Built by a contractor. For the work you actually do.
Built around how a job actually goes.
The customer changes a finish. A sub needs the right scope. A voice note needs to become a task, a site meeting and a customer email. These are everyday contractor problems, and they belong in the software you use every day.
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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.
Get a real appointment confirmation.
Turn the scheduling text into a calendar draft. Send a confirmation link so the customer can confirm or ask to reschedule, and see which visits still need an answer.
Attach the screenshot, choose Read All and review the details Roxy fills in. Actual mobile recording.
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.
Keep recurring work on the calendar.
Set up recurring services, upcoming visits and reminders. Keep maintenance work and recurring invoices organized alongside your larger projects, without rebuilding the same schedule each time.
The work on site
The signed scope starts the job.
Carry the customer and agreed work into the project. AI Launch proposes tasks, phases and a schedule for review. Rescan when new information arrives instead of rebuilding the plan by hand.
Finish the punch list. Keep the history.
Keep punch items, photos and completion acceptance with the project. If a warranty call comes later, log it against that job and ask AI to assess it against your recorded terms before you decide.
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.
Change the countertop. Keep the rest.
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.
Subs, suppliers and designers
The electrician needs the electrical scope.
Build trade-specific bid requests from the job’s notes, documents and estimate. Send the relevant work to subs and vendors, collect their submissions, and compare the bids before awarding the work.
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 each sub the work that belongs to them.
Subs can find assigned projects, tasks, bid invitations and payment requests in their own workspace. Workers can record time and upload job photos. Suppliers have order, delivery and invoice workflows.
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
A signature with a document behind it.
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.
Keep both sides of the agreement.
Countersign the customer’s approved contract. Optional automatic countersigning follows the configured approval and payment conditions. Completion acceptance is its own request and certificate at closeout.
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.
Know when a selection changes the budget.
Track selections and allowances by job. Keep the model, finish, supplier and approval together, and handle an over-budget choice through the change process before it becomes a surprise at collection.
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.
Make the next payment easy to find.
Send a payment request tied to the job. Customers can see what is due and use the payment options you have connected. Partial payments and approved changes stay visible in the balance.
Keep the office connected to the job.
Manage purchase orders, vendor bills, draw schedules and lien-waiver records alongside your projects. Connect QuickBooks Online when it is part of your accounting process; the accounting subscription remains separate.
Your company, remembered
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.
You should not have to explain your labor rate, your payment terms and your way of writing a scope every time you start an estimate. Bring the records from work you have already done. As you keep using Roxy and correcting its drafts, it keeps learning what fits your business.
You already taught yourself the hard way. Teach Roxy from that work.
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.
Teach it how your company bids.
Upload your contracts and cost sheets. Roxy can use your terms, pricing knowledge and field shorthand when drafting new work. You can inspect what it learned and reverse unwanted learning.
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.