The whole thread, start to finish

From first text
to final payment.

Every record in RoxyPM is linked. What you feed a lead follows the job to the last invoice, so the story only gets told once. Here is the whole ride.

Start 14-day free trial Book a live demo
14 days free. Cancel anytime. Full access on day one.
Everything below ships on the $199 plan

What it does for you.

Capture and qualify
  • A screenshot, email, card, or voicemail scribble becomes a lead via AI Import
  • The board shows every lead's stage at a glance
  • Scoring ranks the board with reasons
  • Home value lookup sizes the job from the address
  • Upload Docs: the AI reads the plans into the lead's notes
  • Follow-ups suggested when a lead goes quiet
Bid and sign
  • Voice walkthrough becomes written scope, room by room
  • AI Estimate drafts scope, line items, and pricing from everything on the job
  • Redlines: photo the marked-up printout, the revision builds itself
  • Client reviews, picks add-ons, and e-signs from their phone
  • Signature certificate with name, time, and audit record
  • No project until there is a signed estimate, the guardrail that protects you
Build and collect
  • Convert: the project inherits client, address, scope, and price
  • AI Launch stands up tasks, schedule, and budget in minutes
  • Milestones flip to Paid as money is recorded, in order, automatically
  • Request Payment emails exactly what is due with a pay link
  • Change orders capture the extras before they become donations
  • Job costing shows the real profit when the dust settles
No paid endorsements

Contractors who pay for it, in their own words.

Read all reviews →
"One of the best systems I’ve ever used. It got so hard juggling all the data input through multiple apps. Now I have everything I had between 3 different CRM softwares and I don’t even have to take my project notebook with me anymore. Literally like having an assistant in your pocket that actually remembers every single thing you told them."
Collin B. · Project Manager · Red Clay Kitchen Co
"I use Roxy and as a project manager it makes my life 100 times easier and frees me up to focus on other aspects of my job."
Josh · GC · St. Louis, MO
No month of onboarding

Signup to first estimate, same day.

1

Set up in fifteen minutes

Pick your trade, add your logo and terms, connect your email. The Setup Guide walks you through it one card at a time.

2

Capture your first lead

Forward one email or snap one business card. AI Import fills the lead in and scores it. Nothing to retype.

3

Send your first AI estimate

Talk through the job, review the draft it writes, hit send. Your client signs from their phone the same evening.

Your move

Tell the story once. It follows the job.

Start the trial and forward it your newest lead.

Start 14-day free trial
14 days free. Cancel anytime.
Turn leads into projects: track, score, and convert
Start 14-day free trial · Cancel anytime