Pocket Boss is plumbing contractor software for owner-operators and small crews who handle service work and run the business. Book the call, keep job and equipment details together, prepare an estimate, send the invoice, and track payment without office-heavy software.
24/7 Business Ready: Manage emergency calls, dispatch technicians, and create invoices from anywhere - even at 2 AM responding to a burst pipe.
Comparing your options? See our best plumbing software guide for a side-by-side look at Pocket Boss, Jobber, Housecall Pro, ServiceTitan, and more.
Real screenshots: service calls, water heater installs, and repipes scheduled, invoiced, and paid.



Keep the customer, Visit, estimate, invoice, payment status, and service history connected from the first call through the next repair.
Add the customer, property, plumbing problem, appointment, and access notes. Keep the Visit on the schedule instead of relying on a text thread.
Write down the scope and price, then keep notes, photos, time, and invoice-linked inventory with the Job as the repair or installation moves forward.
Convert the approved estimate into an invoice, check the completed work and line items, and send it to the customer from your phone.
Check payment status, record cash or check payments, and retain the equipment and job history for the customer's next service call.
Running a plumbing business means juggling emergency calls, van stock, technician schedules, and cash flow. ThePocketBoss was built to solve these specific challenges.
The problem: Burst pipes and water heater failures don't wait for business hours. Managing emergency dispatch while keeping your schedule intact is chaotic.
Our solution: Mobile dispatch from anywhere. Your on-call tech gets instant job details, customer history, and can invoice on-site. You manage everything from your phone.
The problem: Techs arrive at jobs missing parts, forcing return trips to the shop. You lose time, money, and customer confidence.
Our solution: Track items by named stock location and set reorder levels. If deduct-on-invoice is enabled, an inventory line item deducts from its selected location when the invoice is saved; it is not automatic from field activity alone.
The problem: Chasing payments, waiting on checks, dealing with customers who "forgot" to pay. Cash flow suffers.
Our solution: Send an invoice and Stripe payment link for eligible card or ACH methods, or record cash, check, and other offline payments. Stripe confirms online payments, and payout timing varies by account, method, bank, and review.
The problem: Juggling multiple techs, different skill levels, and travel time between jobs creates scheduling nightmares.
Our solution: Use the schedule and Dispatch to review assignments. Smart Routing is a separate planner for up to 25 client or manual addresses; it does not provide live technician location or automatic skill-based assignment.
Create Jobs for multi-visit work, schedule each Visit, assign crew, and review status in Dispatch
Keep repairs, installations, and maintenance on a shared calendar. Assign each Visit and update the schedule when the work changes.
Keep the property, installed equipment, notes, photos, estimates, invoices, and prior plumbing work connected to the customer record.
Build a scope and price for the work, keep the estimate with the Job, and convert the approved estimate to an invoice.
Track stock by named location, set reorder levels, and optionally deduct inventory line items when an invoice is saved.
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, parts, equipment, permit, and subcontractor costs.
| Service Type | Description | How to Review |
|---|---|---|
| Emergency Repairs | Track after-hours labor, trip charges, and parts | Use actual job costs |
| Water Heater Install | Track equipment, fittings, permit fees, and labor | Use actual job costs |
| Drain Cleaning | Track crew time, consumables, and equipment cost | Use actual job costs |
| Pipe Repair/Replace | Track pipe, fittings, access work, and labor | Use actual job costs |
| Fixture Installation | Separate fixture, consumable, and labor costs | Use actual job costs |
| Sewer Line Repair | Track excavation, equipment, subcontractors, and materials | Use Project inputs |
| Leak Detection | Track diagnostic time, equipment, and repair scope | Use actual job costs |
| Preventive Maintenance | Track recurring-visit time, parts, and plan revenue | Use actual records |
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 features designed for residential and commercial plumbing contractors.
Most plumbing 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 plans, users, and add-ons your business needs
See detailed pricing comparison →PocketBoss is a general field-contractor platform that can support plumbing workflows. Use Jobs and Visits for service or multi-day work, customer equipment for installed-unit details, inventory locations for stock, and Projects for budgets, costs, change orders, and multiple invoices.
Absolutely! Track and manage emergency service calls 24/7, schedule after-hours appointments, and access your business data from anywhere. Create invoices on-site, dispatch techs instantly, and manage your entire operation from your phone - even at 2 AM responding to a burst pipe call.
Yes! Build your complete pricing book with labor rates, material markups, and flat-rate pricing for common plumbing services. Create professional estimates in seconds, present good-better-best options to customers, and convert approved estimates to invoices with one click.
Track items by named stock location and set reorder levels. If the owner enables deduct-on-invoice, inventory line items deduct from the selected location when an invoice is saved. PocketBoss does not infer parts usage from a technician's field activity.
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 technicians 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.
Yes! Create professional estimates for water heater replacements, re-pipes, bathroom remodels, and any plumbing work. Include photos, detailed line items, and multiple options. Email estimates to customers and track when they view them.
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.
Switching is easy - sign up for a free trial, add your clients, and start using ThePocketBoss immediately. Most plumbing contractors get up and running fast. You can run both systems during your trial to ensure a smooth transition.
Customer equipment records can store the water heater 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. Maintenance reminders are handled separately through service plans or recurring visits.
Absolutely! Log drain cleaning calls with location, type of clog, method used, and before/after photos. Track recurring drain issues at customer properties and recommend preventive maintenance based on history.
Service Plans can store coverage and renewal information, while Recurring Visits create the scheduled field work. Optional reminders help manage the process, but PocketBoss cannot guarantee a renewal, completed visit, or recurring-revenue result.
Manage your plumbing business
Compare top platforms
Win more bids with pro estimates
Schedule service calls efficiently
Get paid from the job site
Assign techs and manage emergencies
Track every customer interaction
Set profitable rates for your services
Know your numbers by service type
Plan the operational foundation
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 plumbing contractors who've transformed their business with ThePocketBoss. Start your free trial today with instant access.
From $19.99/month • Seats from one user (Solo) to 25 (Boss) • No contracts • Cancel anytime