The Complete List

Every Feature, Explained

What each part of Boss Man Jobs does, how it works, what it replaces, and the honest part — the limits, the device it needs, and which plan it's on.

Boss Man Jobs runs on iPhone, iPad and Mac. Plans are Standard ($29/mo), Pro ($59/mo) and Enterprise ($249/mo); every new business account starts with a free 30-day Pro trial, and crew members never pay. Estimators and scans get you about 85% of the way — you review and edit to 100%.

1 · Run the Job

Run the Job

Everything about a single job — tasks, plans, punch lists, paperwork and reports — lives on one job screen made of cards you can rearrange.

Jobs board & job cards

Every job on one board. Each job opens to a screen of cards: tasks, photos, materials, extras, plans, schedule, billing, reports, scans and more.

How it works

  1. Open Work → Jobs. The board has stats, filters, and overdue, upcoming, unassigned and job-value widgets.
  2. Tap a job to open its cards.
  3. Use the ••• menu → Customize Cards to drag cards into order, hide them, or add extra cards (RFIs, Safety Meetings, Accident Reports, MSDS).
  4. The layout is saved per person and applies to every job.

On iPad and Mac the board becomes a list with the job beside it, and a job can open in its own window.

What it replaces

A whiteboard, a folder per job, and texts scattered across phones.

The honest part

  • Crew get a trimmed layout with no money cards and no owner or office-staff cards.
  • There is no general "Documents" card. Plans (PDFs) are the document card.

Job progress bar (% complete)

Shows how far along each job is.

How it works

  • Completed tasks ÷ total tasks, unweighted.
  • It shows on Home's Active Jobs card, the iPad job list, and Team Status.

What it replaces

Guessing, or calling the lead.

The honest part

  • A job with no tasks shows 0%.
  • Every task counts the same, whether it's "pick up permit" or "frame the second floor."
  • The bar isn't on the job screen itself.

Tasks, materials, extras

Per-job lists of what needs doing, what was bought, and what was added beyond the contract.

How it works

  • Tasks: unit prices that total in the header.
  • Materials: quantity, unit cost, receipt photo and a billed flag. Add by hand or pull from your company inventory.
  • Extras: a running total.
  • All three can flow onto the invoice.

What it replaces

Receipts in the truck and extras you forget to bill.

The honest part

  • Money columns are hidden from crew.

Photos & site panoramas

Keeps job photos and wide site shots with the job.

How it works

  • The Photos card holds the job's photos and video.
  • The Site Panoramas banner takes a photo or imports one from your library, with a zoom-and-pan viewer.

What it replaces

Digging through the camera roll.

The honest part

  • The app doesn't capture or stitch panoramas. Shoot them in the iPhone Camera's Pano mode, then import.

Project schedules (Gantt)

Builds a trade-by-trade schedule that recalculates when something moves.

How it works

  1. Open the job's Schedule card, or Work → Project schedules.
  2. Add trades and set durations in working days.
  3. Link trades so one starts when another finishes. A trade can also be locked to a fixed date or given an earliest start.
  4. The engine finds the critical path and shows the finish date and slack against your target date.
  5. Zoom in and out. Save it to a job or as your own template.

What it replaces

A paper calendar, or a spreadsheet you redo every time the drywaller is late.

The honest part

  • It works in working days.
  • It doesn't level resources across jobs.

Schedule templates

Starts a schedule from a ready-made trade sequence.

How it works

  • "Start from a template" offers 13 built-ins (Kitchen, Bath, Room Addition, Full Home, Basement, Roof, Deck, Interior Repaint, Flooring, Siding, Garage, Water Heater, Fence) plus any you save.

What it replaces

Rebuilding the same kitchen schedule every time.

The honest part

  • Templates are starting points. Durations are typical, not yours, until you edit them.

AI schedule builder

Drafts a Gantt schedule from the job's plans.

How it works

  1. Tap Gantt → "Build with AI", or Plans card → "Build schedule from these plans".
  2. The AI reads up to 3 of the job's newest plan sets and proposes trades, durations and links.
  3. You see a preview. Nothing changes until you tap Apply.

What it replaces

Sitting down with the plans and a legal pad.

The honest part

  • Pro.
  • Owner and office staff only.
  • Needs a real job with plans attached.
  • No prices, contacts, subs or crew names are sent to the AI.
  • Expect to adjust it. It gets you a draft, not a final schedule.

PDF plans with markup

Keeps the plan set on your phone or iPad and lets you mark it up in the field.

How it works

  1. On the job's Plans card, tap Add Plan and pick a PDF.
  2. Open it and tap Markup. Tools:
    • Pen
    • Text
    • Highlight
    • Rectangle, Ellipse
    • Arrow
    • Cloud
    • Measure (calibrate the scale per page)
    • Punch pin
  3. Markups save into the PDF, and you can share the marked-up PDF.

What it replaces

A roll of paper plans and a red pen.

The honest part

  • Apple Pencil works, but so does a finger. The Pencil isn't required, and markup works on iPhone too.
  • There's no stamp library.
  • Crew don't get the Punch tool.

AI plan review & plan reading

Reads plan sheets and flags things to check, answers questions about the plans, and digests a whole set.

How it works

  • In the plan viewer, tap AI Review → "Review this page", "Review all pages", or Ask.
  • Flags can be turned into punch items with one tap.
  • The assistant can also read a plan, digest a whole set (3 pages per pass, using the PDF's text layer too), or create a job from plans.
  • Phone numbers and emails are scrubbed before anything is sent.

What it replaces

An initial read-through of the set on your own at night.

The honest part

  • Pro.
  • Owner and office staff only, never crew.
  • It's a second set of eyes, not an engineer. It flags things to check; it doesn't approve anything.

Punch lists pinned to drawings

Drops punch items as pins on the exact spot of the plan sheet, then sends each sub their own items and nothing else.

How it works

  1. On a plan, tap Punch and tap the spot.
  2. Add a description, a sub and photos. Items can also exist without a pin.
  3. Track open and done items on the job's Punch List card, or across all jobs under Work → Punch List.
  4. The Report PDF shows sheet images with pins, up to 4 photos per item, and checkmarks on done items.
  5. Send to Subs opens one Mail or Messages draft per sub, with their own PDF attached. Their open items and items marked NEW are included.

