What’s New This Month
Events
Training - Advanced Feature Training
We’re always rolling out new tools to help your business run smoother and grow stronger—and Advanced Feature Training ensures your team knows exactly how to use them to their full potential. Through live, hands-on sessions led by expert trainers, you’ll uncover hidden efficiencies, master new updates, and equip your team to work smarter every day.
Training - New Team Member Training
At Estimate Rocket, we know a knowledgeable team drives success, which is why we’re launching New Team Member Training to help your staff unlock far more than the 20% of features most users rely on. These live, interactive sessions give both new hires and current team members the skills to streamline operations, work more efficiently, and turn better workflows into greater profitability. Join us every 2nd and 4th Tuesday of the month at 4 PM EST (Live & interactive)
Videos
Tech Tip - Tracking Job Profitability in Estimate Rocket
Discover how Estimate Rocket’s built-in profitability tools help you see actual vs. estimated profits in real time. Learn how to track labor, materials, and expenses so you can focus on what really matters—your bottom line.
Tech Tip - How to Automatically Respond to Web Form Leads in Estimate Rocket
Estimate Rocket now lets you automatically respond to leads from your website the moment they submit a form. With Zapier handling the connection, both you and your client get instant notifications to keep communication flowing and projects on track.
Podcasts
Bridging Hands-On Experience and Digital Education with Mike Kremsreiter
Learn how painting expert Mike Kremsreiter turned 25 years of hands-on experience into one of the fastest-growing online resources for contractors and DIYers alike. Discover how his practical advice and honest insights can help you educate clients, build trust, and grow your business.
🎧 Listen To The Podcast Audio
📖 Read The Podcast Transcript
🎥 Watch The Podcast Video
Efficiency, Accountability, and Growth in the Trades with Ron Nezat
In this episode, longtime Estimate Rocket customer and coach Ron Nezat shares how he built a thriving decorative concrete business by listening to clients, leveraging smart systems, and focusing on accountability. Contractors will walk away with practical insights on growth, efficiency, and staying competitive in today’s changing market.
🎧 Listen To The Podcast Audio
📖 Read The Podcast Transcript
🎥 Watch The Podcast Video
Blogs
The 2025 Holiday Gift Guide for Service Contractors!
Our 2025 Holiday Gift Guide is here, packed with smart, practical ideas perfect for the hardworking contractors in your life. From job-site essentials to comfort-boosting upgrades, these gifts are sure to make their season brighter.
Unraveling the Importance of Financial Health for Your Company
Is your business as financially strong as the services you provide? Learn practical ways to build a rock-solid financial foundation that gives you freedom, peace of mind, and the power to grow with confidence.
Proven Strategies to Align Your Service Team and Achieve Goals
Unlock your team’s full potential with proven strategies that get everyone rowing in the same direction. Discover how to align your service team around shared goals and achieve success faster than ever.
Application
Project View on Large Projects
You may have noticed significant improvements on loading the Project View, especially on projects with a LOT of line items.
Quick access to Text Clients Payment Receipts
Easily Text your Receipt documents to customers
New Triggers and Actions in Zapier Integrations
Assignments and Proposals - Track New and Updated Schedule Assignments and Updated Proposal Activities
Added Automated Follow-ups for Incoming Web Leads
Increase Speed to Lead on automated Lead Generation
New Event Notifications and Zapier API Triggers Released
Heavily into integrating with other Apps, our Zapier integration has new Instant Triggers available now! Also, immediate response to Lead added through your web form (API / Zapier), Immediate notification to employee of new lead, Lead follow up campaign starts immediately, Various bug fixes and security enhancements