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Service Estimator in Louisville

louisville, KY

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Job description

Job DescriptionJob Descriptionn

For more than 75 years, Air Equipment Company has been solving the toughest HVAC challenges with smart, reliable solutions. We partner with over 45 leading manufacturers to bring cutting-edge air systems to life—and we do it with a team that values agility, collaboration, and fresh thinking. From engineers to sales and support, every voice on our team plays a part in pushing the industry forward.

nIf you're looking for your next move, we're glad you found us. At AEC, you'll join a company where local roots meet the strength of a network—giving you the tools to grow, the space to innovate, and the chance to make a real impact from day one. We review every application carefully and appreciate your interest in growing your career with our team.

nnnJob Description for Mechanical Service Estimator 

nThe Service Estimator plays a key role in supporting the sales and operations teams by developing accurate and timely cost estimates for service projects and preventative maintenance contracts. This role works closely with sales personnel, dispatch, and technicians to define scopes of work, ensure alignment across departments, and maintain a healthy opportunity pipeline. The ideal candidate is detail-oriented, organized, and thrives in a fast-paced, team-oriented environment.

nPrimary Functions: 

nnPrepare detailed cost estimates for quoted service projects using internal cost data, vendor pricing, and labor projections.

nCollaborate with the sales team to define and refine the scope of work for service projects and preventative maintenance contracts.

nDevelop formal scope documents for both quoted projects and maintenance contracts.

nUse CRM (Salesforce currently) system to track opportunities and assist in maintaining an accurate service pipeline.

nCoordinate with internal teams (dispatch, sales, service operations) to ensure proper project booking and scheduling upon customer PO receipt.

nAssist in onsite scope development alongside sales staff when needed.

nProactively source material and equipment pricing through vendor communication and internal teams.

nIdentify and document assumptions, inclusions, exclusions, and potential risks for each estimate.

nMonitor estimate-to-actual job cost performance and provide feedback to improve future estimating accuracy.

nTrack and support change order development and pricing as projects evolve.

nEnsure all estimating documentation is organized and accessible for handoff to operations and accounting.

nAssist in cost updates, historical data analysis, and estimating tool/process improvements.

n nSeat Primary Objectives:

nnAccuracy of job cost estimates compared to actuals

nTimeliness of estimate delivery

nQuality and clarity of scope documents

nCRM pipeline updates and accuracy

nInternal team feedback on handoff quality and coordination

n nEducation, Experience and Qualifications: 

nnExperience in HVAC, mechanical contracting, or construction estimating .

nStrong knowledge of service and maintenance work typical of commercial HVAC systems.

nProficiency with Microsoft Excel, estimating tools, and CRM platforms.

nExceptional organizational skills and attention to detail.

n nKnowledge/Skill Set:

nnExcellent time management, communication, organizational, and problem-solving skills

nProficient with the following software – Excel, Word, Outlook, Bluebeam/Adobe

nMust have the ability to switch quickly between tasks based on priority and timeline

nWorks well within a team dynamic

nAbility to maintain excellent customer and employee relationships

n nEmployment practices will not be influenced or affected by an applicant's or employee's , , , (including ), , , , genetic information, , or expression, veteran status or any other legally protected status.  Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship.

nSalary ranges listed are dependent upon a candidate's qualifications, experience, internal equity, and the budgeted amount for the specific role and location.

Worksite address

louisville, KY, 40201, US

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