Keep Your Crew Safe Without the Paperwork Nightmare

Digital job checklists, photo documentation, and employee license records your crew will actually use. Just $19.99/month with your whole team included.

Card not charged during trial • Self-serve setup • Cancel anytime

One Accident Can Destroy Your Business

Paper checklists get lost. License and insurance records are scattered. Job-site steps get skipped. Then something goes wrong, and you can't show the work you did to prevent it.

Rising Injury Rates

No visibility into hazards and near-misses. Accidents happen repeatedly because issues aren't reported or tracked.

Compliance Nightmares

Scrambling for paperwork during OSHA inspections. Missing training records. Massive fines for poor documentation.

Training Chaos

No idea who's trained on what. Expired certifications. Unqualified workers doing dangerous tasks.

Lost Documentation

Paper forms disappear. Toolbox talks not documented. Can't prove safety efforts when it matters most.

Insurance Costs Soaring

High EMR from accidents. Can't prove safety program. Premiums eating your profits.

Poor Safety Culture

Workers skip safety steps. Nobody reports hazards. Shortcuts become normal until someone gets hurt.

Practical Safety Tools That Actually Get Used

PocketBoss is not a dedicated compliance suite. It gives small crews the practical building blocks of a safety routine: checklists on every job, photos as proof, and employee records in one place.

Job Checklists

  • Build reusable checklist templates for any job type
  • Attach a checklist to any appointment
  • Crew checks off each item on-site from their phone
  • Use them for pre-job safety walkthroughs and inspections
  • Email the completed checklist to the customer as a report
  • Every completed list stays on the job record

License & Certification Records

  • Store licenses, certifications, and insurance per employee
  • Record expiration dates so nothing sneaks up on you
  • Upload W-9s, IDs, and other employee documents
  • Track each employee's skills and qualifications
  • Keep your own business license and COI on file
  • Everything lives in one place instead of a filing cabinet

Proof of Work Done

  • Photo documentation attached to jobs and projects
  • Notes on every appointment and visit
  • Timestamped records of who worked when
  • GPS-stamped clock-ins and clock-outs
  • Completed checklists you can send or export
  • A paper trail that lives in the cloud, not a truck

Build a Safety Routine

  • Standardize job steps so nothing gets skipped
  • Assign crew to jobs with notes they see on their phone
  • Recurring visits keep maintenance on schedule
  • Timesheets flag 12+ hour shifts that were never clocked out
  • Overtime heads-up before an employee crosses the line
  • Consistency is what keeps small crews safe

PocketBoss vs. Paper and Spreadsheets

The safety basics most small crews run on paper, moved to your phone.

FeaturePocketBossWhat to verify elsewhere
Monthly Price$19.99/monthConfirm current availability, limits, and pricing
Setup approachSelf-serve; time varies by workflowConfirm current availability, limits, and pricing
Job ChecklistsReusable digital templatesConfirm current availability, limits, and pricing
Checklist CompletionChecked off on-site by phoneConfirm current availability, limits, and pricing
Customer ProofCompleted checklist emailed as a reportConfirm current availability, limits, and pricing
Photo DocumentationAttached to the job recordConfirm current availability, limits, and pricing
License & Cert RecordsStored per employee with expiration datesConfirm current availability, limits, and pricing
Insurance & ID DocsUploaded and kept with each employeeConfirm current availability, limits, and pricing
Crew HoursTimesheets with GPS-stamped punchesConfirm current availability, limits, and pricing
Job NotesSaved on every appointmentConfirm current availability, limits, and pricing
Contract TermsMonth-to-monthConfirm current availability, limits, and pricing

From Reactive to Proactive Safety in Four Steps

Build a safety program that prevents accidents instead of just documenting them.

1

Set Up

Build checklist templates for your common jobs. Upload licenses, certs, and insurance docs.

2

Attach

Add the right checklist to each appointment when you schedule it.

3

Work

Crew checks off items on-site, adds photos and notes from their phone.

4

Document

Email the completed checklist to the customer. Every job keeps its record.

Safety Pays: Consistency Beats Luck

Injuries, citations, and insurance surprises are expensive in ways that are hard to predict. A consistent, documented routine is the cheapest insurance a small crew can buy.

Cost of Poor Safety

  • Job-site injuries:Expensive
  • Regulatory citations:Costly fines
  • Insurance premiums:Climb after claims
  • Lost productivity:Significant
  • Legal exposure:Real
  • Reputation damage:Lost contracts

With PocketBoss

  • Job steps:On a checklist
  • Work performed:Photographed
  • Licenses & certs:On file, dated
  • Crew hours:Time-stamped
  • Records:In the cloud
  • Investment:$19.99/month

Why the Routine Matters

A checklist on every job means critical steps stop getting skipped

Dated license and cert records mean expirations stop surprising you

Photos and notes on the job record mean you can show the work you did

PocketBoss investment = $19.99/month

One avoided incident is worth more than years of the subscription

Safety Checklists for Every Trade

Checklist templates are freeform, so you can build them around your trade's real hazards and routines.

General Contractors

Build site walkthrough checklists, keep sub insurance certs on file, and attach photos of site conditions to every job.

Roofers

Checklist items for fall protection setup, ladder checks, and tear-off cleanup. Photo-document conditions before and after.

Electrical Contractors

Standardize lockout/tagout steps and pre-energization checks as checklist items your techs confirm on-site.

Excavation

Utility-locate confirmation, trench inspection steps, and equipment walkaround checks, checked off before digging starts.

HVAC/Plumbing

Tune-up and installation checklists that double as customer reports, plus gas and CO check steps your techs never skip.

Concrete/Masonry

Formwork and pour-day checklists, PPE reminders as line items, and photos of every stage of the pour.

The Building Blocks of a Safety Routine

Job Checklists

Reusable templates on every job

Photo Documentation

Attached to jobs and projects

Cert & License Records

Per employee, with expiry dates

Employee Documents

IDs, W-9s, insurance on file

Job Notes

Saved with every appointment

Timesheets

GPS-stamped clock-ins

Shift Alerts

Flags 12+ hour open shifts

Customer Reports

Email completed checklists

Don't Wait for an Accident to Fix Your Safety Program

Join the contractors building safer, more profitable companies. Protect your workers and your business.

Free 14-day trial • Card not charged until it ends • Cancel anytime

BM

Blake McAmis

Founder of PocketBoss | Saw too many good contractors struggle with safety compliance and accidents before building this solution.