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PocketBoss
What PocketBoss is
PocketBoss is a business management app for service businesses, bringing customer records, jobs, estimates, invoices, inventory, mileage, and appointments together. The maker describes its users as trades ranging from handymen to HVAC businesses. Every plan includes customers and CRM, estimates, invoices, payments, a customer portal, appointments, jobs, inventory, and mileage. Essentials and higher plans add QuickBooks Online sync. PocketBoss is available on iPhone, Android, and the web, with data syncing between devices. Eligible businesses can accept card and bank payments through Stripe, with payment status connected to invoices. PocketBoss charges a platform fee of 0.5% on card payments or 0.25% on bank transfers, capped at $25; Stripe processing fees are separate. Users who do not collect payments through PocketBoss do not pay its platform fees. All users receive email support and can use a knowledge base and in-app guided tours. Solo costs $19.99 a month, Essentials $29.99 a month, Pro $49.99 a month, and Boss $99.99 a month. There is no free plan, but a 14-day trial is available.
Who it suits
It suits service businesses and trades that need customer, job, billing, inventory, and scheduling tools. Essentials and higher may suit teams that need QuickBooks Online sync.
What it does well
- All plans include CRM, estimates, invoices, and jobs.
- Available on iPhone, Android, and web.
- QuickBooks Online sync starts with Essentials.
- Payment status connects to invoices.
- Offers a 14-day trial.
What to know first
- There is no free plan.
- Stripe processing fees are separate.
- AI and text allowances vary by plan and do not roll over.
- QuickBooks Online sync is not included in Solo.
Limits
The Solo plan costs $19.99 per month and supports one user; its AI Assistant uses prepaid credit. AI request and text segment allowances vary by plan, reset monthly, and do not roll over. Payment processing fees apply when customers pay through PocketBoss, while Stripe processing fees are separate.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Solo | $19.99/month · 1 user · AI Assistant on prepaid credit · customers, CRM, estimates, invoices, appointments, inventory, mileage, jobs | $19.99 a month |
| Essentials | $29.99/month · Up to 5 users · 100 AI Assistant requests/month · 300 text segments/month · QuickBooks Online sync · dispatch · projects and job costing | $29.99 a month |
| Pro | $49.99/month · Up to 10 users · 500 AI Assistant requests/month · 600 text segments/month · tiered estimates · smart routing · analytics | $49.99 a month |
| Boss | $99.99/month · Up to 25 users · 750 AI Assistant requests/month · 1,500 text segments/month · AI Receptionist number and 100 minutes/month | $99.99 a month |
As thepocketboss.com lists them, read 2 Oct 2026. The maker's own page has the final word.
Getting started
- Open the PocketBoss website.
- Choose a plan: Solo is $19.99 per month, Essentials $29.99, Pro $49.99, or Boss $99.99.
- Start the 14-day trial.
- Access PocketBoss through its iPhone app, Android app, or web browser.
- Add customers, estimates, invoices, appointments, jobs, inventory, or mileage using the tools included in every plan.
Verdict
PocketBoss brings common service-business work into one app, with device syncing and payment collection options. Compare plan limits and payment fees against the tools your business needs.
Questions
How much does PocketBoss cost?
Solo is $19.99 per month, Essentials is $29.99 per month, Pro is $49.99 per month, and Boss is $99.99 per month.
Is there a free plan or trial?
There is no free plan. PocketBoss offers a 14-day trial.
Which platforms can I use?
PocketBoss is available on iPhone, Android, and through a web browser, with data syncing between devices.
Which plans include QuickBooks Online sync?
Essentials and higher plans include QuickBooks Online sync.
What fees apply to payments?
PocketBoss states a platform fee of 0.5% on card payments or 0.25% on bank transfers, capped at $25. Stripe processing fees are separate.
What security and support does PocketBoss describe?
The FAQ says it uses TLS for data in transit and access controls to protect account data. All users receive email support, a knowledge base, and in-app guided tours.
Facts from PocketBoss's own pages
- Core tools
- Every plan includes customers and CRM, estimates, invoices, payments, a customer portal, appointments, jobs, inventory, and mileage. · thepocketboss.com, 2 Oct 2026
- Customer portal security
- The features page describes passwordless customer portal links with sessions that expire after 30 days and says data is encrypted in transit and at rest. · thepocketboss.com, 2 Oct 2026
- Intended users
- The maker describes PocketBoss as software for service businesses and says it serves trades ranging from handymen to HVAC. · thepocketboss.com, 2 Oct 2026
- Mobile and web access
- PocketBoss is available as an iPhone app, an Android app, and through a web browser, with data syncing between devices. · thepocketboss.com, 2 Oct 2026
- Payment collection limit
- The maker says payment processing fees apply when customers pay through PocketBoss; users who do not collect payments through it do not pay those fees. · thepocketboss.com, 2 Oct 2026
- Payment fees
- PocketBoss states that its platform fee is 0.5% on card payments or 0.25% on bank transfers capped at $25, with Stripe processing fees charged separately. · thepocketboss.com, 2 Oct 2026
- Payments
- PocketBoss offers eligible card and bank payments through Stripe, with payment status connected to invoices. · thepocketboss.com, 2 Oct 2026
- Product
- ThePocketBoss is an all-in-one business management app for tracking inventory, managing projects, creating invoices, and scheduling appointments. · thepocketboss.com, 2 Oct 2026
- QuickBooks integration
- Essentials and higher plans include QuickBooks Online sync. · thepocketboss.com, 2 Oct 2026
- Security
- The FAQ says PocketBoss uses TLS for data in transit and access controls designed to protect account data. · thepocketboss.com, 2 Oct 2026
- Support
- All users receive email support and can access a knowledge base and in-app guided tours. · thepocketboss.com, 2 Oct 2026
- Usage limits
- Monthly AI request and text segment allowances vary by plan, reset monthly, and do not roll over. · thepocketboss.com, 2 Oct 2026
Where PocketBoss stands on Freedom251
- Junk Removal Software#19 of 29