HoneyBook covers the basics.Portara runs the whole job.

Send estimates or proposals

Send invoices

Take online payments

Set up deposits and payment schedules

Collect signatures and approvals

Keep customer and project records

Keep notes and files with a project or job

Track time by project or job

Use the job—not a proposal or invoice—as the master list

Keep track of all items and services added to or removed from the job in one place

Easily see what remains to be invoiced after the job changes

Show the client what they have paid and what they still owe on every invoice

Schedule the crew—not just client meetings

Collect employee availability before making the schedule

Send work offers that employees can accept or decline

Send the crew a job briefing with the current details

Make a purchasing list from what the job needs

Subtract what you already have in stock from what you need to buy

Track stock across storage, jobs, pickups, and returns

Scan a receipt and assign its line items to the job

Approve job hours and send the totals to payroll