HVAC Service Quote Specialist

Capstone Mechanical, LP.; Waco (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Capstone Mechanical, LP. seeks an Inside Sales – Service Estimator to process technician-submitted opportunities and generate customer quotes with high accuracy and speed.

You will support service technicians, customers, and operations to deliver efficient, timely quotes for repairs and simple equipment replacements. Key duties include reviewing opportunities within 48 hours, pricing up to $25,000, and maintaining CRM records.

Qualifications

• Bachelor's degree in Business/Marketing/Engineering or related field.
• 1–2 years of commercial HVAC/controls service or sales experience.
• 1–2 years of experience in commercial HVAC, building services, or related industry, preferably in quoting, estimating, or customer service.
• Ability to interpret technician service reports and translate findings into quotes.
• Strong verbal and written communication skills.

Responsibilities

• Review and process technician-submitted repair opportunities to generate customer quotes within 48 hours.
• Quote simple equipment replacements up to $25,000 with accurate pricing.
• Communicate with customers to present quotes, answer questions, 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 accurate CRM (D365) records including quote status and customer communication.
• Escalate complex opportunities as needed.
• Collaborate with operations and service teams to ensure quoted work can be scheduled.
• Track key performance metrics including quote volume and turnaround time.
• Build relationships with technicians to support quality submissions.
• Maintain working knowledge of standard repair pricing and equipment costs.
• Support continuous improvement of quoting tools and processes.

Skills

Verbal communication

Written communication

Customer focus

Attention to detail

Organization

Multitasking

Problem solving

Excel proficiency

Dynamics 365 experience

XOi experience

Adaptability to new tools

Education

Bachelor's degree in Business/Marketing/Engineering

1–2 years HVAC/commercial service or sales experience (high school/trade diploma acceptable)

Tools

Microsoft Excel

Microsoft Dynamics 365

XOi or similar

Job description

Capstone Mechanical, LP. seeks an Inside Sales – Service Estimator to process technician-submitted opportunities and generate customer quotes with high accuracy and speed.

You will support service technicians, customers, and operations to deliver efficient, timely quotes for repairs and simple equipment replacements. Key duties include reviewing opportunities within 48 hours, pricing up to $25,000, and maintaining CRM records.