Once a business has staff, repeat customers and more than a handful of jobs a week, information starts hiding: a phone number in one person's phone, a quote in someone's sent items, a job history nobody wrote down. ProPortalBusiness keeps it in one place the team can search.
Free plan: no card required. Pro: £1 per month for 3 months, then £29 per month — cancel anytime.
Contact details, job history, invoices, payments, files, signed contracts and communication preferences live on the customer record, so the answer does not depend on who happens to be in the office.
Jobs are scheduled against customers, staff rotas are saved records rather than screenshots in a group chat, and tracked time can become invoice lines.
Invoices, payments and recorded costs produce revenue and profitability views you can export as CSV or PDF at period end.
PPB Capture lets you photograph existing paperwork and diary pages so historic customer details can be reviewed and imported rather than retyped over several evenings.
