Estimator

We are seeking a dedicated Virtual Assistant Plumbing, HVAC, Septic, and Excavation Estimator to join our team. This position offers an hourly rate of $6 and starts at part-time with 20 hours per week, with the opportunity to progress to full-time as you become trained and proficient in executing tasks independently. The ideal candidate will be responsible for creating, following up on, and selling estimates, and ordering parts for techs while utilizing our Ring Central call system and Service Titan system. Additionally, candidates should possess experience or knowledge in skilled trades such as Plumbing, Heating & Air, Septic, and Excavation.
Title: Virtual Assistant Plumbing, HVAC, Septic, and Excavation Estimator
Company: Emergency Plumbing Heating & Air
Website: Click to view
Hours: Part-time, 20 hours per week (with potential for full-time)
Compensation: $6 per hour

Job Duties & Responsibilities:
All
• Appropriately uses and keeps all fleet vehicles & equipment organized, clean (outside & inside), stocked,
and performing properly, per EPHA policy.
• Attend morning huddle. (Future)
• Check Google Chats, personal EPHA email box, and voicemail continuously throughout the day. Follow
up promptly and appropriately to requests. (May become a process step.)
• Continually strives to learn and master the systems and products.
• Encourages, influences, and supports other EPHA family members to complete jobs on time and up to
company standards and protocol.
• Greets customers warmly. Responds to customer inquiries quickly and professionally for prompt service
during, and sometimes outside of, business hours.
• Promotes EPHA to potential candidates/new hires.
• Properly completes credit card transactions in Divvy.
• Sell maintenance agreements.
• “When assigned, actively participates in EPHA Marketing events such as Golf Outings, Parades, Christmas
Basket Delivery, etc.”
• Perform other duties as required, including duties of absent team members, with a positive can-do attitude.

All Service Titan Users
• Daily – Properly uses Service Titan to document anything and everything relating to customers and jobs per
EPHA processes. Our goal is to provide a consistent Customer Service Experience.
• Daily – Review and complete tasks shown in Service Titan under profile picture; including estimates,
billing, schedule, customer inquiries, etc. Customer Experience

Customer Experience
• Answer all inbound overflow calls, collect complete customer information, and forward it to front-line
team members.
• Asks qualifying questions and effectively listens to determine the best solutions to customers’ needs in all
divisions.

Estimation in Plumbing, HVAC, Septic & Excavation
• Create/estimate commercial maintenance plans.
• Create estimates from the office, or goes on-site, and follow a documented estimation process.
• Edit and adjust proposals as needed.
• Follows price book guidelines for job costing (the accumulation of the costs of materials, labor, and
overhead) for specific jobs.
• Follows up on new estimates by calling customer when the estimate is emailed and contacts customer
within 3 business days if not sold immediately or daily when able.
• Review and sign off on estimates up to $5,000. Any estimate over $5,000 requires an owner or division
supervisor’s approval which must be noted on that project.
• Runs and reviews various Service Titan reports including “estimate needed tag, estimate sold, estimate
unsold” and follows up however necessary with the appropriate party (tech, customer, vendor,
management, etc.).
• Understands appropriate parts needed to obtain correct costs for estimates and then delegates parts to be
ordered to the appropriate person and follows up.

Excavation/Drains
• Understand sewer install codes for each entity (City of Columbus, Delaware, Marion, Morrow County,
Union County, etc.) because pricing changes, per an estimate, per city based on whether the job requires a
permit and what the stipulations of the install codes are.
• Understand when pipe lining is a good option to solve customer problems and make correct
recommendations.