Connected Tools to Run Your Business
One app with all the tools to manage your business efficiently and grow faster.
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Real screenshots from the app: the dashboard, invoicing, scheduling, and CRM your business runs on.
AI Receptionist
Forward missed and after-hours calls to an AI receptionist that identifies itself, captures factual intake, and sends actionable follow-up into PocketBoss. Boss includes the managed number and 100 minutes per month. Other plans pay for the optional number separately; usage beyond included minutes uses prepaid AI credit.
- Missed and after-hours call coverage
- Structured caller and service intake
- CRM, job, and appointment follow-up actions
- Boss includes a number and minutes; optional add-on on other plans
Invoicing & Billing
Create professional invoices in seconds, accept online payments, and track what's owed.
- Estimate & invoice templates
- Online payments
- Text or email delivery
- Payment tracking
Online Payment Processing
Offer eligible card and bank payment methods through Stripe and keep payment status connected to the invoice.
- Stripe integration
- Credit card processing
- Payment links
- Saved payment methods
Pro Estimating Tools
Present estimates like a GC. Good-Better-Best options, scope-of-work sections, and a pricing engine that builds your true price from labor burden, markup, and overhead & profit.
- Good / Better / Best tiered estimates
- Scope sections with subtotals
- Pricing engine: burden, markup, O&P
- Keep internal lines hidden from the customer
E-Signatures on Estimates
Customers approve estimates in their portal with a real drawn signature plus their typed name. The signature lands on the estimate PDF with date, time, and signer details - solid proof if a job is ever disputed.
- Drawn signature + typed name required
- Signature on the PDF
- Date and time stamped
- Works on any phone
Appointment Scheduling
Manage appointments and your calendar, with reminders you configure. Online booking and crew scheduling start with Essentials.
- Appointments on every plan
- Configurable reminders
- Calendar view
- Crew scheduling on Essentials and above
Online Booking Website
Let customers choose a service and request an available time through your branded booking page. Review requests before confirming the appointment. Available on Essentials, Pro and Boss.
- Branded PocketBoss subdomain
- Available appointment times
- Booking-request emails
- Optional deposit collection
Your Business Website
Show your services and photos on an editable business website with a Get an Estimate form. Owners on Essentials, Pro and Boss can customize the website sections.
- Website editing on Essentials and above
- Edit, hide and reorder sections
- Google reviews after linking your profile
- Estimate-request form
Subcontractor Bids on Projects
Get prices from outside subs without the phone tag. Send a private link by text or email, subs bid from their phone with no account, and an accepted bid drops straight into job costing.
- Invite subs by text or email
- Subs bid with no account or app
- Accepted bids flow into job costing
- Live progress photos and milestones from the field
Service Plans & Maintenance Agreements
Sell maintenance plans, enroll members per property, and let the renewal ladder chase the paperwork. Recurring revenue without the spreadsheet.
- Plans catalog with per-interval pricing
- Per-property agreements & visit tracking
- Renewal reminders with letters and call log
- Manual pay or auto pay billing
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
Business Documents on the Portal
Show customers your license, insurance, and COI right on their portal. Prove you are legit on every visit without ever being asked.
- Upload license, insurance, COI, and more
- Per-document show and hide toggles
- One Business Documents card customers see
- Win trust before the first question
Automatic Payment Follow-Ups
Overdue invoices and idle estimates get polite automatic reminders on a schedule you approve. Win-back emails re-engage customers you have not seen in months.
- Invoice reminders at 3, 7, and 14 days
- Estimate nudges before they go cold
- Customer win-back campaigns
- Opt-in with daily caps
Automatic Review Requests
After every completed job, your customer automatically gets a friendly text or email asking for a Google review with a direct link to your review page.
- Set it and forget it
- Direct Google review link
- Text and email delivery
- More 5-star reviews every week
Customer Financing & Tips
Share a financing link so customers can check available Affirm or Klarna options before booking. This is separate from PocketBoss invoice checkout and does not guarantee approval, immediate payout, or a completed job. Optional tips and eligible Stripe payment methods remain separate.
- Affirm/Klarna option-check link
- Provider eligibility and terms apply
- Optional tips
- Eligible card or ACH payment links through Stripe
Customer Relationship Management
Build stronger relationships with detailed customer profiles and interaction history.
- Contact management
- Interaction history
- Follow-up reminders
- Customer notes
Project Management
Keep projects on track with timelines, budgets, and team collaboration tools.
- Task assignments
- Progress tracking
- Budget monitoring
- File sharing
Change Orders
Scope changed mid-job? Send a change order the customer approves online, and the new amount flows into the invoice and the project budget.
