Plumbing & HVAC Estimator / Sales Consultant

PDM Plumbing, Heating, & Cooling • Full-time • Joliet, Illinois, United States • $65,000 - $75,000 / year • 1w ago

Plumbing & HVAC Estimator

Location: Joliet, Illinois
Company: PDM Plumbing, Heating & Cooling – Serving the community since 1885
Position Type: Full-Time

Position Summary

PDM Plumbing, Heating & Cooling is seeking an experienced, customer-focused Plumbing & HVAC Estimator to evaluate residential and light commercial projects, develop accurate estimates, present professional options to customers, and help move projects from the initial consultation through a successful installation.

This position will have a strong focus on:

Residential plumbing projects and bathroom remodeling
Bathroom modifications and remodels for patients receiving outpatient physical or occupational therapy
Aging-in-place and accessibility improvements
Air conditioning replacement
Furnace replacement
Boiler replacement
Other plumbing, heating, and cooling replacement opportunities

The ideal candidate combines technical knowledge with strong communication, organization, and sales skills. Experience using ServiceTitan is a plus.

Key ResponsibilitiesEstimating & Customer Consultation

Meet with homeowners and customers to evaluate plumbing and HVAC needs.
Perform detailed site evaluations and measurements.
Develop accurate scopes of work, material requirements, labor requirements, and project estimates.
Provide customers with clear options whenever appropriate rather than presenting only one solution.
Present financing options to every customer as part of the estimating and sales process.
Utilize PDM's financing partners, including GoodLeap and Service Finance, to provide customers with available payment options.
Clearly explain financing choices, application steps, and payment options without high-pressure sales tactics.
Answer customer questions regarding equipment, materials, project expectations, warranties, financing, and scheduling.
Follow up on open estimates and maintain accurate records of all customer communication.
Work closely with PDM's office, dispatch, service technicians, installers, and management to ensure a smooth handoff from estimate to completed project.

Bathroom Remodeling & Patient-Focused Projects

A major area of responsibility will be developing PDM's bathroom remodeling services for individuals who may need modifications following outpatient physical or occupational therapy.

Responsibilities may include:

Meet with patients, homeowners, caregivers, and family members to understand their needs.
Evaluate bathrooms for safety, accessibility, comfort, and ease of use.
Develop bathroom remodeling recommendations that allow customers to remain safely and comfortably in their homes.
Estimate projects involving:
Walk-in and low-threshold showers
Tub-to-shower conversions
Grab bars and safety accessories
Handheld shower systems
Comfort-height toilets
Accessible faucets and fixtures
Shower seating and benches
Improved bathroom layouts
Plumbing relocations
Slip-resistant and safety-focused improvements
Other aging-in-place or accessibility modifications
Present financing options when appropriate so customers and families understand available ways to complete needed improvements.
Coordinate recommendations with the customer's stated needs and, when appropriate, recommendations provided by their therapy or healthcare professionals.
Help build relationships and referral opportunities with outpatient therapy organizations, rehabilitation professionals, discharge planners, social workers, and other community partners.

The estimator should understand that these customers may be dealing with mobility limitations or changes in their ability to safely use their homes. The goal is to provide respectful, practical solutions without making assumptions about the customer's individual needs.

HVAC Replacement Estimating

Develop replacement estimates and options for residential and light commercial HVAC systems, with particular emphasis on:

Air Conditioning

Central air-conditioning systems
Condensers and evaporator coils
Complete system replacements
Indoor air quality and related accessories

Furnaces

Gas furnace replacements
Furnace and air-conditioning combination systems
High-efficiency equipment options
Accessories and system improvements

Boilers

Hot-water boiler replacement
Boiler system upgrades
Pumps, controls, zoning, and related components
Evaluation of existing piping and system condition

Evaluate the complete system rather than simply replacing equipment. Identify potential concerns involving ductwork, venting, electrical requirements, piping, controls, drainage, equipment location, and other installation requirements.

Plumbing Estimating

Estimate residential and light commercial plumbing projects including:

Bathroom remodeling
Water heaters
Tankless water heaters
Sump and ejector systems
Water service and sewer work
Fixture replacements
Repiping projects
Plumbing upgrades
Water treatment
Other larger plumbing repair and replacement projects

Look beyond the immediate project when appropriate and identify other plumbing, heating, or cooling concerns that PDM may be able to address for the customer.

Financing Responsibilities

Financing should be treated as a normal part of the customer presentation, not something offered only when a customer asks.

