HVAC Estimator

HVAC Estimator

Department:
John C Cassidy AC & Plumbing

Reports To:

John Cassidy

Direct Reports:
None

Location:

Riviera Beach, FL In Office

Employment Type:

Full-Time

The HVAC Estimator prepares plans, specifications, and design-build estimates for mechanical systems. This position assesses customer needs, develops and presents HVAC replacement and upgrade proposals, prepares competitive and profitable estimates, processes orders, and works with company team members to support customer satisfaction. The role works with new and existing customers throughout the sales process while evaluating equipment and layout options.

• Prepare cost estimates for HVAC systems, including ductwork, piping systems, and equipment for commercial projects, installations, retrofits, and residential equipment options.
• Account for labor, materials, equipment, subcontractors, and other direct costs within estimates.
• Review plans and specifications to determine scope of work.
• Perform material takeoffs and accurate quantity surveys using estimating software and experience.
• Ensure accurate job takeoffs and estimates.
• Gauge construction timelines accurately to ensure correct labor costs.
• Assist in developing strategies for bidding projects using the estimating system.

• Submit proposals to customers, finalize pricing, and complete internal setups promptly.
• Ensure timely follow-up with all bids and contractors.
• Produce final bid results on all jobs, whether won or not.
• Develop and implement sales strategies for key accounts.
• Determine whether bid invitations align with the company’s capabilities and demand.
• Recognize value-engineering opportunities and other strategies that may provide a competitive advantage.
• Keep all bidding strategies confidential.

• Coordinate with subcontractors and suppliers to ensure accurate and competitive pricing.
• Communicate with the Construction Project Manager and General Contractor regarding project setup, goals, delivery schedules, and job issues.
• Coordinate tasks and schedules with General Contractors, other trades, subcontractors, and vendors.
• Communicate long-lead-time items that could delay a project.
• Create and submit submittal packages.
• Purchase materials and equipment for approved jobs in a timely manner.

• Ensure timely production of project correspondence, including estimates, proposals, and follow-up information.
• Provide timely and accurate updates to bid, billing, and project status forms.
• Maintain job folders, files, and cut sheets as projects progress.
• Provide input on the efficiency and accuracy of estimating programs and strategies.
• Manage and maintain company resources in a positive and efficient manner.
• Complete other tasks as assigned.

• Estimate accuracy
• Job takeoff accuracy
• Labor cost accuracy
• Bid and proposal completion timeliness

• Bid follow-up timeliness
• Bid win/loss tracking
• Competitive and profitable pricing
• Proposal turnaround time

• Accuracy and timeliness of project setup information
• Submittal package completion
• Identification and communication of long-lead-time items
• Job file and project status accuracy

• Supplier and subcontractor pricing competitiveness
• Material and equipment purchasing timeliness
• Identification of value-engineering opportunities

• Experience preparing HVAC or mechanical estimates, takeoffs, bids, and proposals.
• Ability to read and interpret plans, specifications, and project scope documents.
• Working knowledge of HVAC equipment, ductwork, piping systems, labor requirements, and construction timelines.
• Experi…