For multi-family and commercial

Forty units.
One system that keeps them straight.

Ownership groups, management companies, properties, and the actual humans to call, all in one sealed-per-owner portfolio. Bid the building once, run every unit against it, and ship the bank a clean draw package when it is time to get funded.

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14 days free. Cancel anytime. Full access on day one.
Everything below ships on the $199 plan

What it does for you.

The portfolio
  • Ownership groups at the top, management companies and properties underneath
  • Contacts attached at any level: regional manager, maintenance director, owner's rep
  • Strict separation per owner, one portfolio never bleeds into another
  • Create a contact by snapping a business card
  • Client records that keep the designer and the end client straight
  • Repeat work starts from the existing record, nothing retyped
Run the buildings
  • Scope templates run across units so the story is told once
  • Trade-specific sub scopes: the electrician gets electrician scope, not the whole job
  • Bid requests to several subs in one shot, quotes extracted and compared
  • Sub portals with only their trade's work
  • Inspections scheduled and tracked by phase
  • Daily logs by voice from any unit
The money side
  • Draw schedules for bank-financed jobs with AI-generated draw packages
  • Payment schedules with live milestone status
  • Job costing per project, budget vs actual on every line
  • Lien waivers, sub payment requests, and purchase orders in one place
  • Lender and partner portals that make you look institutional
  • QuickBooks sync for your accountant
No paid endorsements

Contractors who pay for it, in their own words.

Read all reviews →
"I paid someone full-time for an entire month to onboard my company into [our old platform]. On this platform I did it myself in a couple days."
PM · Red Clay Kitchen Co
"Brought a GC friend on a demo of RoxyPM and we were both blown away. You’re building something great here."
Anthony A. · Trade Contractor · Facebook Review
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

Run the whole portfolio from one login.

Start the trial and stand up your first property today.

Start 14-day free trial
14 days free. Cancel anytime.
Branded client portals for every project partnerTrack every expense and invoice with ease
Start 14-day free trial · Cancel anytime