How to communicate with your clients easily and often using Estimate Rocket

Keeping a strong line of communication with your clients is the key to a successful project. Follow ups on upcoming appointments for estimates or work orders with a client confirmation of those appointments will help keep you day running smoothly.

Regular updates on job progress will keep your clients from wondering what the project status is and even which days the team will be returning to the job site.

Why Estimate Rocket?

Follow Up Campaigns

The automated follow up campaigns in Estimate Rocket can keep a client informed of upcoming appointment times either for estimates or for work orders.

Appointment Confirmations

Estimate Rocket will post a confirmation time on the customer portal that will allow the client to confirm the set scheduled appointment that has been added to the calendar. The client will be alerted there is an appointment to confirm and the project manger will be alerted when the appointment is confirmed.

2 Way Client Communication

Your client can get communications on appointments that need approval, be texted documents and have general project updates through a customer portal. The client is alerted of a new communication, can message back to the contractor and can generally informed of any job status changes. Using the client communication in conjunction with updates that are received from an employee will enhance your client experience because they know the status of the project at any time.