01
Win & organize
Turn interest into scheduled work.
CRM & customer portal
Keep the customer, property, conversation, and approvals connected.
Estimates & invoices
Move from scope and signature to invoice and payment without rebuilding the job.
The operating system for field service
Your entire operation.
Moving as one.
PocketBoss connects the first call, the crew, the job, the inventory, the invoice, and the numbers, so you can run the business without being buried by it.
From $19.99/month iPhone, Android & web Cancel anytime
app.thepocketboss.comLive
HVACPLUMBINGELECTRICALHANDYMANROOFINGMOBILE SERVICEEXCAVATIONLANDSCAPINGJUNK REMOVALAUTO DETAILINGMOBILE MECHANICPRESSURE WASHINGGENERAL CONTRACTINGCLEANING SERVICESLAWN CAREPEST CONTROLPOOL SERVICEPAINTINGGARAGE DOORAPPLIANCE REPAIR
One operating rhythm
Every handoff is where
business gets lost.
PocketBoss keeps the context moving from opportunity to cash inside one connected record.
01 / First contact
Every opportunity enters one system.
Keep customer details, requests, call summaries, notes, and follow-up together from the first hello.
See how the system works 
Command center, not clutter
Less software to manage.
More business to see.
One connected record carries the work from the first customer conversation through the books.
02
Run & protect
Keep crews moving and margins visible.
Scheduling & dispatch
Give the office, field team, and customer one clear plan.
Time & job costing
See labor, budgets, and profitability while they can still shape the outcome.
03
Control & close
Know where materials and money went.
Inventory & equipment
Scan, receive, use, locate, and reorder the materials that keep work moving.
QuickBooks Online
Keep customers, paid invoices, and payments moving toward the books.
POCKETBOSS AI RECEPTIONISTCall in progress
Caller needAir conditioner repairUrgencyNeeds follow-upNext stepCallback requested
Structured lead created in PocketBoss
The front office that keeps listening
Miss the call.
Not the opportunity.
Forward missed and after-hours calls to an AI receptionist that identifies itself, gathers the details, recognizes existing customers, and creates follow-up your team can act on.
- Structured intake with caller context
- Follow-up flows into CRM, jobs, and appointments
- Prepaid usage with visible balance controls
$5/month managed numberAI call credit is prepaid separately.
POCKETBOSS AI ASSISTANTAsk in plain words
Invoice Sarah $150 for the service call and $40 for parts, add a note that says thanks for your business, and send it
CustomerSarah TestLinesService call $150.00, Parts $40.00Total$190.00Send byEmail and text
CreateCreatedNot now
Nothing is created or sent until you confirmCreated. Sarah gets it by email and text.
The office manager who never clocks out
Say it.
Confirm it. Done.
Tell the AI Assistant what you need in plain words: an estimate with lines and a note, an appointment with a tech on it, a change order, a text to a customer. It sets everything up and shows you a card first. Nothing is created or sent until you click Confirm.
- Estimates, invoices, appointments, jobs, change orders, and more
- Every change shown as a card before it happens
- Dictate from your phone and hear the answer read back
Included on Essentials and upSolo pays per request from prepaid AI credit, the same balance the receptionist uses.
Subcontractor bidding
Send the scope.
Compare the bids.
Keep moving.
Invite outside subs by email or text with a private, no-login link. Each sub sees only the scope you share, submits an itemized price from their phone, and messages your team inside the project.
- 01Send the scopeChoose the project, set the due date, and share the private bid link.
- 02Collect itemized bidsSubs respond from any phone without creating a PocketBoss account.
- 03Coordinate in one threadKeep questions, files, pricing, and decisions attached to the project.
- 04Award the workAccept the right bid and keep the approved cost connected to the project.
Projects / Bids
Four plans, one platform
Starts with Solo
$19.99/month on Solo
Essentials $29.99, Pro $49.99, Boss $99.99 a month. Pick the size of your crew. No implementation project, no sales call.
Start your 14-day trial Credit card required · Cancel anytimeAcross the four plans
Estimates with e-signaturesInvoices and online paymentsScheduling and dispatchCRM and customer portalGPS time clock and timesheetsProjects, job costing, and reportsInventory, equipment, and checklistsOnline booking and smart routing
Optional usage-based services, including payment processing, messaging, and AI Receptionist, have separately disclosed charges.See full pricing details Free decision tools
Price the work. Compare the software.
Use transparent formulas and sourced comparisons before you commit a job price or a monthly subscription.
Contractor calculator
Contractor Profit Calculator
Include labor burden, materials, overhead, risk reserve, margin, and markup.
Calculate a job price HVAC calculatorHVAC Profit Margin Calculator
Model labor burden, equipment, overhead, callback reserve, margin, and markup.
Price an HVAC job Software comparisonJobber Alternative Comparison
Compare current plans, included users, core workflows, migration, and total cost.
Compare Pocket Boss and JobberThe practical details
Questions, answered.
01Who is PocketBoss built for?+
PocketBoss is built for owner-operators and small field-service crews that need one straightforward place for estimates, scheduling, customer records, invoices, payments, job costs, inventory, and day-to-day operations.
02How much does PocketBoss cost?+
Plans start at $19.99 per month (Solo) and run to $99.99 per month (Boss). You can try it free for 14 days. A credit card is required for the trial but is not charged during the trial period.
03Can I switch from spreadsheets or another contractor app?+
Yes. Start with current customers and active work, then bring over the information you need as you go. QuickBooks Online customers can also import their customer list.
04Does PocketBoss work on a phone?+
Yes. PocketBoss is designed for field work and is available on iPhone, Android, tablets, and the web.
05Does PocketBoss connect with QuickBooks Online?+
Yes. PocketBoss can sync customers, paid invoices, and payments with QuickBooks Online to reduce double entry.
06How is AI Receptionist billed?+
AI Receptionist is an optional add-on. The managed phone number is $5 per month, and calls use prepaid AI credit purchased separately. The app shows a buffered talk-time estimate before credit purchases; actual usage varies by call and provider costs.
Whatever tomorrow brings.
PocketBoss Can.
Put PocketBoss to work 14 days free · from $19.99/month after trial