How to Automate Estimate Rocket

Estimate Rocket prices the job while the truck is still in the driveway

Estimate Rocket is business management software for service contractors: painters, foundation repair crews, and the trades where the sale happens standing in somebody's yard. The estimator measures, prices the work, and sends a proposal from the same screen before leaving.

That speed is the reason contractors buy it. A homeowner with three companies coming out this week will often go with whoever got a real number in front of them first, so the number gets built on site rather than at a kitchen table on Sunday night.

Once the proposal is out, the same record carries the rest of the job. The schedule, the crew, the change orders, the invoice, the payment. For a company of eight people with no office manager, Estimate Rocket is the office. Everything a customer was promised is in there somewhere, which is exactly why the gaps in it are the ones nobody notices.

A quote goes quiet and somebody has to find out why

The proposal went out on Tuesday. It is now the following Wednesday and there has been no answer.

So the owner starts guessing. Did they go with someone cheaper. Did the financing application stall. Are they waiting on the permit, and if so, is the permit even ours to chase. Each of those has an answer sitting on a website somebody could log into, and none of them is worth twenty minutes on its own, so the call gets made without knowing any of it.

The same gap opens after the job is sold. A crew is scheduled for a Monday that depends on a permit nobody has checked since Thursday. A quote written in March gets accepted in June at March's material price. A homeowner two years past a foundation job is due for the moisture check that was part of what they bought, and the only thing that remembers is a calendar reminder somebody keeps pushing forward.

Estimate Rocket

Permits that report themselves County and city portals watched for the day an application is issued, so the crew gets scheduled on news rather than on a guess.

Financing that stopped moving Applications sitting half finished in a lender's contractor portal, found while the homeowner still remembers signing the proposal.

Quotes priced on old costs Open proposals flagged when the supplier price behind them moves, before the job is won at a number that no longer works.

The Customer Portal stops working once the homeowner signs

Estimate Rocket is genuinely strong at the part it owns. Automatic Follow-ups chase a proposal on their own so nothing sits unanswered by default. Appointment Reminders cut the no-shows that cost a crew a morning. The Customer Portal with E-Sign lets a homeowner accept without printing anything, and Automatic Invoicing bills the job once the work is done. There are real time reports and daily dashboards over the top, and it talks to QuickBooks, CompanyCam and Zapier.

One thing is true of all of it: every automation acts on something Estimate Rocket already knows, because Estimate Rocket sent it.

It knows the proposal went out and can chase it. It does not know the county issued the permit this morning. It knows the invoice is unpaid. It does not know the lender approved the financing on Friday and is waiting on one uploaded document. It knows what you priced the piers at. It does not know your supplier changed that price a fortnight ago. It knows the appointment is Thursday, and nothing at all about the forecast that will move it. Everything past the edge of the record is somebody opening a browser.

The homeowner hears it from you, not from the lender

A follow-up that carries news is a different conversation from a follow-up that carries a reminder.

The permit came through this morning: that can be the reason the crew gets scheduled today and the homeowner gets a call, instead of both waiting for a Thursday admin session. The financing application that stalled at a missing pay stub can be found while the customer still remembers filling it in, rather than three weeks later when the job has gone cold.

The pattern holds anywhere the fact is on a screen behind a login. Supplier prices for the materials sitting under your open proposals, so a quote that no longer makes money gets caught before it is accepted. Warranty anniversaries turned into a booked moisture inspection while the customer still thinks well of you. A new review naming one of your crews, read the day it posts rather than the month it is noticed. None of that needs an API, a developer, or an integration somebody has to build first.

Same split every time: the looking up gets automated, and the deciding stays with the owner who priced the job.

An agent can take the checking off the estimator

None of that reading needs an estimator's judgement, only an estimator's login.

WebRun is an agent that drives a real Chrome browser, signed in as you. It opens the county site, finds the application, and puts the status where you will see it, alongside a drafted message to the homeowner if you want one. Because it uses the browser rather than an API, it reaches the portals that have no integration at all.

It runs on your schedule in your own environment, and you can watch a run and stop it. Anything that reaches a customer waits for a person to read it first.

The workflows below are already built. Each names the sites it opens and the steps it takes.