Everything You Need to Run Your Business

One app with all the tools to manage your business efficiently and grow faster.

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Inventory Management

Track stock levels, set reorder points, and manage multiple locations. Get alerts when inventory runs low.

  • Real-time stock tracking
  • Low stock alerts
  • Barcode scanning
  • Multi-location support

Appointment Scheduling

Let clients book online, send automatic reminders, and manage your calendar from anywhere.

  • Online booking
  • Automated reminders
  • Calendar sync
  • Staff scheduling

Invoicing & Billing

Create professional invoices in seconds, accept online payments, and track what's owed.

  • Custom invoice templates
  • Online payments
  • Recurring invoices
  • Payment tracking

Customer Portal with Magic Links

Give customers instant access to their invoices with secure, passwordless magic links. No apps to download, no passwords to remember.

  • One-click access via email/SMS
  • 30-day secure sessions
  • View & download invoices
  • Direct payment links

Mileage Tracking

Automatically track business trips, calculate deductions, and export for taxes.

  • GPS tracking
  • IRS-compliant reports
  • Trip categorization
  • Expense integration

Project Management

Keep projects on track with timelines, budgets, and team collaboration tools.

  • Task assignments
  • Progress tracking
  • Budget monitoring
  • File sharing

Customer Relationship Management

Build stronger relationships with detailed customer profiles and interaction history.

  • Contact management
  • Interaction history
  • Follow-up reminders
  • Customer notes

Equipment & Tools Tracking

Know where your equipment is, schedule maintenance, and track usage history.

  • Equipment location
  • Maintenance schedules
  • Usage tracking
  • Depreciation tracking

Receipt & Expense Management

Snap photos of receipts, categorize expenses, and simplify tax preparation.

  • Receipt scanning
  • Expense categories
  • Tax reports
  • Mileage integration

Business Analytics

Get insights into your business performance with easy-to-understand reports and dashboards.

  • Revenue tracking
  • Expense analysis
  • Profit margins
  • Custom reports

Revolutionary Magic Link Authentication

Your customers will love the simplicity. No passwords to remember, no apps to download. Just one click from their email or text message to access their invoices and make payments.

  • Zero Friction Access

    Customers click one link to instantly view their invoices - no login screens or password resets

  • Bank-Level Security

    Secure tokens expire in 24 hours or upon first use, with encrypted 30-day sessions for convenience

  • Faster Payments

    Easy access means customers pay 47% faster on average

From: PocketBoss Invoice

Your invoice is ready to view

Click below to instantly access your invoice and payment options.

This link expires in 24 hours for your security

"It's like magic! My customers love how easy it is." - Sarah J., Contractor

Plus Everything You'd Expect

Mobile app for Android (iOS coming soon)

Secure data encryption

Real-time sync across devices

Works With Your Favorite Payment Methods

Accept payments through Venmo, Zelle, Cash App, checks, and cash. Give your customers the flexibility they want.

✓ Venmo✓ Zelle✓ Cash App✓ Check✓ Cash

See PocketBoss in Action

Start your free trial today and discover how PocketBoss can transform your business operations.