HVAC Estimator

Gemaire Distributors; Western Visayas; Hybrid; PHP 500,000 - 800,000; Full time

Benefits offered by this job

Healthcare coverage on day one

Performance bonuses

Flexible work arrangements

Job summary

MicroSourcing is seeking an HVAC Estimator to join our Manila-area team. You will interpret drawings, select equipment, price bids, and coordinate with vendors and engineers to prepare complete bid packages.

The ideal candidate has at least 2 years of HVAC estimating or takeoff experience, strong product knowledge, and the ability to manage tight deadlines while maintaining accuracy. Proficiency with Salesforce and MS Excel is a plus.

Qualifications

• Minimum of 2 years in HVAC estimating or takeoff roles.
• Ability to read mechanical plans, P&IDs, and schedules.
• Experience using CRM systems (preferably Salesforce) to track bids.

Responsibilities

• Triage Salesforce bid requests and log communications.
• Interpret drawings to determine HVAC equipment needs and specs.
• Cross-reference specs with product lines and propose substitutions.
• Check stock and lead times to optimize pricing and availability.
• Prepare bid deliverables with pricing, lead times, and submittals.
• Coordinate with sales, contractors, and manufacturers.

Skills

HVAC Estimating

Bid Management

Reading blueprints

Education

HVAC Certification or Mechanical Eng background

Tools

Salesforce

PlanSwift

Bluebeam Revu

MS Excel

Job description

Discover your 100% YOU with MicroSourcing!

Position: HVAC Estimator
Location: Mall of Asia Complex, Pasay City
Work setup & shift: Hybrid | Night Shift

Why join MicroSourcing?

You'll have:

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

What You’ll Do

As a HVAC Estimator you will :

• Salesforce Queue & Case Triage: Monitor the Salesforce Bid Open Queue to receive, log, and triage incoming bid requests; ensure all mechanical plan sets, specifications, vendor quotes, and communications are tracked against the Salesforce Case.
• Blueprint & Mechanical Plan Takeoffs: Interpret mechanical drawings, blueprints, schedules, and equipment tags to identify HVAC equipment requirements, including capacity, voltage, physical dimensions, and application scope.
• Equipment Selection & Value Engineering: Cross-reference contractor specifications against product lines (packaged rooftop units, split systems, condensing units, air handlers) to identify exact matches or propose compliant, value-engineered substitutions.
• Inventory & Lead-Time Analysis: Check on-hand stock and ground inventory listings before quoting standard factory lead times, highlighting constraints and optimizing availability for contractors.
• Pricing & Enhanced Pricing Requests (EPR): Apply pricing tiers, margin guidelines, and promotional programs; submit and track manufacturer Enhanced Pricing Requests (EPRs) to hold project-specific pricing before bid expiration.
• Submittal & Bid Package Compilation: Assemble complete bid deliverables, including itemized equipment lists, lead times, pricing terms, and technical submittal packages (cut sheets, electrical data, dimensions) for contractor and Engineer of Record review.
• Stakeholder & Vendor Coordination: Liaise with Sales Representatives, mechanical contractors, and equipment manufacturers to clarify technical queries, verify equipment suitability, and resolve scope gaps.

What You Need:

Non-negotiables

• HVAC Estimating Experience: Minimum of 2 years of experience in HVAC estimating, equipment selection, or mechanical takeoff roles within an equipment distributor, manufacturer, or mechanical contracting firm.
• Blueprint & Drawing Interpretation: Demonstrated proficiency in reading and interpreting mechanical plan sets, schedules, P&IDs, electrical requirements, and equipment tags.
• CRM & Case Management Proficiency: Direct experience working within CRM systems (preferably Salesforce) to track queues, manage case records, and maintain auditable project documentation.
• Technical Equipment Knowledge: Strong working knowledge of commercial and residential HVAC systems, including RTUs, ductless/ducted split systems, air handlers, heat pumps, and accessories.
• Fast-Paced Bid Execution & Accuracy: Proven track record of managing tight bid deadlines and delivering accurate pricing packages without missing technical details.

Preferred skills/expertise

• Tertiary education or vocational certification in Mechanical Engineering, HVAC Technology, Construction Management, or a related field.
• Experience submitting and tracking manufacturer Enhanced Pricing Requests (EPRs) or special pricing authorizations (SPAs).
• Familiarity with major HVAC manufacturer product lines (e.g., Carrier, Trane, Lennox, Daikin, York).
• Proficiency in digital takeoff software (e.g., Bluebeam Revu, PlanSwift) and advanced MS Excel.

---

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

*Terms & conditions apply