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Estimate Rocket Support

How can we help you? Popular topics: Email Templates. Automated Email Follow Ups. Please use Contact Support. Button below and we will reply as soon as possible. 17 Articles View All. Setting Up Company Information and Branding. Document Templates - Terms and Conditions. 12 Articles View All. Deleting Line Items from a Project. Accepting Payments with PayPal. Change Client Information From the Project screen. 6 Articles View All. Using Hashtags for Searching and Reporting. Deleting Projects and Clients.

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How can we help you? Popular topics: Email Templates. Automated Email Follow Ups. Please use Contact Support. Button below and we will reply as soon as possible. 17 Articles View All. Setting Up Company Information and Branding. Document Templates - Terms and Conditions. 12 Articles View All. Deleting Line Items from a Project. Accepting Payments with PayPal. Change Client Information From the Project screen. 6 Articles View All. Using Hashtags for Searching and Reporting. Deleting Projects and Clients.
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Estimate Rocket Support | support.estimaterocket.com Reviews

https://support.estimaterocket.com

How can we help you? Popular topics: Email Templates. Automated Email Follow Ups. Please use Contact Support. Button below and we will reply as soon as possible. 17 Articles View All. Setting Up Company Information and Branding. Document Templates - Terms and Conditions. 12 Articles View All. Deleting Line Items from a Project. Accepting Payments with PayPal. Change Client Information From the Project screen. 6 Articles View All. Using Hashtags for Searching and Reporting. Deleting Projects and Clients.

INTERNAL PAGES

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1

Estimate Rocket — Email Templates

https://support.estimaterocket.com/pro-features/email-templates

Please use Contact Support. Button below and we will reply as soon as possible. Send emails with one click using Estimate Rockets email templates. Using Tokens, the system can insert customer names, employees, company info and more. Just tell the system what information you want to see and it automatically fills in emails with no typing required. From the top menu and then Email Templates. Fill in the following:. Example: Estimate Pending: Customer Follow Up). Leave this on All Projects. Thanks for provi...

2

Estimate Rocket — Document Templates - Terms and Conditions

https://support.estimaterocket.com/getting-started/document-templates

Please use Contact Support. Button below and we will reply as soon as possible. Document Templates - Terms and Conditions. Document Templates - Terms and Conditions. In Document Templates, you can setup the general appearance of your Estimates, Work Orders, Invoices and Receipts. This includes your Terms and Conditions and any other Contract information that you want to include in your documents. Jump to Token list. Getting to Document Templates. From the top menu, select Settings. Line Item Totals - Use...

3

Estimate Rocket — Setting Up Company Information and Branding

https://support.estimaterocket.com/getting-started/how-to-setup-company-information-and-branding

Please use Contact Support. Button below and we will reply as soon as possible. Setting Up Company Information and Branding. Setting Up Company Information and Branding. Estimate Rocket makes it easy to get your company information and logo on every document you send out from the system automatically. From the top menu, select Settings. And then Company Info. On this page you can enter: Company Name. This can be overwritten), and Time Zone. Button to save your changes. Was this article helpful?

4

Estimate Rocket — Deleting Projects and Clients

https://support.estimaterocket.com/project-management/deleting-projects-and-clients

Please use Contact Support. Button below and we will reply as soon as possible. Deleting Projects and Clients. Deleting Projects and Clients. Deleting Projects and Clients is permanent. When you delete a project or client you will see a warning about what information will be removed from Estimate Rocket. Deleting a client or project that has gone past the Estimate Complete stage will change the value of any reports that previously included those amounts. Open the project and click the yellow Edit button.

5

Estimate Rocket — Deleting Line Items from a Project

https://support.estimaterocket.com/estimating-and-invoicing/deleting-line-items

Please use Contact Support. Button below and we will reply as soon as possible. Deleting Line Items from a Project. Deleting Line Items from a Project. Click the yellow Edit. Button next to the line item and select Delete Line Item. Was this article helpful? Accepting Payments with PayPal. To allow your clients to pay via PayPal you can use the P. Notes and other useful information can be recorded in Pro. With Estimate Rocket, you can email documents directly to. Can’t find what you’re looking for?

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Feature Overview | Estimate Rocket

https://www.estimaterocket.com/features

Do More In Less Time. Estimate Rocket automates your businesses most important processes reducing your reliance on multiple workflows and software platforms. The cloud-based system puts every feature at your fingertips whether you’re in the office or on site with a customer. Keep projects on track and clients happy by keeping information easily available so you can make the right decisions while providing exceptional service. Job and Client Management. View up to the minute reports and know exactly where...

