Position Overview:
We are seeking a highly skilled HVAC Estimator with extensive industry knowledge and experience in commercial and/or national account environments. The ideal candidate will have a strong understanding of HVAC systems, terminology, and components, along with the ability to accurately assess repair needs and build detailed, accurate estimates. This role requires hands-on familiarity with identifying parts, understanding repair scopes (including open circuit diagnostics and repairs), and determining all materials and labor required to complete the job correctly the first time.

Key Responsibilities:

Prepare accurate and timely estimates for HVAC service, repair, and replacement projects.

Review service reports and translate findings into complete and detailed quotes.

Identify all necessary components for repairs, including understanding what is required for specific issues such as open circuits, compressor failures, refrigerant leaks, etc.

Determine equipment specifications such as age, tonnage, and system type to ensure proper scope and pricing.

Collaborate with service technicians and operations teams to validate repair needs and ensure estimate accuracy.

Support national account customers by meeting specific pricing structures, turnaround times, and service expectations.

Maintain organized documentation of estimates, parts, and customer communications.

Assist with parts sourcing and coordination with vendors when needed.

Required Qualifications:

Minimum of 5 years of experience in the HVAC industry, with a focus on estimating, service, or technical support.

Experience working with national accounts, including understanding of SLAs, pricing expectations, and high-volume workflows.

Strong working knowledge of HVAC systems, components, and industry terminology.

Ability to identify HVAC parts and understand their role in various repair scenarios.

Proficiency in determining equipment details such as year, tonnage, and system specifications.

Strong attention to detail, organization, and time management skills.

Excellent communication skills and ability to work cross-functionally with field and office teams.

Preferred Qualifications:

Experience preparing unit replacement quotes, including reviewing and interpreting submittals for accuracy and scope alignment.

Helios HVACR Services

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