Service Estimator III - HVAC

Modigent • Irving, Texas, United States • 3d ago

Service Estimator III - HVAC

Position Overview

As a Service Estimator III - HVAC, you'll serve as a senior and highly independent estimator in the Service Department, responsible for preparing complex, accurate, and profitable pricing proposals for HVAC service, repair, maintenance, retrofit, and replacement projects. You will leverage deep technical knowledge of commercial HVAC systems to develop competitive estimates, lead estimating efforts on larger or more technical jobs, mentor junior estimators, and ensure full compliance with contractual and company standards. This advanced role requires strong leadership, technical expertise, and the ability to deliver high-quality estimates that support business growth and customer satisfaction.

Duties and Responsibilities

Lead the preparation of complex and competitive cost estimates and pricing proposals for HVAC service, repair, maintenance, retrofit, and unit replacement projects.
Conduct detailed job site assessments or review technician input to develop accurate scopes of work, material lists, and labor requirements.
Ensure all proposals, pricing documents, and estimates fully comply with contractual requirements, regulatory standards, and company policies.
Collaborate closely with Service Technicians, Project Managers, and Sales teams to refine estimates and provide technical guidance on project feasibility and pricing.
Build and maintain strong relationships with customers and vendors to secure competitive pricing and timely material availability.
Utilize Microsoft Outlook, Word, and Excel (and other estimating tools) to produce professional, detailed proposals and maintain accurate records.
Mentor and support Service Estimator I and II team members, sharing best practices and helping improve department estimating processes.
Review and validate estimates for larger or high-value projects before submission.
Identify opportunities for process improvement, value engineering, and margin enhancement while maintaining high standards of accuracy and customer focus.

Supervisory Responsibilities

None (senior individual contributor role; provides technical mentoring and guidance to junior Service Estimators).

Requirements/Qualifications

Experience: 5+ years of progressive experience in HVAC service estimating, with a strong track record of preparing accurate and profitable estimates for commercial projects.
Education: High school diploma or GED required; technical training, associate degree, or Bachelor’s degree in HVAC, Mechanical Systems, Construction Management, or a related field preferred.
Certifications/Licenses: Valid driver’s license and clean driving record required; EPA 608 certification strongly preferred.
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

Advanced knowledge of commercial HVAC equipment, systems, materials, and repair/installation techniques (including chillers, RTUs, VAV systems, ductwork, and piping).
Strong analytical and estimating skills with exceptional attention to detail and accuracy.
Excellent verbal and written communication and customer relationship-building skills.
Advanced proficiency in Microsoft Outlook, Word, and Excel; experience with estimating software is a plus.
Ability to manage multiple complex estimates simultaneously while maintaining high quality and meeting deadlines.
Leadership mindset with the ability to mentor junior estimators and contribute to process improvements.

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, apprenticeships, certifications, 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.