Create estimates, collect deposits, schedule your team, know what’s in stock, invoice clients, and get paid—all from one connected job record.
Sarah Montgomery
Garage organization
Estimate
Signed
Crew
2 people
Deposit
Paid
01
Sell the work
Estimate, sign, deposit
02
Schedule the team
Availability, offers, briefing
03
Run the day
Job details, products, hours
04
Close it cleanly
Invoice, payment, margin
Everything you need, working together
Your estimate should become the job. The job should become the schedule. The labor and products should become the invoice. The payment should close the loop.
Easy enough to start using today. Complete enough to run the business.
Portara keeps the client, work, team, money, and—when you need it—products connected without making you configure a complicated accounting or project system.
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 Sarah’s garage 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
Still job #1048
Schedule the team
Open the job, check employee availability, and send offers to Maya and Jordan. They accept from their phones, and the confirmed work lands on the schedule.
2 offers sent · 2 accepted
Still 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
Still job #1048
Invoice and get paid
The labor and products are already on the job. Choose what to bill, send the invoice, and let Sarah pay online. Maya and Jordan submit their hours against the same job.
Invoice paid · Hours submitted
Still job #1048
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—without building the schedule in a group chat.
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
When products are part of the job
If you supply bins, shelving, labels, or other organizing products, Portara can compare what the job needs with what you already have. Use it when it is helpful; it never has to complicate the way you work.
Purchasing list
Sarah’s job
Receipt scanned. 9 line items ready to assign.
Bill what actually happened
The approved labor, products, deposit, and submitted hours are already connected to the job. Choose what to bill and collect payment without reconstructing the work from texts and notes.
Start your first jobInvoice #2037
Built from job items
Total
$1,986
Time tracking and payroll
Employees submit time against the jobs they worked. Review and approve their hours, then sync approved timecards directly to Square Payroll or export a payroll-ready CSV for another 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
One place to run the work
Give clients one clean link to approve the work and pay the deposit.
See who can work, send offers, and build the team without a text-message marathon.
Keep client details, labor, products, schedule, documents, and money together.
Create the invoice from the job and collect payment online or while on-site.
Review job hours, approve timesheets, and send clean totals to payroll.
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.
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 inside the system.
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.
Everything connected.
Estimate the work, schedule the team, run the job, invoice the client, and get paid without stitching together complicated software.
Start free—14 daysNo credit card required.