Create professional estimates in 2 minutes. Get them signed on the spot. Convert to invoices with one click. Win significantly more jobs with PocketBoss.
No credit card required for trial. Create unlimited estimates.
close rate with professional estimates
average time to create estimate
jobs won with instant estimates
faster than paper estimates
First impressions matter. Contractors using professional estimate software win significantly more jobs than those using paper or generic tools. Speed matters too: responding with an estimate within 24 hours dramatically increases close rates.
Customer calls for estimate. You visit the site, take notes, drive back to office, create estimate, email it days later. By then, they've hired your competitor who gave them an estimate on the spot.
Handwritten estimates on carbon copy forms look outdated. Generic Word docs look cheap. Excel spreadsheets confuse customers. You're judged by your paperwork before your work quality.
Email your estimate and hope they see it. No read receipts. No way to know if they're considering it. Can't answer questions immediately. Estimate sits in inbox while customer shops around.
Manual calculations lead to mistakes. Forget to add tax. Miscalculate square footage. Wrong material quantities. One math error and customer questions everything about your competence.
Send estimate and wait. Forget to follow up. Customer assumes you're not interested. Meanwhile, persistent competitor follows up three times and wins the job you quoted first.
Customer approves estimate. Now recreate everything as an invoice. Re-enter all details. Risk transcription errors. Waste 30 minutes on administrative work instead of productive labor.
PocketBoss gives you professional estimate tools that work perfectly on phone, tablet, or computer. Create, send, and get approved faster than ever.
Choose from contractor-specific templates or customize your own. Add your logo, colors, and terms.
→ Win more jobs with professional presentation
Create estimates on your phone while talking to customers. No more "I'll email you later" delays.
→ Close deals before leaving the job site
Add photos directly from your phone to show problem areas, proposed solutions, or material options.
→ Build trust with visual documentation
Get estimates approved and signed on the spot. No printing, scanning, or waiting for approval.
→ Lock in jobs immediately
Convert approved estimates to invoices instantly. All details transfer automatically.
→ Save time and eliminate errors
Itemize materials, labor hours, and overhead. Show customers exactly what they're paying for.
→ Justify your pricing transparently
Schedule estimate visit or create rough estimate over the phone using templates
Create detailed estimate on your phone. Add photos, measurements, and notes
Customer reviews and signs on your device. Collect deposit immediately
One click converts estimate to invoice when job completes. Send and get paid
Same Day
Estimate delivery
vs. 3-5 days traditional
Higher
Close rate
When delivered within 24hrs
Zero
Data re-entry
Estimate becomes invoice
| Task | PocketBoss | Traditional |
|---|---|---|
| Create Basic Estimate | 2 minutes | 15-30 minutes |
| Professional Appearance | ✓ Always | Depends on handwriting |
| Send to Customer | Instant | Return to office first |
| Get Approval | Digital signature | Mail/scan/fax |
| Track Status | ✓ Real-time | Manual follow-up |
| Convert to Invoice | One click | Re-enter everything |
| Change Orders | ✓ Easy updates | Start over |
| Price Calculations | Automatic | Manual math |
| Save Templates | ✓ Unlimited | Paper copies |
| Access History | ✓ Always available | Filing cabinet |
| Mobile Creation | ✓ Full features | Not possible |
| Multi-Option Quotes | ✓ Good/Better/Best | Multiple papers |
| Terms & Conditions | ✓ Built-in | Separate document |
| Deposit Collection | ✓ Immediate | Separate process |
| Follow-Up Reminders | ✓ Automatic | Remember to call |
Bottom Line: PocketBoss contractors create estimates much faster, win significantly more jobs, and eliminate hours of administrative work.
Quick estimates for repairs and service calls. Flat rate or hourly options. Perfect for HVAC, plumbing, electrical work.
Detailed estimates for larger projects. Break down by phase, room, or system. Include materials, labor, permits.
Recurring service estimates for regular maintenance. Monthly or annual pricing. Automated renewal reminders.
Rapid estimates for urgent work. Include emergency rates and after-hours fees. Get approval fast.
Present multiple options in one estimate. Let customers choose their level. Increase average ticket size.
Transparent breakdown of costs. Show material costs, labor hours, and markup. Build trust with clarity.
Works Offline
Create estimates without internet. Syncs when connected.
Camera Integration
Take photos and add directly to estimates.
Touch Signatures
Customers sign with finger on your phone or tablet.
GPS Location
Automatically tag estimate with job location.
Voice Notes
Add voice memos for complex details.
We tested PocketBoss with 100 contractors in the field for 30 days. Here's what happened:
Most closed more jobs
By providing estimates on the spot
5 minutes average
To create and send complete estimate
Higher ticket values
When using good/better/best options
Equipment quotes, load calculations, maintenance agreements
Flat rate pricing, fixture counts, pipe measurements
Panel upgrades, circuit calculations, fixture installations
Square footage, material options, warranty tiers
Multi-phase projects, subcontractor costs, permits
Task lists, hourly rates, small job bundles
Material quantities, seasonal pricing, maintenance plans
Surface area calculations, paint quantities, prep work
Basic estimates take 2-3 minutes. Detailed multi-phase projects might take 5-10 minutes. Compare that to 30-60 minutes for paper estimates or driving back to the office. Most contractors save hours per day on estimates alone.
Yes. Add your logo, choose colors, customize terms and conditions. Create multiple templates for different job types. Your estimates look professional and consistent, building trust with customers.
PocketBoss handles complex estimates easily. Create good/better/best tiers, optional add-ons, alternative materials, or phased pricing. Customers can select options and see pricing update in real-time.
Customer signs with their finger on your phone/tablet or clicks to sign on their device. Signatures are legally binding and timestamped. Both parties get copies immediately. No printing, scanning, or mailing contracts.
Yes. See your estimate-to-job conversion rate, average estimate value, and win/loss reasons. Track which estimate types close best. Use data to refine your pricing and presentation.
Easy. Update the estimate and resend. Customer sees the latest version. Create change orders for approved estimates. All changes are tracked with timestamps for clear communication.
Yes. Set automatic follow-up reminders for pending estimates. Gentle reminder after 3 days, follow-up after 7 days, final notice after 14 days. Customize timing and messages to match your sales process.
Absolutely. Create estimates offline at job sites without cell service. Everything saves locally and syncs when you reconnect. Never lose work or delay estimates due to connectivity.
One click converts any approved estimate to an invoice. All line items, quantities, and pricing transfer automatically. Add any additional charges, apply payments, and send. No re-entering data ever.
Closing just one additional job per month pays for PocketBoss many times over. Most contractors win significantly more jobs with professional estimates. Plus you get invoicing, scheduling, payments, and everything else included.
+$3,475 weekly revenue
That's $180,700 more per year
For just $19.99/month ($240/year), you get a strong return on investment
Plus: Save 3.75 hours per week on estimate creation. That's 195 hours (24 work days) per year for more billable work.
Join thousands of contractors who win significantly more jobs with PocketBoss estimate software. Create your first professional estimate in minutes.
$19.99/month after trial. No contracts. Cancel anytime.
Written by Blake McAmis, Founder of PocketBoss
Lost too many jobs to competitors with faster, more professional estimates. Built PocketBoss to level the playing field for all contractors.
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