In May of 2023 Estimate Rocket introduced a new streamlined user interface.
We've been working hardy studying thousands of users' interactions with the software in the field and in the office to create a new user experience. The new user interface will make estimating faster, streamline project workflow and improve client communications.
The experience on a mobile device will also be improved with buttons being compressed and turned into drop-downs to allow for quicker navigation.
Highlight: Our exciting new 2 way client messaging feature including appointment and document texting, and general / customer project messaging with text notifications is part of this new user interface.
These videos are intended to be a quick introduction to the new screens and basic usage / navigation on either a PC or mobile device.
See a full run through of the new UI in the Collaboration Tuesday recording at the bottom of this page. The presentation of the new interface starts at around the 9:30 mark in that video.
Dashboard - Table view, Reassign / Reschedule quick action button, Client message quick action button
New Dashboard on PC (0:40)
New Dashboard on Mobile (0:49)
Projects - Needs Attention back to top level display, Reassign / Reschedule quick action button, Client message quick action button
New Projects on PC (0:40)
New Projects on Mobile (0:47)
Project Detail - Universal Add, Tab View, Focus View, Client message section, Text documents section, Client appointment confirmation
New Project Detail on PC (3:33)
New Project Detail on Mobile (1:41)
Clients - Table view, Client status, Client value, Total value
New Clients on PC (0:54)
New Clients on Mobile (1:24)
Client Detail - Client permissions, client / project level files, client / project level emails, client / project level notes
New Client Detail on PC (2:54)
New Client Detail on Mobile (0:35)
Collaboration Tuesday Full Interface Walkthrough Video (58:09)
Streamlined UI - New Features / Settings
Streamlined UI - Changes (what has moved)