The Pocket App Company
PocketBoss

Terms of Service

Last updated: September 24, 2026 · Version 2

These Terms of Service ("Terms") govern your use of the PocketBoss application and related services (the "Service"), provided by The Pocket App Company ("we," "us," or "our"). By creating an account or using the Service, you agree to these Terms. If you do not agree, do not use the Service.

1. The Service

PocketBoss is an invoicing and small-business management tool for solo traders and freelancers. It allows you to create and send invoices and quotes, accept payments, schedule and manage bookings, manage customers, track expenses and mileage, view summaries of your own business figures, use AI-assisted features, and send service-related notifications to your customers.

PocketBoss is a recordkeeping tool. It stores what you enter and reports it back to you. It is not an accountant, a tax preparer, a lawyer, or a financial adviser, and nothing in the Service is a substitute for one.

2. Eligibility and accounts

You must be at least 18 years old and able to form a binding contract to use the Service. You are responsible for the information you provide, for maintaining the security of your account credentials, and for all activity that occurs under your account, including the activity of any team member you invite.

3. No professional advice

PocketBoss keeps records. It does not give tax, legal, accounting or financial advice, and it does not calculate what you owe. Any figure, summary, category, worksheet, reminder or suggestion the Service shows you — including the Tax center, its exports, the Insights hub and every AI feature — is built from your own entries and is provided for your general information only. It does not take your personal circumstances, filing status, jurisdiction or the current law into account.

You agree that you will not rely on the Service as a substitute for advice from a qualified professional, and that you will check any figure with your own accountant, tax preparer or lawyer before you file a return, make a payment to a tax authority, or make a business or financial decision based on it.

4. Your records, your responsibility

Everything the Service shows you comes from what you and your team entered or imported. You are solely responsible for:

We do not review, audit or verify your records, and we make no promise that they satisfy the requirements of any tax authority, lender, insurer or court.

5. Automatic mileage and phone sensors

If you turn on automatic mileage, the Service records drives using your phone's sensors (location, motion and activity recognition) and estimates distance from them. Sensor data can be wrong, incomplete or missing: a drive may not be detected, may be split or merged, may start or end at the wrong place, may be recorded when you were a passenger, or may not be recorded at all because of the phone's settings, battery, signal or operating system. Distances are estimates.

You are responsible for reviewing every recorded drive, labelling it correctly as business or personal, adding what the sensors missed, and deleting what they got wrong, before you rely on the log for any tax or other purpose. The Service applies no mileage rate, values no mile, and makes no promise that its log meets the substantiation rules of the IRS or any other authority. Mileage you enter by hand is your own record, and the responsibilities above apply to it in the same way.

6. AI features

Some features (the assistant, the business coach, the tax helper and "Ask your business") send your own records to a third-party AI model to produce a reply, a draft or a suggested action. AI output can be wrong, incomplete, out of date or misleading, and it is not tax, legal, accounting or financial advice. You are responsible for reviewing any AI output before you act on it, and for every record, message or action created from it. Where an AI action changes your records, the Service shows you the change and lets you undo it; checking that the change is right remains your responsibility.

7. Your responsibilities when using messaging

If you use PocketBoss to send text messages or emails to your customers, you agree that:

You are responsible for your communications with your customers. The Service provides the tools; you are the sender of your messages.

8. Payments via Stripe

Card payments within PocketBoss are processed by Stripe under Stripe's own terms and policies, through a Stripe account connected in your name. A customer's payment goes to that account; PocketBoss never holds your money and is not a party to any payment between you and your customer. You are responsible for the accuracy of invoices and amounts you create, for any taxes applicable to your business, for Stripe's fees, for refunds and chargebacks, and for resolving disputes with your customers. Stripe may decline, hold or reverse a payment under its own rules, and we are not responsible when it does.

Any fees for the Service itself will be disclosed to you before they apply.

9. Subscriptions and billing

The Free plan is the whole business — unlimited invoicing, scheduling, and payments — with no card required and no time limit. The paid plan is called Boss, currently $14.99 per month (US dollars).

A Boss subscription renews automatically every month until you cancel. If you subscribed on the web, Stripe bills you and you cancel by emailing support@thepocketappcompany.com. If you subscribed through the Apple App Store or Google Play, that store bills you, and you cancel it in your Apple ID or Google Play subscription settings — we cannot cancel a store subscription on your behalf.

Cancelling stops the next renewal. You keep Boss until the end of the period you already paid for, and then your account drops to Free. Cancelling does not delete or lock your account or your records — only the Boss features (automatic customer texting, recurring invoices, booking deposits, quote e-signature, the Insights hub, the tax center, extra team logins, and the AI assistant and coaches) stop working until you resubscribe.

If we raise the price of Boss, we will tell you before it applies to your next renewal.

Refunds for a purchase made through the Apple App Store or Google Play follow that store's own refund policy. For a purchase made on the web through Stripe, contact support@thepocketappcompany.com.

10. Acceptable use

You agree not to:

We may suspend or terminate accounts that violate these Terms.

11. Your content and data

You retain ownership of the business and customer data you enter into the Service ("Your Content"). You grant us a limited license to store, process, and transmit Your Content solely to provide the Service to you (for example, to deliver an invoice, send a reminder on your behalf, or produce an AI reply you asked for). Our handling of personal information is described in the Privacy Policy.

You are responsible for ensuring you have the right to enter and use any customer information you provide.

12. Third-party services

The Service relies on third-party providers, including Stripe (payments), Twilio (SMS), SendGrid (email), Google Firebase (hosting and data storage), and Anthropic (the AI features described in the Privacy Policy). Your use of the Service may be subject to those providers' terms, and we are not responsible for their acts or omissions.

13. Service availability

We aim to keep the Service available and reliable, but we do not guarantee uninterrupted or error-free operation. We may modify, suspend, or discontinue features from time to time.

14. "As is" and no warranty

15. Limitation of liability

16. Indemnification

You agree to indemnify and hold harmless The Pocket App Company from any claims, losses, or damages, including reasonable legal fees, arising from your use of the Service, your content, your records and anything you file or decide based on them, your invoices and payments, your communications with your customers, your use of AI output, or your violation of these Terms or applicable law.

17. Termination

You may stop using the Service and delete your account at any time. We may suspend or terminate your access if you violate these Terms or if necessary to protect the Service or other users. Provisions that by their nature should survive termination (such as the no-advice and records clauses, disclaimers, limitation of liability, and indemnification) will survive.

18. Changes to these Terms and re-acceptance

We may update these Terms from time to time. Each version carries a version number and a "Last updated" date at the top of this page. When a change is material, the PocketBoss app will show you the new version and ask you to read and agree to it before you continue; you cannot use the Service until you have accepted the current version. We keep a record of the version you accepted and when. Continued use of the Service after a non-material change takes effect constitutes acceptance of that change.

19. Governing law

These Terms are governed by the laws of the State of Illinois, United States, without regard to its conflict-of-laws principles, unless otherwise required by applicable law.

20. Contact us

For questions about these Terms, contact:

The Pocket App Company
Email: support@thepocketappcompany.com