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  • To provide exceptional customer service to internal and external customers by closely interacting with the Project Managers, Sales Staff, subcontractors and material suppliers to ensure timely completion of a detailed cost estimate.



  • Responsible for creating cost estimates consisting of materials, subcontractors, purchased equipment, labor and other construction-related activities to determine price of project.
  • Qualifies the level of estimate required with the PM, salesperson according to company guidelines.
  • Creates detailed cost estimate based on scope.
  • Responsible for identifying possible cost saving opportunities and/or risk items that will occur on various projects.
  • Works with Project Manager to develop scope of work for subcontractors.
  • Optimizes job costs by negotiating prices with vendors/subcontractors through quotations for materials/services.
  • Documents work by maintaining files for each job.
  • Creates detailed cost estimates including HVAC and DDC system sketches, scope definition, exceptions/exclusions, and vendor/subcontractor quotes.
  • Generates and distributes proposals as directed by GM.
  • Maintains competitive advantage by staying current with company estimating tools.
  • Flexibility to work overtime/weekends, as required.
  • Sizes and selects equipment based upon the desired solution.
  • Conducts site visits with or without the PM/GM to determine field conditions.
  • Participates in team-oriented development of larger DDC/HVAC projects.
  • Will work on multiple projects concurrently, meeting required deadlines for all.
  • Keep timely and current Weekly updates of Estimate Log (Follow up Book) and weekly reporting to sales team.
  • Willing to estimate or develop projects of all sizes.
  • Establishes and maintains weekly work schedule acceptable to Supervisor.
  • Consistently (monthly), meets or exceeds the estimate ratios set by the GM.
  • Consistently (monthly),  meets or exceeds the closing ratio set by the GM.



  • High School diploma or equivalent required.
  • Associates Degree or equivalent from two-year College or Technical School with a certificate in Heating, Ventilation, and Air Conditioning and three years HVAC and BAS experience or equivalent combination of education and experience.
  • Must have knowledge of various HVAC products, systems, electronics, DDC Controls design and installation, and pneumatic controls.
  • Working knowledge of office equipment and Microsoft Office products.










  • Maintain a closing ratio of at least 30%, monthly.
  • Maintain a monthly, proposal pipeline to support the annual Sales Goal set by the General Manager.      
  • Meet or exceed the project Gross Margin requirement for estimates.
  • Meet or exceed the quarterly sales quota.



  • Ability to read, analyze and interpret blueprints, sketches, specifications, general business periodicals, professional journals, technical procedures, or governmental regulations.
  • Ability to write report, business correspondence, and procedure manuals.
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
  • Strong organizational skills.
  • Excellent communications skills.
  • Exceptional customer service skills.
  • Be able to follow directions and work well with others.



  • Mobility within the office and on jobsite.
  • Able to lift and carry 50 pounds.
  • Ability to pass drug screening.
  • Able to prove U.S. Employment eligibility.
  • Valid Drivers license and excellent driving record required.
  • Ability to communicate with other both written and orally.