We're here to help you get the most out of RoxyPM.
Email us at support@roxypm.com and we'll respond within 24 hours on business days.
New to RoxyPM? Start by selecting your trade type in Settings — the system auto-configures scope areas, phase templates, and task lists for your specific business.
How do I add team members?
Settings → Users → Add User. Standard plan includes 4 seats, Professional includes 10.
How do I set up my email?
Settings → Company → SMTP Email. Enter your email provider's SMTP settings for branded emails.
How do I create an estimate?
Estimates tab → New Estimate. Or use AI: upload room photos and AI generates a detailed scope and estimate.
Can my subs log in?
Yes — create a sub in the Subs tab, then generate a Crew Portal login. They get their own mobile-friendly dashboard.
Found something that doesn't work right? Email support@roxypm.com with a screenshot and description. We fix bugs fast.