Estimates, invoices, change orders, receipts, photos, and business documents, all stored digitally with the work they belong to. Just $19.99/month.
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Contracts buried in file cabinets. Permits lost in trucks. Hours wasted searching for that one document. Meanwhile, disputes arise and you can't find the proof you need.
Digging through file cabinets, boxes, and folders. That important contract? Could be anywhere.
Papers disappear from job sites and trucks. Permits expire unnoticed. Money lost to missing paperwork.
Fire, flood, or theft could wipe out years of records. No way to recover critical business documents.
Team can't find what they need. Clients asking for documents you can't locate. Everyone frustrated.
Which contract is current? Multiple versions floating around. Disputes over what was agreed.
Can't prove permit dates or insurance coverage. Missing documentation for audits. Legal vulnerability.
PocketBoss is not a filing-cabinet replacement for every PDF you own. It is better than that for job paperwork: documents are created digital and stay attached to the customer and job they belong to.
Job paperwork handled where the work happens, not in a separate system.
| Feature | PocketBoss | What to verify elsewhere |
|---|---|---|
| Monthly Price | $19.99/month | Confirm current availability, limits, and pricing |
| Estimates & Invoices | Created and stored in one system | Confirm current availability, limits, and pricing |
| Receipt Capture | Phone camera with AI OCR | Confirm current availability, limits, and pricing |
| Job Photos | Attached to jobs and projects | Confirm current availability, limits, and pricing |
| Digital Signatures | Built-in e-sign on estimates | Confirm current availability, limits, and pricing |
| Change Orders | Documented and approved digitally | Confirm current availability, limits, and pricing |
| Business Documents | License, COI, and certs on file | Confirm current availability, limits, and pricing |
| Employee Documents | W-9s, IDs, certs per employee | Confirm current availability, limits, and pricing |
| Customer Access | Portal shows their documents | Confirm current availability, limits, and pricing |
| Cloud Backup | Records stored in PocketBoss; export critical data | Confirm current availability, limits, and pricing |
| Integration | Connected to jobs, clients, and billing | Confirm current availability, limits, and pricing |
| Contract Terms | Month-to-month | Confirm current availability, limits, and pricing |
Get your documents organized and keep them that way forever.
Build estimates, invoices, and change orders digitally from the start.
Snap receipts and job photos with your phone. AI OCR reads the receipts.
Everything lives with the customer and job. Share through the portal, email, or text.
Cloud storage means paperwork survives a lost truck, a flood, or a dead laptop.
Stop wasting time searching for documents. Protect yourself from disputes. Close deals faster with digital signatures.
Find any document in seconds
Digital signatures in minutes
Keep critical documents in one searchable workflow
Cut hours of admin time while protecting your business
Whether you handle complex commercial contracts or simple service agreements, PocketBoss adapts to your needs.
Keep estimates, invoices, and change orders per project, with photos documenting each phase and e-signed approvals on file.
Tiered good-better-best estimates for selections, signed approvals, and a customer portal where buyers see their documents.
Before and after photos attached to projects, signed estimates, change orders for scope creep, and receipts for every material run.
Invoices and estimates tied to each customer's history, so every past visit, document, and payment is one search away.
Your license, insurance, and certifications on file, plus employee credentials with expiration dates recorded.
Professional bid proposals, documented change orders, and a clean paper trail of what was approved and when.
Secure storage in the cloud
Phone camera with AI OCR
Paperwork stays with the work
Files served over expiring URLs
Digital estimate signing
Scope changes documented
Clients see their documents
Professional documents on demand
Join the contractors who've gone paperless. Find anything instantly, close deals faster, protect your business.
Free 14-day trial • Card not charged until it ends • Cancel anytime
Founder of PocketBoss | Lost too many hours and important documents to paper chaos before building this solution.