Pocket Boss is electrical contractor software for owner-operators and small crews who do the work and run the business. Schedule Jobs and Visits, keep field records together, prepare estimates, send invoices, and track payment without office-heavy software.
Recordkeeping support: Store permit files and safety notes, and schedule inspection Visits. PocketBoss does not determine code compliance; use your AHJ, licensed professionals, and approved procedures.
Keep the customer, Job or Project, estimate, field documentation, invoice, payment status, and work history connected from the first call onward.
Add the customer, property, scope, appointment, and field notes. Use a Job for multi-visit work or a Project when budgets and change orders are needed.
Prepare the estimate, then keep notes, photos, time, materials, and supporting permit or inspection files with the work record.
Convert the approved estimate into an invoice, review the completed scope and line items, and send it to the customer from your phone.
Check payment status, record cash or check payments, and retain equipment and job details for warranty work or the customer's next call.
Electrical contractors manage permits, inspections, emergency calls, and employee qualifications. PocketBoss helps organize the operating records while leaving technical and regulatory decisions to qualified people.
The problem: Power outages and electrical emergencies need immediate response. Coordinating emergency dispatch while managing scheduled work is stressful.
Our solution: Create a Job or Visit, assign the on-call electrician, and notify the assigned crew. Dispatch shows scheduled work; it does not provide live technician GPS.
The problem: Every panel upgrade, new circuit, and major install needs permits. Missing inspections or permit deadlines delays projects and frustrates customers.
Our solution: Store permit numbers, files, and notes on the Job or Project, then schedule inspections as Visits or appointments. PocketBoss does not file permits, validate NEC compliance, or run a dedicated permit-deadline engine.
The problem: Electrical jobs have lots of variables - materials, labor, permits, specialty equipment. Creating accurate estimates takes too long.
Our solution: Build estimates with saved pricing for common services. Include good-better-best options for panel upgrades. Convert approved estimates to invoices instantly.
The problem: Tracking licenses, certifications, and continuing education for multiple electricians is a paperwork nightmare.
Our solution: Store employee certification names, issuers, numbers, and expiration dates. Review those records before assigning work; automatic certification-expiry reminders are not included.
Keep service calls, installations, and inspections on a shared calendar. Assign each Visit and update the schedule when work changes.
Use Jobs for multi-visit work and Projects for budgets, change orders, costs, and multiple invoices. Keep supporting permit and inspection files with the record.
Store installed-equipment details, warranty dates, notes, photos, estimates, invoices, and prior electrical work with the customer record.
Build a scope and price for the work, keep the estimate with the Job or Project, and convert an approved estimate to an invoice.
Record crew time, invoice-linked materials, notes, photos, and supporting safety or inspection documents as the work progresses.
Send the invoice, check whether it is paid or outstanding, record offline payments, or offer an eligible Stripe payment link.
Replace generic industry benchmarks with your own recorded labor, material, equipment, permit, and subcontractor costs.
| Service Type | Description | How to Review |
|---|---|---|
| Emergency Electrical Repair | Track after-hours labor, trip charges, and materials | Use actual job costs |
| Panel Upgrades | Track equipment, permit fees, crew time, and change orders | Use Project inputs |
| New Construction Wiring | Track phases, subcontractors, materials, and multiple invoices | Use Project inputs |
| Outlet & Switch Installation | Track labor time and installed materials | Use actual job costs |
| Lighting Installation | Separate fixtures, consumables, and labor | Use actual job costs |
| Electrical Inspections | Record visit time, fees, findings, and follow-up work | Use actual job costs |
| Generator Installation | Track equipment, subcontractors, permits, and crew time | Use Project inputs |
| EV Charger Installation | Track charger cost, permit fees, materials, and labor | Use actual job costs |
Track Your Actual Margins
Project profitability uses the costs and revenue entered in PocketBoss. It is not an industry benchmark, and incomplete time or expense records will produce an incomplete result.
Comprehensive tools designed for residential and commercial electrical contractors.
