JOB DESCRIPTION:
A well-established local Mechanical Company is looking to fill an Service HVAC Estimator position. Excellent benefits, competitive compensation, and opportunities for professional development. A dynamic, fast-paced culture that thrives on creativity, passion and dedication to exceeding expectations!
Qualifications:
- High School diploma or equivalent required
- Post-secondary education, trade school, or military experience a plus
- 3+ years of HVAC/R service experience, estimating, or service coordination preferred
- Strong understanding of commercial HVAC/R systems, parts, and service processes
- Experience preparing service quotes and reviewing technician findings
- Ability to interpret work orders, maintenance reports, and equipment recommendations
- Strong organizational and multitasking skills
- Excellent customer service and communication skills
- Experience with service software, client portals, and Microsoft Office
- Knowledge of warranty processes and permit applications
- Familiarity with billing, payroll support, and overtime tracking preferred
- Ability to manage escalated customer concerns professionally
- Self-motivated with strong follow-through and accountability
- Proficiency with service software (e.g., Jonas, XOI)
Duties & Responsibilities: The following criteria identify duties to describe the principal functions of the job and shall not be considered as a detailed description of all work requirements that may be inherent in the position.
Customer Service & Client Relations
- Serve as a primary point of contact for commercial service clients
- Conduct follow-up and quality control calls using company script
- Perform routine client check-ins to maintain strong relationships
- Provide timely updates to clients regarding quote status and service progress
- Handle service follow-ups, warranty issues, and minor customer escalations
- Manage escalated invoice disputes and authorized to approve discounts up to $500 to resolve concerns
- Ensure service work aligns with company standards and customer expectations
Estimating & Quoting
- Generate all customer quotes resulting from technician findings, service calls, and maintenance inspections
- Review work orders for additional quoting opportunities
- Prepare service quotes by:
- Confirming parts pricing and availability
- Assigning purchase orders
- Producing and delivering quotes to customers
- Monitoring quote status and performing follow-ups
- Ordering parts upon approval
- Closing expired or rejected quotes
- Passing approved quotes to the Dispatcher for scheduling
- Prepare and send preventive maintenance (PM) follow-up reports including:
- Work order summaries
- Equipment status and condition ratings
- Recommendations and associated quotes
- Generate all maintenance-related quotes identified during PM inspections (gaskets, motors, hinges, etc.)
Operations & Administrative Support
- Update customer portals as required
- Stage materials and check in parts
- Order service and repair parts
- Return unused parts for vendor credits
- Support inventory control, tool tracking, and vendor coordination for repair parts and rentals
- Track and apply for permits as required
- Assist with technician training records, safety logs, certifications, and compliance documentation
- Assist with daily and weekly reporting on service activity, open jobs, aging work orders, and KPIs
- Review work orders for documentation accuracy and completeness
Billing & Financial Oversight
- Assist with invoicing review and billing accuracy
- Monitor overtime for both billing accuracy and payroll reporting
- Provide invoicing assistance and documentation support
After-Hours Oversight
- Oversee OT service calls after hours on a rotating schedule (every other week)
- Triage emergency calls and coordinate technician response as needed
Client Onboarding
- Support onboarding of new commercial clients
- Ensure proper setup in internal systems and client portals
- Establish communication expectations and service protocols
Physical Demands:
- Regularly required to stand, walk, sit, use hands, reach with hands and arms, speak, and listen
- Occasionally required to climb or balance, stoop, kneel, crouch, or crawl
- Occasionally lift and/or move heavy items
- Have vision abilities to include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus
- Must have functional vision, hearing, and speech sufficient to conduct business face-to-face and over the phone
***The Service Estimator is also responsible for completing all additional duties assigned by management that may not be listed in this job description***
To be considered for this position, please apply with a resume & project list.
If interested in this position, please email taesha.taylor@gogpac.com with a copy of your confidential resume. If you are interested in something other than this position, please feel free to reach out to me. We work nationwide and have many ideal positions throughout the industry open as well. You can reach me directly at 605-679-9253.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