What it replaces

A clipboard walk-through, then retyping it into emails.

The honest part

  • Owner and office staff only.
  • Each send goes out through your own Mail or Messages, one tap per sub.

Change orders with client sign-off

Writes up the change, gets the client's approval, and keeps a running total of approved changes.

How it works

  1. On the job's Change Orders card, add line items and share the PDF.
  2. Then get sign-off one of two ways:
    • In person: the client types their name and draws a signature on the phone. Approve saves both; Reject stamps the time.
    • Client Portal: tap "Send to portal". The client approves or rejects by typing their name, and the decision comes back to the app.

What it replaces

A verbal "yeah, go ahead" and arguments at final invoice.

The honest part

  • The portal signature is a typed name, not a drawn one.
  • Owner and office staff create, approve, send and delete. Crew see the list and can share the PDF, nothing more.

Work orders

Sends a crew member a defined piece of work with tasks, materials and photos.

How it works

  1. Open the job's Work Orders card, or Work → Work orders.
  2. Set priority and add a checklist with prices. Materials are marked "bring" or "on site".
  3. Status runs pending → acknowledged → in progress → completed.
  4. Work orders can recur, and each one has a PDF.
  5. Crew see their own work orders, including in the Team Portal, where they can check off tasks, tap "Got it" and add photos.

What it replaces

A text with a list that gets buried.

The honest part

  • Creating one needs the Create Work Orders or Assign Employees permission.

Daily reports & issue reports

Logs each day on site and any problems found.

How it works

  • On the job's Daily Reports card:
    • A daily report has a title, summary, details, hours, weather and photos.
    • An issue report has photo items with severity and a resolved flag.
  • Browse by date and export to PDF.
  • Work → Field reports lists reports across jobs. Crew see only their own jobs.
  • "Smart report" drafts one with AI (owner, Pro).

What it replaces

A paper daily log, or nothing at all.

The honest part

  • Available to all roles. The AI drafting is Pro and owner only.

Weekly report

Builds a weekly update for a client, GC or your own files.

How it works

  1. Pick a week and an audience: Client, GC or Internal.
  2. Choose sections:
    • summary
    • daily and issue reports
    • time cards
    • notes, photos
    • change orders, tasks
    • materials and expenses
    • schedule progress, safety
  3. Money figures are stripped according to the audience.
  4. Share it, email it, or send it to the portal.

What it replaces

A Friday-night email written from memory.

The honest part

  • Owner and office staff only.
  • The sub check-in section is switched off.

Materials inventory & equipment

Keeps company stock and tools/equipment, and sends either one to a job.

How it works

  • Work → Materials: inventory with a low-stock count and "Send material to job".
  • Work → Equipment: each asset has serial, value, condition, maintenance log and depreciation. Assign it to a job or a person. Insurance-expiry reminders included.

What it replaces

"Who has the laser level?"

The honest part

  • There's no barcode scanning.

Property info lookup

Looks up public facts about the job's address and turns the year built into warnings.

How it works

  1. On the job's Property Info card, tap "Look up property".
  2. Only the street address goes to Google-grounded AI. It returns, with sources:
    • year built
    • living area, lot size
    • beds, baths, stories, type
    • value
    • last sale
    • owner names
  3. At the same time the app pulls the FEMA flood zone and the EPA radon zone.
  4. Keep the facts you trust (Keep / Keep all), and edit any by hand.
  5. Warnings come from the year built:
WarningBuilt
Lead paint likelybefore 1978
Asbestos possiblebefore 1981
Knob-and-tube wiringbefore 1950
Galvanized pipebefore 1960
Aluminum wiring1965–73
FPE/Zinsco panel era1950–90
Polybutylene pipe1978–95
Unknown yeartreated as pre-1978

If the address changes, saved facts are marked stale.

What it replaces

Zillow, the county assessor site, and memory.

The honest part

  • It has its own card on the job screen, in the default layout for owners and office staff. The lookup runs when you tap "Look up property", not the moment an address is typed, so nothing is sent to Google until you ask.
  • Pro.
  • Owner and office staff only.
  • Public records can be wrong or missing, so you review before keeping anything.
  • The lead and asbestos flags are age-based warnings, not test results.
  • Saved facts stay readable if the plan lapses.

Site Contacts card

Keeps everyone on the job who isn't your crew: architect, PM, engineers, inspectors, homeowner, tenant, HOA, fire chief, security (38 roles plus custom).

How it works

  • Add someone by hand or tap "From iPhone Contacts".
  • Call, text and email buttons on each person.
  • Names feed the Site Safety Plan poster.

What it replaces

A sticky note on the dash.

The honest part

  • The owner edits; everyone else reads.
  • Crew phones don't receive the list.

Subcontractors card & Daily Check-In

The Subcontractors card shows the subs on the job and their crews. Daily Check-In signs sub workers on and off site.

How it works

  • The Subcontractors card pulls subs from the schedule plus any added by hand, expands to foreman and workers, and has a Message sheet with templates.
  • Daily Check-In: you or the job lead sign sub workers in and out, with a full-screen site log by day. Your own crew come from their time cards.

What it replaces

A paper sign-in sheet.

The honest part

  • The owner edits.

RFIs

Tracks questions to the architect or engineer until they're answered.

How it works

  1. Add the RFIs card via Customize Cards.
  2. New RFI. Statuses: draft, open, answered, closed, void.
  3. The card shows open, overdue and answered counts.
  4. Export an RFI log PDF. Send and remind by email or text from templates.

What it replaces

An RFI spreadsheet.

The honest part

  • Overdue RFIs show on the card; there's no push reminder.
  • It tracks RFIs; there's no submittals log.

Safety Meetings

Runs a toolbox talk and records who attended.

How it works

  1. Add the Safety Meetings card via Customize Cards.
  2. Pick from about 50 OSHA-reviewed topics in 5 groups.
  3. The crew signs in with drawn signatures; walk-ins type their name.
  4. Make a PDF and email it.

What it replaces

The binder of photocopied talks.

The honest part

  • Anyone can hold one.

Accident reports

Documents injuries, near misses, damage and vehicle incidents, and tracks the reporting deadlines.

How it works

  • Open the job card, or Work → Accident Reports.
  • Guided report with OSHA/UOSH deadline banners (8 and 24 hours) and reminders.
  • PDF output.
  • The assistant can draft the report from what you tell it.

