Project Workflow from Start to Finish

Each Project in Estimate Rocket, follows a specific flow from start to finish, much like the steps you go through every day on the job. On the project screen, the green Action button us used to advance you to the next step in the project.

If you are using the Standard version click here Standard Version Project Flow.

Professional and Enterprise Project Flow

Professional Version allows you to advance the project by clicking the green Action button on the project screen. If you need to jump forward, or backwards more than one step in the project, you use the Manage, Mangage Assignments option to select the step you want to jump to.

If your company has different steps in your work process, call us and we can change the steps for your company to match your process, your way.

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