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ThePocketBoss

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ThePocketBoss helps handymen, contractors and small service teams keep customer records, estimates, appointments, jobs and invoices together. Use the CRM for contact details and job context, prepare estimates with e-signature approval, schedule visits, and send invoices with eligible online payment options. Inventory, price-book and mileage tools are included in the core plans. Solo is $19.99/month for one user. Essentials is $29.99/month for up to five users and adds dispatch, workforce time, projects, job costing, QuickBooks Online, online booking, receipts, workflows, tasks and reports. Pro is $49.99/month for up to ten users and adds tiered/sectioned estimates, Smart Routing, advanced dashboard analytics, SMS campaigns, banking and reconciliation. Boss is $99.99/month for up to 25 users and includes a managed local number and 100 AI Receptionist minutes monthly. AI Assistant monthly allowances are 0 on Solo, 100 on Essentials, 500 on Pro and 750 on Boss; additional requests use prepaid credit. Product permissions, plan eligibility and setup still apply. Smart Routing plans selected stops; it does not automatically move customer appointments. Payment processing, optional services, credit reloads and usage beyond allowances can cost extra. The 14-day trial requires a credit card. Confirm current pricing and platform availability at thepocketboss.com/pricing before choosing a plan.

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