Install it on one computer
That machine becomes the business’s server. Every record is stored there, backed up however you already back up that computer, and readable by you without us.
PortalPoint Desktop
Service desk, billing, sales, inventory, point of sale, SOPs and a real mailbox, installed on a computer you own. Every record stays on that machine. Licence the modules you need once, and they are yours.
How it works
PortalPoint Desktop is a local-first application. There is no PortalPoint server holding your customers, invoices or files; the only thing that ever talks to us is the licence check.
That machine becomes the business’s server. Every record is stored there, backed up however you already back up that computer, and readable by you without us.
Other computers in the shop find it on the local network and share the same records. Away from the shop, a VPN gets you to it the same way.
The licence is a signed key that names your modules, seats and businesses. The app checks in with PortalPoint to count installs and pick up renewals, and keeps working if it cannot reach us.
QuickBooks stays your books, RepairShopr stays your tickets, Microsoft 365 stays your mail. Connector plugins keep PortalPoint and them agreeing.
The app checks portalpointsolutions.com for new builds and updates itself. Updates are never withheld from a lapsed licence: a fix is a fix.
Outgrow the licence and the app’s own shop prices the module for your seat count, takes payment, and writes it into your key. Nothing to reinstall.
What a licence covers
A module is bought once: a base price, plus a per-seat price for the modules where a seat means something. From then on it is written into your licence for good. There is no subscription and nothing to renew.
Modules and add-ons
Each module owns one part of the business and hands off to the others, so a won deal becomes a project, a closed ticket becomes an invoice, and nothing is typed twice.
Every licence carries this. Everything else points at it.
Customers, contacts and sites. Every other module points at these.
What the business knows, written down and searchable.
Written procedures, their versions, and a 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.
The day-to-day: tickets, projects, stock, mail and the front door work arrives through.
A real mailbox in the app: mail read, triaged and filed against the record it belongs to, from Microsoft 365 or another provider.
Tickets, the queue they sit in, and the time billed against them.
Projects, milestones and tasks for work that runs longer than a ticket.
Items, locations, stock levels and the assets under warranty.
The front door: a request arrives on a form and becomes work.
Quoting, selling and getting paid.
Leads, deals, proposals and quotes, through to an accepted quote.
Counter sales with a till: open a shift on a float, ring items, take payment, count down and close.
Invoices, receivables and the time that becomes them. Sold on its own.
Plugins that keep PortalPoint in step with a service you already pay for. Each needs your own account there.
Invoices and payments kept in step with QuickBooks Online.
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.
Questions
No. Records, files and mail stay on the computer you installed on. The application contacts us for two things: to verify the licence key and count installs, and to check for updates. Neither carries business data.
A module you bought is yours. If a licence carries an expiry it is because it was issued that way by arrangement; the standard licence sold on this site has none. Updates keep arriving either way.
Yes, from inside the application. The built-in shop prices the module for your current seat count, takes payment, and the new key is applied on the spot.
No, and it is not trying to. Billing in PortalPoint produces invoices and tracks receivables; the QuickBooks Connector keeps those in step with QuickBooks Online, which stays the record of account.
Windows 10 or 11, 64-bit, on an ordinary office PC. Other machines in the business open it over the local network. A phone client for the same records is in the works.
We do, directly. PortalPoint Desktop is built and supported by the same engineer who does our consulting work, which is why the two are on one site.
Ready when you are
Five seats, three businesses, every module switched on, no card and nothing to cancel. The key arrives by email.