The Inside Sales – Service Estimator

PremiStar; Waco (TX); On-site; USD 52,000 - 78,000; Full time

Job summary

PremiStar is seeking an Inside Sales – Service Estimator to process technician-submitted opportunities and generate customer quotes within tight turnaround times. You will focus on accurate pricing for repair opportunities and simple equipment replacements, supporting service technicians, customers, and operations teams.

You will review quotes within 48 hours, obtain vendor pricing, and coordinate with technicians to clarify scope.

Qualifications

• Bachelor's degree in business/marketing/engineering or related field.
• HVAC/controls experience with quoting or customer service preferred.
• Ability to translate technician reports into accurate quotes.
• Strong communication and client-facing skills.

Responsibilities

• Review and process technician-submitted repair opportunities to generate quotes.
• Provide quotes for simple equipment replacements up to $25,000.
• Communicate with customers to present quotes and support sales closure.
• Coordinate with technicians to clarify scope and findings.
• Maintain CRM records and track quote status.
• Follow up on open quotes to improve conversion.
• Obtain vendor pricing for parts as needed.
• Escalate complex opportunities when required.
• Support continuous improvement of quoting tools and processes.
• Ensure quotes meet turnaround times (48 hours).

Skills

Excellent communication

Customer focus

Attention to detail

Fast-paced environment

Multitasking

Vendor coordination

Education

Bachelor's Degree in Business/Marketing/Engineering

High School/Trade School Diploma plus 1-2 years HVAC/controls experience

1-2 years of commercial HVAC/building services or quoting experience

Tools

Microsoft Excel

Microsoft Dynamics 365

XOi or similar tech

Job description

The Inside Sales – Service Estimator is responsible for processing technician-submitted opportunities and generating customer quotes within target turnaround times. This role focuses on accurate, timely quoting for repair opportunities and simple equipment replacements. The role supports service technicians, customers, and operations teams to deliver efficient quoting, ensuring quality, accuracy, and responsiveness at a high volume.

Job Duties:

• 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

Education/Experience:

• Bachelor's Degree in Business/Marketing/Engineering, OR
• High School/Trade School Diploma with 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
• Basic understanding of commercial HVAC systems and common repair scenarios
• Ability to interpret technician service reports and translate findings into quotes
• Strong verbal and written communication skills
• Customer focus and ability to build rapport
• Attention to detail and accuracy
• Ability to work in a fast‑paced, high‑volume environment
• Organizational and multitasking abilities
• Problem‑solving skills and ability to work with vendors
• Proficiency with Microsoft Office (especially Excel)
• Experience with Microsoft Dynamics 365 preferred
• Experience with XOi or similar technology preferred
• Comfort with adopting new tools and systems

Physical Requirements:

Primarily an office‑based role requiring extended periods of sitting and computer use. Occasional field visits may require PPE and work in varied environments.

Office environment with occasional field visits.

Reasonable accommodation will be made to enable individuals with disabilities to perform essential functions unless doing so presents undue hardship.

This job description is not exhaustive and duties may change at any time without notice.

Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for employer visa sponsorship.