Why Estimate Rocket?
Collect Client Reviews to boost your reputation
Continuing to enhance client communications Estimate Rocket can now automate client review communications and with the reviews dashboard show you graphical results of your reviews.
Client reviews are essential for new clients to know that you are a reputable contractor.
Some in the office here are calling this ‘Reputation Rocket’
Review Request Setup and Utilization (10 min video)
Read time on all of this would be closer to 30 min
- There are other places that the review setup is seen as well,
- Project communications
- Project review section (new)
- Customer portal review section (new)
Reviews Dashboard
The reviews dashboard has review analytics, account review settings, view reviews and active review request sections.
Each of those will be discussed further below.
Account Review Settings
Configure your Review Rhythm
This will be the first thing to configure to setup how and when you want to communicate with your client to ask for a review.
From the Account Review Settings enable the reviews and set which project condition will automatically start sending the reviews.
Set how many attempts and the days between attempts in the delay interval box (days).
The delivery method, email / sms template and additional text are configured to wrap up the settings.

Review Analytics
The review analytics can be reviewed as a thumbnail with some basic review information or expanded to see a full graphical representation of the reviews that have been received.
Thumbnail Analytics
- Total Reviews (count)
- Positive Reviews (count)
- Negative Reviews (count)
- Average Rating (average stars)

Full Analytics
- Rating Breakdown (count and average stars)
- Average Rating by Job Value (bar graph)
- Review Conversion (pie graph)
- Review Breakdown by Estimator (name, average, count)
- Average Rating by Project tag (bar graph)
- Review Breakdown by Supervisor (name, average, count)

View Reviews
Reviews that have been left by the clients will be seen here. A link can drive the user directly to the project in question.
Default sort is for most recent to be at the top but you can also sort to show the negative reviews at the top.

Active Review Requests
The active review requests will be reviews that have not been completed. There will be a status with some additional information such as when they were requested and how many attempts are remaining

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