Comfort Systems USA

Service Estimator

Comfort Systems USA$90K — $110K *
Technical Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in HVAC or related field
  • Strong organizational skills for managing service quotes
  • Proficient in MS Office products and estimating tools
  • Capability to manage multiple tasks efficiently
  • Excellent written and verbal communication skills
  • Familiarity with mechanical systems terminology
  • Experience in customer service or client relations

Responsibilities

  • Prepare accurate service quotes and prioritize based on urgency
  • Acknowledge quote requests and communicate timelines to customers
  • Review and track daily open quotes, ensuring follow-ups are made
  • Coordinate with Service Account Managers (SAMs) on quote management
  • Log customer interactions systematically for accurate tracking
  • Monitor customer portals for quote approvals promptly
  • Maintain organized records of quotes to meet deadlines

Benefits

  • Competitive wages with commission opportunities
  • Career development and progression
  • 401(k) plan with company match
  • PTO and paid holidays
  • Comprehensive medical, dental, life, vision, and disability benefits
  • Employee Assistance Program
  • Incentives for employee referrals
Full Job Description
A Service Solutions Specialist (Service Estimator) is a key point of contact for commercial HVAC customers, managing the full lifecycle of service quotes from initial request through close. Working within the Service Solutions team, you will be responsible for delivering timely, accurate quotes, maintaining consistent customer communication, and driving revenue by following a structured follow-up process.

This role can be remote or hybrid, based on your location!

Perks of joining ColonialWebb:
  • Competitive wages
  • Career development and progression
  • 401(k) plan with company match
  • PTO and paid holidays
  • Excellent medical, dental, life, vision and disability benefits
  • Employee Assistance Program
  • Employee referral incentives
  • Pay Range : $90k - $110k annually, with commission opportunities!


A day in the life:
  • Prepare and submit accurate service quotes to customers in a timely manner, prioritizing based on urgency and equipment status
  • Immediately acknowledge quote requests to customers, advising them that you are working on the quote and will follow up once all information is confirmed
  • Manage a daily review of all open quotes, tracking each by submission date, and completing follow up phone calls with customers on outstanding quotes.
  • Manage quotes within an assigned tier structure; coordinate with SAMs and escalate to the Service Solutions Manager as directed based on quote value and equipment status.
  • Log all customer interactions promptly and accurately, including date, time, method of contact, customer response, next follow-up date, and any changes to quote status
  • Monitor customer portals multiple times daily to identify and process quote approvals within 24 hours of receipt
  • Maintain organized records of all open and closed quotes; meet all deadlines


You should have:
  • Organizational skills to include coordination and prioritization of work
  • Knowledge of keyboarding (minimum of 40wpm) and utilization of MS Office Products and estimating tools
  • Ability to pivot between activities in a way that will increase total sales team productivity
  • Ability to issue work orders and purchase orders efficiently
  • Ability to estimate regular service quotes
  • Possess or learn industry knowledge and vocabulary associated with mechanical systems
  • Possess strong communication and interpersonal skills
  • Ability to deal diplomatically and effectively with customers

About Comfort Systems USA

Comfort Systems USA is a leading provider of commercial, industrial, and institutional heating, ventilation, and air conditioning (HVAC) services. The company's services include design, installation, maintenance, and repair of HVAC systems, as well as energy management and building automation services. Comfort Systems USA has a national presence, with over 120 locations across the United States, and a workforce of over 12,000 employees. The company is committed to sustainability and has implemented a number of initiatives to reduce its environmental impact, including reducing waste and energy consumption. Comfort Systems USA is also committed to safety and has implemented a number of programs to promote a safe and healthy workplace.
Learn more about Comfort Systems USA
Size
13,200 employees
Market Cap
$4.1 billion
Industry
Net Income
$150.1 million
Founded
1997
5 Year Trend
+13.5%
Revenue
$2.8 billion
NASDAQ

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