Invoicing for contractors

Contractor Invoicing Software: Estimates, Invoices and Payments

PocketBoss is invoicing software for contractors that turns a signed estimate into an invoice, sends it by email or text with a pay link, and records card, ACH, cash or check payments against it. Invoicing is on every plan, from $19.99/month for one user. Online payments cost Stripe's processing fee plus a PocketBoss fee of 0.5% on cards or 0.25% on ACH (capped at $25), taken from your payout and never added as a fee or surcharge line.

Try PocketBoss free for 14 days See what a payment costs

From $19.99/month
14-day free trial
Web, iPhone and Android

A PocketBoss invoice with its payment status

The PocketBoss customer portal, where customers view and pay

Contractor payment software: what you keep from a $1,000 invoice

The customer pays the invoice total whichever way they pay. These are typical Stripe rates; your Stripe dashboard shows the exact fee on each payment, and refunds, disputes or instant payouts can change it.

Customer pays by	Customer pays	Stripe processing	PocketBoss fee	You receive
Card (including Apple Pay and Google Pay)	$1,000.00	about $29.30 (2.9% + $0.30)	$5.00 (0.5%, no cap)	about $965.70
ACH bank debit	$1,000.00	about $5.00 (0.8%, capped at $5)	$2.50 (0.25%, capped at $25)	about $992.50
Check or cash you record	$1,000.00	$0	$0	$1,000.00

On a $20,000 payment the PocketBoss fee is $100 by card (0.5% has no cap) or $25 by ACH (the cap). For a large job, asking for ACH saves real money. ACH shows Pending until the bank confirms it, commonly up to 4 business days.

What to look for in invoicing software for contractors

A checklist for comparing contractor billing software, with how PocketBoss handles each item.

You need	Why it matters	In PocketBoss
Estimate to invoice without retyping	Retyping a scope is where wrong totals come from.	Every plan. Convert to Invoice keeps the customer, lines, notes and photos; on a good, better, best estimate the option the customer accepted is picked for you.
Signatures and your terms	An approved, signed scope settles most payment disputes before they start.	Every plan. Customers sign estimates in the portal. Attach your terms as a link or PDF and, if you want, require a tick box before they approve or pay; PocketBoss keeps who agreed, when, from which device and to which version.
Deposits	Materials money up front keeps you out of the bank on big jobs.	Every plan. Require a deposit on an estimate or invoice; the customer pays it in the portal and the balance updates. Needs a connected Stripe account.
Progress payments and payment plans	Larger jobs get paid in stages.	Every plan. Record partial payments, or split an invoice into installments charged automatically through Stripe or tracked by hand.
Change orders	Extra work needs a price and a yes before you do it.	Every plan. Add a change order to an estimate or invoice and, if you choose, send it for customer approval in the portal before it applies.
Card and ACH payments	Customers pay faster when they can tap a link.	Every plan. Pay links by email or text, cards and wallets, ACH when Stripe approves it for your account, and tips. Fees come out of your payout and are never added as a fee or surcharge line.
Late payment follow-up	Most unpaid invoices are forgotten, not disputed.	Turn on Chase overdue invoices and PocketBoss reminds the customer 3, 7 and 14 days past due, with a pay link, and stops when they pay. A red Remind button sits on every past-due invoice.
Accounting	Your bookkeeper should not rebuild your invoices.	Essentials and up. Invoices, the customers on them and payments sync one way to QuickBooks Online. Every plan can export the invoice list to CSV.
Spanish-speaking customers	A customer who can read the invoice pays it.	Every plan. Set the customer’s language to Spanish and their emails, texts, PDF and portal arrive in Spanish while your app stays in English.

From signed estimate to paid invoice

1. Estimate
Build it from your price book and send it for approval. The customer signs in the portal, no login needed.
2. Convert
Convert to Invoice when the work is done. Add change orders, tracked hours or a deposit credit, then check the service date.
3. Send
Email the PDF or text a pay link from your phone. The customer opens it in the portal and pays.
4. Collect
Paid invoices update on their own. Past-due ones turn red with a Remind button, and Chase overdue invoices follows up for you.

PocketBoss Estimates and Invoices page with outstanding balance, paid invoices, total invoiced and estimate totals above a list of sent, accepted, paid and past-due documents — The Estimates & Invoices page in a demo account: what is owed, what is past due, and the next action on each row.

PocketBoss estimate editor with a line item and a private payment-cost preview that only the contractor sees — The estimate editor. The private panel shows what each payment method leaves you.

PocketBoss Customer Portal page for sending a customer a no-password magic link to their invoices, estimates and appointments — Customers reach their invoices and estimates through a magic link. No password to forget.

