Everything You Need to Run Your Business
One app with all the tools to manage your business efficiently and grow faster.
Start Free TrialSee It in Action
Real screenshots from the app: the dashboard, invoicing, scheduling, and CRM your business runs on.
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
Accept credit card payments securely with Stripe integration. Send payment links via email or SMS and get paid faster.
- 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
Let clients book online, send automatic reminders, and manage your calendar from anywhere.
- Online booking
- Automated reminders
- Calendar sync
- Staff scheduling
Online Booking Website
Give customers a professional booking page where they can schedule appointments 24/7. No more phone tag.
- Custom booking page
- Real-time availability
- Automated confirmations
- Deposit collection
Your Business Website
A free, editable website for your business with your services, photos, and Google reviews - plus a Get an Estimate form that sends leads straight to your CRM.
- Included with your subscription
- Edit sections yourself, no designer
- Google reviews built in
- Estimate requests land in your CRM
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
Bigger jobs close easier when customers can split payments with Affirm or Klarna - you still get paid in full up front. Optional tipping lets happy customers say thanks.
- Affirm & Klarna at checkout
- You get paid in full immediately
- Optional tips (100% to you)
- ACH bank payments supported
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
Optimize your daily routes with AI-powered route planning. Save time and fuel by visiting multiple clients in the most efficient order.
- Automatic route optimization
- Multi-stop planning
- Avoid tolls and highways
- Save time and fuel costs
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
- Set up in minutes
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
"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
Accept Payments Online
Accept credit card payments securely with our Stripe integration. Send payment links, save customer cards, and get paid faster.
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.