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RoxyPM brings the residential contractor’s working day into one product: scope, company-aware estimates, voice actions, sub paperwork and client approvals.
14 days free. Cancel anytime.
The RoxyPM advantage
Start with a process shaped by real renovation work. Roxy already has the client signing flow, the sub onboarding package and the designer and vendor portals. Teach it your terminology, costs and contracts, then use those details on the next estimate. Your setup starts with your business, with the contractor workflow already in place.
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 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.
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.
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.
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.
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.
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.
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.