Most electrical contractor software charges per user, per feature, or both. With ThePocketBoss, listed plans run from $19.99/month (Solo) to $99.99/month (Boss), with optional services priced separately.
| Software | Monthly Cost | Notes |
|---|---|---|
| ServiceTitan | Quote based | Verify current implementation, add-ons, and contract terms |
| Housecall Pro | Tiered | Verify current plan limits and add-ons |
| Jobber | Tiered | Verify current monthly or annual pricing and user limits |
| FieldEdge | Contact vendor | Verify current implementation and training terms |
| ThePocketBossPOCKETBOSS | From $19.99/mo | Four plans, from one user to 25 |
Compare the plan that includes your required features with the tools and per-user plans you use today
See detailed pricing comparison →PocketBoss is a general field-contractor platform that can support electrical workflows. Use Jobs and Visits for multi-day work, Projects for budgets and change orders, customer equipment for installed-unit details, and files or notes for permit and inspection records. It does not file permits, perform load calculations, or determine code compliance.
You can store permit numbers, files, and compliance notes on the relevant Job or Project and schedule an inspection as a Visit or appointment. PocketBoss does not have a dedicated permit-submission system, automatic permit-expiry engine, or NEC compliance checker.
Yes! Whether you're doing residential service calls or large commercial installations, ThePocketBoss scales to handle everything from simple outlet repairs to complex electrical system upgrades. Manage multi-phase projects, tenant improvements, and new construction.
Yes! Track and dispatch emergency electrical calls 24/7, manage after-hours pricing, and access your business data from any device. Create invoices on-site and process payments immediately. Your on-call techs have everything they need on their phones.
PocketBoss plans run from $19.99 per month (Solo, one user) to $99.99 per month (Boss, up to 25 users). Competitor plans, user limits, payment fees, add-ons, onboarding, and contracts change, so verify the current total directly with each vendor.
Field electricians can use the native iOS or Android app, or a browser, to work with assigned Jobs and Visits, notes, photos, time, estimates, and invoices when permitted. Supported records and actions can work offline in the native apps, but coverage is not universal; test the exact field workflow you need.
Yes! Create professional estimates for panel upgrades, rewiring, new construction, and any electrical work. Include photos, detailed line items, good-better-best options, and permit costs. Email estimates to customers and track when they view them.
Customer equipment records can store the panel or installed unit name, make, model, serial number, location, install date, warranty expiration, and notes. The owner receives a one-time alert when a recorded active-unit warranty enters the 30-day window.
Switching is easy - sign up for a free trial, add your clients, and start using ThePocketBoss immediately. Most electrical contractors get up and running fast. You can run both systems during your trial to ensure a smooth transition.
Use a Job or Project for the installation and a customer equipment record for model, serial, location, install date, warranty, and notes. Store permit files and any approved load-calculation result manually; PocketBoss does not calculate electrical loads.
Yes! Set up an online booking page where customers can request service appointments 24/7. You control your availability, service types offered, and booking rules. All requests sync to your schedule automatically.
Yes! Create and track electrical maintenance agreements with automatic renewal reminders. Schedule recurring visits for commercial clients, track what's covered under each agreement, and build predictable recurring revenue.
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Match the tools to your plan
Customers can add a drawn signature when approving an estimate in the portal. Standard estimates and the customer portal are available on Solo and above.
On Essentials and above, connect QuickBooks Online to sync invoices and their payments. Enable automatic sync or run a manual sync, then review the sync status.
Choose review requests after paid invoices or completed appointments. Delivery follows your enabled triggers, channels, contact details, and cooldown settings.
Enable email reminders for eligible overdue invoices and unanswered estimates. The reminders use the document status and your follow-up settings.
Attach a checklist to an appointment, record completed items, and send its report by email. Available on Solo and above; sending the report is a separate action.
Manage employees, dispatch, and crew time on Essentials and above. Solo includes the separate job timer for one-person work.
Text messaging requires Essentials or above and follows plan allowances and usage charges. Compare current plan inclusions.
See every feature →Join electrical contractors who've transformed their business with ThePocketBoss. Get organized, stay compliant, and grow your revenue.
From $19.99/month • Seats from one user (Solo) to 25 (Boss) • No contracts • Cancel anytime