Estimate Rocket Benefits and Insights

Why use Estimate Rocket?

Key differentiators & advantages of Estimate Rocket

Close More Deals: Create professional proposals to impress clients. Follow up with customers using automated emailing functionality. Integrate with Salesforce through Zapier to build meaningful customer relationships.
Increase Profits: Track job details through the dashboard. Organize schedules by integrating with iCal and Google Calendar. Monitor the company’s financial health to develop long-term business strategies.
Improve Workflows: Create and send digital estimates and invoices to clients with just a few clicks. Automatically add the organization’s terms and conditions to documents. Build item and client libraries to save time.
Reduce Errors: Integrate with QuickBooks to avoid accounting mistakes. Generate reports to analyze trends and make data-driven decisions. Produce accurate quotes using estimating tools.
Get Paid Faster: Enable clients to make payments electronically. Track transactions and deposits in real time.
Deploy on the Cloud: Store files in a central location. Access data from remote locations using iOS, Android or web-enabled devices. Automatically run daily backups to ensure data integrity.

Industry Expertise

Serves specialty and general contractors in concrete and foundation repair, insulation, cleaning services, masonry, remodeling, interior finish, and more. Caters to companies of all sizes.

Estimate Rocket Reviews

Average customer reviews & user sentiment summary for Estimate Rocket:

31 reviews

98%

of users would recommend this product

Key Features

Job and Client Management: Access dashboards to view project statuses, assigned tasks and scheduled appointments. Schedule on-site client meetings using integrated calendar functionality. Set reminders to complete projects on time. View summary reports to help track workers’ progress.
Paperless Workflow: Build item libraries consisting of customer details and line items. Send estimates through emails. Upload logo and contact details to brand multiple documents at once.
Multi-User Support: Enable teams to collaborate using a web portal. Grant administrative permissions to authorized employees to protect sensitive information from data breaches.
CRM Tools: Create client libraries to save billing and project information. Add custom hashtags to project files. Track client payments in real time.
Accounting Integration: Import sales and receipt data to QuickBooks or software that offers spreadsheet capabilities.
Customizable Templates: Calculate material volume by custom rates and ratios. Perform complex calculations using built-in templates to reduce costly errors.
Cloud-Based: Access project documents anywhere, anytime. Hosted on AWS data centers to provide military-grade encryption and protect against hardware failures.

Limitations

At the time of this review, these are the limitations according to user feedback:

Difficult to make adjustments to notes and scopes.
Users are unable to insert hyperlinks to estimates and invoices.
Doesn’t provide robust scheduling capabilities.
Steep learning curve.

Suite Support

Email: Live chat on the vendor’s webpage.

Phone: (978) 379-7979.

Training: Access video tutorials and quickstart guides.

Tickets: Information unavailable.

Estimate Rocket Reviews & Pricing

What is Estimate Rocket?

#17