What it replaces

A blank incident form found after the fact.

The honest part

  • Owner and office staff only.
  • It reminds you of the deadlines; it doesn't file anything with OSHA.

MSDS / SDS log

Keeps the safety data sheets for the products on site.

How it works

  • The job's SDS card plus Work → MSDS library.
  • Import by PDF, document scan or photos. The text is parsed and hazard badges are added.
  • Make a binder PDF.
  • Sheets sync to crew phones and are downloaded ahead of time for sites with no signal.

What it replaces

The yellow binder in the truck.

The honest part

  • The owner adds sheets.
  • The parse is a helper. Check the hazard info against the actual sheet.

Jobsite signage & Site Safety Plan poster

Signage prints site signs. The Site Safety Plan poster builds a posted plan with the site map, hazards and emergency info.

How it works

  • Work → Signage: about 45 English/Spanish signs, a setup pack, and AirPrint.
  • Poster editor:
    • Layout: site map with markers, routes and zones.
    • Details: hazards, PPE and rules, plus a nearest-ER search.
    • Preview: PDF, Print or Share. 18×24 output, with a grid and QR code.

What it replaces

A Sharpie on cardboard.

The honest part

  • Owner, office staff, or crew who lead the job.

Job costs card

Shows estimated vs. actual cost, profit and margin for the job, including wages.

How it works

  • It totals time, materials, extras and expenses against the job price.

What it replaces

Finding out you lost money in April at tax time.

The honest part

  • Owner only.
2 · Run the Crew

Run the Crew

Clock in, see where the work is happening, schedule people, and pay them. Plus a web portal for crew without iPhones.

Time cards (clock in / out)

Records each shift against a job.

How it works

  • Clock in from the job screen, the Time home screen, or the People hub. You can also clock crew in and out from your own phone.
  • Each entry keeps start, end, breaks, the wage and bill rate at the time, notes and photos.
  • Edits need a reason and go through approve/reject.

What it replaces

Paper time sheets and “I think I got here at 7.”

The honest part

  • Time a crew member enters on their own iPhone doesn’t reach your phone. Hours reach your payroll only when you clock the crew member in from your phone, when they’re your own shifts, or when the crew member punches in the Team Portal.
  • A manual clock-in doesn’t store GPS coordinates. Geofence clock-ins do.
  • There is no GPS breadcrumb trail.

Auto clock-in / out (geofencing)

Clocks a person in when they arrive at the job and out when they leave.

How it works

  1. Draw a circle (25–500 m, default 100 m) or a polygon around the job.
  2. When the phone enters it during work hours (default 8–5), a time entry starts. Leaving closes it.
  3. Turn it on or off per job, and choose Automatic or Geofence mode in Location settings.

What it replaces

Forgetting to clock in, then fixing it Friday.

The honest part

  • Needs location permission, and “Always” for it to work in the background.
  • iOS caps it at 20 job fences per phone.
  • It won’t fire outside the work window or if you’re already clocked in.
  • It doesn’t run on Mac.
  • Pro and Enterprise. On Standard the fence still registers but never clocks anyone in, and the job card says so.
  • The alert meant to tell you a crew member clocked in lands only on the phone that clocked in.

Live crew map

Shows where clocked-in crew are right now.

How it works

  • Crew who opt in (“Share my location while clocked in”) send a position about every 60 seconds or every 100 m.
  • The server keeps one current spot per person and clears it at clock-out.
  • While you’re watching the map, positions stream live for up to 15 minutes.

What it replaces

“Where are you?” texts.

The honest part

  • Pro.
  • You and your office staff see the map.
  • Location is shared only while clocked in and only with the person’s consent.
  • No history is kept.

Mileage tracking

Logs business miles for taxes and crew reimbursement.

How it works

  • Manual mode (default): start GPS tracking for a trip, or type the miles in.
  • Automatic mode: detects drives (about a 500 m move). It can use a home geofence and a schedule window (default Mon–Fri 7–5). A trip ends after 5 minutes stopped.
  • The IRS rate is built in by year (2026: $0.725) and can be overridden.
  • Mileage feeds into Pay crew as a reimbursement and into the Tax center.

What it replaces

A mileage notebook nobody keeps.

The honest part

  • Mileage tracking isn’t tied to being clocked in. Automatic mode runs on its own schedule window, so “location tracked only while clocked in” is true of the crew map, not of mileage.
  • It stores start and end points, not the route.

Crew schedule

Pushes who-works-where to each crew member’s phone.

How it works

  • In People → Crew schedule, assign people to jobs and work orders.
  • Each worker’s phone and portal pulls their own schedule.
  • Optionally email the crew member when they’re assigned, with a calendar invite attached.

What it replaces

The group text at 9 pm.

The honest part

  • Pro (People hub).
  • Only you and your office staff can assign crew.

Team management

Keeps a card for each crew member with their info, files and history.

How it works

  • In the People hub, each member card has:
    • phone, email and address
    • wage (only if you can see payroll)
    • hire date, title and employment type
    • an overtime-exempt flag
    • photos and files (licenses, W-9s, certifications)
    • a month-by-month Schedule & Time history with total hours
    • Call / Text / Email buttons
  • Roles are Owner, Office and Crew, plus per-person permission overrides.
  • Owner-only toggles decide which features crew get.

What it replaces

A manila folder per employee.

The honest part

  • Pro.
  • Seats: Standard 1, Pro 5, Enterprise 15 included. There are no paid extra seats.
  • “Work history” is the month-by-month view on the card, not a separate screen.

Team chat

A team-wide channel and direct messages inside the app.

How it works

  • Use the Team chat card on Home or in the People hub.
  • Messages go through the Boss Man server.
  • You can block and delete.

What it replaces

A group text mixed in with family.

The honest part

  • Team chat carries text and DMs; photos stay on the sender’s phone.
  • There is one team channel plus DMs, with no named group channels.

Subcontractor queue (schedule-driven sub messages)

Keeps a ready-to-send message queue for your subs that follows the schedule. When a trade slips, the “you’ve moved to Thursday” text is already written.

