Projects can be created from the Dashboard or the Projects page. When creating a …

Line items are the products and services offered to customers which you build you…

Additional contact information can be stored in your projects and will also be au…

Use the Search bar to easily locate projects or clients by Name, Address, Phone N…

Proposals have a default expiration date of 30 days but this can be change manual…

Note: The settings on the Document Templates settings will override the project l…

You can track where a job came from using the Sources feature. You can set a list…

If you have custom PDF's you use with Estimate Rocket, you can edit them on your …

Notes and other useful information can be recorded in projects. There are two typ…

Tags or Hash Tags, are keywords you can enter into a projects and client Internal…

Line item groups allow you to organize your line items and hide or show things li…

Setting up payment processing allows your clients to pay invoices with a credit o…

Follow up Campaigns are a series of scheduled emails that are automatically sent …

Change orders are used when additional work will be done on a job that has had th…

1.) Open the project you wish to change the client of. 2.) From the gear at the u…

Different types of files including PDF's, Word Documents, Excel Documents, and ot…

Photos can be uploaded to a project and be included on documents to show customer…

When adding or editing a line item on the Project screen or in your Item List, yo…

Deleting a project will completely remove the Project and ALL associate items for…

Payments can be applied to a newly created (or existing) invoices by clicking on …

Item Templates let you to add multiple items to your documents at once saving you…

1.) Open the project you'd like to print a document for. 2.) Select Preview "Docu…

Each project has an Owner who is assigned to the project. Projects assigned to em…

Schedule on site appointment dates when projects are on the Schedule Estimate and…

The Map View displays all of your jobs represented by pins on a 2D map. All proje…

At any step in a project you can assign the current task and next task to another…

Linking 2 Projects together Open a complete project that you want to setup a Warr…

Estimate Rocket keeps a history of every action users make inside the app that yo…

Deliver proposals (estimates) to clients through a customer web portal that allow…

There are several ways to let your customers know what they have for open invoice…

The Sales Invoices in the customer portal have a single line item and description…

To track your actual material, labor, sub-contractor and equipment expenses for a…

1.) Click the  + button in the Invoices section of the project. 2.) Fill in the D…

Each Project in Estimate Rocket, follows a specific flow from start to finish, mu…

Estimate Rocket contains a wealth of report information to help you run your busi…

In Estimate Rocket it is simple to adjust the hours needed to paint an area.  The…

To mark any project as Complete, the Project Total, Invoice Total and Payments to…

To give a customer a Credit for an amount that has not been paid: 1.) Add a minus…

This guide will walk through the steps of adding an optional material upgrade to …

At anytime in a projects life cycle you can manually change the stage the project…

This article will teach you how to define a color for each area you are painting.…

All groups have a number of options to customize how they appear. You ca view the…

A discount can be created on a project by creating a new line item and adding the…

Many detailed proposals include any number of photos. Showing a photo to the clie…