Quantity take-offs, cost estimating, cost analysis, bid reviews and document management primarily for commercial and industrial HVAC, refrigeration plumbing, and mechanical systems
Creating competitive and accurate estimates to achieve margin and financial targets
Utilize centralized cost estimating models to ensure current and strategic pricing data is used during all HVAC, plumbing, and mechanical proposal development
Follow-up with potential clients to finalize the work agreement
Schedule and manage resources (HVAC/R / plumbing manpower, equipment and materials) from start to finish with attention to budgetary limitations
Develop, coordinate and track mechanical project schedules for optimal project management
Supervise and interface with team members to ensure mechanical projects are delivered per estimates, as well as guiding technicians to provide necessary information to complete estimates
Identify resources, assign workloads and manage schedules to ensure timely deliveries and project management
Evaluate progress and prepare detailed reports
Ensure adherence to all health and safety standards and report issues related to HVAC and plumbing mechanical projects
Process client invoicing promptly
Generating leads and new customers
Ensure that team work in compliance with company policies and procedures