The customer operating system for UK small businesses

For mobile mechanics

Job and customer records for mobile mechanics

Track vehicles, jobs, parts costs and invoices per customer. ProPortalBusiness keeps mobile mechanic paperwork in one searchable record.

For trades

Customer and job software for UK trades

Quotes, jobs, costs, invoices and documents in one record per customer. Built for UK builders, electricians, plumbers, roofers and small trade teams.

For electricians

Customer and job management for UK electricians

Keep customers, jobs, invoices, contracts, files and job history organised in one professional workspace built for UK small businesses.

For plumbers

Keep every customer, job and invoice connected

Manage customer details, jobs, invoices, notes, documents and repeat work without digging through old messages or paperwork.

For property maintenance

Keep every property, customer and maintenance job connected

Manage customers, properties, maintenance jobs, invoices, contracts, files and team activity in one professional workspace built for UK small businesses.

For handymen

One customer record for every repair, job and invoice

Keep repeat customers, job history, invoices, notes and documents together so you always know what work was done before.

For gardeners & landscapers

Customer and job management for gardening businesses

Keep recurring customers, landscaping jobs, invoices, notes and schedules organised without relying on notebooks or spreadsheets.

For window cleaners

Keep every customer and recurring job organised

Manage your customer round, job history, invoices, notes and recurring work in one searchable workspace. Move off the notebook with PPB Capture.

For consultants

Client workspace for independent consultants

Track consulting clients, engagements, time, contracts and delivered value in one professional workspace with client portals and Impact Summaries.

For bookkeepers

A professional workspace for managing your client relationships

Keep client records, documents, work history, contracts and communication organised alongside the accounting software you already use.

For creative agencies

Clients, projects, contracts, time and invoices — connected

Give your agency one professional workspace for client records, projects, contracts, files, time tracking and invoicing.

For marketing agencies

Run client work, retainers and reporting from one workspace

Manage client relationships, projects, contracts, time, invoices and delivered value without stitching together multiple tools.

For photographers & videographers

Manage every client from enquiry to final invoice

Keep contracts, projects, files, client details and invoices connected from the first enquiry through to final delivery.

For sole traders

Customer management software for UK sole traders

Keep every customer, job, invoice and document in one record. ProPortalBusiness is built for UK sole traders who run their business on their own.

For freelancers

One workspace for freelance clients, projects and invoices

Manage freelance clients, projects, contracts, time and invoices in one professional workspace. Built for UK freelancers who want to look established.

For cleaning businesses

Recurring customer management for cleaning businesses

Manage recurring cleaning customers, schedules, staff rotas and invoices in one workspace built for UK cleaning businesses.

For commercial cleaning

Manage customers, sites, staff and recurring work in one place

Keep cleaning contracts, recurring jobs, customer sites, invoices, staff rotas and documents organised in one professional workspace.

For small businesses

Customer management software for UK small businesses

Bring customers, jobs, invoices, contracts and staff rotas into one workspace your whole team can use, instead of spreadsheets and shared inboxes.