Oversee the estimating and collaborating with the sales team to generate and prioritize Plan & Spec bids, Design Build, Retrofits, Budget Pricing and Large Change Orders:
Responsibilities
Collaborates & oversees the estimating team on a daily basis to review potential bids, prioritize bid order, staying current on status of all bids in process and working to keep bid pipeline current and accurate.
Works with sales team to stay current on customer relations, deadlines and intercompany work, utilizing HubSpot CRM software.
Estimates installation and repair of HVAC and Mechanical systems and projects.
Identifies labor, material, and time requirements by studying proposals, blueprints, specifications, and related documents.
Computes costs by analyzing labor, material, and time requirements.
Resolves discrepancies by collecting and analyzing information.
Presents prepared estimates by assembling and displaying numerical and descriptive information.
Surveying and evaluating mechanical systems for installation and repair Providing project cost estimates and Proposals for discussion and review with Install Management
Timely and professional submittal of Bids
Coordinating with the project management and field operation teams to relay information captured during the estimating phase as well as reviewing job approach and implementation
Customer Relations- Promptly address customer concerns and resolve with the intent of maintaining a long-term relationship.
Company Relations-Build and maintain positive rapport and working relationships with all personnel to resolve problems, gain opportunities and maximize profit.
Documentation-Prepare complete, clear, and concise reports, proposals, required company paperwork as required. Maintain support information relative to ongoing work.
Requirements
High energy level to handle dynamic, evolving, and fast-paced workload
Ability to work on multiple projects at once
Excellent time management skills and prioritization of tasks to meet deadlines
Excellent communication skills and customer-centric approach
Proficient with Microsoft Office: Outlook/Word/Excel.
Knowledge of Quotesoft is critical, to build assemblies into data base, adjust current data base labor units, track costs vs. estimate to adjust for future competitive bids.
Thorough knowledge of the HVAC industry, HVAC industry: +5 years (Preferred), Estimating: +3 year (Preferred)
An outgoing personality with strong communication and negotiation skills
Skillful listener, with excellent communication, interpersonal, and customer service skills.
Service estimating and project management experience a plus
Current valid driver's license for operating motor vehicles in the state of New Jersey