Work is moving on site, but nobody can say which item is approved or which payment is due.

Rocketly is a CRM layer for enquiries and job progress: renovation requests from connected channels attach to one job record, the survey appointment goes on the calendar, quotes are prepared with measured items per room, an approved job is turned into a works schedule, and stage payments and the handover snag list are tracked. Measurement calculations, structural assessment and statutory accounting stay in your own tools.

The survey opens from the job record and syncs two ways with the site manager’s Google Calendar, and a shareable booking page lets the homeowner pick a time. Survey photos, room measurements, notes on existing plumbing and electrics and material preferences attach to the same record. That way whoever prepares the quote does not have to gather the same details over the phone a second time.

In the quote module you write strip-out, plastering, tiling, painting, electrics and plumbing as separate items per room, and collect unit prices and totals in one document. It is shared as a PDF through a private link, and view and approval status are followed from the record. Your site manager decides the measurements and unit prices; Rocketly records that decision and keeps revisions as separate versions.

You turn every item in the approved quote into a task with an owner and a target date; the task list reads as the works schedule and the next item is visible on the board. Workflow Builder ships with 55 templates and offers 46 trigger types, so you can build flows that open the next task when a stage completes and chase a material approval that is running late.

You link the payment stages in the contract to quote items and an invoice plan, so which payment depends on which piece of work, which has been invoiced and which has been collected can all be read from one job record. You can define a flow that opens an invoicing task once a stage completes. The pre-accounting add-on is for collection tracking; statutory books and filings stay with your accountant.

You note the extra work on the job record with a photo, prepare it as a separate quote item and queue it for team approval before it reaches the homeowner. Once the approval is on the record, the item joins the works schedule as a new task and is reflected in the payment plan. The additional-cost conversation then rests on a dated record rather than on a scattered thread, and handover stays free of disputes.

Yes. Each item found on the handover walk opens as its own task, with a responsible trade, a target date and a photo attached. Items left open stand out on the board, and the job record does not move to Delivered while the list is unfinished. Because the thread with the homeowner continues on the same record, who closed which item and when is readable from the history.

The interface is available in 3 languages — Turkish, English and Russian. You run the thread in the language you choose, note the conversation language and time zone on the job record, and plan survey and handover appointments accordingly. Conversation summaries let the team pick up context without rereading; the firm decides which language quotes and handover sheets are written in.

Yes. There is a permanently free plan and no credit card is requested; there is no trial-period concept. Core capabilities such as the unified inbox, job records, stages and task management are available on it. AI features, advanced workflows, some channel connections and add-ons such as pre-accounting sit in paid plans; the pricing page shows which feature belongs to which plan.