The estimator will:

Present financing options to all customers receiving qualifying estimates.
Use PDM's approved financing partners, including GoodLeap and Service Finance.
Explain financing choices in clear, customer-friendly terms.
Help customers understand available payment options for HVAC replacement, plumbing projects, and bathroom remodeling.
Assist customers with the financing application process when appropriate.
Ensure financing discussions and approvals are properly documented.
Coordinate approved financing with the office before scheduling or beginning work.
Stay current on available programs, promotional financing, and PDM financing procedures.
Never assume a customer does or does not need financing based on the size of the project or the customer's circumstances.

ServiceTitan & Sales Process

Create and maintain accurate customer estimates.
Properly document project details, photos, measurements, notes, and customer communication.
Maintain open-estimate follow-up.
Track sold and unsold opportunities.
Document financing presentations and customer selections when applicable.
Assist with accurate job costing and project handoff.
Maintain accurate equipment and customer information.
Follow established PDM procedures for sold estimates, scheduling, financing, and project communication.
Experience with ServiceTitan is preferred but not required. Training can be provided to the right candidate.

Union Shop Environment

PDM Plumbing, Heating & Cooling is a union shop and works with skilled union tradespeople, including members of:

Plumbers Local 130
Pipefitters Local 265

The estimator will regularly coordinate with union plumbers, HVAC technicians, pipefitters, installers, foremen, and company leadership to ensure estimates are complete, practical, properly scoped, and ready for efficient installation.

Experience working in a union construction or service environment is a plus.

Customer Experience Expectations

Every interaction should reflect PDM's mission:

We keep people comfortable, safe, and cared for.

The estimator is expected to:

Treat customers and their homes with respect.
Listen before recommending solutions.
Present professional choices based on the customer's needs.
Clearly explain what is included in each proposal.
Present financing options consistently so customers understand all available ways to move forward.
Avoid high-pressure sales tactics.
Communicate honestly regarding project scope, pricing, financing, scheduling, and expectations.
Follow through on commitments.
Work toward creating long-term PDM customers rather than simply completing a single sale.

Qualifications

Preferred candidates will have experience in one or more of the following:

Plumbing
HVAC
Residential estimating
HVAC replacement sales
Plumbing project sales
Bathroom remodeling
Construction estimating
Residential remodeling
Aging-in-place or accessibility remodeling
Consumer financing
Union plumbing or HVAC environments
ServiceTitan

Additional preferred qualifications:

Strong knowledge of plumbing and/or HVAC systems.
Ability to read plans, specifications, measurements, and equipment requirements.
Understanding of labor, material, equipment, and installation requirements associated with union plumbing and HVAC work.
Strong mathematical and estimating skills.
Excellent verbal and written communication.
Strong organizational and follow-up skills.
Comfortable presenting multiple options and discussing larger projects with homeowners.
Comfortable discussing financing and monthly payment options with customers.
Experience with GoodLeap, Service Finance, or similar consumer financing platforms is a plus.
Ability to use tablets, smartphones, estimating software, and CRM systems.
Ability to work effectively with technicians, installers, office staff, vendors, union tradespeople, and management.
Valid driver's license and acceptable driving record.

Compensation & Benefits

Compensation is negotiable and will be based on the candidate's experience, technical knowledge, estimating ability, and overall qualifications.
Insurance is available.
Additional compensation structure and benefits may be discussed during the interview process.

What Success Looks Like

The successful PDM estimator will:

Produce accurate and profitable estimates.
Maintain strong estimate follow-up.
Present financing options consistently to all customers.
Increase replacement and remodeling opportunities.
Maintain strong closing percentages without sacrificing customer trust.
Reduce installation problems through thorough site evaluations.
Provide installers with complete and accurate project information.
Develop PDM's bathroom remodeling and accessibility business.
Build relationships with outpatient therapy and community referral partners.
Increase furnace, boiler, and air-conditioning replacement opportunities.
Effectively utilize GoodLeap and Service Finance to give customers additional ways to move forward with needed work.
Maintain accurate information within ServiceTitan.
Work effectively with PDM's Local 130 and Local 265 workforce.
Deliver an excellent customer experience from the first consultation through project completion.

About PDM

PDM Plumbing, Heating & Cooling has served Joliet and the surrounding communities since 1885. For more than 140 years, our company has built its reputation by taking care of customers, solving problems, and providing dependable plumbing, heating, and cooling services.

PDM is a union plumbing and HVAC contractor, proudly employing skilled tradespeople affiliated with Plumbers Local 130 and Pipefitters Local 265.

Our mission is simple:

We keep people comfortable, safe, and cared for.

Pay: $65,000.00 - $75,000.00 per year

Benefits: