Solo
One-person operations
$19.99/month
Get paid and scheduled
- Estimates with e-signature approval
- Invoices, online payments, and tips
- Jobs, recurring visits, and the job timer
- Two-way texting and On My Way texts
Contractor software for field service businesses
Your entire operation.
Moving as one.
PocketBoss is business software for trade and field-service companies, from the owner-operator to a 25-person crew. Estimates, scheduling, crew time, invoices and payments run in one app on web, iPhone and Android.
- From $19.99/month
- Card required, not charged during the trial
- No sales call, cancel anytime
- Built for
- Owner-operators to 25-user crews
- Price
- From $19.99/month
- Free trial
- 14 days Card required, not charged during the trial
- Runs on
- Web, iPhone and Android
- Books
- QuickBooks Online sync Essentials and up
Follow one HVAC job from the first yes to the final number.
Contractor software features
Every step below is the real app. One record carries the job from estimate to payment, so nothing gets typed twice.
- 01
Win the job
Build the heat pump estimate in the driveway, send it for e-signature, and turn the yes into a scheduled job.
Contractor estimate software
- 02
Schedule the crew
Drop the install on the dispatch board, assign the techs, and everyone sees where to be and when.
Scheduling and dispatch software
- 03
Track every hour
Techs clock in with GPS punches and pick the job they are on, so every hour lands on the timesheet and the job.
Contractor time tracking
- 04
Get paid
Send the invoice from the truck and let the homeowner pay online by card, with a tip if they want.
Contractor invoicing software
- 05
Know your numbers
Revenue, expenses and profit by month, plus job costing that shows what each job cost against what you billed.
Job management and job costing
Pick the plan that fits your crew.
Contractor software pricing
Four plans for 1 to 25 users. Each plan adds to the one before it. 14-day free trial: card required at sign-up, not charged during the trial, cancel anytime.
Essentials
Crews of up to 5
$29.99/month
Run your schedule and your crew
- Dispatch board and crew assignments
- Workforce time and GPS punches
- Projects and job costing
- QuickBooks Online sync
Pro
Teams of up to 10
$49.99/month
Run the business
- Smart routing
- Tiered and sectioned estimate templates
- Advanced dashboard analytics
- Banking and reconciliation
Boss
Teams of up to 25
$99.99/month
PocketBoss helps run it
- AI Receptionist with a dedicated local number
- 100 AI Receptionist minutes a month included
- 1,500 text segments a month
Optional usage-based services, including payment processing, messaging and AI Receptionist, have separately disclosed charges. Compare every plan in detail
Workforce, on Essentials and up
Every punch. Every hour. Every job.
The dispatch board, the time clock and the timesheets share one record, so labor cost on each job stops being a guess.
- Clock in from the truck
Techs punch in and out on their phone with GPS and pick the job they are working.
- One tap for the whole crew
The crew lead clocks everyone in or out at once, one time entry per person.
- Overtime does the math
Set daily, weekly or both, with your own thresholds and pay multipliers.
- Payroll-ready weeks
Review hours and labor cost by person and by job, then export payroll as a CSV.
Industries
Built for the trades you work in.
The same job path, set up for how your trade quotes, schedules and bills. Pick yours to see how it works.
Help in the office
Catch the calls. Skip the typing.
AI Receptionist
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
- Prepaid usage with visible balance controls
Boss includes the number + 100 minutes/month. Other plans: $5.00/month for the number; usage beyond included minutes uses prepaid AI credit.
Meet the AI ReceptionistAI Assistant
Tell it 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 shows you a card first. Nothing is created or sent until you click Confirm.
- Every change shown as a card before it happens
- Dictate from your phone and hear the answer read back
Included on Essentials and up. Solo pays per request from prepaid AI credit, the same balance the receptionist uses.
Meet the AI AssistantSubcontractor 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.
- Send the scope with a due date and a private bid link.
- Collect itemized bids from any phone, no PocketBoss account needed.
- Award the work and keep the approved cost on the project.
The practical details
Questions, answered.
Still deciding? Read the full FAQ or compare PocketBoss and Jobber.
Who is PocketBoss built for?
PocketBoss is built for field-service businesses, from the owner-operator to a crew of up to 25 users, that need one straightforward place for estimates, scheduling, customer records, invoices, payments, job costs, inventory, and day-to-day operations.
How 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.
Can 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.
Does PocketBoss work on a phone?
Yes. PocketBoss is designed for field work and is available on iPhone, Android, tablets, and the web.
Does PocketBoss connect with QuickBooks Online?
Yes. PocketBoss can sync customers, paid invoices, and payments with QuickBooks Online to reduce double entry.
How is AI Receptionist billed?
Boss includes the managed local number and 100 receptionist minutes per month. On other plans, the number is $5.00 per month. Talk time outside included minutes costs 25 cents per minute from prepaid AI credit; website knowledge adds 10 cents per minute while enabled. Review current pricing and usage charges before enabling the service.
Free decision tools
Price the work. Compare the software.
CalculatorContractor Profit Calculator
Labor burden, materials, overhead, risk reserve, margin and markup.
HVAC calculatorHVAC Profit Margin CalculatorEquipment, labor, overhead, callback reserve, margin and markup.
ComparisonJobber AlternativeCurrent plans, included users, core workflows, switching and total cost.
Whatever tomorrow brings.
PocketBoss can.
Quote it, schedule it, clock it and get paid, all from one app.
Start your 14-day free trial From $19.99/month after the trial · Web, iPhone and Android