Service Dept. Repair Estimator

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

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