HVAC Inside Sales & Service Estimator: Quick Quotes

Capstone Mechanical; Waco (TX); On-site; USD 50,000 - 65,000; Full time

Job summary

Capstone Mechanical in Waco, Texas, seeks an Inside Sales – Service Estimator to quickly generate customer quotes for repairs and simple equipment replacements. You will work with service technicians, customers, and operations to ensure accurate, timely quotes in a high-volume environment.

The role requires interpreting technician reports, coordinating with vendors, and maintaining CRM records. Strong communication, attention to detail, and a customer-focused approach are essential.

Qualifications

• Bachelor's degree in Business, Marketing, Engineering or equiv. required.
• 1–2 years in HVAC/controls service or sales helps.
• Experience in quoting, estimating, or customer service preferred.
• Able to translate technician reports into clear quotes.
• Strong communication, organization, and detail orientation.

Responsibilities

• Review and process technician-submitted repair opportunities to generate quotes within 48 hours.
• Quote simple equipment replacements up to 25,000 with accurate pricing.
• Present quotes to customers and support sales closure.
• Coordinate with technicians to clarify repair findings and scope of work.
• Obtain vendor pricing for parts and equipment as needed.
• Follow up on open quotes to support conversion.
• Maintain CRM records (D365) including quote status and communications.
• Escalate complex opportunities as needed.
• Collaborate with operations to schedule quoted work.
• Track metrics like quote volume and turnaround time.
• Build relationships with technicians to improve submissions.
• Maintain knowledge of standard repair pricing and equipment costs.

Skills

Communication skills

Verbal communication

Written communication

Attention to detail

Organizational skills

Customer focus

Education

Bachelor's degree in Business/Marketing/Engineering

High School/Trade School Diploma with 1-2 years experience

Tools

Microsoft Excel

Microsoft Dynamics 365

CRM systems

Job description

Capstone Mechanical in Waco, Texas, seeks an Inside Sales – Service Estimator to quickly generate customer quotes for repairs and simple equipment replacements. You will work with service technicians, customers, and operations to ensure accurate, timely quotes in a high-volume environment.

The role requires interpreting technician reports, coordinating with vendors, and maintaining CRM records. Strong communication, attention to detail, and a customer-focused approach are essential.