How it works

  • Each time the Gantt recalculates, the app drafts messages:
    • Booked: when a sub is assigned.
    • Date change: “moved to X (was Y)”, when the start date moves from what that sub was last told.
    • Go ahead: when everything ahead of them is done.
    • Reminder: a few working days before the start.
    • Running late: to downstream subs when an earlier trade runs past its finish.
  • Pending drafts update themselves as the schedule moves, and double-booked subs are flagged.
  • An 8 am notification nudges you when sends are due.
  • Sub Outbox → Send All walks each one through your Messages or Mail. Sends are logged.
  • There are 9 editable text and email templates.

What it replaces

Remembering to call 6 subs every time the inspection fails.

The honest part

  • Nothing sends on its own. Every message is a draft you tap to send.
  • Owner only: office staff and crew don’t get the sub queue.

Team Portal (for Android and any-browser crews)

Gives crew without the iPhone app a web app on their phone.

How it works

  1. You create a personal link in Menu → Team portal.
  2. The crew member opens it on any phone and can install it to the home screen in one tap on Android. Optional PIN screen; web push notifications.
  3. Tabs:
    • Home
    • Schedule
    • Work: check off tasks, “Got it”, photos
    • Chat
    • Pay: pay stubs
    • Clock in/out: uses GPS if allowed, never blocks the punch, works offline and catches up later
  4. Punches arrive in your app as real time entries. Duplicates, unknown jobs and clock skew are flagged.

What it replaces

“I don’t have an iPhone” as a reason not to clock in.

The honest part

  • The link is the key, so treat it like a password.
  • The portal is the reliable way for crew punches to reach payroll.

Pay crew & payout history

Works out what each person is owed and sends it to their bank.

How it works

  1. Money → Pay crew totals hours × rate plus overtime plus mileage and gas reimbursements for the pay period. You set the period’s start day, or use “All Unpaid”.
  2. Overtime rules: Federal 40 hrs/week, or the California daily 8 / double 12 preset. People can be marked exempt.
  3. Pay out (behind the admin password if one is set) sends ACH through your Stripe: your Stripe balance → each crew member’s Stripe account → their bank.
  4. Crew connect their bank on Stripe’s own page.
  5. Publish a pay stub to their portal.
  6. Payout history and a 10-year payroll audit log are kept.

What it replaces

Writing checks, or Venmo with no record.

The honest part

  • Not full payroll. No tax withholding, FICA, W-2 filing or state payroll taxes. It pays gross amounts.
  • Needs your Stripe account with a balance.
  • Crew without Stripe are just recorded as paid.
3 · Win the Work

Win the Work

Price the job fast from your own price list or a LiDAR scan, then send a clean estimate the client can sign.

Smart Estimator (20 trades)

Builds a priced estimate trade by trade, from your own price list.

How it works

  1. Open Field tools → Trade estimator and pick a trade. The 20 are:
    • Demolition, Concrete, Masonry
    • Rough Carpentry, Roofing, Siding, Gutters, Deck & Fence
    • Plumbing, Electrical, HVAC
    • Insulation, Drywall
    • Finish Carpentry, Tile & Flooring, Interior Painting, Exterior Painting
    • Landscaping, Pressure Washing, Window Cleaning
  2. Answer the wizard (dimensions, materials, options).
  3. It prices from your master price list and can add your daily overhead × days.
  4. Save it as an estimate.

What it replaces

A spreadsheet, or the back of a lumber receipt.

The honest part

  • Pro.
  • The estimator gets you about 85% of the way; you review and edit it to 100%.
  • The 20 trades run on 17 wizards, because some trades share one.

Master pricing list

Holds the price for everything you sell or install.

How it works

  • 718 starter items in 171 categories, each with material low/high, labor low/high, a production rate and a unit.
  • Edit any item, add your own, reset to defaults, or export a PDF price guide.

What it replaces

Prices kept in your head.

The honest part

  • Starter prices are national ballparks. Set yours before trusting a number.

AI price research

Looks up current local prices for one item, with sources.

How it works

  1. Long-press an item → AI price research.
  2. Google-grounded AI looks up the item for your ZIP code and returns material and labor low/high, how it converted units, and the sources.
  3. No sources means no numbers.
  4. Tap “Use these prices”, edit, then save. Nothing changes until you save.

What it replaces

Calling the supply house for every line.

The honest part

  • Pro, and for the owner only.
  • One item at a time. There’s no “update my whole list” button.
  • Your current prices aren’t sent.

Overhead (daily burn rate)

Works out what it costs to keep the doors open each working day, so your estimates cover it.

How it works

  • In Money → Overhead, list your fixed costs and financed equipment. The app divides by working days.
  • Every trade estimator has an “include overhead” toggle (days × daily cost), which can be hidden from client documents.
  • Includes a labor-burden section.

What it replaces

Pricing jobs that quietly lose money.

The honest part

  • It’s only as good as the costs you enter.

Site Vision: LiDAR room & house scan with takeoff

Scans a room with the phone and turns it into a materials and labor estimate.

How it works

  1. Open Field tools → Scan & estimate, or the job’s Site Vision card (single room or multi-room).
  2. Walk the room. Apple RoomPlan captures the walls, doors and windows.
  3. Review the 3D or 2D floor plan, and re-scan if needed.
  4. Turn on trade packages:
    • Drywall
    • Paint
    • Baseboard & Trim
    • Flooring: LVP, tile, hardwood or carpet
    • Insulation: 8 types
    • Electrical
  5. Get materials, labor and a full material list.
  6. Add more rooms for a whole-house estimate.
  7. Export a PDF or send it to the client.

What it replaces

A tape measure, a sketch, and an hour of takeoff.

The honest part

  • Needs a LiDAR iPhone Pro (12 Pro or newer) or a LiDAR iPad. It doesn’t scan on Mac.
  • Pro from the menu.
  • About 85% of the way: you review and edit.
  • The whole-house summary uses a fixed 20% markup and 7.25% tax.
  • The scan estimate is its own document; it doesn’t convert into a regular estimate or invoice.

Repair scan

Scans a damaged wall, finds the exposed framing, and prices the patch.

How it works

  1. LiDAR scan.
  2. Exposed framing is detected automatically.
  3. Confirm the repair zones.
  4. Optional AI material check from photos.
  5. Pick the texture.
  6. Get a drywall patch estimate, saved to the job.

What it replaces

Eyeballing patch size.

