Adding New Clients

You can add clients into the system beforehand or at the time you create a new project.

1.) Select Clients from the top menu.
2.) Create the new client by selecting the green + Client button.
3.) Fill in the following areas: Contact Information, Billing Information, Custom Tax Rate, and Notes.
4.) Save when finished.

If you have an existing Client List you'd like to import into Estimate Rocket, contact us at and we can import it for you.

Was this article helpful?

Can’t find what you’re looking for?

Our award-winning customer care team is here for you.

Contact Support