HVAC Estimator (AO-13614)

Access Offshoring Philippines, Inc.

Job Location:

Manila - Philippines

Monthly Salary: Not Disclosed

Posted on: 3 hours ago

Vacancies: 1 Vacancy

Job Summary

This is a remote position.

ABOUT ACCESS OFFSHORING:

We specialise in providing Australian businesses with experience and qualified professionals based in the Philippines. Not only does our team of recruiters have extensive experience in sourcing and recruiting offshore talent we also help Australian businesses implement best practice when it comes to building an offshore team.

ABOUT THE CLIENT:

Our client is an established HVAC & electrical company based in Australia. We use Simpro as our core job management platform and Quotient for preparing and sending quotes to customers. We need someone who can support our office and service operations remotely across both systems.

JOB SUMMARY:

To remove the quoting and parts bottleneck within the business improve quote turnaround to a maximum of 2 days increase close rate from 53% to 65% and directly contribute to a minimum $40000 per month revenue uplift.

This is a revenue-impacting role not an admin position.

KEY RESPONSIBILITIES:

1. Air Conditioning Estimating (Primary Function)

Prepare and issue quotes for:
New split system installations
Replacement split systems
Standard ducted systems (new & changeovers)
Use rule-of-thumb sizing aligned with company standards
Produce duct layouts (Knowledge of Plandroid or equivalent would be a huge bonus)
Build pricing using company templates and margin structure as well as quotes from scratch
Issue quotes independently under delegated authority

Authority Level:
AC installation quotes under $3000 may be issued without approval (threshold to increase with performance)

2. Repairs & Service Quoting

Review technician reports and site photos
Assess repair vs replace scenarios
Accurately price parts and labour
Protect margin in decision-making
Issue repair quotes under $1500 without approval (threshold to grow over time)

3. Parts & Supplier Coordination

Identify and source parts from supplier portals
Liaise directly with suppliers
Obtain pricing and ETAs
Raise purchase orders in SimPRO
Ensure correct allocation of parts to jobs
Reduce errors and delays in procurement

4. Systems & Process Development

Operate within SimPRO Quotient CompanyCam and supplier portals
Help refine quoting templates and pricing structures
Improve estimating workflows and internal systems
Contribute to building scalable processes

Use Chat GPT or equivalent to maximise performance & improve efficiency

6-Month Success Metrics

Quote turnaround time reduced to maximum 2 days
Business owner time freed up by 20 hours per week
Admin workload reduced by 15 hours per week
Close rate improved from 53% to 65%
Minimum $40000 per month revenue uplift
Measurable reduction in lost jobs due to quoting delays

Requirements

SKILLS & QUALIFICATIONS:

Proven HVAC estimating experience (highly preferred)
Strong understanding of split and ducted systems
Experience quoting repairs from technician reports
Experience working with supplier portals and procurement processes
Strong commercial awareness understands margin not just pricing
Experience using job management systems (SimPRO experience highly regarded)
Ability to read plans and produce duct layouts preferred

Personality Profile

Fast-paced and decisive
Detail-obsessed
Commercially minded
Confident making decisions within authority
Process-oriented and structured

Reporting Structure

Reports directly to Business Owner
Internal-facing role (no customer contact initially)
Direct supplier communication required

Systems & Communication Environment

Candidates must be confident working within structured job management and communication platforms in a fast-paced trade environment.

Current platforms used:

SimPRO Job management estimating purchase orders
Quotient Client-facing quoting and proposal delivery
CompanyCam Site photo documentation and job review
Supplier Portals Pricing stock checks ordering
Microsoft Excel Pricing builds and margin control (we are amatuers here- more knowledge welcome)
Outlook Email communication
Microsoft Teams Internal admin communication
Voxer Direct communication with field technicians

Demonstrated experience using job management software in a trade-based or construction environment is highly regarded.
Ability to adapt quickly to multiple communication platforms is essential.

Trial Structure

Gradual increase in quote authority thresholds
Performance measured against defined KPIs & overall success

Benefits

Here at Access Offshoring we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients. Access Offshoring is dedicated to supporting business owners and we need your help. Transforming the way businesses operate we connect great businesses with amazing offshore talent. We recognize that we often get more done in our own designed workspace so Access Offshoring offers a complete work from home model. Yep thats right 100% work from home. But wait theres more. Here are just some of our benefits:

Work from Home Allowance
HMO for you and a dependent
20 Days Annual Leave AND 5 Days Sick Leave
Government Benefits and 13th Month Pay
Computer Equipment
Opportunities for growth
Competitive Salary

Required Skills:

SKILLS & QUALIFICATIONS: Proven HVAC estimating experience (highly preferred) Strong understanding of split and ducted systems Experience quoting repairs from technician reports Experience working with supplier portals and procurement processes Strong commercial awareness understands margin not just pricing Experience using job management systems (SimPRO experience highly regarded) Ability to read plans and produce duct layouts preferred Personality Profile Fast-paced and decisive Detail-obsessed Commercially minded Confident making decisions within authority Process-oriented and structured Reporting Structure Reports directly to Business Owner Internal-facing role (no customer contact initially) Direct supplier communication required Systems & Communication Environment Candidates must be confident working within structured job management and communication platforms in a fast-paced trade environment. Current platforms used: SimPRO Job management estimating purchase orders Quotient Client-facing quoting and proposal delivery CompanyCam Site photo documentation and job review Supplier Portals Pricing stock checks ordering Microsoft Excel Pricing builds and margin control (we are amatuers here- more knowledge welcome) Outlook Email communication Microsoft Teams Internal admin communication Voxer Direct communication with field technicians Demonstrated experience using job management software in a trade-based or construction environment is highly regarded. Ability to adapt quickly to multiple communication platforms is essential. Trial Structure Gradual increase in quote authority thresholds Performance measured against defined KPIs & overall success

This is a remote position.ABOUT ACCESS OFFSHORING:We specialise in providing Australian businesses with experience and qualified professionals based in the Philippines. Not only does our team of recruiters have extensive experience in sourcing and recruiting offshore talent we also help Australia...