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On the recordRead 2 Oct 202612 facts
PocketBoss
Plans and prices
Solo
$19.99a month
1 user · AI Assistant on prepaid credit · customers, CRM, estimates, invoices, appointments, inventory, mileage, jobs
Read 2 Oct 2026 · thepocketboss.com
Essentials
$29.99a month
Up to 5 users · 100 AI Assistant requests/month · 300 text segments/month · QuickBooks Online sync
Read 2 Oct 2026 · thepocketboss.com
Pro
$49.99a month
Up to 10 users · 500 AI Assistant requests/month · 600 text segments/month · tiered estimates
Read 2 Oct 2026 · thepocketboss.com
Boss
$99.99a month
Up to 25 users · 750 AI Assistant requests/month · 1,500 text segments/month · AI Receptionist number and 100 minutes/month
Read 2 Oct 2026 · thepocketboss.com
On the record
- Core tools
- Every plan includes customers and CRM, estimates, invoices, payments, a customer portal, appointments, jobs, inventory, and mileage.thepocketboss.com · read 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 · read 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 · read 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 · read 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 · read 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 · read 2 Oct 2026
- Payments
- PocketBoss offers eligible card and bank payments through Stripe, with payment status connected to invoices.thepocketboss.com · read 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 · read 2 Oct 2026
- QuickBooks integration
- Essentials and higher plans include QuickBooks Online sync.thepocketboss.com · read 2 Oct 2026
- Security
- The FAQ says PocketBoss uses TLS for data in transit and access controls designed to protect account data.thepocketboss.com · read 2 Oct 2026
- Support
- All users receive email support and can access a knowledge base and in-app guided tours.thepocketboss.com · read 2 Oct 2026
- Usage limits
- Monthly AI request and text segment allowances vary by plan, reset monthly, and do not roll over.thepocketboss.com · read 2 Oct 2026
