Estimate Rocket

Service contractors use Estimate Rocket, a web-based platform that runs a job from first inquiry to final payment, and the company describes it as an all-in-one CRM, estimating, scheduling and project management system. It is aimed at residential and commercial contractors in more than 50 trades, including pool and spa services. The company says results depend on the business using it, and that its profit figures are not guaranteed.

Estimates and proposals that close on the spot

Contractors can create professional proposals and have clients sign them online on the spot. Follow-up messages are sent automatically, which the company says cuts the time spent chasing leads and estimates.

Invoicing through to payment

Invoices can be created and sent with automated follow-ups until they are paid, and a customer can optionally pay online. The company says the flow continues after payment, to ask for referrals.

Job costs, overruns and profit

Labour and material costs are estimated and tracked with predictive project tracking, and early warnings flag overruns before they grow. The firm presents its profit figures as an average across customers who use its advanced features, not as a promise for each user.

Scheduling, documents and mobile use

Appointments for estimates and for work can be booked, and clients and employees are kept up to date throughout a project. All project documents sit in one place, and users can search for anything from a phone or an office computer. The company says this gives instant access to a job's information from anywhere.

Reports on leads, closing and crews

The software shows where leads come from, the closing ratio, and the performance of estimators and field crews. The site also promotes AI features and integrations with other tools, and it offers training resources and support for new users.