Built by a contractor. For the work you actually do.

Keep every room and extra coat in the scope.

Build room-by-room proposals, document prep and finish choices, and record the extra work the customer requests. Keep the crew’s notes, photos and final invoice with the same job.

14 days free. Cancel anytime.

Completed kitchen project

From first contact to site visit

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.

Book a walkthrough
Record the consultation as you walk the space

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.

Book a walkthrough
Company AI training: contracts and internal cost sheets

The work on site

“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.

The day’s record, before you forget it.

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.

Book a walkthrough
Smart Mode: say what needs doing

Estimating, proposals and revisions

Show the price the way you sell.

Send a lump-sum proposal, room-by-room totals or line-item pricing. Add optional upgrades, your terms and a payment schedule. Your internal labor costs and markup stay separate from the customer presentation.

Book a walkthrough
Branded estimate summary, payment schedule and signature fields

Decisions you can come back to

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.

Book a walkthrough
From the payment schedule to payment choices

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

Bill the way the job is paid.

Create itemized invoices, request a deposit, bill milestones, or set up recurring invoices. Record checks and other payments received outside the app, and apply credit memos without losing the history.

Book a walkthrough
Payment choices in the client’s portal

RoxyPM

Put it to work on your next job.

14 days free. Cancel anytime.