Stop using multiple apps to run your business. Portara has everything you need in one place, and it’s all connected by job.
Clients, estimates, signatures, deposits, hours/session packages, scheduling, products, locations, tracking, time entry, reporting and so much more. You can offer employees work with one click.
Sarah Montgomery
Garage organization
Estimate
Signed
Crew
2 people
Deposit
Paid
01
Send an estimate
Request a signature, a deposit, or both. Your client accepts, signs and pays in one quick transaction.
02
Schedule the team
Pick a day, send your team offers in one click. They reply. If they accept, they’re automatically scheduled. If they decline, you simply offer the job to someone else in one click.
03
Gather your stuff
Your entire inventory is visible on the job page. Enter anything additional you need and get a shopping list. Your products are always tracked with the job.
04
Do the work
When you’re done, generate an invoice in one click. All your labor and items are already in the job. Get payment on-site or via invoice.
05
Pay your staff
They enter their hours, you approve, then submit to Square Payroll or your own provider.
Everything you need, working together
Estimates, products, labor and invoices all belong to the job.
Be up and running in less than 10 minutes.
Portara keeps everything together. All the products you use on the job, all the labor that’s worked, it’s all in the job list. When you’re ready to invoice, just pick what needs to be invoiced, click OK and the invoice is ready to send.
Job #1048
Sarah’s garage organization
Estimate
$1,986
Team
2 people
Job items
Labor + products
Payment
Paid online
One job, start to finish
A normal week should not require a spreadsheet, group chat, accounting program, calendar, and payment app just to keep one client moving.
The walkthrough
You finish a walkthrough and build the estimate from the job. Add the organizing labor, products, pricing, and deposit, then send one clean link.
Estimate signed · Deposit paid
Job #1048
Schedule the team
Open the job, check employee availability, and send offers to employees. They accept from their phones, and the confirmed work lands on the schedule.
2 offers sent · 2 accepted
Job #1048
Job day
The client notes, estimate, scheduled team, products, address, and job details are already connected. The crew has one current source of truth instead of another group-chat scavenger hunt.
Briefing delivered · Team on-site
Job #1048
Invoice and get paid
The labor and products are already on the job. Choose what to bill, send the invoice, and get payment either online or in person. Employees submit their hours against the same job.
Invoice paid · Hours submitted
Job #1048
Estimates, signatures, and deposits
Request a signature, a deposit, or both when you send an estimate. Your client can review the work, sign and pay from their phone. They don’t need a Portara account.
Estimate EST-1048
Sarah’s garage organization
One secure client link
Signed by Sarah
Approval stays with the job
Deposit paid
$500 received online
Your work doesn’t stop on Monday. Neither should your business software.
Scheduling that keeps up
Employees provide their availability. You choose the people you want, send offers to work, and see who accepts, all with one click.
Team availability
Week of May 4
M
4
T
5
W
6
T
7
F
8
S
9
S
10
Saturday crew
2 neededMaya
Available
Jordan
Available
Alex
Unavailable
A complete inventory of all of your products
If you supply bins, shelving, dividers, or other organizing products, Portara can compare what the job needs with what you already have.
Purchasing list
Sarah’s job
Receipt scanned. 9 line items ready to assign.
Invoice everything that happened
The approved labor, products, deposit, and submitted hours are already connected to the job. Choose what to invoice. Always know how much has been paid and what’s due.
Start your first jobInvoice #2037
Built from job items
Total
$1,986
Time tracking and payroll
Employees submit time for the jobs they worked. Review and approve their hours, then sync approved timecards directly to Square Payroll or export a payroll-ready CSV for your provider.
Approved time
Sarah’s garage organization
Maya
7.5 hours
Jordan
6.0 hours
Square Payroll
Timecards ready to sync
Other providers
Payroll CSV ready
Give clients one clean link to approve the work, sign, and pay the deposit.
See who can work, send offers, and build the team in one click.
Keep client details, labor, products, schedule, documents, and money together.
Create the invoice from the job and collect payment online or on-site.
Review job hours, approve timesheets, and send clean totals to payroll.
Your own inventory system. Track the bins, shelving, labels, and supplies that are part of the work.
Turn receipt photos into line items and assign purchases to the right job or into your inventory.
See the products, labor, revenue, and real result of each organizing job.
Customer story
Michelle Garb shares what changed when estimates, scheduling, job notes, products, invoices, and payments finally worked together.
Practical guides for organizers
See how employee availability, work offers, job briefings, and hours can stay with the job.
Read the scheduling guideCompare spreadsheets, accounting tools, proposal apps, and connected job systems.
Read the software guideQuestions, answered
Portara is designed around job-based businesses, so the things organizers do every day already make sense.
Portara includes customer and job history, but it goes beyond a traditional CRM. Estimates, approvals, deposits, job items, purchasing, inventory, crew scheduling, invoices, payments, receipts, and timesheets all stay connected to the job.
Employees provide their availability, you see who can work, and you send offers for the job. Once they accept, the confirmed work appears on the schedule and the team can receive a complete job briefing.
Yes. You can track products across storage locations and jobs, compare stock with what a job needs, and generate a focused purchasing list for missing items.
Yes. Portara works in the browser and can be saved to a phone’s home screen. Team members can receive job information, respond to offers to work, and submit their time.
No. Clients can use secure links to review estimates, sign approvals, upload files, view invoices, and make payments without creating an account.
The Portara trial is 14 days, and no credit card is required to start.
It’s about time!
The right software, designed the way you work.
Start free—14 daysNo credit card required.