R. Brooks Mechanical | Residential HVAC Estimator
R. Brooks Mechanical, Rising Sun, MD, United States
Overview
The Residential HVAC Estimator is responsible for delivering a consultative, in‑home sales experience while accurately assessing, estimating, and managing residential HVAC replacement and installation projects. This role blends technical expertise, customer consultation, and project ownership – ensuring homeowners receive tailored comfort solutions while driving profitable, high‑quality work for the business.
Responsibilities
Conduct scheduled in‑home consultations to evaluate HVAC systems, comfort concerns, and overall home performance.
Educate homeowners on system options, energy efficiency, and available upgrades, helping them make informed decisions.
Develop and present detailed, on‑site proposals aligned with company pricing and sales standards.
Apply strong technical knowledge to:
Assess job‑site conditions
Identify installation requirements
Build accurate scopes of work and material lists
Serve as the primary point of contact from sale through project completion.
Coordinate closely with installation teams to:
Communicate job scope
Ensure materials and equipment are ordered correctly
Address site‑specific considerations
Maintain consistent communication with customers throughout the project lifecycle.
Perform post‑installation quality checks and follow up to ensure customer satisfaction.
Generate and cultivate referrals and repeat business through exceptional service.
Accurately track all activities, proposals, and pipeline updates within the CRM.
Meet or exceed monthly and annual revenue goals while maintaining company standards.
Qualifications
3-5 years of experience in residential HVAC sales, estimating, or service.
Strong understanding of HVAC systems (RTUs, split systems, ductwork, etc.) and installation practices and job‑site requirements.
Ability to confidently present solutions and close sales in‑home.
Strong communication, organization, and time‑management skills.
Customer‑first mindset with a focus on education vs. pressure selling.
Ability to manage multiple projects while maintaining attention to detail.
Familiarity with CRM systems (or willingness to learn).
Success will be measured by
Achievement of revenue and closing targets.
Customer satisfaction and experience.
Accuracy of estimates and job handoffs.
Referral generation and repeat business.
Adherence to company sales and operational processes.
Benefits
Competitive compensation with uncapped earning potential.
Medical, dental, and vision coverage.
Paid life/AD&D insurance.
Voluntary life insurance.
Short‑ and long‑term disability.
401(k) plan.
Paid time off and paid holidays.
Referral bonuses.
Company vehicle, gas card, cell phone, and laptop/iPad.
R. Brooks Mechanical is an Equal Opportunity Employer committed to creating an inclusive workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.
#J-18808-Ljbffr
Responsibilities
Conduct scheduled in‑home consultations to evaluate HVAC systems, comfort concerns, and overall home performance.
Educate homeowners on system options, energy efficiency, and available upgrades, helping them make informed decisions.
Develop and present detailed, on‑site proposals aligned with company pricing and sales standards.
Apply strong technical knowledge to:
Assess job‑site conditions
Identify installation requirements
Build accurate scopes of work and material lists
Serve as the primary point of contact from sale through project completion.
Coordinate closely with installation teams to:
Communicate job scope
Ensure materials and equipment are ordered correctly
Address site‑specific considerations
Maintain consistent communication with customers throughout the project lifecycle.
Perform post‑installation quality checks and follow up to ensure customer satisfaction.
Generate and cultivate referrals and repeat business through exceptional service.
Accurately track all activities, proposals, and pipeline updates within the CRM.
Meet or exceed monthly and annual revenue goals while maintaining company standards.
Qualifications
3-5 years of experience in residential HVAC sales, estimating, or service.
Strong understanding of HVAC systems (RTUs, split systems, ductwork, etc.) and installation practices and job‑site requirements.
Ability to confidently present solutions and close sales in‑home.
Strong communication, organization, and time‑management skills.
Customer‑first mindset with a focus on education vs. pressure selling.
Ability to manage multiple projects while maintaining attention to detail.
Familiarity with CRM systems (or willingness to learn).
Success will be measured by
Achievement of revenue and closing targets.
Customer satisfaction and experience.
Accuracy of estimates and job handoffs.
Referral generation and repeat business.
Adherence to company sales and operational processes.
Benefits
Competitive compensation with uncapped earning potential.
Medical, dental, and vision coverage.
Paid life/AD&D insurance.
Voluntary life insurance.
Short‑ and long‑term disability.
401(k) plan.
Paid time off and paid holidays.
Referral bonuses.
Company vehicle, gas card, cell phone, and laptop/iPad.
R. Brooks Mechanical is an Equal Opportunity Employer committed to creating an inclusive workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.
#J-18808-Ljbffr