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Moving on from CoConstruct? Bring your experience to RoxyPM: past contracts, cost sheets and supported exports can help you start with the knowledge your company already earned.
14 days free. Cancel anytime.
The RoxyPM advantage
Your next estimate should benefit from the projects you have already priced. Roxy can learn your terminology, pricing references and contract preferences from your records, then keep adapting as you use it. Import supported CSV files and review the results. Put that knowledge to work in estimates, revisions and customer proposals.
See RoxyPM handle your workflowMake the next job a RoxyPM job
Start with your company’s contracts, pricing and scope. Let Roxy help prepare the estimate and keep the next steps moving, with your team reviewing the work before it goes to the customer.
Standard: $199/month with 4 included team seats and 5,000 AI uses. Professional: $499/month with 10 included seats and 15,000 AI uses.
14 days free. Cancel anytime.
PricingFrom Eric’s own estimating work
One estimate. A very different evening.
“I had a $500,000 estimate that took me a week to put together by hand. I did it inside Roxy PM in about 15 minutes.”
Eric Orsburn, founder and working contractor Eric’s experience with one estimate. Scope, inputs and review time vary.
From first contact to site visit
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.
Attach the screenshot, choose Read All and review the details Roxy fills in. Actual mobile recording.
The office after the jobsite
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.
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.
Estimating, proposals and revisions
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.
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.
Decisions you can come back to
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.
Send a branded client portal where the customer can review the proposal, e-sign and pay using the payment options you have connected. Selections, approved changes, shared updates and signed documents stay with the job. Your internal costs and markup stay out of the customer view.
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.
The customer opens the deposit and sees how to pay. Actual demo recording; no payment is submitted in this clip.
RoxyPM
Use your own contract templates, terms, payment methods, branding and field-note shorthand. Set follow-ups and task rules for the steps you repeat. Decide when countersigning happens and whether sub payment requests need a signed lien waiver.
See the workflowRoxyPM
14 days free. Cancel anytime.