- Customer approval online
- Amounts flow to the invoice
- Project budgets stay honest
- A paper trail for every change
Price Book
Your services and materials with real costs and prices in one book, so every estimate starts from numbers you trust.
- Services and materials in one place
- Units and labor rates
- Drop items straight into estimates
- Consistent pricing across the team
AI Receipt Smart Scan
Snap a receipt and AI reads the store, total, date, and line items for you. Expenses are filed before you leave the parking lot.
- Reads store, date, and total automatically
- Line items extracted for you
- Costs flow to jobs and reports
- No more shoebox of receipts
Receipt & Expense Management
Snap photos of receipts, categorize expenses, and simplify tax preparation.
- Receipt scanning
- Expense categories
- Tax reports
- Mileage integration
QuickBooks Online Sync
Connect QuickBooks once and stop doing double entry. Paid invoices, customers, and payments flow into your books automatically, and switchers can import their whole QuickBooks customer list in one click.
- Automatic invoice & payment sync
- One-click customer import
- No duplicate records
- Accountant-ready books
Team, Time Clock & Dispatch
GPS-stamped punches, overtime rules, timesheet approvals, payroll-ready CSV exports, a kiosk mode for the shop, and a dispatch board that shows every tech their day.
- GPS-verified clock in/out
- Overtime & approval workflows
- Payroll CSV export
- Dispatch board with notifications
Job Checklists & Completion Reports
Build reusable checklists your crew follows on every job. Techs check items off on-site, and customers receive a professional completion report by email.
- Reusable checklist templates
- On-site check-off with accountability
- Customer completion reports
- Nothing gets missed
Professional Portfolio
Showcase your best work with before & after galleries. Build trust and win more jobs with a professional portfolio.
- Before & after galleries
- Organize by project
- Share with prospects
- Unlimited photo storage
Inventory & Purchase Orders
Track stock levels, set reorder points, and keep every truck stocked. Purchase orders receive straight into inventory.
- Real-time stock tracking
- Low stock alerts
- Purchase orders with receive-to-stock
- Per-truck stock and transfers
Mileage Tracking
Track business trips automatically, calculate deductions, and export for taxes.
- Automatic trip detection with Bouncie
- GPS tracking
- Tax-time-ready reports
- Per-vehicle fuel cost settings
Smart Routing
Build a route from CRM clients or manual addresses, then use Google Maps routing to optimize the stop order.
- Up to 25 stops
- Google Maps route optimization
- Avoid tolls and highways
- Google and Apple Maps handoff
Equipment & Tools Tracking
Know where your equipment is, schedule maintenance, and track usage history.
- Equipment location
- Maintenance schedules
- Usage tracking
- Depreciation tracking
SMS Marketing Campaigns
Reach your customers directly with targeted SMS campaigns. Send promotions, reminders, and updates to keep your business top of mind.
- Bulk SMS messaging
- Scheduled campaigns
- Customer segmentation
- Track message delivery
Business Analytics
Get insights into your business performance with easy-to-understand reports and dashboards.
- Revenue tracking
- Expense analysis
- Profit margins
- Custom reports
Weekly Business Digest
Every Monday morning, get one email with your week: money collected, jobs completed, estimates won, new customers, and what is still outstanding.
- Your week in 30 seconds
- Estimates won with dollar value
- Overdue receivables flagged
- One-click unsubscribe
White-Label Customer Portal
Put the customer portal on your own branded subdomain so everything your customers touch looks like your company, not ours.
- Your own branded subdomain
- Your logo front and center
- A bigger-company feel for small crews
- Self-serve setup
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
- Enterprise Security
TLS encryption in transit, 256-bit AES at rest. Tokens expire in 30 days with encrypted sessions
- Faster Payments
Easy access means customers pay faster
Your invoice is ready to view
Click below to instantly access your invoice and payment options.
This link expires in 30 days for your security
One click from email or text, and your customer is looking at their invoice.
Plus Everything You'd Expect
Native apps for iPhone and Android
Secure data encryption
Real-time sync across devices
Explore the workflow in detail
Start with the part of the business you are fixing. Each guide explains the Pocket Boss workflow, its limits, and the records it connects.
Sell and get paid
Plan and deliver work
Accept Payments Online
Accept eligible card and bank payments securely with our Stripe integration. Send payment links and keep invoice payment status connected to the customer record.
Powered by Stripe Connect. Stripe's own processing fee applies (about 2.9% + $0.30), plus a PocketBoss platform fee of 0.5% on cards or 0.25% capped at $25 on bank transfers. Both come out of your payout. Neither is ever added to your customer's invoice.
See ThePocketBoss in Action
Start your free trial today and discover how ThePocketBoss can transform your business operations.