Estimator (Mechanical/HVAC)

Mechanical/HVAC Estimator
Location: Austin, TX

Description
We’re seeking a detail-oriented and client-focused Mechanical Engineer / Estimator to support a growing mechanical retrofit and replacement portfolio. This role blends technical expertise with strong communication skills to deliver cost-effective, high-quality solutions. The ideal candidate excels in mechanical design, estimating, and client engagement, and is comfortable adapting to evolving tools and processes.

Key Responsibilities

• Develop ASHRAE RTS/CLTD heat loss/gain calculations, equipment selections, and duct/piping system designs for retrofit and replacement projects.
• Prepare accurate proposals and estimates that align with project scopes, budgets, and client expectations.
• Conduct site surveys of existing facilities to collect field data, create as-builts, and identify system improvement opportunities.
• Perform mechanical takeoffs on engineered plans for new mechanical projects.
• Collaborate with internal teams (HVAC, Electrical, Controls, Plumbing) and subcontractors to deliver practical and cost-efficient designs.
• Communicate with clients to clarify scope, present recommendations, and address questions professionally and promptly.
• Produce competitive estimates including labor hour projections and material takeoffs to support sales initiatives.
• Participate in proposal reviews, pre-construction meetings, and project kickoff sessions.
• Review and qualify equipment vendors and subcontractors to ensure best-value selections.
• Develop control system sequences of operation and points lists for BAS and retrofit projects.
• Support field personnel with constructability reviews and resolve installation challenges.
• Review and approve test and balance and commissioning reports to confirm system performance.
• Stay current with estimating platforms and tools to enhance accuracy and efficiency.

Requirements

• Bachelor’s degree in Mechanical Engineering or equivalent HVAC estimating experience.
• Demonstrated ability to scope and price mechanical retrofit and replacement projects.
• Proficiency with heat load calculations (e.g., Trane Trace 3D), hydronic piping and duct system design tools (e.g., HVAC Solution Pro), refrigerant piping sizing, and mechanical drafting software (AutoCAD, Revit, Visio).
• Strong analytical and mathematical skills for estimating and takeoff accuracy.
• Field experience including site surveys, equipment evaluation, and troubleshooting.
• Familiarity with HVAC software, energy codes, and engineering calculation methods.
• Knowledge of mechanical, plumbing, and fire protection codes and standards.
• Proficiency with Microsoft Office tools, CAD software, and estimating platforms.
• Ability to learn and adopt new estimating technologies quickly.
• Excellent communication and interpersonal skills with a client-service mindset.
• Valid Texas driver’s license.