Build proposals from saved items and templates, track estimate status, and enable optional follow-up nudges. Core access is $19.99/month.
Card not charged during trial • Self-serve setup • Cancel anytime
Spend hours on bids that go nowhere. Underbid and lose money. Overbid and lose the job. Meanwhile, you have no idea why you're winning or losing, just hoping the next bid works out.
Each bid takes hours of spreadsheet work. By the time you finish, the customer hired someone faster.
No idea what your true costs are. Guess at margins and hope for the best. Find out too late you bid too low.
Forget to include permits, equipment, or overhead. These missed items eat your entire profit margin.
Handwritten quotes or messy spreadsheets. Customers choose competitors with professional presentations.
No tracking of what you bid or why you lost. Keep making the same mistakes without learning.
Bids disappear into the void. Forget to follow up. Customers think you're not interested.
Create consistent proposals, track responses, and review won or lost work using the costs, prices, and outcomes your team records.
Professional bidding without the complexity or cost.
| Feature | PocketBoss | What to verify elsewhere |
|---|---|---|
| Monthly Price | $19.99/month flat | Confirm current availability, limits, and pricing |
| Setup approach | Self-serve; time varies by workflow | Confirm current availability, limits, and pricing |
| Bid Templates | Unlimited custom templates | Confirm current availability, limits, and pricing |
| Price Book | Your saved services and materials | Confirm current availability, limits, and pricing |
| Proposal Creation | Templates and saved items | Confirm current availability, limits, and pricing |
| Bid Status | Draft, sent, approved at a glance | Confirm current availability, limits, and pricing |
| Tiered Options | Good-better-best built in | Confirm current availability, limits, and pricing |
| Mobile Access | Native iOS and Android apps plus web; offline scope varies | Confirm current availability, limits, and pricing |
| Customer Portal | Digital signatures included | Confirm current availability, limits, and pricing |
| Follow-Ups | Optional automatic estimate nudges | Confirm current availability, limits, and pricing |
| Integration | Connected to scheduling and invoicing | Confirm current availability, limits, and pricing |
| Contract Terms | Month-to-month | Confirm current availability, limits, and pricing |
Streamlined bidding process that wins more jobs with less effort.
Use templates and saved items, add the scope and rates, then review totals and markup before sending.
Email professional PDF with payment options. Customer views and can accept online instantly.
Turn on optional nudges for unanswered estimates, or follow up manually when the customer needs a personal response.
Digital signature closes the deal. Compare estimated vs actual costs when the job is done. Improve for next time.
Better bidding means more wins, higher profits, and less time wasted on dead-end quotes.
Reuse templates and saved items
Professional proposals close more deals
Accurate costing protects margins
One extra won job pays for PocketBoss for years
Customized bid templates and workflows for your specific industry.
Multi-trade bids with line items for sub pricing. Sectioned templates split work by phase. Change orders handle alternates.
Room-by-room pricing with sectioned templates. Line items for material allowances. Change order management built in.
Quantity and unit-price line items for squares and materials. Good-better-best shingle tiers. Photos of damage in the bid.
Line items for circuits, fixtures, and wire runs. Panel upgrade templates. Separate rates for service calls vs projects.
Equipment options as good-better-best tiers. Maintenance agreement options. Templates for common installs.
Quantity-based line items for yardage, rebar, and forming. Finishing options as tiers. Templates for common pours.
Customizable bid templates by job type
Saved services and materials pricing
Good-better-best options built in
Know what's sent and approved
Price with margin in mind
Customers approve digitally
Estimated vs actual per project
Update a bid and send it again
Test the proposal, status, and follow-up workflow with one real estimate, then decide whether it fits your sales process.
Free 14-day trial • Card not charged until it ends • Cancel anytime
Founder of PocketBoss | Lost too many profitable jobs to slow, inaccurate bidding before building this solution.