The honest part

  • LiDAR required.
  • The AI step is Pro.

Saved scan library

Keeps every scan, grouped by job.

How it works

  • Open Field tools → Saved scans.
  • View the estimate, generate drawings (blueprint-style PDF), and export a 3D model (USDZ) or mesh (OBJ).

What it replaces

Re-measuring.

The honest part

  • Pro from the menu.
  • LiDAR is needed to make new scans.

Smart estimate & report (photos + voice)

Builds a draft estimate or report from photos and what you say.

How it works

  1. Open Assistant → Smart estimate & report.
  2. Take photos and talk.
  3. AI vision drafts the line items, and you edit.

What it replaces

Typing up the walk-through later.

The honest part

  • Pro.
  • It’s a draft; review every line.

Estimates

Produces a branded estimate PDF to send.

How it works

  • Create an estimate from a trade wizard, the assistant, or by hand.
  • Send it by email, text or PDF, or share it to the Client Portal.
  • Get the client’s acceptance one of two ways:
    • In person: “Client accepts & signs” opens a sheet where the client types their name and signs on the screen. Both are saved with the estimate.
    • Client Portal: the client taps “Review & accept” on the estimate, types their full name, and accepts or declines. The decision comes back to the app.
  • The PDF prints the signature (or the typed name), the signer and the date on the signature line once accepted.

What it replaces

Word templates and “just reply yes to this email.”

The honest part

  • The portal acceptance is a typed name, not a drawn signature.
  • You and your office staff record in-person acceptances; crew don’t.
4 · Get Paid

Get Paid (Boss Bank)

Invoice, collect through your own Stripe account, pay the crew, and see where the money went.

Invoicing

Turns the job’s work into a professional invoice.

How it works

  1. Numbers are automatic (INV-date-###), or type your own.
  2. Choose what to include on the PDF:
    • tasks (with photos)
    • materials and extras
    • time cards
    • notes and site photos
    • a payment link plus QR code
  3. Send by email, text, share sheet, or the Client Portal.
  4. Recurring invoices, an unbilled-work view, and bulk mark-paid and bulk email are included.
  5. Work counts as billed when the invoice is sent or paid, not when it’s drafted.

What it replaces

QuickBooks for the invoicing part, or a Word template.

The honest part

  • Emails go from your own Mail app, not from a server.

Online payments through your own Stripe

Lets clients pay invoices by card or bank (ACH) into your own Stripe account.

How it works

  1. Go to Money → Payment settings and set up payments (Stripe-hosted onboarding).
  2. On an invoice, tap “Create Payment Link”. The client pays on Stripe Checkout or with the portal’s Pay button.
  3. Payments are pulled back in and the invoice is marked paid automatically.

What it replaces

Chasing checks.

The honest part

  • Stripe’s normal processing fees apply. Boss Man Jobs adds no fee of its own (0%).
  • Payouts follow Stripe’s own schedule.
  • You need a Stripe account in good standing.

Expenses & receipts

Logs business spending with receipt photos.

How it works

  • Snap a receipt. On-device text recognition pre-fills the vendor and amount.
  • Categorize it and attach it to a job.
  • Payments-received and contractor-payment logs are included.

What it replaces

The shoebox.

The honest part

  • Pre-fill is a guess; check it.
  • There’s no bank-feed import.

Tax center

Turns the year’s numbers into the reports your CPA wants.

How it works

  • 9 tabs:
    • Schedule C
    • W-2 totals
    • 1099-NEC contractor totals
    • Mileage (IRS-rate log)
    • Quarterly estimated tax (self-employment plus income tax, including state brackets)
    • Home office (Form 8829)
    • Depreciation (Form 4562 / MACRS)
    • Audit-risk flags
    • LLC vs. S-Corp comparison
  • Export TXF, CSV sets, a PDF, or a CPA package.

What it replaces

A January weekend with a shoebox.

The honest part

  • It doesn’t e-file or file 1099s.
  • Its numbers are estimates for your CPA, not tax advice.

Bills calculator (Paycheck Planner)

Helps a crew member see what’s safe to spend after bills.

How it works

  • In Time → Crew money → Paycheck Planner, enter a wage and bills.
  • It shows what’s safe to spend, bills as a share of take-home pay, and any weekly shortfall.
  • Overtime counts as time-and-a-half after 40 hours.

What it replaces

A napkin.

The honest part

  • It’s a planner for crew. The owner-side version is Overhead.

Money smarts

Short business lessons for contractors.

How it works

  • 31 tips in 8 categories:
    • Markup & margins
    • Tax strategy
    • Reinvestment
    • Pricing right
    • Profit benchmarks
    • Legal protection
    • Cash flow
    • Growth

What it replaces

Learning it the expensive way.

The honest part

  • Static content, for you and your office staff only.
  • General education, not financial advice.

Boss Bank dashboard & reports

Shows profit, spending and cash on one screen, plus 11 reports.

How it works

  • Dashboard: today / week / month / year net profit, expenses by category, a tax set-aside (30% default), crew payouts, your Stripe available and pending balances and your next deposit, and a money in/out feed.
  • Reports:
    • Job Costs
    • Revenue Summary, Expense Summary
    • Time Tracking, Client Revenue, Employee Productivity
    • Tax Summary, Material Usage, Invoice Aging
    • Estimate Conversion, “How My Estimates Run” (estimate accuracy)
  • 9 date ranges. Save reports and export to CSV.

What it replaces

Guessing whether you made money this month.

The honest part

  • It’s only as complete as what you enter in the app.

Client Portal

Gives each client a private web page for their job.

How it works

  • You send the client a link from People → Client portal. The client can add an optional PIN.
  • 5 tabs, in English or Spanish:
    • Chat: with you, in real time.
    • Schedule.
    • Pay: invoices with line items and balance due, and Pay Now by card or ACH.
    • Photos: view yours and upload theirs.
    • Docs: weekly reports, contracts and files; upload documents; approve or reject change orders by typed name.
  • Branded with your business name and colors.

What it replaces

“Can you resend that invoice?”

The honest part

  • The “logo” is your initials, not an uploaded image.
  • The link is the key.
5 · Paperwork & File Vault

Paperwork & File Vault

Who you work with, the documents that keep you legal, and records that don't disappear.

