Qualifications & Requirements

• Bachelor's Degree or Diploma in Mechanical Engineering, Building Services Engineering, HVAC Engineering, or a related field.
  
• Minimum of 2 years' experience in HVAC, plumbing, electrical, or home service operations.
  
• Experience preparing cost estimates, quotations, or service estimates.
  
• Experience using Field Service Management (FSM) software is highly preferred.
  
• Experience with estimating, dispatch, or service management software.
  
• Strong understanding of residential or commercial HVAC, plumbing, and electrical systems.
  
• Proficiency in Microsoft Office and the ability to quickly learn new software platforms.
  
• Strong analytical, organizational, and problem-solving skills.
  
• Excellent communication and coordination abilities.
  
• Ability to manage multiple projects in a fast-paced environment.
  

Key Responsibilities

• Prepare accurate cost estimates and quotations for HVAC, plumbing, and electrical service work.
  
• Use FSM software to manage estimates, work orders, and customer records.
  
• Review service requests and estimate labor, materials, and project costs.
  
• Coordinate with field technicians to gather job information and ensure estimate accuracy.
  
• Support dispatch and scheduling of technicians when required.
  
• Monitor and update estimates, work orders, and project documentation.
  
• Maintain accurate records and ensure compliance with company procedures.
  
• Communicate effectively with customers, technicians, and internal teams regarding project progress.
  
• Identify opportunities to improve estimating and service operations.