All Features
Everything You Need to
Run and Grow Your Business.
Estimate Rocket gives contractors a complete suite of tools to manage every part of their operation—from leads and estimates to scheduling, payments, and reporting. Explore all the features that help you work smarter, impress customers, and scale your business with confidence.
Client Manager
Manage contacts, notes, and project details in one place.
Client Portal
Give customers 24/7 access to estimates and invoices.
Online Booking
Let clients request jobs anytime from any device.
Automated Emails & Texts
Send reminders and updates automatically.
Two-Way Messaging
Chat directly with customers via text or email.
Lead Management
Track leads from first contact to closed deal.
Referrals
Encourage satisfied customers to share your services.
Notifications
Get instant alerts when clients take action or a project status changes.
Lead Intake
Capture new leads instantly from forms or calls.
Booking Follow-Up Campaigns
Automate follow-ups to close more jobs.
Estimate Calendar
Schedule and organize estimates with ease.
Map for Appointments
Visualize appointments and plan routes fast.
Customizable Proposals
Create polished proposals that win more work.
Proposal Follow-Up Campaigns
Automate reminders to boost conversions.
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Scheduling Calendar
Book and manage estimate appointments easily.
Client Reminders
Send automated reminders before appointments.
Estimate Templates
Build consistent estimates with custom templates.
Built-In Calculations
Auto-calculate materials, labor, and totals.
Interactive Proposals
Let clients view and approve quotes online.
Electronic Signature
Get instant approvals with built-in e-sign.
Optional Add-Ons
Offer upgrades and extras right in your proposals.
Line Item Images
Add visuals that help clients understand the value.
Team Dashboard
Give crews a clear daily view of assigned tasks.
Map Views
See all scheduled jobs on an interactive map.
Schedule Notifications
Alert teams instantly of changes or updates.
Team Text Alerts
Keep your crew informed with instant messages.
Client Notifications
Automatically update clients as work progresses.
Stage To-Dos
Assign action items for each stage of the job.
Location Tracking
Know where teams are and optimize travel routes.
Job Costing
Track costs and margins on every project.
Time Tracking
Log hours and labor directly from the field.
Expense Tracking
Record materials, travel, and job expenses easily.
Field Users
Let field staff access schedules and details anywhere.
Accountability Tracking
Monitor who did what, where, and when.
Scheduling
Plan, assign, and adjust job schedules seamlessly.
Job Details
Store key info, attachments, and notes in one place.
Work Orders
Create and manage detailed job instructions quickly.
Change Orders
Update scope and costs without losing track.
Job Mapping
View and route job locations efficiently.
Location Tracking
Monitor job sites and crew movement in real time.
Time & Expense Tracking
Log work hours and costs for accurate billing.
Profitability Tracking
See real-time profit by job or project.
Job Costing
Compare actual costs to estimates for better accuracy.
Expense Tracking
Record materials, travel, and job expenses easily.
Invoicing
Send professional invoices instantly after job completion.
Credit Card Processing
Accept card payments securely and easily.
Bank Payments (ACH)
Collect funds directly from client accounts.
Consumer Financing
Offer payment options to help close more sales.
Automatic Payments
Enable recurring or one-click billing.
Invoice Follow-Ups
Automate payment reminders to speed up cash flow.
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Sales & Receipts
Track revenue and incoming payments in real time.
Lead Pipeline
Monitor new, estimated, and accepted leads easily.
Work Completed
Measure completed jobs and progress over time.
Open A/R
Stay on top of unpaid invoices and outstanding estimates.
Workload Reports
Review scheduled and in-progress work at a glance.
Profitability Analysis
Identify high-margin projects and services.
Closing Ratio Analysis
Track proposal acceptance and win rates.
Sales Team Reports
Evaluate sales performance and productivity.
Estimate Templates
Customize your estimating process for accuracy.
Document Templates
Brand proposals, work orders, and invoices easily.
QuickBooks Sync
Keep financial data aligned automatically.
Marketing Tools
Send follow-ups via email or postcard campaigns.
Zapier Integrations
Connect your favorite apps and automate tasks.
CompanyCam Integration
Sync job photos and project updates automatically.
Stripe Integration
Accept secure online payments directly through invoices.
Live Chat
Get quick answers from real people in minutes.
Phone Support
Call our experts for fast, personal assistance.
Help Desk
Access guides, FAQs, and resources 24/7.
Product Coaching
Get expert guidance on setup and optimization.
Mobile Web App
Manage estimates and jobs from any device.
All Features Included
Access every tool—no hidden upgrades.
Fast Response Times
Get help within minutes, not days.
One-on-One Help
Receive personal guidance whenever you need it.
Full-Team Training
Train your crew to master every feature.
Residential & Commercial Use
Built to handle any type of project.