Service Estimator

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 were 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:

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.