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For trades

Customer and job software for UK trades

Trade jobs move fast and the admin trails behind. ProPortalBusiness holds the customer, the site, the job, the costs and the paperwork together so nothing is finished twice or invoiced late.

No card. Free to start — 3 clients.

From enquiry to paid invoice on one record

Create the customer, open the job, record materials and labour costs, upload site photographs and certificates, then invoice from the same place. Every step stays attached to the customer history.

  • Project costs with live margin on each job
  • Contracts and sign-off captured with e-signatures
  • Secure document storage for certificates and reports

Rotas for small teams

If you run a couple of employees or subcontractors, staff rotas let you plan the week and keep a record of who was on which job.

Accountant-ready without extra work

Revenue, costs and invoice records export as CSV and PDF for your accountant. ProPortalBusiness is a preparation and record-keeping tool, not an accounting or HMRC submission product.

Start free with your first 3 clients

Free includes 10 invoices a month, projects, time tracking and 2 contracts with e-sign. Pro adds unlimited use, full portal branding and accountant access.

Common questions

Can I add employees?
Yes. Employees and staff rotas are available so you can plan work and keep a record of it.
Does it handle VAT?
You can record VAT-registered settings and produce VAT summaries and exports to help you prepare a return. Submission to HMRC is not made by ProPortalBusiness.