Built by a contractor. Run by AI.

CRM and Project Management,
Built for Contractors.

Win more work. Wow every client. Deliver exceptional projects, on time and on budget. The office work runs on AI: estimates, books, schedules, and Roxy, the assistant that listens.

Book a Demo
$199 a month, everything included. 14 days free. Cancel anytime.
AI estimatesE-signaturesScheduling and GanttJob costing and P&LInvoices and paymentsClient and sub portalsDaily logs by voiceChange ordersReceipt scanningQuickBooks syncEnglish, Spanish, Portuguese
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WATCH THE 60-SECOND REEL
Meet Roxy

A full AI assistant that runs your office while you run the job.

Tap the dog and talk. Roxy does the work, reads the answer back out loud, and keeps listening for what is next. The recording here is one real session on a live account, unedited. Sound on.

Say what happened: "Add a task to order tile for the Sullivan job. Log a 240 dollar Home Depot receipt. Clock Marcus in." Tasks, expenses, mileage, daily logs, reminders, leads, punch items, and change orders land in the system, filed on the right job, while you keep moving.
Ask about your business: what is on the schedule tomorrow, where a job stands against budget, which invoices are still unpaid. Roxy pulls the answer from your live data and says it out loud.
Have it write for you: texts, emails, client and sub portal messages. Every draft waits on your screen for review. Nothing sends until you tap send.
Hands free, start to finish: Roxy keeps the conversation going until you say "that will be all." Works in English, Spanish, and Portuguese.
Start 14-day free trial 14 days free. Cancel anytime.
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One real session. Nothing staged, nothing cut.
Recorded on a phone, live account, with Roxy talking back.
AI Renders

Show the client the finished space before you swing a hammer.

Pick up to 3 photos of the existing space, describe the plan in your own words, and get renders of the finished work in that exact space, on the spot.

On the spot: snap the kitchen, say "shaker cabinets in sage green, quartz counters with waterfall island, brass hardware," and show the finished room while you are still standing in it.
From any file: run renders from a lead, an estimate, a project, or a quick capture. Each one reads only its own photos.
Yours to keep: save renders to the lead or estimate, start a new lead from them, or download and text them to the client.
See it in a demo Included in the $199 plan.
AI Renders: the same kitchen before and after, generated from a photo and a spoken plan
Straight off the platform

Watch it work. No editing.

Tap any clip to play
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Approved by aliens: the field report
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A business card becomes a lead
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Lead to finished estimate
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Client signs from their phone
Voice, everywhere

Say it like you would say it to your foreman.

No menus, no forms, no robot phrases. Say it plainly and RoxyPM figures out what you meant, sets it up, and waits for your OK before anything goes out.

On a site visit: record a walkthrough. Talk about what you see as you move through the rooms. RoxyPM turns the recording into organized written scope: measurements, conditions, what the client wants, room by room. That scope feeds the estimate directly.
In the truck: say the day out loud. "Framing done on the north wall, pour moved to Thursday." It becomes the daily log, dated and filed on the right job. Expenses and mileage work the same way.
Anywhere you would type: every text box has a microphone. Notes, client messages, task assignments. Plain speech in, clean typed text out.
Roxy is on it
✓
Built for the way you build

Pick your lane. The tour matches your trade.

Luxury residential kitchen renovation

Residential GCs

Custom homes, whole-home renovation, kitchen and bath. Estimates, selections, punch lists, job costing.

See residential →
Multi-family construction site from above

Multi-family builders

Stamp 40 units from one template, run AIA pay apps, track per-unit progress, ship draws to the lender.

See multi-family →
Trade crew installing a glass panel on site

Trade contractors

40 trade profiles preloaded. Estimate, schedule crews, and invoice from the truck by voice.

See trades →
New build cabin project

Investors and flippers

Address in: comps, ARV, and a rehab budget out. Close the deal, convert it to a project in one click.

See the Deal Analyzer →
Why contractors switch
Estimates in minutes, not hours

The AI reads everything already on the job: your walkthrough, your notes, the photos, the sub bids, even your handwriting. Then it drafts the whole estimate, scope, line items, and pricing. You review, adjust, and send. The bid that used to eat an evening takes one cup of coffee.

Onboard a sub with a photo

Snap their business card, W9, or insurance cert. RoxyPM builds the sub record, sends your agreement for signature, and issues their portal login, where they see only their trade's scope, tasks, and plans. A new sub is working the same day and you typed nothing.

