Manage customers, properties, maintenance jobs, invoices, contracts, files and team activity in one professional workspace. When the same landlord calls about the third flat this month, the history is already there.
Free plan: no card required. Pro: £1 per month for 3 months, then £29 per month — cancel anytime.
A managing agent or landlord is a single customer record, and each address becomes its own job with its own notes, photographs, costs and invoices. You stop asking which block, which flat and which visit — the record answers it.
Reactive repairs and planned maintenance both leave a trail. Before you quote again you can see what was fitted last time, what it cost and who attended, rather than rebuilding it from memory or a WhatsApp thread.
Maintenance agreements can be sent for e-signature and stored against the customer. Staff rotas cover who is on which site, and time tracking turns attended hours into invoice lines instead of an argument at month end.
The Impact Summary turns completed jobs, costs and invoices into a short, presentable summary — useful evidence when a managing agent reviews the contract.
PPB Capture
Do not type it all out. Photograph your old customer sheets and PPB Capture will read them and propose organised customer records for you to review before importing.
See how PPB Capture worksProPortalBusiness handles customers, jobs, invoices and records. It works alongside the accounting software you already use — it is not an accounting ledger.
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.
