bring

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

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Benefits

-Full benefits package including Health, Dental, Vision, 401K match and more -On-the-job training and career development -Supportive, team-driven culture in a well-established HVAC company -Competitive pay based on experience with bonus incentives — $80K – $100K base salary

About Crete United

-Founded with a vision to provide world-class engineering, procurement, and construction services. -Recognized for its expertise in large-scale projects across multiple sectors, including energy and infrastructure. -Delivers complex projects from conception to completion, ensuring timely and cost-effective execution. -Has built a strong reputation for innovation, safety, and reliability, consistently exceeding client expectations. -Key projects include major infrastructure, industrial plants, and energy facilities across the globe. -Comprehensive services include detailed engineering, project management, procurement, and on-site construction. -Specializes in renewable energy solutions, contributing to global sustainability efforts through green energy projects. -Known for tackling challenging, large-scale projects that require advanced technical and operational knowledge.

Sector Specialisms