Contractor billing, job type by job type

Job	How to bill it	Starts on
Small service job	One invoice when the work is done, texted with a pay link before you leave	Solo
Multi-visit job	A Job carries one invoice; pull in the crew’s tracked hours with From Time Tracked	Solo
Remodel or construction project	Link the deposit and progress invoices to a Project, next to its budget and expenses; change orders ride on the invoices themselves	Essentials
Big ticket for a homeowner	Split the invoice into a payment plan with automatic card charges or manual tracking	Solo
Recurring maintenance	Recurring Visits create the invoice, or charge the card on file, when the visit is marked done	Solo
Membership or service agreement	A Service Plan bills monthly, quarterly or yearly through Stripe, or you collect it yourself	Solo

What PocketBoss invoicing does not do

AIA G702 and G703 pay applications or retainage tracking.
Custom invoice numbering: PocketBoss assigns invoice numbers automatically.
Repeat a plain invoice on a schedule; use Recurring Visits or a Service Plan for repeat billing.
Take online payments for businesses outside the US.

A customer on scheduling and invoicing

“We needed a software that streamlined scheduling and invoicing. I was spending so many hours manually billing, and Blake helped me set up a system that works for us.”

Heather Marie, excerpt from a Facebook recommendation. Read the original recommendation. More customer feedback.

Contractor invoicing software pricing

Estimates, invoices, online payments and the customer portal are on every plan. Higher plans add users, crew tools and QuickBooks sync.

PocketBoss plans
Plan	Price	Users	What it adds
Solo	$19.99/month	1 user	Customers, estimates with e-signature, invoices and online payments, customer portal, calendar, jobs, recurring visits, service plans, inventory, price book, mileage and texting (50 text segments a month)
Essentials	$29.99/month	Up to 5	Everything in Solo, plus: Dispatch board and crew assignments; Workforce time and GPS punches; Projects and job costing; Subcontractors by text link, no seats needed; QuickBooks Online sync; Online booking page; Receipts and expense records; Workflows and tasks; Reports (300 text segments a month)
Pro	$49.99/month	Up to 10	Everything in Essentials, plus: Tiered and sectioned estimate templates; Smart routing; Advanced dashboard analytics; SMS campaigns (600 segments a month); Banking and reconciliation
Boss	$99.99/month	Up to 25	Everything in Pro, plus: AI Receptionist with a dedicated local number; 100 AI Receptionist minutes a month included; 1,500 text segments a month
Enterprise	Contact us for pricing	26 or more	Everything in Boss, with the users your team needs

Payment fees and examples come from PocketBoss's payment documentation. See plans and fees for the current numbers.

Contractor invoicing questions

What is the best invoicing software for contractors?

One that starts from the estimate the customer signed, lets them pay from a link, and follows up when they do not. PocketBoss does all three on every plan and keeps the invoice tied to the job, the customer and the payment. If you only need to send a few invoices a month, a free invoice template may be enough; if you need AIA pay applications or retainage, look at construction accounting software instead.

How much does contractor invoicing software cost?

PocketBoss invoicing is on every plan, from $19.99 a month on Solo (1 user) to $99.99 a month on Boss (up to 25 users). Online payments add Stripe’s processing fee plus a PocketBoss fee of 0.5% on cards or 0.25% on ACH, capped at $25. Cash and checks you record cost nothing extra.

Who pays the card processing fee?

You do. Stripe’s fee and the PocketBoss fee come out of your payout, and PocketBoss never adds them as a fee or surcharge line. If you want the price to cover them, optional Payment Cost Pricing can raise the invoice total for you. A private calculator in the estimate and invoice editor shows what each payment method leaves you, so you can price the job before you send it.

Can customers pay a contractor invoice by card or bank transfer?

Yes. The pay link accepts cards, including Apple Pay and Google Pay where the device supports them, and ACH bank debit once Stripe approves ACH for your account. ACH payments show Pending until the bank confirms them, which commonly takes up to 4 business days.

Can I take a deposit before I start the job?

Yes. Turn on a required deposit for the estimate or invoice. The customer pays it from their portal, it is recorded as a partial payment, and you are notified when it is paid. Deposits need a connected Stripe account.

Is PocketBoss invoice and contract software?

It covers the contract side most contractors need: estimates the customer signs in the portal with a drawn signature and typed name, your terms attached as a link or PDF, and an optional tick box before they approve or pay. PocketBoss keeps a record of who agreed, when, from which device and to which version. It is not a contract drafting tool.

Does it send late payment reminders?

Yes, if you turn on Chase overdue invoices. PocketBoss reminds the customer 3, 7 and 14 days past due with a pay link, around 9 AM in your time zone, and stops as soon as they pay. Only the owner can turn it on.

Does it work as construction invoicing software?

For deposits, progress invoices, change orders and payment plans, yes; on Essentials and up you can link those invoices to a Project with its budget and expenses. PocketBoss does not produce AIA G702 or G703 pay applications and does not track retainage.

Does it sync invoices with QuickBooks?

On Essentials and up. Sent invoices, the customers on them and every payment you record go one way to QuickBooks Online, automatically or when you press Sync now. Drafts and estimates stay out of your books.

Send your next invoice from PocketBoss

Convert one real estimate, text the pay link and watch the status change when it is paid.

Start the 14-day free trial See plans and fees

Credit card required to start. Month to month, cancel anytime.