What are the responsibilities and job description for the Project Engineer / Estimator position at Hoffman & Hoffman?
Job Title : Project Engineer / Estimator
Company : Hoffman & Hoffman
Reports to : Branch Manager
FLSA Status : Exempt
Position Purpose : The Project Engineer / Estimator assists outside sales in providing excellent customer service to our customers. This is done by understanding our customer's needs, providing a high-level of technical support, and selecting the most optimum equipment based on the project needs. The Project Engineer / Estimator maintains and develops existing customer relationships through quality service and supporting their needs. The ideal candidate has a strong technical understanding of HVAC products and systems, as well as excellent time management, interpersonal and communication skills.
Duties and Responsibilities :
- Collaborate with H&H sales team to understand customer requirements, to promote the sale of company products and to provide sales support.
- Confer with customers and sales engineers to assess HVAC equipment needs and to determine system requirements.
- Maintain detailed records and project notes on the development of plans and selections.
- Complete take-off and technical selections of HVAC equipment from building plans.
- Work with the H&H team to develop project proposals based on customer request or information.
- Assemble and review technical documents for primary and supporting project submittal packages.
- Review and run quality assurance checks on orders prior to submitting to manufacturers via online software or typed purchase orders.
- Complete internal H&H sales order documentation.
- Review manufacturer acknowledgments to ensure correct equipment is listed, and the equipment is correctly priced according to customer order.
- Provide weekly shipping and status updates to customers with open orders.
- Attend industry education events, industry workshops, and manufacturer update briefings on current trends and new equipment information.
- Maintain detailed revision control notes on all project selections, pricing, proposals.
- Provide technical install support to installing contractors and end users.
- Coordinate responses to inquiries with factory application and technical support engineers.
Position Requirements :
Physical Demands :
This job description is intended to provide information regarding the essential functions and basic duties of this position. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and duties that could be assigned. Additional functions and requirements may be assigned by management as it deems appropriate. This document does not constitute a contract and is subject to change at the discretion of Hoffman & Hoffman, Inc.
EEO Employer / Vets / Disabled