The Service Project Manager (SPM) role involves overseeing multiple project lifecycles, from initial cost estimation to completion, for HVAC/plumbing installations, service projects, and large-scale repairs. The ideal candidate will have a solid background in HVAC system operations, strong project management expertise, and the ability to ensure cost-effective solutions while maintaining high-quality standards.

Responsibilities

• Analyze project requirements and customer needs to develop accurate cost estimates for HVAC service work, including repairs, replacements, and retrofits.
• Review drawings, specifications, and other documents to determine project scope and material requirements.
• Collaborate with service technicians, project managers, and sales teams to ensure estimates align with operational capabilities, and customer expectations.
• Actively manage/mentor support personnel under your direct report (if applicable).
• Obtain and evaluate multiple vendor quotes for equipment, materials, and subcontractor services to ensure cost-effective solutions.
• Prepare comprehensive proposals that outline labor, materials, and overhead costs, ensuring alignment with company pricing strategies and industry standards.
• Communicate with customers to clarify project details, answer questions, and provide recommendations to optimize system performance and cost efficiency.
• Track and manage bid deadlines, revisions, and approvals, ensuring timely and accurate submission of estimates.
• Oversee post-estimate project handoff, providing clear scope, schedule & budget details to field personnel and service teams.
• Manage HVAC service projects from planning to completion, ensuring on-time and on-budget delivery.
• Coordinate with labor force leadership to ensure seamless project execution.
• Monitor project progress, managing any challenges to maintain efficiency and quality standards.
• Manage multiple projects and bid opportunities simultaneously.
• Utilize company CRM, bid, and project management platforms.
• Create a detailed schedule that aligns with customer expectations, equipment lead times, and field team availability.
• Communicate with customers throughout the project lifecycle, providing updates, ensuring satisfaction, and addressing concerns.
• Ensure compliance with safety regulations, industry standards, and company policies.
• Oversee procurement of materials, equipment, and labor resources for assigned projects.
• Track project costs and manage profitability, adjusting as necessary to stay within budget.
• Maintain accurate documentation, including contracts, change orders, and project reports.
• Prepare required closeout package.
• Stay informed about industry trends, new technologies, and best practices to improve service operations.
• Coordinate with Area Supervisors and Foremen to schedule projects, maintenance, and repairs efficiently.
• Drive personal sales goals.

Minimum Qualifications

• Education: Bachelor’s degree in engineering (mechanical, industrial, etc. ), Construction Management, or related field experience.
• 5-7 or more years work experience project engineering in HVAC, MEP, or construction.
• Extensive knowledge of HVAC systems, plumbing, ductwork, piping, refrigeration, and energy efficiency solutions.
• Deep understanding of HVAC and plumbing systems, service processes, and industry standards.
• Digitally savvy, including excellent PC application skills and the ability to quickly learn numerous custom software applications.
• Proficiency in estimating and project management software (e.g.,Procore, Bluebeam, Fast Pipe, & Fast Duct).
• Familiarity with HVAC load calculations and system design.

Skills

• Excellent communication skills.
• Strong organizational skills and the ability to clearly convey information to customers, technicians, vendors, and management.
• Active listening to understand client needs and field concerns.
• Strong attention to detail and problem-solving skills.
• Strong written communication for proposals, reports, and documentation.
• Ability to prioritize and manage multiple tasks simultaneously.
• Conflict resolution skills to handle workplace challenges.
• Ability to negotiate contracts, pricing, and timelines with vendors and subcontractors.
• Ability to review performance and identify improvement strategy.
• Eagerness to learn, take initiative, and grow professionally within the field.
• Ability to travel occasionally to project sites and work in a team environment.
• Delegation and accountability to ensure efficiency in project execution.
• Persuasive communication to secure approvals and sell service solutions.
• Ensuring accuracy in cost estimates, documentation, and compliance with regulations.

An effective and successful Service Project Manager is a highly organized and detail-oriented professional who excels in overseeing HVAC service projects, ensuring they are completed on time, within budget, and to the highest quality standards. They possess a strong combination of technical knowledge, leadership skills, and customer service expertise.

United Mechanical is an Equal Opportunity Employer and embraces diversity in our employee population. We provide equal opportunity to all qualified applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, special disabled veteran, marital status, pregnancy, genetic information, or any other legally protected status.