Client Service Estimator

The role

The Client Service Estimator serves as a technical field-and-office member of the integrated sales team. This person turns client needs, technician findings, and site conditions into accurate quotations and commercial solutions.

What you will do

• Partner with the CSL and CPL from discovery through quotation and handoff to operations
• Conduct client site visits, equipment reviews, field discovery, and asset inventories
• Review technician findings, service reports, and equipment data to validate scope
• Translate technical findings into client-ready scopes and quotations
• Identify additional repair, maintenance, or replacement needs during site visits
• Prepare and distribute accurate estimates, proposals, and parts requests
• Coordinate with vendors and supply-chain partners for equipment and parts
• Maintain visibility into open estimates, approvals, and vendor deliveries
• Support Technical Service Leads with operational coordination for active service work
• Maintain accurate information in Microsoft Dynamics and other company systems

Required qualifications

• High School diploma or GED
• Five years of experience in mechanical service, construction, service estimating, technical sales support, service coordination, procurement, or a related technical-service environment
• Ability to read service reports, equipment information, specifications, and vendor quotations
• Ability to communicate directly with clients in office and field settings
• Ability to conduct site visits and asset inventories
• Ability to manage competing priorities
• Ability to maintain accurate, responsive records

Nice to have

• Strong working knowledge of commercial HVAC-R equipment, service terminology, common components, and parts identification
• Experience with commercial site surveys, equipment inspections, asset inventories, technical discovery, scope development, and client-facing quotation support
• Experience preparing service estimates, repair quotations, proposals, parts requests, and related technical-commercial documentation
• Knowledge of procurement, vendor coordination, equipment/parts sourcing, warranties, service-support processes, and service histories
• Experience with ERP/service-management systems, Microsoft Dynamics, and Microsoft Office/Teams
• Excellent client-facing communication, data accuracy, urgency, and teamwork

Benefits

• Competitive base salary
• Medical
• Vacation
• Holiday
• 401(k) benefits package

About the company

G.E. Mechanical, LLC. is a full-service mechanical contractor founded in 1984. They provide HVAC, Refrigeration, Plumbing, Drain Cleaning, Environmental and Vacuum Truck Services, Emergency Underground Repairs, Septic Pumping and Lift Stations.