Employee Notification - SMS / Text Alert Overview

Employee notifications and SMS / text alerts are now available in Estimate Rocket.

This is a great way to enhance the communication with your team members. Keep your crews in sync and delegate tasks quickly and easily.

Employee Notification

There are 5 new employee notifications:

  • Employee assignment to an estimate or a work order
    • This is triggered when a user is schedule to do an estimate or work order
    • Notification will go to full users and field users
  • Employee calendar event assignment 
    • From the schedule page the addition of a task, the assigned user will be notified immediately
  • Employee @  note field notification
    • When the user types in an @ the employee list will be seen and any employee can be notified immediately. 
    • Multiple employees can be notified at one time by using multiple @ symbols
  • Client Sends you a message in portal
    • Project owner and assigned to user will get a notification when a client sends a message
  • Client confirms appointment in portal
    • Project owner and assigned to user will get a notification when the client confirms an appointment.

Click on the below link to see more detail and educational videos

Detail Page on Triggering Employee Notifications


SMS / Text Alerts

SMS / Text alerts work with the new employee notifications as well as 4 of the original notifications. 

Notifications that can trigger a SMS / Text alert:

  • Employee Schedule Project Assignment
  • Employee Schedule Task Assignment
  • Employee @ note mention
  • Client Viewed Proposal
  • Client Accepted Proposal
  • Client Requested Changes on Proposal
  • Client Made Payment on Proposal
  • Client Sends Message thru Portal
  • Client confirms appointment thru Portal


The SMS / Text alert on the employee notifications is immediate. The alert on the client activities all trigger based on a delay. If the notification has not been marked as read in the preset number of minutes a SMS / Text alert will be triggered. 

Click on the below link to see more detail and educational videos

Detailed help page on setting up notification SMS / Text alerts



Other Resources

Employee Notification and SMS Alert Overview

Employee Notification Sending

Employee Notification SMS Alert Setup



Not an Estimate Rocket user yet?

Book a demo here.

Book Demo