ThePocketBoss Reviews & Product Details

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.