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 — including the emergency call at seven in the morning.

Free plan: no card required. Pro: £1 per month for 3 months, then £29 per month — cancel anytime.

Emergency calls answered from the record

Search a surname or a street and you have the address, the access notes and what you did last time before you have finished the phone call. Repeat customers stop being a memory exercise.

  • Universal search across customers, addresses and jobs
  • Access notes and preferences on the customer record
  • Full job history per address

Parts, notes and what the job cost

Record the parts fitted and the labour against the job. The next time the same boiler plays up, the record tells you what is already in there — and the costs tell you whether the price was right.

Invoices raised on the doorstep

Raise a branded invoice from your phone before you leave, take card payment through Stripe if you want it, and let the payment update the record itself. Outstanding balances stay visible per customer.

  • Branded invoice PDFs from any device
  • Optional Stripe card payment
  • Bank transfer details shared through the client portal

Scheduling once you are more than one van

Rotas cover who is working when, and time tracking records the hours actually spent on each job.

PPB Capture

Still running part of the business from a diary or notebook?

Do not type it all out. Take a photo — PPB Capture helps turn old customer records into organised data you can review and import.

See how PPB Capture works

Simple, honest pricing

Start on the Free plan with no card and no trial clock. Pro is £1 per month for your first 3 months, then £29 per month — cancel anytime.

Common questions

Can I invoice from my phone?
Yes. ProPortalBusiness runs in the browser and installs as an app, so you can raise and send an invoice before you drive away.
Does it manage parts stock?
No. There is no inventory management. You can record the parts used and their cost against each job so the margin is accurate.
Can I see who owes me money?
Yes. Outstanding and paid invoices are visible per customer and across the business in the revenue view.