Estimate Rocket vs Surfacely

Estimate Rocket is an estimating and project management platform for service and trade contractors, covering the path from lead intake and proposals to job scheduling, invoicing, and project tracking. Estimating tools include custom templates, production-rate calculations, interactive proposals, and electronic signatures. Teams can manage work and change orders, record time and expenses, and review job costs and profitability. Customer tools include lead management, a portal, online booking, automated messages, and two-way messaging. Reports cover sales, receipts, pipeline, completed work, receivables, workload, profitability, and closing ratios. Listed integrations include Zapier, CompanyCam, QuickBooks, YouCanBookMe, and Google Workspace. It is available on Android, iOS, and the web; the mobile-friendly web app works on phones, tablets, and laptops, while offline access is in development. Plans include onboarding and training, with support by phone, chat, and email. All core features are included in every plan. Pricing starts at $139/month, and a 30-day trial is available; there is no free plan.

Surfacely is software for painting businesses to measure jobs, prepare quotes and proposals, invoice clients, and track job profit. Its workflow covers measuring and quoting through proposals, crew briefs, invoicing, job costing, and profit debriefs. Painters can send a homeowner a project link to provide photos, surfaces, rough measurements, and notes before a site visit. Surfacely Assist analyses site photos to flag surfaces that may have been missed and defects that may need pricing. The product says it works offline when a signal drops and syncs data across phones, tablets, and laptops. It connects to Xero and QuickBooks Online for invoice and payment syncing, with CSV export also available. Stripe Connect enables card and digital-wallet payments, with funds deposited to the business's bank account. The Free plan includes two team seats, two devices per user, and five buildings to start. Starter costs $59.00 per month and Professional costs $119.00 per month; both include unlimited buildings and projects. Surfacely lists Android, iOS, macOS, web, and Windows platforms.