HVAC Service Proposal Specialist

Mechanical & Control Services, Inc.; Washington; On-site; USD 45,000 - 65,000; Full time

Job summary

Mechanical & Control Services, Inc. seeks a Service Proposal Coordinator in Tacoma, WA to lead the proposal development process for repairs and equipment replacements in our Commercial HVAC Service Department.

The SPC coordinates between technicians, vendors, customers, and internal teams to ensure accurate, complete, and timely proposals. Working with Sales and Service Operations, the SPC researches opportunities, gathers information, and crafts professional proposals that support service sales

Qualifications

• Experience coordinating professional repair and equipment replacement proposals.
• Ability to gather information and coordinate with technicians, vendors, and customers.
• Strong attention to accuracy, presentation, and timely delivery.

Responsibilities

• Review technician findings and recommendations.
• Coordinate the development of repair and equipment replacement proposals.
• Research equipment history, age, warranty status, and previous service recommendations.
• Gather additional information necessary to support proposal development.
• Coordinate with leadership on complex repair or replacement opportunities.
• Track proposal approvals and customer decisions.
• Coordinate approved work with the Service Operations Team.
• Obtain equipment, material, and subcontractor pricing.
• Request equipment submittals, lead times, and product availability.
• Coordinate with manufacturers and vendors to ensure proposal accuracy.
• Research alternate equipment options when appropriate.
• Maintain vendor communication throughout proposal development.
• Prepare professional estimates and proposals within BuildOps.
• Assemble proposal documentation, supporting information, and attachments.
• Verify equipment information, pricing, labor, taxes, warranties, and scope of work.
• Maintain proposal records and supporting documentation.Ensure proposals meet MCS quality standards prior to final management review.
• Coordinate with technicians to clarify findings and recommendations.
• Communicate with vendors regarding pricing, lead times, and technical information.
• Support customers by providing timely updates regarding proposal development.
• Work closely with Service Operations, Sales, and Project Management throughout the proposal process.
• Maintain proposal turnaround goals.
• Review proposal accuracy prior to submission.
• Recommend improvements to proposal templates and workflows.
• Assist with implementation of BuildOps processes and operating procedures.
• Identify opportunities to improve proposal quality, efficiency, and consistency.

Skills

Proposal Development

Vendor Coordination

Cross-Functional Collaboration

Documentation

Job description

Mechanical & Control Services, Inc. seeks a Service Proposal Coordinator in Tacoma, WA to lead the proposal development process for repairs and equipment replacements in our Commercial HVAC Service Department.

The SPC coordinates between technicians, vendors, customers, and internal teams to ensure accurate, complete, and timely proposals. Working with Sales and Service Operations, the SPC researches opportunities, gathers information, and crafts professional proposals that support service sales