Customer payments and payroll timecards
Square
Accept estimate deposits and invoice payments through Square. Send approved employee hours to Square Payroll.
Connect payments, payroll timecards, job schedules, and job photos and videos without giving up the systems your business already relies on.
You control which accounts are connected.
Integrations
Connect payments, calendar sync, and job photo and video storage
Payment processor
Choose which connected processor to use for customer payments
Google Drive
Store job note photos and videos
Google Calendar
Sync confirmed job schedules
Square Payroll
Send approved hours as timecards
Customer Payments
Deposits and invoice payments
Four useful connections
Portara connects the parts of the workflow that should move automatically, while keeping the customer job as the main record.
Customer payments and payroll timecards
Accept estimate deposits and invoice payments through Square. Send approved employee hours to Square Payroll.
Customer credit card payments
Use your Stripe account to collect estimate deposits, invoice payments, and other customer payments.
Confirmed job schedules
Create and update calendar events when Portara schedules are confirmed.
Job photos and videos
Store uploaded job photos and videos in a Portara Media folder inside the connected Google Drive.
Square and Stripe
Connect Square, Stripe, or both. When both are ready, choose the preferred processor Portara should use for customer payments.
The customer approves the estimate and pays the requested deposit online.
Customers open the invoice link and pay the balance through the selected processor.
Choose Square or Stripe for customer payments when both accounts are connected.
The successful payment returns to Portara and becomes part of the job’s money history.
Google Calendar
Choose the Google Calendar Portara should use. When a job schedule is confirmed, Portara creates the calendar event and keeps the connected event up to date.
Google Calendar
Hillside residence
Saturday, August 16 · 9:00 AM–5:00 PM
Aug
16
Hillside residence
Portara Job · Google Calendar
1840 Hillside Drive
Updates stay connected to the Portara schedule.
Square Payroll
Link Portara employees to their Square team members. After a manager approves the time, send the pay period to Square without entering those hours again.
Employee records hours
Manager checks the entry
Employee is linked to Square
Approved timecard goes to Square
Google Drive
Connect the business Google Drive account to enable job photo and video uploads. Portara stores the files in a dedicated Portara Media folder and keeps them available from the job.
Portara Media
Google Drive folder
Questions, answered
Direct answers about payment processors, Square Payroll, Google Calendar, Google Drive, and QuickBooks.
Portara supports Square and Stripe for customer payments. When both are connected, the business can choose its preferred processor for estimate deposits, invoice payments, and other customer payments.
Yes. Approved employee time entries can be synced to Square Payroll as timecards. The employees must be linked to their corresponding Square team members before syncing.
When a Portara schedule is confirmed, it can automatically create or update the corresponding event in the selected Google Calendar.
Photos and videos uploaded to Portara job notes are stored in a Portara Media folder in the connected Google Drive account.
Yes. Administrators can disconnect Square, Google Calendar, or Google Drive and remove the connection from Portara settings.
Portara does not currently offer a direct QuickBooks integration. Financial and payroll reports can be exported as CSV or PDF when information needs to move into another workflow.
Use Portara with the payment, payroll, calendar, and storage accounts your business already has.
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