HVAC Service Estimator: Fast Proposals & Revenue Growth

Thayer, LLC

Auburn (ME)

Hybrid

USD 60,000 - 90,000

Full time

14 days+

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Job summary

Thayer, LLC in Auburn, ME seeks a Service Estimator to convert technician recommendations and customer repair requests into accurate, timely proposals. This role links field service, customers, vendors, and sales to maximize service revenue.

You will develop labor and material estimates, coordinate procurement, and ensure quotes meet margin targets while supporting smaller, faster-cycle opportunities for the Project Sales team.

Qualifications

  • Three to five years of experience in commercial HVAC service, technical estimating, field service, or related mechanical trades.
  • Strong understanding of HVAC equipment, service repairs, replacement components, and labor requirements.
  • Ability to interpret service reports, equipment specifications, and technical documentation.
  • Experience developing estimates and preparing professional customer proposals.
  • Strong organizational, customer service, and communication skills.
  • Proficiency with Microsoft Office and estimating or service management software.

Responsibilities

  • Review technician service reports, diagnostic findings, and recommendations to identify required repairs.
  • Develop accurate estimates for labor, materials, equipment, subcontractors, and related expenses.
  • Obtain vendor pricing, verify equipment availability, and confirm material lead times.
  • Prepare clear customer proposals outlining the scope of work, pricing, assumptions, and exclusions.
  • Ensure all quotations comply with established pricing and gross margin requirements.
  • Manage the pipeline of service-generated repair and replacement opportunities.
  • Deliver quotations promptly and follow up with customers to secure approvals.
  • Answer customer questions regarding scope, repair options, pricing, and scheduling.
  • Identify additional opportunities arising from existing service relationships.
  • Refer larger replacement, retrofit, or capital projects to the appropriate Project Sales Representative.
  • Maintain accountability for outstanding quotations through approval, rejection, or closure.
  • Collaborate with field technicians to confirm repair requirements and estimated labor hours.
  • Coordinate with service management to verify technical scope and resource requirements.
  • Support procurement of required equipment, materials, and subcontracted services.
  • Ensure approved work is accurately transferred to service operations for scheduling and execution.
  • Resolve scope discrepancies and assist with changes to quoted work.

Skills

HVAC knowledge
Estimating
Customer service
Communication
MS Office
ERP/Service management software

Tools

COINS ERP
Estimating software

Job description

Thayer, LLC in Auburn, ME seeks a Service Estimator to convert technician recommendations and customer repair requests into accurate, timely proposals. This role links field service, customers, vendors, and sales to maximize service revenue.

You will develop labor and material estimates, coordinate procurement, and ensure quotes meet margin targets while supporting smaller, faster-cycle opportunities for the Project Sales team.

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