Service Estimator II - HVAC

Service Estimator II - HVAC

Position Overview

As a Service Estimator II - HVAC, you'll play a key role in the Service Department by preparing timely, accurate, and profitable pricing and job costing for HVAC service, repair, and replacement projects. You will leverage your technical knowledge of HVAC equipment and repair methods to develop competitive estimates, ensure compliance with contracting requirements, and support strong customer relationships. This mid-level role requires a balance of technical understanding, attention to detail, and collaboration with technicians, vendors, and customers in a fast-paced service environment.

Duties and Responsibilities

• Prepare accurate and profitable pricing breakouts and job costing for a wide variety of HVAC service, repair, and replacement projects.
• Review job site findings, service requests, and technician input to develop detailed estimates for equipment, materials, and labor.
• Ensure all proposals, pricing documents, and estimates are 100% compliant with existing contracting requirements and company standards.
• Collaborate with Service Technicians, Service Managers, and vendors to gather necessary information and refine estimates.
• Assist with unit replacement quotes and larger service projects, including walking jobs when needed to assess scope.
• Maintain strong internal and external relationships with staff, vendors, and customers through clear communication and responsive support.
• Utilize Outlook, Word, and Excel proficiently to create professional proposals and maintain accurate records.
• Support the Service Department with flexible multitasking as priorities shift quickly in a dynamic service environment.
• Continuously improve estimating accuracy by staying current with HVAC equipment, materials, repair methods, and market pricing.

Supervisory Responsibilities

None (individual contributor role with significant collaboration across the Service team).

Requirements/Qualifications

• Experience: 3–6 years of experience in HVAC service estimating, project coordination, or a related technical role within the mechanical service industry.
• Education: High school diploma or GED required; technical training or associate degree in HVAC, mechanical systems, or a related field preferred.
• Certifications/Licenses: Valid driver’s license and clean driving record required; EPA 608 certification a plus.
• Physical Demands: Primarily office-based with occasional job-site visits for estimate walks; ability to walk active sites and lift light materials as needed.
• Work Environment/Safety: Professional office with hybrid options and occasional active job sites; must adhere to safety protocols and wear required PPE when on-site—safety is our top priority and non-negotiable. This is a safety-sensitive position.

Required Skills

• In-depth knowledge of HVAC equipment, materials, and repair methods.
• Strong analytical and estimating skills with high attention to detail and accuracy.
• Excellent verbal and written communication and customer relationship skills.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Ability to multitask, prioritize, and respond flexibly in a fast-paced service environment.
• Strong organizational skills and dependability.

Modigent Overview

Modigent is a national leader delivering next-generation infrastructure, technology, and energy solutions through our family of specialized brands in HVAC, plumbing, and controls systems. With a strong coast-to-coast presence and extensive service capabilities, we empower customers, communities, and our over 1,500 team members to thrive with sustainable, efficient commercial building services. As part of our team, you'll contribute to thoughtful innovation and our people-first culture rooted in service, collaboration, and integrity.

Why Work at Modigent

• Competitive compensation based on experience and level, with opportunities for performance incentives.
• Comprehensive benefits including medical, dental, and vision coverage, plus HSA options with employer contributions in select plans, and company-paid basic life and accidental death & dismemberment insurance.
• Paid time off, holiday pay, and a 401(k) retirement savings plan to support your long-term financial well-being.
• Professional development through hands-on training, mentorship, and clear career advancement paths across our nationwide operating companies.
• Inclusive, supportive culture that values diversity, dignity, respect, collaboration, integrity, and personal fulfillment—empowering you to build a rewarding, long-term career.

Equal Opportunity Statement

Modigent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other protected characteristic.

Third-Party Recruitment Policy

Modigent and its wholly-owned operating companies will not pay any fees for candidate introductions, resumes, or placements from recruiters, employment agencies, or staffing firms without a prior, signed recruitment agreement specifically authorizing submission for a designated position. Unsolicited resumes or candidate submissions will not obligate Modigent to any payment, and we reserve the right to pursue and hire such candidates without liability. Agencies are requested to refrain from contacting hiring managers directly; all inquiries and submissions must go through our Talent Acquisition team.