Join us January 18-19, 2024 for a two-day, afternoon-only workshop on progressive practices in Estimate Rocket to help you scale your business and use our software to power your sales and profit plan as your business evolves. This is an online, user-only, event and will include training on primary use and new features, champion user guidance, workshop-style practice exercises, solutions roundtable, and open discussion. Bring any member of your team that uses or touches Estimate Rocket, especially new employees!
Training topics will include:- Estimating and Proposals
- Sales process
- Job Management
- Scheduling
- New Features
- Creative Solutions
All attendees will receive an interactive Conference Playbook which will include exercises and instructions to help users get the most out of each session.
Cost:
$300 - first user
$450 - entire team
Signup Form
Schedule
Thursday 1 - 5 pm - Estimating, Proposals, and Sales
- 1-1:30 pm - Estimate Rocket Champion Stacia Newton “How it works for me”, short QA
- 1:30-2:00 pm - Best Practices, QA
- Line items
- Assemblies
- Templates
- Change orders and options
- Follow-ups
- Invoicing
- Break
- 2:15-3:15 pm - Tactical Exercises and group feedback, QA
- 3:15 -break
- 3:30-4:15 pm - “Growing with Estimate Rocket” QA with Estimate Rocket Champion Stacia Newton
- 4:15 - break
- 4:30-5:00 pm - open discussion, open topic with Estimate Rocket Champion Stacia Newton
Friday 1-5 pm - Job Management, Scheduling
- 1-1:30 pm, Estimate Rocket Champion Nick May “How it works for me”, short QA
- 1:30-2:00 pm - Best Practices, QA
- Notes
- Notifications, Communications
- Documentation, files
- After-job performance review
- Client and Team communications
- Scheduling map/follow-up work
- To-do’s on map
- Break
- 2:15-3:15 pm - Tactical Exercises and group feedback, QA
- 3:15 -break
- 3:30-4:15 pm - “Growing with Estimate Rocket” QA with Estimate Rocket Champion Nick May
- 4:15 - break
- 4:30-5:00 pm - Happy Hour! - open discussion, open topic with Estimate Rocket Champion Nick May
Estimate Rocket Champions will be at each session! Joining us at the conference will be Estimate Rocket Champion Users Stacia Newton of Paper Moon Painting and Nick May of Walls By design! Stacia and Nick will be sharing how Estimate Rocket has improved their sales and job management processes, and they’ll offer tips on how you can use Estimate Rocket more profitably and efficiently on your team!
