What are the responsibilities and job description for the Estimator position at Willis Mechanical?
Job Summary:
The Commercial & Industrial HVAC-R Estimator supports a union service company by developing accurate, competitive estimates for service, repair, retrofit, and small-to-mid-size project work. This role works closely with service managers, dispatch, field technicians, and partners to ensure estimates reflect real-world service conditions and high standards of quality, safety, and compliance.
Key Responsibilities:
- Prepare detailed cost estimates for service repairs and preventative maintenance agreements.
- Review service proposals, technician recommendations, and customer requests to develop clear scopes of work.
- Coordinate with service managers and technicians to validate labor hours and materials.
- Solicit and evaluate vendor pricing for equipment, parts, rentals, and subcontracted services.
- Prepare professional proposals, including scope, assumptions, clarifications, and exclusions.
- Support value-engineering options while maintaining service reliability and code compliance.
- Participate in meetings to ensure seamless execution from estimate to service delivery.
- Maintain estimating databases, service pricing tools, and historical cost data.
- Support safety, quality, and customer satisfaction standards consistent with union service operations.
Required Education, skills, and experience:
- High school diploma or equivalent. Associate's degree or technical training preferred.
- 3 years of experience in commercial and/or industrial HVAC-R service estimating. A union environment is preferred.
- Working knowledge of HVC-R service operations, troubleshooting, and repair practices.
- Ability to read and interpret equipment schedules, service reports, and drawings.
- Proficiency with estimating and proposal tools
- Strong communication and organizational skills with a customer-focused approach.
Preferred Skills and Attributes:
- Ability to explain technical solutions clearly to customers and internal teams
- Experience supporting long-term service agreements
Compensation and Benefits:
- Competitive salary based on experience
- Three weeks of Paid Time Off paid holidays
- Medical, Vision, and Dental insurance are covered
- Company 401k with a match
- Opportunities for professional growth and development
- A supportive and collaborative work environment within a company with an excellent reputation in the industry
Position Type/Expected Hours of Work:
This is a full-time position, working a normal schedule of 8 hours a day, 5 days a week, plus on-call opportunities. Work will typically be Monday through Friday, 7:00 AM to 3:30 PM, but can change daily based on customer needs.
AAP/EEO Statement:
All qualified applicants will receive equal consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, marital status, sexual orientation, gender identity, age, physical or mental disability or covered veteran status. We are an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities. Willis Mechanical is proud to have earned the PLATINUM Hire VETS award from the Department of Labor for 2020, 2021, 2022, 2023, 2024, and 2025.