PortSpace.ioEverything PortSpace does
99 features, grouped by the job they do.
Money
Budgets, proposals, invoices and the reports behind them.
Budgets
A budget by area with charges and tax, with markup, as a summary, by room quantity or cost per key.
Printouts: Budget, Budget with markup, Budget summary, Budget with room quantities, Budget by room type (cost per key), Client-priced index.
Budget only
Switch selling off and each item keeps a budget price; the project budget and its report stay.
Add-on charges and budget against actual
Freight, crating and installation on each item and order, and each item’s budget against what it cost.
Printouts: Budget variance (cost of goods), Budget variance, detailed.
Proposals the client signs online
Check items and send; the client signs by typing their name and the deposit invoice is drafted.
Change orders
What changes after an order is agreed, accepted by the client and billed once.
Invoices, payments and statements
Invoices raised from items, payments, credits and refunds, card payment online, and the client’s statement.
Deposits and retainers
Ask for money up front, hold it, and apply it to an invoice.
Markup, cost and tax
Markup rules, re-pricing a project, and tax rates per project, per line and by ship-to.
Who sees money
Grants decide who sees prices, who sees cost and margin, and who sees the firm’s figures.
Vendor bills
What vendors bill on each order, paid and credited, with invoice lists and sales tax by quarter.
Printouts: Vendor invoice listing, Vendor invoice detail, Sales tax on vendor invoices, by quarter.
Dashboard, profitability and aging
The firm’s money on one screen, every project’s margin after time and expenses, and who owes what.
Month-end
Money in and out, what was owed at the period’s end, the files for your accountant, and closing the books.
Commissions
Each project manager’s commission for a period, for firms that pay them.
Longer reads
A page each on the parts people ask about most.
A brief that reads the client’s material into a planSpecifications and the spec bookProposals the client signs onlineEvery ordered item, from factory to floorThe money, without a spreadsheetEveryone sees exactly what they shouldAn AI assistant that does the boring partsSee the room before it’s ordered
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