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Request a Demo | Estimate Rocket

https://www.estimaterocket.com/demo

A Logical Engine Business Solution.

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Multiple Users | Estimate Rocket

https://www.estimaterocket.com/multi-user

Keeping your entire business on the same page has never been easier or more accessible. Whether they are on site with a customer, or back in the office, your team is always connected no matter what device they have. And with no complicated software to download and install, its only a click away. Instant, up to the minute access to the information you need. New projects created, estimates accepted, projects completed, accounts receivable. All at a glance with easy one click drill down to the detai...

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Blog | Estimate Rocket

https://www.estimaterocket.com/blog

7 Tips to Stand Out with Amazing Customer Service. August 16, 2016. So many businesses these days offer sub-par service. Having exceptional service not only helps you stand out but (more importantly) increases trust, customer loyalty, and the likelihood that customers will recommend you or your service. Here are 7 tips to stand out by having amazing customer service. 5 Quotes to Live and Work By - Part 2. July 15, 2016. Our Top 9 Apps for Work and Productivity. June 15, 2016. 5 Quotes to Live and Work By.

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Project Management Tools | Estimate Rocket

https://www.estimaterocket.com/project-management-tools

Estimate Rocket gives your business a solid platform to work off of with plenty of space to record important project details as well as tools to keep every job in motion towards completion. Find the most updated information on every project with the Dashboard. Quickly view scheduled appointments, tasks, current project statuses, and more. The automated workflow helps keep every project moving by allowing users to set reminders for tasks. Now you can deliver on time, every time. Try Free For 30-Days.

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Pricing | Estimate Rocket

https://www.estimaterocket.com/pricing

Simple pricing with no commitment. Every plan includes a free 30-Day trial. Create and Send Estimates and Invoices. Service and Product Library. Sales and Project Reports. Access From Any Device. Includes all STANDARD features plus:. Task And Appointment Scheduling. Automated Email Follow Ups. Advanced Reporting And Exports. Estimate and Job Mapping. Includes all PROFESSIONAL features plus:. Cost Estimating and Tracking. Service Level Agreement Available. Web and Mobile Access. Item and Service Library.

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Paperless Workflow | Estimate Rocket

https://www.estimaterocket.com/paperless-workflow

Escape the time consuming manual process of estimating and invoicing. Estimate Rocket automates your workflow allowing you to work with newfound speed saving you time. This means you can focus more on your clients with less frustration and wasted time. All In The Details. Enter line items and customers on the spot or save time by building out your item library and clients beforehand. Define specific pricing, descriptions, tax’s, and even group type to organize arrangement of line items.

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Customer Relationship Management Tools | Estimate Rocket

https://www.estimaterocket.com/customer-relationship-management-tools

Keep your clients most important information organized and at your fingertips 24/7. The system automatically saves and organizes current and previous jobs, contact information, notes, and more. Every client entered into the system is automatically saved and organized in your client library. Here you can view all of their current and previous projects, billing information, as well as private notes you want to keep on the client. Internal and Client Notes. Easily track deposits and payments made by clients...

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Support Ticket System

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Xantus Real Estate Websites and Virtual Tours

Getting started with Xantus Real Estate Marketing is easy. Follow these steps to begin. All information that is inputted into this section will be used across all of the listing websites you create. Log in to your Xantus Dashboard HERE. Click 'View Profile' in the left menu. Upload an image of yourself. Enter a quick bio about yourself. Input all office, contact, and social media information. Click the Save Contact Info and Save Social Info buttons. Add a Property Listing. Enter all the listing details.

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Estimate Rocket Support

How can we help you? Popular topics: Email Templates. Automated Email Follow Ups. Please use Contact Support. Button below and we will reply as soon as possible. 17 Articles View All. Setting Up Company Information and Branding. Document Templates - Terms and Conditions. 12 Articles View All. Deleting Line Items from a Project. Accepting Payments with PayPal. Change Client Information From the Project screen. 6 Articles View All. Using Hashtags for Searching and Reporting. Deleting Projects and Clients.

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Solutions and FAQs 9. EStreamDesk Not Affected by Heartbleed Security Flaw. Submitted 4/14/2014 in Announcements. A few days ago, it was announced that there is a major vulnerability in OpenSSL, known as Heartbleed. eStreamDesk customers will not be affected by this vulnerability as our servers do not use OpenSSL for SSL/TLS. Submitted 3/26/2014 in Announcements. We are happy to announce the latest eStreamDesk update! The new features include:. Hourly rules that run only during business hours. For exampl...

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