What is Estimate Rocket?
Estimate Rocket is a comprehensive business management platform specifically designed for service contractors across 50+ trades. It provides an integrated solution that handles estimating, client communication, project management, team coordination, invoicing, and reporting in one unified system.
The platform enables contractors to create accurate estimates using trade-specific templates, generate professional proposals, automate client follow-ups, schedule crews efficiently, track project progress, manage financials with real-time insights, and streamline payments. It helps eliminate bottlenecks in workflow while keeping all project information accessible from any device.
Features
- Estimate Templates: Save time with fast-fill templates that create polished proposals for various trades
- Custom Proposals: Create personalized, branded proposals that build trust and showcase professionalism
- Crew & Sales Schedule: Schedule jobs or estimates in seconds and keep teams synchronized
- Customer CRM: Keep every customer detail in one place with tracking history and job information
- Auto Follow Ups: Automated reminders help close more jobs and stay top of mind with clients
- 25+ Reports: Access summary and detailed reports instantly to track jobs, invoices, and performance
- Profitability Tracking: Monitor costs versus revenue to maintain profitability and appropriate pricing
- QuickBooks Integration: Sync financial data in real-time with accounting software
Use Cases
- Creating accurate estimates and proposals for service contracting jobs
- Managing client relationships and communication throughout project lifecycle
- Scheduling field crews and coordinating team assignments
- Tracking project progress and documenting work with photos and notes
- Automating invoicing and payment collection processes
- Generating real-time business reports for financial insights
- Streamlining operations for contractors in specific trades like painting, roofing, or landscaping
- Managing franchise operations with centralized account management
FAQs
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What types of contractors can benefit from using Estimate Rocket?
Estimate Rocket is designed for service contractors across 50+ trades including painting, remodeling, roofing, landscaping, plumbing, electrical, HVAC, cleaning services, and many other service-based businesses. -
How does the 30-day free trial work?
Users receive unrestricted access to Estimate Rocket for 30 days, after which the credit card used to sign up will be charged for the selected subscription plan. -
Is there a long-term commitment required?
No, there are no long-term contracts. Users can cancel their subscription at any time without penalty. -
Does Estimate Rocket work on mobile devices?
Yes, Estimate Rocket is a mobile-friendly web app accessible from any phone, tablet, or laptop, allowing field teams to view schedules, update job progress, and capture time or expenses directly from job sites. -
What kind of training and support is included?
All plans include comprehensive one-on-one training, onboarding assistance, and legendary customer support via chat, phone, or email, plus access to webinars, knowledge base, and video tutorials.
