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Choose RoxyPM to connect designer selections, customer approvals, company-informed estimates and the subcontractors doing the work. Keep the decision, price and signed scope together.
14 days free. Cancel anytime.
The RoxyPM advantage
When the customer changes the countertop, the decision has consequences. Roxy lets you review estimate edits by voice or text, preserve revisions and keep internal costs separate from the proposal. A dedicated designer portal, client approvals and subcontractor paperwork keep the people around that change connected.
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
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
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.
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.
Subs, suppliers and designers
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.
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
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.