Frequently Asked Questions

Everything you need to know about PocketBoss

Getting Started

What is PocketBoss?

PocketBoss is an all-in-one business management app that helps you track inventory, manage projects, create invoices, schedule appointments, and more - all from your smartphone or computer.

How do I sign up for PocketBoss?

Simply click the "Start Free Trial" button, enter your business information, and you'll be up and running in minutes. A credit card is required but we won't charge it during your 14-day trial.

Is there a mobile app?

Yes! Native mobile apps for Android (Google Play Store) and iOS (App Store) coming soon! For now, PocketBoss works great on any mobile browser.

Can I use PocketBoss on my computer?

Absolutely! PocketBoss works on any device with a web browser. Your data syncs automatically between all your devices.

Pricing & Billing

How much does PocketBoss cost?

PocketBoss Professional is $19.99/month after your 14-day free trial. We also offer custom Enterprise plans for larger organizations.

Do I need a credit card for the free trial?

A credit card is required to start your free trial, but we won't charge it during the 14-day trial period. You'll only be charged if you continue after the trial ends.

Can I cancel anytime?

Yes, you can cancel your subscription at any time. There are no contracts or cancellation fees. You'll continue to have access until the end of your billing period.

What payment methods do you accept?

We accept all major credit cards, debit cards, and ACH bank transfers for US customers. International customers can pay via credit card.

Features

What features are included in PocketBoss?

PocketBoss includes inventory management, project tracking, invoicing, appointment scheduling, mileage tracking, CRM, expense tracking, and business analytics - all in one app.

Can I create custom invoices?

Yes! You can customize your invoices with your logo, business information, and choose from multiple professional templates.

Does PocketBoss track mileage automatically?

PocketBoss offers both automatic GPS tracking and manual mileage entry. All tracking is IRS-compliant for tax deductions.

Can my customers pay invoices online?

Yes, your customers can pay via Venmo, Zelle, Cash App, or traditional methods. You can track all payment types within PocketBoss.

Security & Privacy

Is my data secure?

Yes! We use bank-level 256-bit encryption, secure cloud storage, and regular security audits to protect your business data.

Where is my data stored?

Your data is securely stored in encrypted cloud servers with automatic backups. You always retain full ownership of your data.

Can I export my data?

Absolutely! You can export all your data at any time in common formats like CSV, PDF, and Excel.

Do you sell my data?

Never. We do not sell, share, or monetize your data in any way. Your business information is private and secure.

Support

How do I get help if I need it?

Professional plan users get priority email support. Enterprise customers receive 24/7 phone support and a dedicated account manager.

Do you offer training?

Yes! We provide video tutorials, documentation, and live training sessions for Enterprise customers.

What if I need a feature that's not available?

We're always improving PocketBoss based on user feedback. Submit feature requests through the app or contact support.

Can you help me migrate from another system?

Yes! Our support team can help you import your existing data from spreadsheets or other business management tools.

Still Have Questions?

Our support team is here to help you succeed with PocketBoss.

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