Migrate from Estimate Rocket to Freshsales

Estimate Rocket clients map directly to Freshsales Contacts. The primary company associated with a client becomes a Freshsales Account record, linked to the Contact via the Account lookup field. Multi-location clients require Account hierarchies — we map the primary location as the Account and additional locations as Account Address records.

Estimate Rocket stores full client address (street, city, state, zip). Freshsales Contact has address fields that split into Address, City, State, Zip, and Country. We map each component to the corresponding Freshsales field and preserve the full formatted address in a custom Address_Full__c field for reference.

Estimate Rocket projects map to Freshsales Deals. Project name becomes Deal Name, project value becomes Deal Amount, and project status (Active, Completed, On Hold) maps to a custom Project_Status__c field on the Deal. The associated client (Contact + Account) is linked via Freshsales' native Account lookup.

Each Estimate Rocket proposal becomes a Freshsales Deal with the proposal amount in the standard Amount field. Proposal-specific lifecycle data — status (Sent, Accepted, Declined, Expired), proposal date, accepted date, expiry date, and proposal ID — migrates as custom fields (Proposal_Status__c, Proposal_Date__c, Accepted_Date__c, Expiry_Date__c, Proposal_ID__c).

Estimate Rocket line items (materials, labor, with unit price, cost, and taxable flag) have no native equivalent in Freshsales. We aggregate all line items per estimate into a Proposal_Items__c long-text field on the Deal, formatted as structured text (item name, type, quantity, unit price, cost) for manual reference and rebuild planning.

Work order data — work order name, status, amount, type, scheduled date — appends to the Deal that originated from the Estimate Rocket estimate. Work order status (Pending, In Progress, Completed, Cancelled) is stored as Work_Order_Status__c on the Deal. If work orders exist independently of estimates, we create standalone Deals with work-order-specific custom fields.

Freshsales has no native invoicing module. Invoice data — invoice number, invoice status (Draft, Sent, Paid, Overdue, Void), balance due — migrates as Invoice_Number__c, Invoice_Status__c, and Balance_Due__c custom fields on the associated Deal. For teams that need full invoice capability, we surface Freshsales' CPQ add-on as a post-migration option.

Estimate Rocket's item library (Name, Units, Description, Unit Price, Unit Cost, Section, Type, Taxable, Work Notes) has no direct Freshsales equivalent. We map items to Freshsales Products for re-use in quotes if the team enables the CPQ module, and also store item text in a Proposal_Items__c field on the Deal for historical continuity.

Estimate Rocket time entries (hours logged, date, work type, user) map to Deal-level custom fields (Total_Hours__c, Work_Type__c) and are also appended to the Deal's Sales Activity timeline as Task records with original timestamps. If Estimate Rocket tracks billable vs. non-billable hours, we store that as a Time_Entry_Type__c field.

Estimate Rocket users (estimators, project managers, field technicians) are matched to Freshsales users by email address. Unmatched users are flagged before migration so your team can create Freshsales accounts first or assign records to a fallback owner. User role permissions (field user vs. full user) do not translate — Freshsales role assignments are destination-side configuration.

Estimate Rocket email templates use proprietary token-based substitution. Freshsales email templates use a different token syntax and storage format. We export your Estimate Rocket template definitions as a structured JSON document so your Freshsales admin can recreate them in Freshsales' template editor. No automation logic (triggers, follow-up sequences) migrates — those must be rebuilt in Freshsales Workflows or Sales Sequences.

Estimate Rocket's automated follow-up email campaigns have no equivalent in Freshsales. We export the campaign definitions — trigger conditions, email sequence steps, delay intervals — as a rebuild reference for Freshsales Sales Sequences. Sequences are configured in Freshsales Pro and Enterprise plans and require destination-side setup.

Estimate Rocket's Intelligent Insight Reports and project analytics do not migrate. The underlying data (estimates, work orders, invoices) moves to Freshsales Deals and custom fields, so you can rebuild equivalent reports in Freshsales' native reporting module (Curated Reports on Growth, Custom Reports on Pro+). We provide a report-mapping worksheet listing each Estimate Rocket metric and its Freshsales equivalent.