PortalPoint
PortalPoint
Desktop licence

Buy your first PortalPoint licence

Pick the modules this business needs, tell us how many seats and businesses to cover, and pay once. There is nothing to renew.

Not ready to buy? Try it free for 14 days.

Included

Customers, contacts and sites. Every other module points at these.

The party record: customers, contacts, sites, and how they relate to each other.

Doing the work

A real mailbox in the app: mail read, triaged and filed against the record it belongs to, from Microsoft 365 or another provider.

The mailbox: mail read, triaged, and filed against the record it belongs to.

Tickets, the queue they sit in, and the time billed against them.

Tickets, the queue they sit in, and the time logged against them.

Projects, milestones and tasks for work that runs longer than a ticket.

Projects, milestones, tasks, and the handoffs that come out of delivery.

Items, locations, stock levels and the assets under warranty.

Items, locations, stock levels, vendor links, and the assets under warranty.

The front door: a request arrives on a form and becomes work.

The front door: a form, the submissions that arrive on it, and turning one into work.

Taking money

Leads, deals, proposals and quotes, through to an accepted quote.

Leads, deals, proposals and quotes, up to an accepted quote.

Counter sales with a till: open a shift on a float, ring items, take payment, count down and close.

The till: shifts, floats, counter sales, and payment taken at the counter.

Invoices, receivables and the time that becomes them. Sold on its own.

Invoices, receivables, and the approved time and materials that become them.

Knowing the business

Written procedures, their versions, and a readiness review of each one.

Written procedures, their versions, approval, and the readiness review of each one.

Portal, the assistant: ask it anything about your records, have it raise tickets, add notes and to-dos with your approval, and draft and summarise -- on a hosted model or one running on your own machine.

Conversation, plain-English search, drafting and summarising, and the small jobs you let it do: each one off, approved by you first, or automatic, your choice.

Connectors

Invoices and payments kept in step with QuickBooks Online.

The link: invoices, estimates, payments and item mapping kept in step with QuickBooks Online.

Tickets raised, kept in step and closed out in RepairShopr.

The link: tickets raised, kept in step, and closed out in RepairShopr.

Sign in with Microsoft, staff synced from Entra, mail and calendar, backups to your own Azure storage.

The link: Microsoft sign-in, staff synced from Entra, mail and calendar, and backups to your own Azure storage.

What this licence costs

-- total -- a one-time payment, owned outright, with no renewal.