What are the responsibilities and job description for the Service Estimator position at CMG Pro Tech, LLC?
ProTech Mechanical is a Crete United company. As part of this nationwide network, we join an emerging leader in energy efficiency who is focused on making the places where we work, live, and play healthier. We pride ourselves as a leader in servicing HVAC systems for commercial businesses, and we’re committed to ongoing training, education, and factory certification to continually strengthen our knowledge base.
We are hiring a Service Estimator to join our growing HVAC service team in Corpus Christi, TX. This is an excellent opportunity for someone with experience in inside sales, estimating, or service coordination within the HVAC or construction industries. The right candidate will play a key role in quoting HVAC repairs, creating equipment replacement proposals, and renewing preventative maintenance contracts.
This position is ideal for someone with strong organizational and communication skills who is looking to grow their career in a fast-paced, team-oriented environment.
Key Responsibilities
Prepare and submit HVAC repair quotes, equipment replacement proposals, and service agreements
Coordinate the renewal of preventative maintenance agreements with the service and dispatch teams
Collaborate with HVAC technicians and field supervisors to ensure accurate scoping and pricing
Conduct customer follow-ups to support the sales process and assist with closing open proposals
Maintain organized and accurate digital records using CRM tools and company templates
Order HVAC equipment and parts for awarded proposals
Assist with various administrative tasks related to quoting, scheduling, and customer communication
Preferred Experience and Qualifications
2 years in inside sales, estimating, or HVAC service administration
Strong knowledge of Microsoft Excel and Microsoft Word
Familiarity with HVAC systems, especially light commercial HVAC (preferred)
Excellent verbal and written communication skills
Highly organized with the ability to manage multiple projects and deadlines
Experience using CRM systems or proposal management software (BuildOps experience is a plus but not required)
Key Skills
Inside Sales
Estimating
HVAC Industry
Repair Proposals
Preventative Maintenance Contracts
Customer Service
Quoting Software
BuildOps
CRM Tools
Microsoft Office
Construction or Mechanical Services
What We Offer
Competitive pay based on experience with bonus incentives — $80K – $100K base salary
Supportive, team-driven culture in a well-established HVAC company
Exposure to both technical operations and customer relationship management
On-the-job training and career development
Full benefits package including Health, Dental, Vision, 401K match and more
Click this link to learn more about Crete United:
https://youtu.be/eArEfojheAc
Crete United is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Salary : $80,000 - $100,000