Built by a contractor. For the work you actually do.
Estimates that use your company knowledge. Voice notes that become tasks and appointments. A business card that starts sub onboarding. RoxyPM connects the details a working contractor has to manage every day, from $199/month with four team seats included.
14 days free. Cancel anytime.
Turn a spoken instruction into tasks, calendar events, new leads, job notes and email drafts. Log an expense, update a task or ask what is on the schedule while you are still on site. Roxy can handle several supported actions from one conversation. Review outgoing messages before they are sent.
See the workflowGive Roxy the scope of work, photos, handwritten notes or project documents. With your company knowledge available, it can draft the estimate using your terminology, pricing references and contract preferences. Review the quantities, labor, materials and markup, then send a proposal that sounds like your company.
See the workflowSnap or upload a business card and let AI fill the subcontractor details for review. Save the record, then start onboarding with the agreement, W-9 request, insurance upload and portal access together. Your sub signs and provides the paperwork through their own links. You can see what is complete and what you are still waiting for.
See the workflowSend a branded client portal where the customer can review the proposal, e-sign and pay using the payment options you have connected. Selections, approved changes, shared updates and signed documents stay with the job. Your internal costs and markup stay out of the customer view.
See the workflowThe next job starts with a screenshot
A customer texts you about a kitchen remodel. Someone forwards an email referral. Take a screenshot and let Roxy fill in the lead for you: name, phone, email, address and job notes, using the details it finds. Review it, add anything missing and save. No copying the conversation into a form one field at a time.
It does not have to arrive in a tidy form. Bring a screenshot of a text, email or DM, a business card, a photo of handwritten notes or a PDF. Add the files to a new lead and choose Read All. Roxy pulls the details together in the editable form, so you can spend your next few minutes talking about the job.
Turn the scheduling text into a calendar draft. Send a confirmation link so the customer can confirm or ask to reschedule, and see which visits still need an answer.
Score leads against the kind of work you want, with reasons behind the score. Ask Roxy to draft a follow-up using the conversation and job details already on file.
Use the client background checker to research available public information and flag questions worth asking. Review the sources, useful context and potential concerns before deciding how to proceed. It is research for your judgment, not a certified credit or criminal background report.
Attach the screenshot, choose Read All and review the details Roxy fills in. Actual mobile recording.
From Eric’s own estimating work
One estimate. A very different evening.
“I had a $500,000 estimate that took me a week to put together by hand. I did it inside Roxy PM in about 15 minutes.”
Eric Orsburn, founder and working contractor Eric’s experience with one estimate. Scope, inputs and review time vary.
Before you leave the site
Turn a spoken instruction into tasks, calendar events, new leads, job notes and email drafts. Log an expense, update a task or ask what is on the schedule while you are still on site. Roxy can handle several supported actions from one conversation. Review outgoing messages before they are sent.
You remember three things on the way out: give the cabinet installer a task, schedule the next site meeting and email the customer. Say them while the details are fresh. Roxy puts supported actions into the places where your team actually works, with messages ready for your review.
Record what you see while it is fresh. Roxy turns your walkthrough into organized notes and scope that can feed the estimate, instead of another notebook to type up tonight.
Roxy has a choice of voices and personalities. Talk through the day, ask a question, or get a guided tour of the app in a voice that suits you. Your assistant remembers your preferences across conversations, so you spend less time explaining yourself again.
Speak the day’s progress, delays and site notes. AI organizes the daily log, while photos and files keep the job history together. Ask for a project summary before the next customer call.
Your company, remembered
Your pricing, your contract language, your way of doing the work. Give Roxy a head start with past documents, then keep working. It learns from your corrections, saved pricing, payment schedules and preferences in the background, so future suggestions fit your company better.
You should not have to explain your labor rate, your payment terms and your way of writing a scope every time you start an estimate. Bring the records from work you have already done. As you keep using Roxy and correcting its drafts, it keeps learning what fits your business.
Bring old contracts, cost sheets, supplier invoices and paperwork from completed jobs. Upload PDFs, spreadsheets, photos of pages or handwritten notes. Import supported CSV exports from your previous software and review the results. Put the business knowledge you already have to work on the next job.
Upload your contracts and cost sheets. Roxy can use your terms, pricing knowledge and field shorthand when drafting new work. You can inspect what it learned and reverse unwanted learning.
Roxy has a choice of voices and personalities. Talk through the day, ask a question, or get a guided tour of the app in a voice that suits you. Your assistant remembers your preferences across conversations, so you spend less time explaining yourself again.
A decision you can find later
Send a branded client portal where the customer can review the proposal, e-sign and pay using the payment options you have connected. Selections, approved changes, shared updates and signed documents stay with the job. Your internal costs and markup stay out of the customer view.
The designer sends a selection. The customer approves it. You know whose answer you have and whose you still need. When the scope is agreed, the signature stays with the document. When the next payment is due, the client can find it in the same place.
Give the designer a place to submit selections, share files and message about the job, even before it becomes a project. Designer and client approvals are tracked separately, and submitted costs wait for your team’s approval.
Customers sign in their portal. Signed estimates and approved change orders are stored as sealed PDFs with a signature certificate. Keep the signed version with the job.
Countersign the customer’s approved contract. Optional automatic countersigning follows the configured approval and payment conditions. Completion acceptance is its own request and certificate at closeout.
Turn the scheduling text into a calendar draft. Send a confirmation link so the customer can confirm or ask to reschedule, and see which visits still need an answer.
The customer opens the deposit and sees how to pay. Actual demo recording; no payment is submitted in this clip.
RoxyPM
14 days free. Cancel anytime.