From job notes to plumbing proposal in 60 seconds.
Paste your site notes — service details, material specs, scope. Roxy generates a branded proposal with material breakdowns, signatures, and payments. Send it before you leave the driveway.
The problem
Plumbing quotes are written on clipboards, napkins, and the backs of invoices.
The best plumbers lose bids not because of price, but because their proposals don't match their craftsmanship.
On-site quoting is a bottleneck
You finish a service call, the customer wants a quote for the bigger job, and you're scribbling on a clipboard or typing into your phone. By the time you email a real proposal, they've called someone else.
Service call vs. project proposals look nothing alike
A quick drain clearing and a full re-pipe are wildly different scopes. Your proposals don't reflect that — and customers notice the inconsistency.
No clear pricing structure for the customer
You quote a number over the phone. They ask for it in writing. You send an email with a rough breakdown. It doesn't look professional, and it doesn't close well.
Follow-up is manual and forgotten
You send a quote, promise to follow up, get busy on the next job, and never hear back. There's no system tracking whether the customer even opened it.
Before and after
Replace the clipboard estimate with a proposal that closes while you drive.
Roxy is built for the gap between the job site and the customer's decision. Paste notes. Get a proposal. Send it now.
Jot notes on a job pad: 'Kitchen sink re-pipe, copper to PEX, 2-day job, customer wants options on fixtures'
Roxy generates a branded proposal with scope summary, material breakdown, fixture options, timeline, and a deposit link — before you leave the driveway.
Type up a quote in Word or email, forget half the details, send something that doesn't match your last proposal
AI applies your standard pricing structure, legal language, and brand automatically. Every proposal looks like your best one.
Text the customer 'I'll send the quote tonight' and hope you remember
Share a proposal link from your phone. Track when they open it, get alerted when they're ready, and collect their signature and deposit on the spot.
Plumbing-specific features
Designed around how plumbers actually quote and close.
From quick service calls to full re-pipes — Roxy structures proposals the way your customers want to read them.
Service call and project proposals
Generate quick quotes for drain clearings and full proposals for re-pipes from the same workflow. Roxy adjusts scope and detail based on your notes.
On-site mobile generation
Paste your notes from the truck. Roxy builds the proposal while you drive to the next job. Send it before you arrive.
Same-day turnaround
The plumber who sends the proposal first usually wins. Go from 'I'll send a quote' to 'here's your proposal' in minutes, not days.
Material and labor breakdowns
Present material costs, labor, permit fees, and optional upgrades in a clean structure that builds trust instead of confusion.
Recurring service agreements
Generate maintenance contract proposals for commercial clients with recurring schedules, pricing tiers, and annual terms.
Quote-to-close tracking
See which proposals convert, which stall, and which need follow-up. Stop guessing and start closing with data.
What plumbers say
Built to make plumbing teams look more professional than the competition.
These are placeholder testimonials — the structure is ready for full customer proof.
“I used to send quotes from my phone in the truck. They looked terrible. Now I send Roxy proposals and customers think I have an office staff. I don't — it's just me and a van.”
Dave Kowalski
Owner, Kowalski Plumbing
“The speed difference is insane. Customer asks for a quote on a re-pipe, I paste my notes, and I have a branded proposal with payment options before I'm back on the highway.”
Maria Santos
Lead Plumber, Santos & Sons Plumbing
“We started closing 30% more bids after switching to Roxy. Turns out customers trust a professional proposal more than a handwritten estimate. Who knew.”
Chris Palmer
Operations, Palmer Plumbing Co.
FAQ
Common questions from plumbing companies.
Can I generate proposals from the field?+
Absolutely. Roxy works on any device. Paste your notes from the job site, and the proposal is ready before you leave the customer's driveway. Send it from your phone.
Does it handle both small service calls and big projects?+
Yes. For a quick drain clearing, Roxy generates a concise quote. For a full bathroom re-pipe or commercial project, it builds a detailed multi-section proposal with material breakdowns and timelines.
Can I include material options and upgrades?+
Roxy structures optional line items and upgrade tiers into the proposal. Customers can see the base price and choose add-ons — fixture upgrades, warranty extensions, premium materials — without confusion.
How does this compare to plumbing proposal templates?+
Templates require you to fill in every field manually. Roxy generates the entire proposal from your notes — scope, pricing structure, timeline, and legal language — automatically. You fine-tune, not fill in blanks.
The fastest plumber to send a proposal is the one who wins the job.
Paste your job-site notes. Get a branded plumbing proposal with material breakdowns, signatures, and payment collection — in 60 seconds.
Questions? Email roxy@himalayan-ai.com