PortaPro Docs

Customer Experience

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Customer PortalPopular
24/7 access to schedules, invoices, and service history.
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InboxNew
Portal messages, text (SMS), and email — one unified inbox per customer. Two-way, no mailbox handoff.
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Quotes & Invoices
View, approve, and pay documents online.
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Payment Processing
Secure online payments with flexible options.
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E-Signatures
Sign contracts digitally with audit trails.
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Service Checklists
Standardized pumping/cleaning workflows.
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Venue BlueprintingImportant
Pin inventory clusters on satellite maps, link to quotes, and send branded site plans.
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Email From Your InboxComing late July
Send invoices, quotes, and sales email from your real address, with your real deliverability.

Field Operations

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Mobile App
Offline-first workflows for field operations.
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Route OptimizationImportant
Traffic-aware routing to maximize stops.
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Services Hub
Service requests, checklists, and proof-of-work logs in one workflow.
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Live Team ChatPopular
Real-time messaging across the team and directly with customers on daily routes.
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Calls & HuddlesNew
1:1 calls, channel huddles, screen share, and recording — built right into PortaPro. No Zoom seat required.
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Walkie-TalkieComing Soon
Instant push-to-talk voice over cellular and Wi-Fi. Channels by route, broadcast to all, emergency alerts with live location.
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Equipment Scanning
Quick unit ID capture (OCR / panel numbers).

Business Management

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Job Schedules & Dispatch
Create jobs, dispatch routes, and manage recurring service.
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Equipment Inventory
Track assets and lifecycle across all locations.
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Consumables
Track chemicals, supplies, and service materials.
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Team Management
Scheduling, certifications, and performance tracking.
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CelebrationsNew
Group cards for the moments that matter — birthdays, anniversaries, farewells, signed by the whole crew.
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28 Day InvoicingImportant
Per-site rate cards, industry-standard 28-day cycles, and one-click automated invoicing for your whole book — with duplicate prevention built in.
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Customer Accounts
Profiles, sites/locations, contacts, and history.
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Reporting & Analytics
Dashboards and performance insights.
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Marketing ToolsPopular
Segmentation, campaigns, and customer engagement.
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Automated Review RequestsImportant
Collect more 5-star reviews automatically.
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Leads & DealsPopular
The CRM built into PortaPro.
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Bookkeeping & Billing
Quotes, invoices, expenses, recurring billing, and QuickBooks export.
Roll-Off RentalsNew
Live ledger for every container on the ground, with automatic overage and disposal billing.
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Fleet Management
Maintenance, compliance, inspections, and vehicle tracking.

Learn & Discover

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ROI Calculator
Estimate time, labor, fuel, and cost savings with PortaPro.
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Route Efficiency Simulator
See how optimized routing can increase weekly service stops.

Support & Training

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Help Centeropen_in_new
Guides, documentation, and step-by-step setup resources.
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Our Promise
Why we refuse to let software get worse over time.
Why Operators SwitchPricing
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Contact Us

Have questions about PortaPro? Fill out the form below and our team will get back to you within 24 hours.

Or schedule a quick call at a time that works best for you.

Contact Us

Have questions about PortaPro? Fill out the form below and our team will get back to you within 24 hours.

Or schedule a quick call at a time that works best for you.

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Kygo | PortaPro Support

Your friendly PortaPup

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Kygo

Meet Kygo your friendly PortaPup

Fast answers about PortaPro from daily operations to pricing and demos. Kygo can help with inventory, dispatch, billing, or get you set up with a quick walkthrough.

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Kygo can make mistakes contact support if needed

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How can we help you?

Guides, tutorials, answers, and best practices

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Getting Started

Set up your account, add your team, and launch PortaPro in minutes with guided onboarding.

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Dispatch & Scheduling

Build routes, track drivers, and manage your daily operations.

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Inventory & Unit Tracking

Track every unit, manage locations, inspect and repair equipment in the workshop, and never lose equipment again.

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Billing & Invoicing

Create invoices, automate billing, and integrate with accounting tools.

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Account, Settings & Admin

Manage users, permissions, company settings, and security.

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Customer Management

Manage customer relationships, support conversations, and communication workflows.

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Customer Portal

Self-service hub for customers to manage accounts, pay invoices, and request service.

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Driver App (Tech View)

Mobile field operations with offline support, GPS navigation, and proof of service.

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Fleet Management

Vehicle registry, DVIRs, maintenance tracking, fuel management, parts inventory, and compliance documentation.

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Roll-Off Rentals

Track every roll-off container on the ground, schedule swaps and pickups, manage overage billing, and generate final invoices.

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Analytics & Reporting

Business intelligence, revenue analytics, performance metrics, and custom reporting tools.

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Marketing

Customer outreach, email campaigns, segmentation, templates, and performance tracking.

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Service Hub

Service catalog, service records, report templates, and field documentation management.

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Financials

Job profitability, expenses, fuel and disposal cost tracking, and financial reporting.

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Team Chat

Real-time messaging, huddle voice calls, channels, and team coordination built into PortaPro.

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Tax Season & Schedule C

How PortaPro maps expenses to IRS Schedule C, running year-end exports, and preparing your data for tax filing.

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Scheduled Report Delivery

Automated report delivery with timezone-aware scheduling, test sends, delivery history, retry logic, and multi-recipient setup.

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Cards & Birthdays

Group greeting cards and birthday tracking for your team and customers — creating, signing, delivering, and managing cards.

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Getting Started Guide

New to PortaPro? Start here with our step-by-step onboarding wizard.

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Feature Requests

Have an idea? Submit feature requests and vote on what we build next.

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Contact Support

Still need help? Our team is ready to assist you.

Can't find what you're looking for?

Our support team is here to help you get the most out of PortaPro.

Contact Us

Have questions about PortaPro? Fill out the form below and our team will get back to you within 24 hours.

Or schedule a quick call at a time that works best for you.

Contact Us

Have questions about PortaPro? Fill out the form below and our team will get back to you within 24 hours.

Or schedule a quick call at a time that works best for you.

PortaPro

Contact:
support@portaprosoftware.com

© 2026 PortaPro. All rights reserved.
All-in-one software for portable sanitation operators.

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