MEP Service Estimator / Operations Coordinator

Job Description

Job Description

Benefits :

401(k)

401(k) matching

Dental insurance

Health insurance

Vision insurance

Open Service Position : MEP Service Operations Coordinator / Estimator

Ideal Candidate : Extensive HVAC knowledge with quoting experience, The ability to engage and communicate to Customers, The personality to work well within a team and promote a family type environment, and the ability to drive growth with a closing sales mentality.

Key Job Functions :

30% Quoting & Invoicing All (3) trades - with specific HVAC background knowledge

o Ability to gather necessary information to produce a quote

o Cleanup / Edit technician trip reports

o Coaching technicians to build professional trip reports that customers understand

o Sending out quotes through BuildOps

o Quoting what the customer is asking for along with options

o Communicating quote & scope of work to customer

o Following up and closing the loop on ALL quotes

o Selling Scout MEP

o Reviewing the initial estimate and ensuring that we are invoicing accurately and timely.

30% Internal & External Communication

o Have to be able to communicate effectively with Dispatch & Technicians :

Communicating the why are we doing what were doing for each job

Gathering detailed info to pass to customers

Problem Solving as problems / challenges arise : troubleshooting and technical support for the technicians / front office

o Have to be able to communicate effectively with Customers :

Clearly communicating the estimate with scope of work details

Clearly communicating challenges during the job or cost savings during the job

Keeping a calm manor and de-escalating customer issues

Understanding where we could improve our customer service experience

Communicating customer praise to our team internally

Communicating our value to our customers

25% Procure Equipment & Materials

o Proper planning and accurate equipment / material lists

o Equipment delivery & staging

o Handling crane logistics when necessary

o Vendor relationships

o Inventory Management

15% Job Site Visits

o Making job site visits when necessary : to gather information, troubleshoot, client interface, or quality control

Personality Traits / Job Requirements :

Great Communicator

Detail Oriented

Has to be a Team Player : work well with everyone on Service Team

Customer Relations / Customer Experience Mentality

Act with a Sense of Urgency & Accuracy

Background in HVAC Service & Sales

Ability & Capacity to work behind a computer