Labor and services
People × hours × days × rate.
Add one person for three hours, a crew of four for two days, a flat-rate service, or another labor item when the work grows.
Job management
Everything about the job.Right where you expect it.
Labor, products, dates, location, purchasing, estimates, invoices, payments, notes, and every change—kept inside the customer job.
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Open one record and understand the whole job.
Hillside residence
For Sarah Nguyen
Status
In ProgressCustomer
Sarah Nguyen
Location
1840 Hillside Dr.
Items (7)PurchasingSchedule (3)Estimates (2)Invoices (2)Payments (3)NotesActivity
Job Items
Labor and products for this job
Labor (3)
LaborOrganizing teamEST
3 people × 8 hours @ $75/hr
LaborAdditional organizing day
3 people × 8 hours @ $75/hr
Products (4)
ProductClear storage bins8/12 filled
12 × $28.00
Job Total$4,860
Net Paid-$2,150
Balance Due$2,710
Customers and jobs
One customer can have as many jobs as the work requires.
Keep the customer’s contact information and addresses together, then give every project its own job record. Each job carries its own scope, status, schedule, documents, and balance.
Separate job name, address, and status
Independent scope and scheduled dates
Its own estimates, invoices, and payments
Complete notes, follow-ups, and activity history
Customer record
Sarah Nguyen
3 jobs · 2 addresses
Hillside residence
1840 Hillside Drive
Open job record$2,710 due
Garage organization
1840 Hillside Drive
Open job recordPaid
Lake house setup
72 Shoreline Road
Open job recordEstimate draft
New Job
How Portara defines the work
Build the scope with labor and products.
The job does not need a complicated task tree. Add the people, time, services, and materials the work actually requires.
Products and materials
Quantity × cost × client price.
Add products from the catalog or create a one-off item. Track how many the job needs, how many are filled, and what still has to be purchased.
When the work changes
Expand the job—or start another one.
The software does not force every change into the same shape. Track additional work the way the business understands it.
Keep it in this job
The additional work belongs to the same project.
Add more hours, another work day, more people, a new service, or another product. The scope, purchasing, schedule, and invoices all see the updated job items.
Create another job
The work should be tracked separately.
Create Job 2 under the same customer. It gets its own scope, address, dates, estimate, invoice, payment history, notes, and final result.
Inside every job
Each part of the work has a clear place.
Items
Labor, services, products, quantities, pricing, and scope changes.
Purchasing
What is on hand, what can be pulled, and what is still missing.
Schedule
Work days, assigned employees, confirmations, and briefings.
Estimates
Customer approval, signatures, deposits, and approved scope.
Invoices
Bill from the job and keep track of what has not been invoiced.
Payments
Deposits, invoice payments, refunds, net paid, and balance due.
Notes
Staff briefings, private manager notes, photos, and videos.
Activity
A chronological history of the changes made to the job.
Manage the pipeline
Find the jobs that need attention.
Search jobs and filter by status, estimate or invoice activity, and follow-up timing. See what is pending before it becomes overdue.
Search jobs Current status Estimate sent Follow-up due
Hillside residenceIn ProgressInvoice sent · partialFollow-up today
Lake house setupLeadEstimate draftDue Friday
Cedar Lane installCompleteInvoice paidNo follow-up
Questions, answered
Job management built around the actual work.
How customers, separate jobs, labor, products, scope changes, status, and follow-ups work in Portara.
What is a job in Portara?
A job is the main record for a piece of customer work. It holds the customer and location, labor, products, purchasing, scheduled dates, estimates, invoices, payments, notes, follow-ups, and activity history.
Can one customer have several jobs?
Yes. A customer can have multiple separate jobs, each with its own name, location, status, scope, schedule, paperwork, and payment history.
Does a job use tasks?
Portara defines the scope with job items rather than requiring a task hierarchy. Add labor with the number of people, hours, days, and rate, then add products with their quantities and pricing.
Can the scope change after the job is created?
Yes. Add more labor, another work day, additional people, services, or products directly to the job. The updated items remain available for purchasing, scheduling, estimates, and invoices.
Should additional work be added to the same job or a new one?
Either works. Expand the existing job when the additional work belongs to the same project, or create a separate job when the business wants its scope, dates, paperwork, and money tracked independently.
Can I track job status and follow-ups?
Yes. Jobs can be filtered by status, estimate and invoice activity, and follow-up timing, including overdue and upcoming follow-ups.
Run the work from the job.
Keep the scope, people, products, paperwork, money, and changes together from start to finish.
Start free—no credit card