Job Title

HVAC Estimator

Job Description Summary

Job Description

HVAC Estimator

SCOPE OF ROLE
Manage the end-to-end pricing and project delivery for Auckland clients and assist in the delivery of 
works from quality quotes presented in a timely manner, to completion of jobs including project 
reconciliation, Cost to completes, and financial application management.

Updating the quotes database, and pipeline of works programme with the support of the wider team for 
your allocated portfolio(s).

Achievement of minor works/project revenue and margin targets for allocated accounts ($1.5m pa 
and/or recoverable at 75%).

LEVEL OF AUTHORITY
As outlined in the Financial Delegation Authority.

KEY RELATIONSHIPS (INTERNAL/EXTERNAL)
Internal

HVAC and Plumbing ManagerSupervisorsTrade teamsFS Estimators/Project ManagersHSSEQ team

External

ClientsSuppliersContractors and Subcontractors
 

JOB PURPOSE

Achieve Minor and Major works/project revenue and margin targetsPrice the Minor and Major works/projects using agreed pricing tools and protocolsComplete C&W Minor and Major works/projects review process and all associated approvals and signoff prior to submission of quotesReview and apply C&W contractual terms and conditions as part of the quote submissionPrepare quote/tender proposal and clarificationsUpdate the quote databaseIdentify and specify correct scope for the Minor and Major works/projectsDeliver Minor and Major works/projects to agreed quality, gross margin and timeframes with supportfrom the local teams and supervisorsReconcile all projects accurately every monthEnsure compliance with the C&W Quality Management SystemAssist as required on other client accounts to support the wider estimating teamCapture, quote and manage all variations to major and minor works.Client liaison as requiredCreate and update when required project programsAny other duties as required by your manager

ACCOUNTABILITIES

Achievement of revenue and margin targets and to return a minimum of 15% GM across the accountsand projectsAchievement of quote approval targetsQuality of submissionsTimeliness of submissionsUse of the tendering estimating tools and protocolsWorks delivered to standard and agreed timeframeAccurate records are maintainedAccurate invoicing and project reconciliations submitted ensuring a positive cashflowClient/customer relationshipInternal and external customer satisfaction

BACKGROUND AND EXPERIENCE
A minimum of five year’s trade experience in a commercial maintenance environment, at least two of
which will include pricing and/or managing projects.

QUALIFICATIONS & TECHNICAL SKILLS

Trade qualified in either HVAC, Plumbing, Electrical or CarpentryCommercial maintenance experience, ideally in a multi trade environmentPrevious estimating experienceProject Management experienceWritten communication skills, especially in preparing estimatesClient relationship building skillsComputer skills – word, excel, and Projects

PERSONAL CHARACTERISTICS

Client relationship building skillsAbility to meet deadlines

 

 

 

INCO: “Cushman & Wakefield”