In-Home HVAC Estimator

Job Title: In-Home HVAC Estimator

Department: Sales

Reports To: Sales Manager / General Manager

Employment Type: Full-Time, Exempt

Position Summary:

We are seeking a professional, personable, and knowledgeable In-Home HVAC Estimator to join our team. This position is responsible for providing residential customers with accurate and timely estimates for heating, ventilation, and air conditioning (HVAC) system installations and replacements. The ideal candidate will possess strong communication skills, technical aptitude, and a genuine desire to help homeowners make informed comfort and efficiency decisions for their homes.

Key Responsibilities:

  • Conduct in-home consultations to assess HVAC needs based on customer input, existing equipment, home structure, and comfort goals.

  • Educate homeowners on available system options, efficiency benefits, financing programs, rebates, and warranties.

  • Build estimates using pricing software and company-provided tools to ensure accurate and competitive proposals.

  • Present proposals in a clear, professional, and solutions-oriented manner; answer customer questions and help guide them through any concerns or hesitations.

  • Maintain thorough records of customer interactions, job notes, and follow-ups.

  • Coordinate with installation and operations teams to ensure job scope is accurately communicated and executed.

  • Keep up-to-date with local codes, utility incentives, and new technologies in HVAC systems and accessories.

  • Attend training, ride-alongs, and company meetings as required to maintain knowledge and alignment with company standards.

Required Skills and Qualifications:

  • 5+ years of experience in the HVAC industry—field experience preferred.

  • Excellent communication, listening, and interpersonal skills with the ability to explain technical concepts to homeowners.

  • Professional presence with a customer focused approach to sales.

  • Strong organizational skills and attention to detail.

  • Proficiency with mobile devices, tablets, and CRM software.

  • Ability to work a flexible schedule that may include evenings or weekends to meet customer needs.

  • Valid driver’s license and clean driving record.

  • 100% Drug-Free including marijuana. Must be able to pass a pre-employment and random drug screening.

Preferred Qualifications:

  • Residential in-home estimating experience.

  • Strong understanding of HVAC system design, installation practices, and residential comfort solutions.

  • Working knowledge of rebates, incentives, and energy efficiency programs (e.g., Energy Trust of Oregon, etc.).

  • Familiarity with HVAC sales industry software.

Compensation & Benefits:

  • Base salary plus commission/bonus structure.

  • Health, dental, vision, and retirement benefits.

  • Paid time off and holidays.

  • Ongoing training and professional development opportunities.

Why Join Our Team?

We believe in serving people, doing what’s right, and creating peace of mind. You’ll be joining a values-driven team that prioritizes quality, honesty, and long-term customer relationships. If you’re ready to grow with a company that puts people first, we’d love to meet you.

Please attach a cover letter and resume: