Service Estimator I - HVAC

Service Estimator I

• HVAC Contemporary Heating and Air Conditioning Placentia, CA Job Details $70,000
• $75,000 a year 4 hours ago Benefits Health savings account AD&D insurance Paid holidays Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Microsoft Excel Microsoft Outlook Customer inquiry handling High school diploma or GED Driver's License Task prioritization HVAC Technical Proficiency HVAC Full Job Description Service Estimator I
• HVAC Position Overview As a Service Estimator I
• HVAC, you'll play a vital support role in the Service Department by preparing accurate, timely, and profitable pricing proposals for HVAC service, repair, maintenance, and replacement projects.

You will work closely with Service Technicians, customers, and vendors to develop competitive estimates while ensuring full compliance with contractual requirements. This entry-to-mid-level position is ideal for a detail-oriented, customer-focused individual who is eager to build technical estimating skills in a dynamic, fast-paced service environment. Duties and Responsibilities Prepare precise and competitive cost estimates and pricing proposals for HVAC service projects, including repairs, preventive maintenance, and unit replacements. Collaborate with Service Technicians to gather accurate job details, scope of work, and site-specific requirements for estimating. Ensure all proposals and pricing documents fully comply with contractual, regulatory, and company standards. Engage with customers to understand their needs, provide clear pricing information, address inquiries, and build positive relationships. Work with vendors to obtain competitive pricing and ensure timely material availability for service projects. Utilize Microsoft Outlook, Word, and Excel to create professional proposals, manage communications, and maintain accurate records. Adapt quickly to changing priorities and manage multiple estimates and tasks efficiently in a fast-paced environment. Maintain organized records of estimates, proposals, and customer interactions to support smooth project transitions and billing. Continuously learn HVAC equipment, materials, repair methods, and estimating best practices to improve accuracy and efficiency. Supervisory Responsibilities None (individual contributor role with strong collaboration across the Service team).

Requirements/Qualifications Experience :

2-4 years of experience in HVAC service estimating, inside sales, project coordination, or a related administrative/technical support role.

Education :

High school diploma or GED required; technical training or associate degree in HVAC, mechanical systems, or a related field preferred.

Certifications/Licenses :

Valid driver's license and clean driving record required; EPA 608 certification a plus.

Physical Demands :

Primarily office-based with occasional job-site visits for estimate walks; ability to walk active sites and lift light materials as needed.

Work Environment/Safety :

Professional office with hybrid options and occasional active job sites; must adhere to safety protocols and wear required PPE when on-site—safety is our top priority and non-negotiable. This is a safety-sensitive position. Required Skills Solid knowledge of HVAC equipment, materials, and common repair techniques. Strong attention to detail and accuracy in estimating and documentation. Excellent verbal and written communication and customer service skills. Proficiency in Microsoft Outlook, Word, and Excel. Ability to multitask, prioritize, and adapt in a fast-paced service environment. Organized, reliable, and customer-centric with a proactive mindset. Modigent Overview Modigent is a national leader delivering next-generation infrastructure, technology, and energy solutions through our family of specialized brands in HVAC, plumbing, and controls systems. With a strong coast-to-coast presence and extensive service capabilities, we empower customers, communities, and our over 1,500 team members to thrive with sustainable, efficient commercial building services. As part of our team, you'll contribute to thoughtful innovation and our people-first culture rooted in service, collaboration, and integrity. Why Work at Modigent Competitive compensation based on experience and level, with opportunities for performance incentives. Comprehensive benefits including medical, dental, and vision coverage, plus HSA options with employer contributions in select plans, and company-paid basic life and accidental death & dismemberment insurance. Paid time off, holiday pay, and a 401(k) retirement savings plan to support your long-term financial well-being. Professional development through hands-on training, mentorship, and clear career advancement paths across our nationwide operating companies. Inclusive, supportive culture that values diversity, dignity, respect, collaboration, integrity, and personal fulfillment—empowering you to build a rewarding, long-term career. Equal Opportunity Statement Modigent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other protected characteristic. Third-Party Recruitment Policy Modigent and its wholly-owned operating companies will not pay any fees for candidate introductions, resumes, or placements from recruiters, employment agencies, or staffing firms without a prior, signed recruitment agreement specifically authorizing submission for a designated position. Unsolicited resumes or candidate submissions will not obligate Modigent to any payment, and we reserve the right to pursue and hire such candidates without liability. Agencies are requested to refrain from contacting hiring managers directly; all inquiries and submissions must go through our Talent Acquisition team.