Clients, subs, suppliers & team directories

One address book for everyone in the business.

How it works

  • Clients: People → Clients.
  • Subs & suppliers: a two-segment directory. Each sub records trade, phones, emails, license number, insurance expiry, rate, a Preferred flag, and their own foreman and workers.
  • Team: your crew roster is covered under Run the Crew.
  • The assistant can bulk-add subs and team members for you.

What it replaces

Your phone's contacts plus a spreadsheet.

The honest part

  • Subs & suppliers are for the owner and office staff only.
  • Clients and subs are entered in the app; there is no import for them from iPhone Contacts.

Document holder (licenses, COIs, certificates)

Keeps your business documents together with their expiry dates.

How it works

  • In Settings → Business profile:
    • Fields for your contractor license, workers' comp and business license.
    • A Documents & certificates list (insurance, bond, LLC, W-9, certification and more), each with a number, an expiry and a PDF or photo.
    • Stored encrypted.
  • A separate Tax document vault holds receipts, W-9s, W-4s, 1099s, contracts, bank statements and returns.

What it replaces

The glovebox folder.

The honest part

  • Owner only.

Expiring-document alerts

Warns you before your license, insurance or certificates expire. Covers your own business documents and equipment insurance.

How it works

  • Local notifications go out 30 days before, 7 days before, and on the expiry day.
  • The menu shows a count of expired documents.

What it replaces

Finding out at the permit counter.

The honest part

  • A sub's insurance expiry shows as a badge; it does not send an alert.
  • Alerts need notification permission.

Records kept, not deleted (the "6-year" vault)

Keeps your business records so they're there when the IRS or a lawyer asks.

How it works

  • The app commits to a six-year floor on business records, and in practice never auto-deletes them at all.
  • No automatic cleanup in the app goes below that floor, so nothing can shorten it quietly.
  • Settings → Backup & restore states the promise.
  • Deleted tax-vault documents move to an archive, not the trash.
  • Wiping money records or the account requires typing DELETE.
  • The payroll audit log keeps 10 years.
  • Encrypted backups: an automatic records backup about every 20 hours to iCloud Drive (or on the device). Full backups with photos are made on demand. A recovery key is included.

What it replaces

Hoping the old phone still turns on.

The honest part

  • Records are kept at least six years and never deleted automatically. In practice they stay for as long as you have the app, which is longer than the six years the IRS can look back; six is the floor, not a cutoff.
  • Automatic backups keep the last 7, so they cover about a week of rollback, not six years of snapshots.
  • Delete Account erases everything.
  • The AI audit log keeps 90 days, and assistant chats keep the newest 50.

Compliance Center

Watches your business for licensing, tax, lien, labor and insurance issues and tells you what to do about them.

How it works

  • Work → Compliance Center has reference topics in 5 groups: Licensing, Taxes, Liens & legal, Payroll & labor, and Insurance.
  • A rules engine checks your data against 13 rules, including:
    • COI on large bids
    • workers' comp once you have crew
    • the 1099 threshold
    • quarterly estimates
    • 1099 vs. W-2 misclassification
    • contract review
    • aging non-payment
    • license expiry
    • workers' comp audits
    • certified payroll on public work
    • sales tax
  • When a rule fires, you get an in-app notification and a banner.
  • Topics link to partner referrals.

What it replaces

Not knowing what you don't know.

The honest part

  • Owner only.
  • Utah has real state rules. Every other state gets a general 20-day profile marked "verify for your state."
  • Rule alerts fire when something changes; they aren't calendar reminders.
  • It's general information, not legal advice.

Lien deadline tracker

Counts down the preliminary-notice window on each job.

How it works

  • The job's Lien deadline card shows a countdown.
  • Notifications go out at 9 am on days 15, 18 and 19 of the 20-day window until you mark the notice filed.
  • There's a public-works / certified-payroll toggle.

What it replaces

A missed lien right.

The honest part

  • Owner only.
  • Utah has real state rules; every other state gets a general 20-day window to verify for your state.

Contact lookup

Pulls a person from your iPhone Contacts into the job's Site Contacts.

How it works

  • Site Contacts → "From iPhone Contacts" opens the system picker.
  • No contacts permission is needed.

What it replaces

Retyping a phone number.

The honest part

  • That's the whole feature: a pick from your phone's contacts. There is no AI lookup of a business or person, and clients and subs are not imported from Contacts.
6 · AI Assistant

AI Assistant

An assistant that does things in the app — schedules, estimates, drafts messages, reads plans — not just chat.

AI assistant (typed + voice)

Answers trade and business questions and takes real actions in the app — scheduling, estimating, drafting messages, reading plans — not just chat.

How it works

  • Open Menu → Assistant, or the assistant dock on a job or the plans screen.
  • Type, or talk in voice mode (Gemini Live, 10-minute sessions).
  • It can use about 32 actions:
    • log time
    • create clients and jobs
    • add tasks, materials and extras
    • build and generate estimates and invoices
    • schedule crew and auto-schedule
    • add, link and time Gantt trades
    • apply templates
    • assign subs
    • draft sub texts and emails
    • read and digest plans
    • build a schedule from plans
    • bulk-add subs and team
    • draft accident reports
    • update a checklist
  • It can also search Google for current answers.
  • Trade how-tos come back as tools / PPE / steps / common mistakes / pro tip.
  • Messages it writes are drafts you send.

What it replaces

Doing all of that by hand, one screen at a time.

The honest part

  • Pro and Enterprise.
  • The chat is for you and your office staff. Crew on Pro get Smart estimate and Job Walk, nothing more. Crew never see money.
  • Business analysis is light today: it sees jobs, clients, schedule and subs, but not invoices or expenses. Use Reports for money questions.
  • Daily and monthly AI usage limits apply.

AI Job Walk (camera + LiDAR measuring)

Walk the site talking to the assistant with the camera on. Ask “how wide is that opening?” and it measures.

How it works

  1. Open Assistant → Job walk. A voice session starts and the camera turns on.
  2. When you ask for a size, the AI finds the object in the frame.
  3. LiDAR depth turns that into a real distance, dimension or area.

What it replaces

The tape measure and notepad on an initial site walk.

The honest part

  • Pro.
  • Real measurements need LiDAR (iPhone Pro / iPad Pro). Without it you get estimates, good to about 5 m.
  • Not on Mac.
  • Check critical dimensions with a tape.

