PocketBoss
PocketBoss is a business management app for service businesses, bringing customer records, estimates, invoices, appointments, jobs, inventory, mileage, and p…
What PocketBoss is
PocketBoss is a business management app for service businesses, bringing customer records, estimates, invoices, appointments, jobs, inventory, mileage, and projects together. 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. 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 those platform fees. The app is available on iPhone, Android, and the web, with data syncing between devices. All users receive email support, a knowledge base, and in-app guided tours. Monthly AI request and text segment allowances vary by plan, reset monthly, and do not roll over. 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 offered.
Good
- Every plan includes CRM, estimates, invoices, and appointments.
- Essentials and higher plans include QuickBooks Online sync.
- Data syncs across iPhone, Android, and web.
- All users receive email support and guided tours.
Watch out
- No free plan; Solo costs $19.99 a month.
- Stripe processing fees are separate from platform fees.
- Monthly AI and text allowances reset and do not roll over.
Who it suits
PocketBoss suits service businesses, including trades from handymen to HVAC, that want customer, job, billing, inventory, and appointment tools together. It is available across mobile apps and the web.
Verdict
PocketBoss covers a broad set of service-business tasks across mobile and web, with QuickBooks Online sync on Essentials and above. Review the plan-specific limits and payment fees if you expect to use those features.
Plans and prices
From PocketBoss's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo | $19.99 a month | 1 user · AI Assistant on prepaid credit · customers, CRM, estimates, invoices, appointments, inventory, mileage, jobs · $19.99/month |
| Essentials | $29.99 a month | Up to 5 users · 100 AI Assistant requests/month · 300 text segments/month · QuickBooks Online sync · dispatch · projects and job costing · $29.99/month |
| Pro | $49.99 a month | Up to 10 users · 500 AI Assistant requests/month · 600 text segments/month · tiered estimates · smart routing · analytics · $49.99/month |
| Boss | $99.99 a month | Up to 25 users · 750 AI Assistant requests/month · 1,500 text segments/month · AI Receptionist number and 100 minutes/month · $99.99/month |
The facts
Each one read from PocketBoss's own pages, with the date it was checked.
What it does
- Core tools
- Every plan includes customers and CRM, estimates, invoices, payments, a customer portal, appointments, jobs, inventory, and mileage.checked 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.checked 2 Oct 2026
- Intended users
- The maker describes PocketBoss as software for service businesses and says it serves trades ranging from handymen to HVAC.checked 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.checked 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.checked 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.checked 2 Oct 2026
- Payments
- PocketBoss offers eligible card and bank payments through Stripe, with payment status connected to invoices.checked 2 Oct 2026
- Product
- ThePocketBoss is an all-in-one business management app for tracking inventory, managing projects, creating invoices, and scheduling appointments.checked 2 Oct 2026
- QuickBooks integration
- Essentials and higher plans include QuickBooks Online sync.checked 2 Oct 2026
- Security
- The FAQ says PocketBoss uses TLS for data in transit and access controls designed to protect account data.checked 2 Oct 2026
- Support
- All users receive email support and can access a knowledge base and in-app guided tours.checked 2 Oct 2026
- Usage limits
- Monthly AI request and text segment allowances vary by plan, reset monthly, and do not roll over.checked 2 Oct 2026
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