JOB DESCRIPTION

Service Dept. Repair Estimator 

Purpose and Scope 

 

The Service Repair Estimator is responsible for pricing repair quotes for the Service Department. The
Service Repair Estimator is also responsible for ordering parts for approved repair quotes and for sending down payment invoices. The Service Repair Estimator will also aid in the quoting of installs from time to time as well as all other tasks assigned by your supervisor.

Schedule

The hours and days of work are as needed and at the direction of Blauch Brothers, Inc. Service Installation Estimator. Hours may be changed (increased or decreased) by Blauch Brother’s Inc. Service Installation Estimator as required. Typically, this position will require between 40-45 hours a week.

This will typically be a Monday through Friday role, working five 8-9 hour days from 7:30AM to 4:30PM.

Responsibilities

   Daily

  • Review new quotes that have come in

  • Gather pricing for quotes in a timely manner

  • Go over quotes with supervisors to make sure all materials and equipment are accurate and that all safety measures can be followed to perform the work

  • Send out quotes that have been approved from supervisors in a timely fashion

  • Approve quoted jobs

  • Generate down payment invoices for approved quotes and send out

  • Order parts for quoted jobs that have been approved

  • Work with supervisors and dispatch with scheduling

  • Follow up on quotes that have been sent

  • Follow up on what parts have come in for quotes to be ready to schedule

  • Assist Service technicians by ordering parts as needed

  • Update spreadsheet to track quote acceptance rates

  • Check to see if down payments have been paid

  • Read daily HVAC/R training email

  • Perform other company related duties as requested or required from time to time

  • Answer overflow phone calls and backup dispatch in creating work orders and purchase orders

   Weekly

  • Place Consignment order

  • Update approved quotes/parts on order sheet for supervisors and dispatch

  • Follow up with progress of jobs

  • Follow up with vendors on pricing that is still outstanding

  • Follow up with vendors on credits that haven’t come through

  • Assist generating quoted jobs throughout Service Department

  • Have ongoing follow up interaction with customers for quoted repairs

  Monthly 

  • Review status of quoted jobs

  • Check with warehouse to see what needs to come/go from warehouse

  • Fill out warranties for parts orders

  • Check for monthly TUG Trainings that would be beneficial to participate in

  • Communicate appropriately with supervisor regarding job issues, requests for sick or vacation leave, or other job related matters

   Quarterly

  • Review sales to see if quotes are on track to meet goals

   Annually

  • Participate in annual review of self

  • Check for training programs that would help me grow in my position/with the company

  • Perform yearly audit for consignment pricing

   Generally

  • Arrive to office on time and leave at the end of designated work day

  • Provide leadership regarding safety regulations and policies including utilizing and instructing others in the safe and appropriate use of tools required for the job

  • Develop/maintain a good customer relationships

  • Identify and implement cost effective procedures as appropriate

  • Maintain a cooperative work environment

  • Support Service Dept. Management team with administrative duties as needed

  • Interact with customers in order to ensure we exceed their expectations while maintaining profitability

  • Develop and maintain relationships with vendors to ensure competitive pricing

  • Supports and participates in The Unified Group, trade and peer groups, through attendance at training events, communication via email and responding to other members.

  • Flexibility: Open to change and new information; rapidly adapt to new information, changing conditions, or unexpected obstacles

  • Perform any and all other duties assigned by the Blauch Brothers, Inc. Service General Manager or Service Project Coordination 

  • Maintain current knowledge of industry trends and be able to improve operations to match industry changes

  • Attend and participate in required meetings

Competencies Required for the Role 

   Managerial Competencies 

  • Excellent time management skills with a proven ability to meet deadlines in a fast-paced work environment

  • Ability to prioritize task and to delegate them when appropriate.

  • Integrity and Honesty

  • Ability to identify top talent to join and improve your team.

  • Ability to accept responsibility for mistakes.

  • Strive to engage in every activity in such a way that aligns with Blauch Brothers mission to “Enrich Lives”

   Operational Competencies

  • Strong analytical and problem-solving skills. ( Identify, analyze, and generate solutions)

  • Excellent organizational skills and attention to detail.

  • Excellent safety, attendance, and work record

  • Able to multi-task

  • Ability to meet deadlines in a fast-paced work environment

   People Competencies

  • Excellent interpersonal and customer service skills

  • Ability to timely and accurately communicate across teams, with customers, and outside entities, with Blauch Brothers standards for professionalism and courtesy.

  • Accountability: Holds self and others accountable for measurable high-quality, timely, and cost effective results.

  • Positive relationship and conflict management

  • Skilled listener

  • Strong communication skills both written and oral. Able to communicate with persons at all levels within the company and outside the company on a professional level

  • Willingness to push back, holds people accountable in a tactful way

  • Strong interpersonal and leadership skills

   Technical Competencies

  • Computer Literacy 

  • Ability to fluently use Microsoft Office, Sage SSO, GPS Verizon Network

  • Must have high attention to detail

Additional Requirements

  • Valid Virginia Driver’s License required along with an acceptable driving record as defined by our insurer, must have/pass acceptable criminal background check

  • 2-3 Years of HVAC and or Plumbing field experience preferred