Estimates Coordinator

The Estimates Coordinator plays a key role in ensuring that commercial activity across the business is accurately tracked, professionally managed, and efficiently progressed. The role is responsible for preparing and maintaining high-quality estimates and quotations, ensuring accurate pricing and documentation, and monitoring their progression through to completion. In addition, the position involves maintaining and updating internal systems and sales pipeline data to ensure accurate customer and project information, supporting clear visibility across both sales and operational stages.

The role also delivers KPI reporting and commercial analysis to track performance, identify trends, and provide insights that support business decision-making and revenue growth. Working closely with cross-functional teams, the Estimates Coordinator supports smooth workflow management, drives process improvements, and ensures effective document control, contributing to overall operational efficiency and commercial success.

• Produce and issue estimates and quotations, ensuring accurate pricing and documentation.
• Prepare and maintain KPI, sales, and commercial performance reports.
• Manage Excel dashboards, trackers, and performance analysis.
• Maintain accurate records of estimates, revisions, and quotation statuses.
• Monitor outstanding quotations and support follow-up activities.
• Update CRM systems, trackers, and sales pipeline records.
• Support visibility of pending works, invoicing, and commercial activity.
• Proactively obtain missing information from relevant stakeholders.
• Liaise with operational teams, engineers, sales teams, and managers to support workflow efficiency.
• Support process improvements and system enhancements.
• Maintain accurate document control and commercial filing systems.

• Experience Experience in commercial support, sales support, or operations coordination.
• Skilled in preparing estimates, quotations, and commercial documentation.
• Experience managing CRM systems, databases, and sales pipelines.
• Ability to produce KPI reports and analyse performance data.
• Strong administrative, organisational, and time management skills.
• Excellent attention to detail with high levels of accuracy.
• Commercially aware, customer-focused, and proactive in approach.
• Proficient in Microsoft Office and field service management systems (e.g. SimPRO).

• Open & Clear Communication – Able to convey information effectively and transparently.
• Stakeholder & Customer Focused – Committed to working proactively with internal and external stakeholders, understanding and meeting customer needs.
• Able to tackle challenging conversations effectively.
• Organised – Maintains structure and prioritises tasks efficiently.
• Self-Motivated & Hardworking – Demonstrates initiative and persistence in achieving goals.
• Problem Solver – Approaches challenges with creativity and logical thinking.
• Proactive – Anticipates needs and acts without waiting for direction.
• Outgoing and determined – an individual that is both confident and able to be assertive when working with franchisees on improvement plans and goals.

Join a well-established and growing organisation. Work within a supportive and collaborative team. Opportunity to influence business performance through meaningful reporting and analysis. Career development opportunities within a successful multi-brand organisation. Make a direct impact on operational efficiency and commercial growth.

Neighborly (yes without a u) was established over 40 years ago in the United States as a small family business. Since then, Neighborly has grown to be the world’s largest home service company, delivering premium service experiences across homes and…