Mechanical Estimator

TITLE: Mechanical Estimator

REPORTS TO: Estimating Manager

The HVAC estimator is responsible for preparing estimates with the Arizona Area pre-construction team. Assist sales team with business operations in Arizona via maintaining and fostering strong relationships with a select customers, assist sales team members' technical and project estimating capabilities.

Estimating / Pre-Construction Services:

• Capability and understanding of estimating mechanical HVAC systems.
• Capability and understanding of estimating prime contracting mechanical retrofit projects including electrical and structural trades.
• Projects range from plan and spec projects and special projects as defined.
• Reviews project plans and specifications and coordinates with the team to confirm complete scope.
• Reviews equipment selections and confirms proper site surveys are completed as required.
• Identifies risk issues and their order of magnitude on projects.
• Solicit subcontractor and/or supplier information and pricing.
• Prepares instructions to bidders, bid form and other bid solicitation information as required.
• Provide complete mechanical estimates including material and labor take-offs, equipment quotes, subcontractor quotes, and written proposals.
• Perform On-Screen Computer-Generated Take-offs for Sheetmetal and Hydronic Piping Systems.
• Attend job walks and site visits for select customers or in support of various pre-construction services proposals/projects.
• Cooperate and communicate effectively with Managers, Sales, estimating, operations persons, and other administrative team members.
• Reviews general conditions, schedules, scopes of work, hoisting plans, site logistics, and other exhibits as required.
• Build effective relationships with customers, design teams, contractors, suppliers, and user groups that reflect and support company's core values and meets or exceeds the customer's expectations.
• Attend weekly Sales/Pre-Con Coordination Meetings as required.

Sales and Marketing:

• Foster and build positive customer relationships with a select number of organizations via frequent visits and interactions.
• Prepare and present professional and highly accurate proposals.
• Attend periodic marketing events, conferences, and tradeshows to promote company capabilities and foster customer relationships.
• Communicate customer perceptions by gathering customer feedback and sharing information with project/field managers and sales team.
• Initiate new projects with general contractors and company clients.
• Assist in the sales process as needed to include initial customer introductions or various meetings to propose a specific project.

Continuing Development:

• Estimating Software: Gain expertise in the companies estimating software like, Bluebeam, FastDUCT and FastPIPE.
• Spreadsheet Software: Learn advanced Excel spreadsheet skills.
• On-the-Job Training: Gain practical experience by working on diverse projects.
• Mentorship: Seek mentorship from experienced estimators to learn best practices and industry insights.
• Case Studies: Study past projects to understand what worked, what didn't, and why.
• Continual Learning: Attend workshops, webinars, and conferences to stay current with industry advancements. Keep abreast of new technologies and methods in mechanical systems and construction.
• Communication: Improve written and verbal communication skills for better collaboration with estimating team, clients, and engineers.
• Negotiation: Develop negotiation skills to handle supplier and client discussions.
• Time Management: Learn techniques to manage time effectively, ensuring deadlines are met without compromising quality.
• Risk Management: Learn to identify and mitigate risks associated with mechanical estimating.
• Building Codes and Standards: Stay updated with local and international building codes, ASHRAE standards, and other relevant regulations.