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RoxyPM vs Handoff

RoxyPM brings company-trained estimating together with business-card sub onboarding, dedicated designer and vendor portals, and a voice assistant you can make your own.

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Completed bathroom project

The RoxyPM advantage

Choose the AI that helps with the people around the estimate.

The estimate is one part of your day. In RoxyPM, the cabinet installer’s business card can become a sub record ready for onboarding. Their agreement, W-9 and insurance have a place to go. The designer has a portal for selections; the supplier has one for invoices and price sheets. Your voice assistant keeps your preferences across conversations, with a choice of voices and personalities.

See RoxyPM handle your workflow

Make the next job a RoxyPM job

Put your experience to work.

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.

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From Eric’s own estimating work

$500,000

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.

Here is what RoxyPM puts to work for you.

From first contact to site visit

From a screenshot to a filled-out lead.

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.

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A screenshot becomes a filled-out lead

Attach the screenshot, choose Read All and review the details Roxy fills in. Actual mobile recording.

The office after the jobsite

Pick the voice you want riding along.

Roxy has a choice of voices and personalities. Talk through the day, ask a question, or get a guided tour of the app in a voice that suits you. Your assistant remembers your preferences across conversations, so you spend less time explaining yourself again.

The more you use Roxy, the more it knows your business.

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.

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Company AI training: contracts and internal cost sheets

The work on site

Say it once. Put the next steps in motion.

Turn a spoken instruction into tasks, calendar events, new leads, job notes and email drafts. Log an expense, update a task or ask what is on the schedule while you are still on site. Roxy can handle several supported actions from one conversation. Review outgoing messages before they are sent.

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Smart Mode: say what needs doing

Estimating, proposals and revisions

Work from the customer’s markup.

Upload the marked-up estimate rather than retyping the notes in the margin. Roxy drafts the revision for review. Scope comparison helps you see additions, removals and changes between scopes.

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Branded estimate summary, payment schedule and signature fields

Subs, suppliers and designers

Start with their business card. Get the sub ready for work.

Snap or upload a business card and let AI fill the subcontractor details for review. Save the record, then start onboarding with the agreement, W-9 request, insurance upload and portal access together. Your sub signs and provides the paperwork through their own links. You can see what is complete and what you are still waiting for.

Know before the insurance expires.

AI reads uploaded insurance and license documents for expiry dates. Your team can check the extracted date, and renewal reminders go out within the two-week window before expiry and when overdue.

Give the supplier a place to send it.

Orders, delivery updates, invoices, messages and price sheets belong with the supplier. The vendor portal lets them send the details back without giving them access to the rest of your business. You can also request fresh prices and choose automatic reminders for stale lists.

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From imported details to onboarding

Review the imported sub, then choose insurance requirements. Edited demo excerpt; agreement signing and document submission are separate steps.

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.

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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.

RoxyPM dashboard

RoxyPM

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

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 workflow

Start with the work you want off your plate.

From a screenshot to a filled-out lead. AI construction estimating that uses your company knowledge A voice assistant for the work between jobs From a business card to subcontractor onboarding Let your customer review, e-sign and pay AI that learns your contractor pricing and terminology

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RoxyPM

Put it to work on your next job.

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14 days free. Cancel anytime.