HVAC Estimator

Position Summary:

The HVAC Estimator is responsible for developing accurate and competitive estimates for HVAC installation, replacement, repair, and remodeling projects. This position reviews project plans, specifications, and existing site conditions to determine labor, equipment, materials, and subcontractor costs. The HVAC Estimator works closely with clients, project managers, technicians, vendors, and subcontractors to clarify project requirements, obtain pricing, and prepare professional proposals and bid packages. The ideal candidate has strong knowledge of HVAC systems and installation practices, excellent attention to detail, and the ability to manage multiple estimates while meeting deadlines.

Key Duties and Responsibilities:

• Review HVAC project scopes, drawings, specifications, and site conditions to prepare detailed and accurate cost estimates

• Conduct on-site visits to assess existing HVAC systems, gather measurements, and document project requirements

• Collaborate with clients, project managers, subcontractors, vendors, and suppliers to clarify scope and obtain accurate pricing

• Develop and submit written HVAC estimates, proposals, and bid packages in a timely manner

• Maintain up-to-date knowledge of HVAC equipment, materials, labor, and installation pricing for accurate cost forecasting

• Analyze mechanical plans, HVAC drawings, specifications, and other project documentation to prepare equipment, time, labor, and material estimates

• Estimate HVAC installation, replacement, repair, and remodeling projects, including equipment, ductwork, piping, controls, and related materials

• Identify project requirements and potential scope gaps, exclusions, and additional costs

• Update estimate templates, HVAC cost databases, equipment pricing, and historical project pricing records

• Attend pre-bid meetings, client walkthroughs, site visits, and project hand-off meetings as needed

• Track and follow up on submitted estimates and support sales and/or production teams in closing HVAC projects

• Coordinate with suppliers and subcontractors to verify equipment availability, lead times, and current pricing

Education & Experience:

• High school diploma or equivalent required; degree or technical training in HVAC, Construction Management, Mechanical Engineering, or a related field preferred
• 3+ years of experience in HVAC estimating, preferably in residential, remodeling, replacement, or light commercial construction
• Strong knowledge of HVAC systems, equipment, installation methods, ductwork, piping, controls, and related materials
• Working knowledge of applicable mechanical codes, building codes, and HVAC industry standards
• Ability to read and interpret HVAC/mechanical drawings, plans, specifications, and equipment schedules
• Understanding of HVAC load requirements, equipment sizing, and system applications preferred
• Proficiency in Microsoft Office, particularly Word and Excel; experience with HVAC estimating or construction estimating software preferred
• Strong mathematical, analytical, organizational, and communication skills
• Valid driver's license and reliable transportation for job-site visits

Personal Behaviors:

• Excellent organizational, mathematical, and analytical skills
• Strong communication skills, both verbal and written, with a professional client facing presence
• Detail oriented and deadline driven with the ability to manage multiple estimates at once
• Able to work as part of a team and maintain a positive attitude
• Maintains neat appearance and job site professionalism

Physical Demands & Work Environment:

• Combination of office and field work and must be comfortable visiting active job sites and client homes
• Fast-paced environment requiring coordination across sales, production, and operations teams
• May involve occasional evening or weekend appointments depending on client availability
• Exposure to construction related conditions during site visits

Other Special Working Conditions:

Employees that become disabled as defined under the Americans with Disabilities Act must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis

Benefits:

• 401(k) matching
• Medical, Dental and Vision Insurance
• Additional voluntary benefits such as Employee, Spouse and Child Life Insurance, Short-Term Disability, Accident and Critical Illness.
• Flexible Medical and Dependent savings account (FSA)
• Paid time off
• 7 Paid Holidays
• Company truck