Daily reminders (morning brief)

Tells you what today looks like before you leave the house.

How it works

  • The Home “Daily reminders” card lists today’s plan, subs to call (and which plan pages to bring), conflicts and heads-ups.
  • Every line opens the exact item.
  • On Pro, AI writes a 2–4 sentence summary once a day.
  • A 7 am notification (time adjustable) goes out on days with something on them.

What it replaces

The 5 am mental checklist.

The honest part

  • On Standard, offline, or over the AI usage cap, you get the plain list without the AI summary.

Client reminders & unpaid-invoice reminders

Lines up client messages before and after each job, and payment reminders when an invoice goes unpaid. You review the queue and send from it.

How it works

  • Job templates: 2-day reminder, day-of reminder, job complete, review request (+2 days), referral request (+7 days), plus your own.
  • Unpaid-invoice templates: “Payment Reminder” (text, 3 days past due) and “Overdue Notice” (email, 14 days past due), with the invoice number, balance, due date and your Stripe payment link filled in. Edit them or add your own; the timing is days after the due date (net-30 from the issue date when an invoice has no due date).
  • The app builds a “Pending messages” list; an unpaid-invoice reminder stays on it until the invoice is paid.
  • You get nudged too: at 1, 7, 14 and 30 days past due, a notification tells you who owes what and that the reminder is ready under Messaging → Pending.
  • Tap Send to open Messages or Mail.

What it replaces

Forgetting to ask for the review, and forgetting who hasn’t paid.

The honest part

  • Nothing goes to the client without your tap. The app has no mail server of its own; every message goes out from your phone’s Messages or Mail. “Automatic” describes the queue and your nudges, not the sending.
  • The invoice status itself isn’t flipped to “overdue”; the reminder works off the due date and balance.

Other AI helpers

The other places AI shows up in the app.

What they do

  • Sub message drafting
  • Smart report (daily reports)
  • AI accident-report drafting
  • In-app Help AI chat
  • AI price research, AI plan review and Property lookup

The honest part

  • Pro.
  • All AI runs on Google Gemini through Boss Man’s server. Your API key never sits on your phone.
  • A one-time AI disclosure explains what’s sent.
7 · Reminders, Calendar & Connectors

Reminders, Calendar & Connectors

The app reminds you on your phone and puts the work on your Apple Calendar.

Reminders & notifications

Sends phone reminders for the things that cost money when missed.

How it works

  • Scheduled local reminders for:
    • the daily brief
    • document, license and insurance expiry
    • lien deadlines
    • sub heads-ups
    • work orders
    • weather
    • OSHA accident-report deadlines
    • low stock
    • yearly odometer
  • An in-app Notification Center with about 50 notification types, preferences and quiet hours.

What it replaces

Sticky notes.

The honest part

  • These are on-device notifications. One person’s phone doesn’t buzz another’s, except for web push in the Team Portal.
  • Calendar items of type “Reminder” don’t fire an alert.
  • There is no Apple Reminders integration.

Apple Calendar connector

Puts job assignments and work orders on your Apple Calendar.

How it works

  1. Settings → Calendar & assignments → Sync to Apple Calendar.
  2. Pick the target calendar.
  3. Events are added with a 30-minute alert when a job is assigned or a work order is created.

What it replaces

Double entry.

The honest part

  • Pro.
  • One-way: it writes to Apple Calendar and doesn’t read back.
  • Editing or deleting the job later doesn’t update or remove the event.

External calendars (Google / Outlook)

Sends assignment emails with a standard calendar invite (.ics) that any calendar can accept.

How it works

  • “Email on assignment” (on by default) attaches the invite through your Mail app.

What it replaces

Texting the date.

The honest part

  • There is no direct Google or Outlook sync; those calendars accept the emailed .ics invite instead.

In-app calendar

Shows jobs, work orders and events in week and month views.

How it works

  • Filters
  • Crew attendees
  • Daily notes
  • US federal holidays
  • Weather

What it replaces

The wall calendar.

The honest part

  • Nothing to flag.

Weather & safety alerts

Warns you about weather that affects a job.

How it works

  • Apple Weather data is shown on Home, the calendar and Field tools → Weather.
  • Alerts:
    • Job weather reminders: 6, 12, 24 or 48 hours before a job starts.
    • Severe weather: for jobs in the next 7 days, when the safety score is unsafe or rain passes your threshold.
    • Daily weather briefing: at a time you choose.
  • Safety scoring covers heat, heat index, cold, rain, wind and air quality.

What it replaces

Checking the weather app for every job.

The honest part

  • All tiers.
  • Needs notification permission.

SMS & email templates

Ready-made messages for clients, subs, RFIs, estimates, invoices, assignments and safety meetings.

How it works

  • Edit the templates, which use {{placeholders}}.
  • Sending opens your Messages or Mail, with copy-to-clipboard as a fallback.

What it replaces

Typing the same text 40 times.

The honest part

  • Messages go from your phone, one tap each. Nothing is sent by a server.
8 · Field Tools

Field Tools

The calculators and level that used to be five separate apps.

Level

A two-axis bubble level on your phone.

How it works

  • Reads the phone's motion sensors.
  • Calibrate and zero it.
  • Slope readout.
  • Haptic feedback.

What it replaces

A torpedo level for quick checks.

The honest part

  • Included on all tiers.
  • It is as accurate as the phone and its case.

Construction calculators

Job-specific calculators whose answers come out as materials.

How it works

  • Concrete: slab, footing, column, steps; 40, 60 or 80 lb bags.
  • Framing: studs, board feet, rafters, headers; 16" or 24" spacing.
  • Roofing: pitch factor.
  • Stairs: with an IRC R311.7 code check.
  • Drywall: 4×8, 4×10, 4×12 sheets.
  • Paint.
  • Flooring: tile, hardwood, carpet.
  • Masonry: CMU, brick.
  • Excavation: trench, area, fill; soil types.
  • Regular calculator.
  • Feet-inch-fraction math to 1/128" with its own keypad.
  • History and saved projects. Share as text or CSV.

What it replaces

A Construction Master calculator plus scratch paper.

The honest part

  • Included on all tiers, Standard too, at no extra charge.
  • History stays on the device.
  • You add your own waste factor.

