What are the responsibilities and job description for the R. Brooks Mechanical | Residential HVAC Estimator position at R. Brooks Mechanical?
About R. Brooks Mechanical
R. Brooks Mechanical is a full-service commercial air conditioning and heating company serving Maryland, Delaware, and Pennsylvania. Since 2001, we've delivered cutting-edge HVAC solutions with the personal, small company feel our customers value. We prioritize every client, from business owners to government facility managers, by offering same-day appointments, 24/7 emergency service, and technicians who arrive fully equipped to get the job done right.
Our team is licensed, bonded, insured, and highly trained across a wide range of HVAC systems. We're committed to sustainability, offering eco-friendly service options and high-efficiency equipment to support our local communities. With free in-person estimates, flexible financing, and money-saving promotions, R. Brooks Mechanical remains the trusted choice for reliable, budget-friendly HVAC services.
Overview
The Residential HVAC Estimator is responsible for delivering consultative, in-home sales experience while accurately assessing, estimating, and managing residential HVAC replacement and installation projects. This role blends technical expertise, customer consultation, and project ownership - ensuring homeowners receive tailored comfort solutions while driving profitable, high-quality work for the business.
Responsibilities:
Qualifications:
In exchange for your expertise, R. Brooks Mechanical offers an excellent employee benefit package including:
R. Brooks Mechanical does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of R. Brooks Mechanical and will not be obligated to pay a placement fee.
R. Brooks Mechanical is an Equal Opportunity Employer committed to creating an inclusive workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.
R. Brooks Mechanical is a full-service commercial air conditioning and heating company serving Maryland, Delaware, and Pennsylvania. Since 2001, we've delivered cutting-edge HVAC solutions with the personal, small company feel our customers value. We prioritize every client, from business owners to government facility managers, by offering same-day appointments, 24/7 emergency service, and technicians who arrive fully equipped to get the job done right.
Our team is licensed, bonded, insured, and highly trained across a wide range of HVAC systems. We're committed to sustainability, offering eco-friendly service options and high-efficiency equipment to support our local communities. With free in-person estimates, flexible financing, and money-saving promotions, R. Brooks Mechanical remains the trusted choice for reliable, budget-friendly HVAC services.
Overview
The Residential HVAC Estimator is responsible for delivering consultative, in-home sales experience while accurately assessing, estimating, and managing residential HVAC replacement and installation projects. This role blends technical expertise, customer consultation, and project ownership - ensuring homeowners receive tailored comfort solutions while driving profitable, high-quality work for the business.
Responsibilities:
- Conduct scheduled in-home consultations to evaluate HVAC systems, comfort concerns, and overall home performance.
- Educate homeowners on system options, energy efficiency, and available upgrades, helping them make informed decisions.
- Develop and present detailed, on-site proposals aligned with company pricing and sales standards.
- Apply strong technical knowledge to:
- Assess job site conditions
- Identify installation requirements
- Build accurate scopes of work and material lists
- Serve as the primary point of contact from sale through project completion.
- Coordinate closely with installation teams to:
- Communicate job scope
- Ensure materials and equipment are ordered correctly
- Address site-specific considerations
- Maintain consistent communication with customers throughout the project lifecycle.
- Perform post-installation quality checks and follow up to ensure customer satisfaction.
- Generate and cultivate referrals and repeat business through exceptional service.
- Accurately track all activities, proposals, and pipeline updates within the CRM.
Qualifications:
- 3-5 Years experience in residential HVAC sales, estimating, or service
- Strong understanding of:
- HVAC systems (RTUs, split systems, ductwork, etc.)
- Installation practices and job site requirements
- Ability to confidently present solutions and close sales in-home
- Strong communication, organization, and time management skills
- Customer-first mindset with a focus on education vs. pressure selling
- Ability to manage multiple projects while maintaining attention to detail
- Familiarity with CRM systems (or willingness to learn)
- Achievement of revenue and closing targets
- Customer satisfaction and experience
- Accuracy of estimates and job handoffs
- Referral generation and repeat business
- Adherence to company sales and operational processes
In exchange for your expertise, R. Brooks Mechanical offers an excellent employee benefit package including:
- Competitive compensation with uncapped earning potential
- Medical / Dental / Vision
- Paid Life/AD&D Insurance
- Voluntary Life Insurance
- Short- & Long-Term Disability
- 401(K)
- PTO Paid Holidays
- Referral Bonuses
- Company vehicle, gas card, cell phone, and laptop/iPad
R. Brooks Mechanical does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of R. Brooks Mechanical and will not be obligated to pay a placement fee.
R. Brooks Mechanical is an Equal Opportunity Employer committed to creating an inclusive workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.