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About the Role
The Estimates Coordinator plays a key role in ensuring commercial activity is accurately tracked, professionally managed, and efficiently progressed. This position involves preparing and maintaining high-quality estimates and quotations, monitoring their progression, and updating internal systems and sales pipeline data. The role also delivers KPI reporting and commercial analysis to support business decision-making and revenue growth, while working closely with cross-functional teams to drive process improvements and ensure effective document control.
Responsibilities
- Produce and issue estimates and quotations, ensuring accurate pricing and documentation.
- Prepare and maintain KPI, sales, and commercial performance reports.
- Manage Excel dashboards, trackers, and performance analysis.
- Maintain accurate records of estimates, revisions, and quotation statuses.
- Monitor outstanding quotations and support follow-up activities.
- Update CRM systems, trackers, and sales pipeline records.
- Support visibility of pending works, invoicing, and commercial activity.
- Proactively obtain missing information from relevant stakeholders.
- Liaise with operational teams, engineers, sales teams, and managers to support workflow efficiency.
- Support process improvements and system enhancements.
- Maintain accurate document control and commercial filing systems.
Requirements
- Experience in commercial support, sales support, or operations coordination.
- Skilled in preparing estimates, quotations, and commercial documentation.
- Experience managing CRM systems, databases, and sales pipelines.
- Ability to produce KPI reports and analyse performance data.
- Strong administrative, organisational, and time management skills.
- Excellent attention to detail with high levels of accuracy.
- Commercially aware, customer-focused, and proactive in approach.
- Proficient in Microsoft Office and field service management systems (e.g. SimPRO).
- Able to convey information effectively and transparently.
- Committed to working proactively with internal and external stakeholders, understanding and meeting customer needs.
- Able to tackle challenging conversations effectively.
- Maintains structure and prioritises tasks efficiently.
- Demonstrates initiative and persistence in achieving goals.
- Approaches challenges with creativity and logical thinking.
- Anticipates needs and acts without waiting for direction.
- Confident and able to be assertive when working with franchisees on improvement plans and goals.
Skills
- Estimates
- Quotations
- Pricing
- Documentation
- CRM systems
- Databases
- Sales pipelines
- KPI reporting
- Performance analysis
- Excel dashboards
- Trackers
- Microsoft Office
- SimPRO
- Communication
- Stakeholder management
- Customer focus
- Organisation
- Time management
- Attention to detail
- Commercial awareness
- Problem solving
Location
- UK
Work Type
- Full-time
Experience Level
- Experience in commercial support, sales support, or operations coordination.
- Experience managing CRM systems, databases, and sales pipelines.
Benefits
- Career development opportunities
About the Company
- Neighborly was established over 40 years ago in the United States as a small family business.
- Neighborly has grown to be the world’s largest home service company, delivering premium service experiences across homes and businesses, primarily through franchising.
- In 2010 Neighbourly entered the UK market with the focus of acquiring and developing premium brands within the home service industry.
- In the 14 years that Neighbourly has been in the UK, it has shown its keen intent for growth, with over 330 locations across 6 brands with over 4,000 frontline staff.
- Gaining a strong reputation for investment and franchisee development consistently growing year-on-year.