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Service Estimator

Service Estimator

CMG Pro Tech, LLCCorpus Christi, TX, US
8 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

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.

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Estimator • Corpus Christi, TX, US

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