Built by a contractor. For the work you actually do.
The first text should not get lost by the final invoice.
Follow one job through RoxyPM: capture the inquiry, confirm the visit, agree on the scope, coordinate the people doing the work and collect what is due. Each step keeps the context of the one before it.
14 days free. Cancel anytime.
From first contact to site visit
From a screenshot to a filled-out lead.
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.
Get a real appointment confirmation.
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.
Walk the job. Talk through the work.
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.
Attach the screenshot, choose Read All and review the details Roxy fills in. Actual mobile recording.
The office after the jobsite
Ask for the review while the job is fresh.
Send a review request from the project or enable automatic requests after completion. Add your review-site links, choose what appears on your company portal, and reuse permitted reviews on your website.
The work on site
The signed scope starts the job.
Carry the customer and agreed work into the project. AI Launch proposes tasks, phases and a schedule for review. Rescan when new information arrives instead of rebuilding the plan by hand.
“While you’re here” belongs on the job.
Draft a change order from the requested work, review its price, and put it in front of the customer for approval. Approved changes flow into the job’s money and payment picture.
Finish the punch list. Keep the history.
Keep punch items, photos and completion acceptance with the project. If a warranty call comes later, log it against that job and ask AI to assess it against your recorded terms before you decide.
Estimating, proposals and revisions
Your scope. Your terminology. Your pricing.
Give 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.
Change the countertop. Keep the rest.
Tell Roxy what to change in an estimate, by voice or text. Review the proposed edits before saving. Sent estimates retain previous versions; changes to a sealed estimate follow a separate revision.
Subs, suppliers and designers
Give each sub the work that belongs to them.
Subs can find assigned projects, tasks, bid invitations and payment requests in their own workspace. Workers can record time and upload job photos. Suppliers have order, delivery and invoice workflows.
Review the imported sub, then choose insurance requirements. Edited demo excerpt; agreement signing and document submission are separate steps.
Decisions you can come back to
A signature with a document behind it.
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.
Keep the designer in the conversation.
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.
The customer opens the deposit and sees how to pay. Actual demo recording; no payment is submitted in this clip.
Invoices, payments and job money
Make the next payment easy to find.
Send a payment request tied to the job. Customers can see what is due and use the payment options you have connected. Partial payments and approved changes stay visible in the balance.
Your company, remembered
The more you use Roxy, the more it knows your business.
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.
You already taught yourself the hard way. Teach Roxy from that work.
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.
Teach it how your company bids.
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.
Pick the voice you want riding along.
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.