Estimate Rocket
Create new projects in Estimate Rocket from new clients for efficient management
Boost your productivity and streamline operations with this efficient workflow. When a new client is added in Estimate Rocket, it instantly sets up a new project, curtailing manual data entry. This seamless process lets you serve your clients effectively while giving your projects an energetic start.
Boost your productivity and streamline operations with this efficient workflow. When a new client is added in Estimate Rocket, it instantly sets up a new project, curtailing manual data entry. This seamless process lets you serve your clients effectively while giving your projects an energetic start.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Project
Creates a new project.
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About Estimate Rocket
Estimate Rocket is a project and client management platform that helps contractors create estimates, manage jobs, follow ups and track invoices & payments.