It learns your business

Upload your past contracts and your internal cost sheets once. From then on, every bid comes out in your wording and is priced from your labor rates and material costs, not national averages. What you teach it stays on your account and nobody else's.

$199. Nothing bolted on.

E-signatures, job costing and full accounting, 12 client and sub portals, unlimited projects, all the AI. The things other platforms sell as add-ons are simply in it. One login, one line item on your books.

Replaces the $679-a-month stack. You keep $5,760 a year.
Run your numbers
160+
AI automations working your jobs
12
Portals for clients, subs, designers, lenders
3
Languages: English, Spanish, Portuguese
$199
One price. Every feature on.
No modules. No add-ons. No upsells.

Everything is included. Here is everything.

Every item below ships on the $199 plan
Win the work
  • Voice walkthroughs: talk a property, get written scope and a priced estimate
  • AI Renders: snap the space, describe the plan, show finished renders on the spot
  • AI Import: a screenshot, forwarded email, or business card becomes a filled-in lead
  • Lead scoring with the reasons spelled out
  • Home value and property details pulled from just the address
  • Contracts and LOIs drafted in your own wording
  • Redlines: snap the client's marked-up printout, the revision builds itself
Run the job
  • Schedules and Gantt generated from the scope, tasks included
  • Daily logs: say what happened, it files dated on the right job
  • Punch lists with before-and-after photo proof, assignable to subs
  • Change orders drafted and priced, scope creep flagged before it costs you
  • Calendar events from a screenshot, an email, or an invite file
  • Crew time clock, dispatch, and one-off service tickets
Get paid
  • Request Payment: one button emails exactly what is due with a pay link
  • Job costing: budget vs actual on every line, per-project P&L
  • Receipts: photograph one, it lands in the books coded to the job
  • Invoices, statements, and lien waivers that generate themselves
  • QuickBooks sync for your accountant
  • Deal Analyzer: address in, comps, ARV, and rehab budget out
Client experience
  • A branded portal per client: photos, schedule, documents, messages
  • E-signatures from any phone, legally binding and timestamped
  • Selections with budgets, deadlines, and one-tap approvals
  • Online payments with due-now flags, no chasing checks
  • Sub onboarding: snap a W9, they get a login and only their trade's scope
  • Roxy answers portal questions at midnight so you do not have to
Plays well with QuickBooksGoogle CalendarSquareStripeGmail and Microsoft 365Text messaging built in
No paid endorsements

Contractors who pay for it, in their own words.

Read all reviews →
"I paid someone full-time for an entire month to onboard my company into [our old platform]. On this platform I did it myself in a couple days."
PM · Red Clay Kitchen Co
"Amazing software. Can't recommend enough. This saves me countless hours every week and frees up so much time that I used to spend writing estimates and contracts."
GC · St. Louis, MO
No month of onboarding

Signup to first estimate, same day.

1

Set up in fifteen minutes

Pick your trade, add your logo and terms, connect your email. The Setup Guide walks you through it one card at a time.

2

Capture your first lead

Forward one email or snap one business card. AI Import fills the lead in and scores it. Nothing to retype.

3

Send your first AI estimate

Talk through the job, review the draft it writes, hit send. Your client signs from their phone the same evening.

Will the AI send things to my clients on its own?
Never. Everything the AI produces is a draft that waits for you. It never sends a message, signs a document, or moves money without your click.
Does my pricing or contract data train anyone else's account?
No. What you teach RoxyPM shapes your account's results and nobody else's. Your cost sheets are strictly internal and never shown to a client.
How does the free trial work?
14 days free, full access to everything, from minute one. Cancel anytime in one click before the trial ends and you pay nothing. If it is saving you time, do nothing and keep rolling at $199 a month.
What do I have to keep paying for on the side?
Nothing. E-signatures, all 12 portals, job costing and accounting, voice tools, the AI, unlimited projects. It is all in the $199.
I am not a computer guy. How long until this is useful?
The first minute. Forward it an email and you have a lead. Talk into your phone on your next site visit and you have a scope. Roxy, the built-in assistant, answers anything else.

Your next bid can write itself.

Start the trial, forward it one email or record one walkthrough, and see what comes back.

Book a Demo Start 14-day free trial
14 days free. Cancel anytime.
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Branded client portals for every project partnerEstimates without the chaos: draft, send, and track
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