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Pre-Construction Estimating Assistant

Charlotte MechanicalCharlotte, North Carolina, United StatesOnsite
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Job Title: Pre-Construction Estimating Assistant


Department:

Pre-Construction

Reports To:

Lead Estimator / Pre-Construction Manager

Location:

Charlotte, NC

Company:

Charlotte Mechanical

Position Overview


The Pre-Construction Estimating Assistant is an essential member of the Preconstruction team, responsible for supporting the estimating process through administrative, technical, and communication functions. This role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced, deadline-driven environment. The ideal candidate is proactive, professional, and eager to learn the intricacies of construction estimating.

Key Responsibilities


  • Assist estimators with the preparation and organization of project bids.
  • Track and maintain bid request logs and deadlines.
  • Download, organize, and review plans and specifications for bidding.
  • Issue vendor pricing requests and follow up to ensure timely responses.
  • Prepare and send Requests for Information (RFIs) to clarify drawings or specifications.
  • Communicate professionally with clients, vendors, and subcontractors via email and phone.
  • Maintain documentation for current and historical bids.
  • Coordinate file organization and archiving for all estimate-related materials.
  • Support internal team with data entry, cost comparisons, and quote analysis.

Requirements

Key Professional Attributes


  • Basic Math Skills: Comfort with arithmetic, including percentages and basic      calculations.
  • Basic Excel Skills: Ability to create and navigate spreadsheets efficiently.
  • Microsoft Outlook Proficiency: Experience in professional email communications.
  • Consistent Attendance: Reliable presence in the office to support the estimating      team.
  • Phone Etiquette: Professional and courteous communication on calls.
  • Clear Writing Skills: Ability to draft clear, professional RFIs and other      correspondence.

Preferred Skills & Experience


  • Experience using Bluebeam Estimating Software (or ability to be trained).
  • Ability to read and interpret construction drawings and blueprints.
  • Familiarity with Procore, Building Connected, or other GC project communication platforms.
  • Previous experience working with vendors or procurement, particularly with plumbing and fixture materials (e.g., faucets, tubs, sinks).
  • Previous exposure to the bid process lifecycle – from project tracking through submission.
  • Ability  to multitask and manage time-sensitive requests calmly and effectively.
  • Demonstrated      experience responding to follow-up bid inquiries weeks or months  after submission, with professional communication and organized retrieval of needed information.

Success in This Role Means


You will often act as the bridge between multiple stakeholders—estimators, clients, and vendors. Your ability to stay organized, maintain clear communication, and work independently to track down information—even under pressure—will be key to your success.

Benefits


  • Medical, Dental, Vision, and Disability Insurance
  • Paid Vacation and Holidays
  • 401(k) Retirement Plan

Additional Requirements


  • Must pass a pre-employment drug screening
  • Must have a clean criminal background

Life at Charlotte Mechanical

Charlotte Mechanical is a family-owned and operated heating, cooling and plumbing company with over 20 years of experience. We service the Greater Charlotte area, including Mecklenburg, Union, York, Lancaster, Cabarrus and Iredell counties. As a Trane Comfort Specialist and Angie's List Super Service Award winner, Charlotte Mechanical is known for superior service, dependable work and competitive prices. Our goal is to keep our customers comfortable! We also underwrite the annual Charlotte Coat Drive every fall. 2019 will be our 9th year.
Thrive Here & What We Value- Fully committed to sustainable design- Seeking talented electrical designers with consulting engineering experience- Work tasks include conducting energy audits, developing energy efficiency improvements, identifying renewable energy and conservation projects, Utility Incentive Submissions for ECM’s- Solid growth and reputation in the community- Dependable and reliable employees are valued- Strong emphasis on safety and quality workmanship- Positive work environment with opportunities for advancement- Adaptability to changes in the work environment- Timely task completion- Physical demands (climbing, balancing, stooping, kneeling, crouching or crawling)
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