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Field Service Estimator
2 months ago
The Field Service Estimator will be responsible for constructing competitive, market-based bids per client requests. This role will support multiple locations and project managers/sellers within IPS companies. A technical background with knowledge of but not limited to relays, breakers, switchgear, switchboards, engineering studies, etc. Being successful in this role requires organizational skills, attention to detail, and the ability to manage multiple projects simultaneously.
- Communicate with customers in all aspects
- Help mediate critical issues with customers
- Communicate with Seller and/or Client to understand power management needs. This may be over the phone, in person, or online
- Provides estimates from proposals provided by sales, engineers, or operations
- Develop and present quotations and technical and commercial proposals to customers
- Review customer purchase orders for accuracy and compliance with quotations
- Utilize company bid sheet to determine required time on-site and necessary staffing based on provided equipment list/single lines
- Travel to customer site if necessary to perform a pre-bid job walk
- Interpret customer-provided single-line diagrams and/or equipment lists into a detailed scope of work
- Collaborate with engineering as required for large or highly technical projects
- Identify required material, training, or special requirements to perform the specified work scope safely and completely
- Work with the sales team to alter pricing where appropriate
- Estimate labor hours for quoting purposes & material pricing. Determine if replacement is a more economical option
- Price Field Service jobs on a time-and-materials basis
- Research historical pricing to determine the right price to win repair jobs
- Input pricing for completed jobs and prep jobs for A/R to generate invoices
- Assist in achieving financial targets set out by the Annual Operating Plan (AOP)
- Research and communicate with IPS vendors on parts and part delivery
- Review parts requested by mechanics to determine the cost (get quotes on non-stock parts from the appropriate manufacturer) and order where appropriate
- Work with the repair shop to determine the most efficient repair pricing for customers
- Review mechanic tear-down sheets to provide customers with the best possible pricing while achieving the best possible margins for the service center
- Use in-house resources for assistance (SMEs).
- Ensure that all customer requirements, such as inspections, data collection, and delivery of materials, are met.
- Lead the effort to improve key customer-facing metrics: (time to quote, approval to ship, and ship to invoice) as well as key IPS metrics: (margin performance vs. work plans, labor utilization, direct and indirect costs)
- Technical background with electrical and/or mechanical products preferred
- 3 or more years of customer service experience in an industrial environment or equivalent education preferred
- Excellent interpersonal skills, including the ability to build rapport with current and potential customers
- Critical attention to detail
- Excellent communication skills, both oral and written
- Ability to understand, perform and retain various job-related training
- Flexible with hours, overtime, and some weekend work
- Lead with integrity and prioritize safety. You demonstrate high standards and commit to a safe, ethical workplace.
- Value teamwork and accountability. You work well with others, take responsibility, serve others, and deliver on your commitments.
- Focus on the customer. You are dedicated to providing an unmatched customer experience and exceeding expectations.
- Have an entrepreneurial spirit. You’re proactive, innovative, and thrive in a fast-paced environment.
- Communicate effectively and with purpose. You keep everyone informed with clear, concise communication.
- Stay curious and love to learn. You continuously seek new knowledge and grow personally and professionally.
When you join IPS, you're joining a team that's revolutionizing equipment and process reliability across diverse sectors, from power generation to petrochemicals, and beyond. You'll learn from industry experts, grow alongside a talented workforce, and be part of a company that is built on the Shared Values of Safety, Integrity, Teamwork, Accountability, Customer Focus, and Entrepreneurial Spirit. Benefits:
- Paid Time Off (PTO)
- 401k Employer Match
- Bonus Incentives
- Tuition Reimbursement Program
- Medical, Dental and Vision plans
- Employee Assistance Program (EAP)
- And more