Quotations Specialist - Ancillary

About the position

The Quotations Specialist at Ferguson Enterprises is responsible for creating accurate and detailed quotes for HVAC ancillary products based on mechanical drawings and specifications. This role involves using estimating software, communicating with vendors, and ensuring timely follow-up on requests for quotes. The position is integral to supporting the sales process and ensuring customer satisfaction through precise and professional documentation.

Responsibilities

• Complete accurate On-Screen takeoffs from mechanical drawings using Planswift estimating software
• Use manufacturer pricing and selection software to price up products as per specifications
• Communicate with vendors/reps for pricing on products where selection software is not available
• Follow up on request for quotes (RFQ's) with vendors to ensure jobs are quoted by the bid due date
• Develop detailed professional quotes based on the takeoffs, including notes and exceptions taken to basis of design
• Price up all HVAC ancillary products represented by Ferguson HVAC
• Upload all vendor quotes, email correspondence and internal notes into Salesforce CRM/Bidtracer
• Follow all SOPs (Standard Operating Procedures) as laid out by management
• Perform other related duties as assigned by Project Manager

Requirements

• Bachelor's degree from an accredited university preferred or 2+ years of related experience/training or an equivalent combination of education and experience
• 2+ years of estimating knowledge & experience in the HVAC industry, preferably in ancillary products
• Computer skills: Takeoff software (on-screen takeoff - Planswift), Microsoft applications, Outlook
• Read and understand plans and specifications
• Ability to learn, team player and high attention to detail

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Paid time off
• Life insurance
• 401(k) with company match
• Mental health coverage
• Gender affirming and family building benefits
• Paid parental leave
• Associate discounts
• Community involvement opportunities