Unit converter

Converts length, area, volume and weight, and goes between feet and decimal in both directions.

How it works

  • Open Calculators; the converter lives inside it.

What it replaces

Googling it.

The honest part

  • Included on all tiers.
9 · Platform & Settings

Platform & Settings

iPhone, iPad and Mac; a home screen you arrange yourself; Face ID; backups; and three plans.

iPhone, iPad & Mac

One app on all three.

How it works

  • A native iPhone and iPad app (iOS 17+).
  • On Mac it runs as a Mac Catalyst app.
  • iPad and Mac get a sidebar layout, and a job can open in its own window.

The honest part

  • On Mac there is no LiDAR scanning, no Job Walk and no background geofencing.

Customizable home screen, jobs screen, job cards & toolbar

Lets you put your most-used things up front.

How it works

  • Settings → Appearance: about 22 home card types, plus the jobs screen and job cards.
  • Choose your toolbar tabs: Home, Jobs, Time card, Calendar, Teams, Daily notes, Gantt, AI Assistant, Estimates, Invoices, Money, Chat.

The honest part

  • Layouts are per person.
  • Some tabs are Pro.

Face ID / passcode app lock

Locks the app behind Face ID, Touch ID or a 6-digit passcode.

How it works

  • Turn it on in Settings → Security. Auto-lock can be immediate, after 1, 5, 15 or 30 minutes, or never.
  • The app is hidden in the app switcher.
  • A separate admin password (8 or more characters) protects payroll payouts and sensitive settings.

The honest part

  • Available on all tiers.

Business card with QR code

A digital business card someone can scan straight into their contacts.

How it works

  • Open Menu → Business card.
  • The QR code holds a vCard built from your account.
  • Share it as a .vcf file and add your social links.

The honest part

  • Available on all tiers.

Help center

In-app help for every feature.

How it works

  • 159 articles in 31 sections, with search.
  • A user guide you can export as a PDF.
  • An AI help chat (Pro).
  • Contact: support@bossmanjobs.com.

Tiers: Standard, Pro, Enterprise

Three plans.

How it works

  • Standard ($29/mo):
    • one user
    • unlimited jobs
    • GPS time cards
    • construction calculators, level and unit converter
    • invoicing, clients, calendar
    • weather, app lock, business card
    • backups
  • Pro ($59/mo, 5 users) adds:
    • AI (assistant, Job Walk, plan review, property lookup, price research)
    • estimates and LiDAR scans
    • People hub, crew map, crew schedule
    • Apple Calendar sync
  • Enterprise ($249/mo, 15 users included): higher AI limits.
  • 30-day free Pro trial.

The honest part

  • Enterprise is Pro with higher AI limits and 15 users included; it adds no other features.

Backups, restore & Delete Account

Keeps an encrypted copy of your records, and lets you leave cleanly.

How it works

  • Backup & restore: automatic backups plus "Back up now", saved to iCloud Drive. A restore applies on the next launch. Includes a recovery key.
  • Delete Account: erases your data on the server and on the device.

The honest part

  • Keeps the last 7 automatic backups.

Works offline

Keeps working with no signal.

How it works

  • All records live on the device and catch up when the signal returns.
  • Portal punches queue offline.
  • AI falls back to plain output.

The honest part

  • AI, payments, portals and team features need a connection to sync.
At a Glance

Every Feature, One Line Each

The whole list for a quick scan. Tap a category to jump to the details.

Run the Job

  • Jobs board & customizable job cards
  • Job progress bar (% complete)
  • Tasks, materials, extras
  • Photos & site panoramas
  • Project schedules (Gantt)
  • Schedule templates
  • AI schedule builder
  • PDF plans with markup
  • AI plan review & plan reading
  • Punch lists pinned to drawings
  • Change orders with client sign-off
  • Work orders
  • Daily reports & issue reports
  • Weekly report
  • Materials inventory & equipment
  • Property info lookup
  • Site Contacts card
  • Subcontractors card & Daily Check-In
  • RFIs
  • Safety Meetings
  • Accident reports
  • MSDS / SDS log
  • Jobsite signage & Site Safety Plan poster
  • Job costs card

Run the Crew

  • Time cards (clock in / out)
  • Auto clock-in / out (geofencing)
  • Live crew map
  • Mileage tracking
  • Crew schedule
  • Team management
  • Team chat (text)
  • Subcontractor queue
  • Team Portal
  • Pay crew & payout history

Win the Work

  • Smart Estimator (20 trades)
  • Master pricing list
  • AI price research
  • Overhead (daily burn rate)
  • Site Vision LiDAR scan & takeoff
  • Repair scan
  • Saved scan library
  • Smart estimate & report
  • Estimates

Get Paid (Boss Bank)

  • Invoicing
  • Online payments via your Stripe
  • Expenses & receipts
  • Tax center
  • Bills calculator (Paycheck Planner)
  • Money smarts
  • Boss Bank dashboard & reports
  • Client Portal

Paperwork & File Vault

  • Clients, subs, suppliers & team directories
  • Document holder
  • Expiring-document alerts (own documents)
  • Records kept, not deleted
  • Compliance Center
  • Lien deadline tracker
  • Contact lookup (iPhone Contacts → Site Contacts)

AI Assistant

  • AI assistant (typed + voice)
  • AI Job Walk
  • Daily reminders (morning brief)
  • Client reminders & unpaid-invoice reminders
  • Other AI helpers

Reminders, Calendar & Connectors

  • Reminders & notifications
  • Apple Calendar connector (one-way)
  • Calendar invites (.ics) for any calendar
  • In-app calendar
  • Weather & safety alerts
  • SMS & email templates

Field Tools

  • Level
  • Construction calculators (concrete, framing, roofing, stairs, drywall, paint, flooring, masonry, excavation, regular, feet-inch-fraction)
  • Unit converter

Platform & Settings

  • iPhone, iPad & Mac
  • Customizable home, jobs, job cards & toolbar
  • Face ID / passcode app lock
  • Business card with QR code
  • Help center
  • Standard / Pro / Enterprise tiers
  • Backups, restore & Delete Account
  • Works offline

Built by a contractor, for contractors.

Free to download. Every new business account starts with 30 days of Pro, free. Crew members never pay.