What’s New This Month
Events
Scale & Soar 2026
Join us for Estimate Rocket’s 3rd Annual Virtual User Conference on Thursday, February 12 (10 AM–6 PM EST), a full-day online event exclusively for subscribers featuring expert-led growth and scaling strategies, KPI-focused discussions, and a first look at new software updates. Spots are limited—register now to network, learn the latest best practices, and gear up to grow your business in 2026.
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 - Translate English Work Orders to Spanish in One Click
Working with bilingual crews just got a whole lot easier. In this Tech Tip, we’ll show you a brand-new Estimate Rocket feature: translating your Work Orders into Spanish with a single click.
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
Champion-Level Process for Sales and Job Management with Nick May and Stacia Newton
This episode of Rocket Your Business for Trade Contractors features Nick May (Walls By Design) and Stacia Newton (Paper Moon Painting) sharing battle-tested sales and job-management processes. Tune in for practical tips on client communication, sales funnels, work order flow, virtual assistants, team coordination, and managing seasonality to boost efficiency and profit.
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.
Enhancing Team Communication in Service Contracting
Tech can tighten team communication in service contracting through centralized platforms, project management, mobile tools, virtual meetings, and shared docs. The result is clearer coordination, faster fixes, and smoother projects.
How Service Contractors Can Thrive by Adding Complimentary Services
Adding complimentary services is a smart way for service contractors to grow—by aligning add-ons with your core work, you attract more clients and open new revenue streams. This post covers how to choose the right services, partner when needed, market bundles effectively, and keep evolving your offerings for long-term scale.
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.
Application
Work Orders now available in Spanish
Generate Spanish language work orders for your team members that speak Spanish. Let us know what other languages you need!!
SMS Messages in Campaigns
You can now setup SMS Templates and use them in your Follow-up Campaigns. Mix and match SMS and Email messages as needed.
Faster Loading on Large Projects
Significantly improved loading on the Project View, especially with many 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