ThePocketBoss
CRM, estimates, scheduling and invoicing for handymen, contractors and small service teams.
A startup from Cleveland, the United States, founded by Blake McAmis.
CRM, estimates, scheduling and invoicing for handymen, contractors and small service teams.
A startup from Cleveland, the United States, founded by Blake McAmis.
This page is designed to help you find out whether ThePocketBoss is good and if it is the right choice for you.
ThePocketBoss helps handymen, contractors and small service businesses keep customer records, estimates, appointments, jobs and invoices in one place.
Use the CRM to organize contacts and job history, prepare estimates with e-signature approval, schedule visits, and send invoices with online payment options. Core tools also include a customer portal, inventory, a price book, mileage tracking, recurring visits and a job timer.
Plans (USD per month)
Solo — $19.99: one user, with the core customer, estimating, scheduling and invoicing tools.
Essentials — $29.99: up to five users; adds crew dispatch, workforce time, projects, job costing, QuickBooks Online, online booking, receipts, workflows, tasks and reports.
Pro — $49.99: up to ten users; adds tiered estimates, Smart Routing for selected stops, advanced dashboard analytics, SMS campaigns, banking and reconciliation.
Boss — $99.99: up to 25 users; includes a managed local number and 100 AI Receptionist minutes per month.
AI Assistant allowances vary by plan; prepaid credit covers Solo requests and additional usage. AI Receptionist service requires setup and can also be added to other plans. Payment processing, optional services and usage beyond allowances can cost extra.
Use ThePocketBoss through a web browser, with companion iPhone and Android apps. Features vary by plan, platform, permissions and setup.
A 14-day trial is available; a credit card is required. See current pricing and plan details.
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