PortaPro Docs

Win and serve customers

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Customer Portal
24/7 access to schedules, invoices, and service history.
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Quotes & Invoices
View, approve, and pay documents online.
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Online Booking
Customers book roll-offs and event rentals on your website and pay a deposit. Nothing is scheduled until you approve.
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Payment Processing
Secure online payments with flexible options.
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Inbox
Portal messages, text (SMS), and email in one inbox per customer, plus a Requests tab for everything customers ask for in the portal.
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E-Signatures
Sign contracts digitally with audit trails.
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Service Checklists
Standardized pumping and cleaning workflows.
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Venue Blueprinting
Pin inventory clusters on satellite maps, link to quotes, and send branded site plans.
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Email From Your Inbox
Send invoices, quotes, and sales email from your real address, with your real deliverability.

Run the field

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Job Schedules & Dispatch
Create jobs, dispatch routes, and manage recurring service.
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Route Optimization
Routes planned around tank capacity, disposal-site hours, and service windows.
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Mobile App
Offline-first workflows for field operations.
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Unit Pins
Every unit's exact spot on the site map. Drivers move pins from the field.
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Services Hub
Service requests, checklists, and proof-of-work logs for every job.
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Team Chat
Channels and direct messages for drivers, dispatch, and the office.
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Walkie-Talkie
Push-to-talk inside the PortaPro app, on the channels your crew already uses, with searchable transcripts.
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Calls & Huddles
1:1 calls and channel huddles for your crew, plus meetings customers join from a browser.

Control the business

inventory
Equipment Inventory
Availability by date, so a weekend booking shows before the weekend.
festival
Event & Tent Rentals
Kits, tents booked by size, pull sheets, scan-back check-in, and charges for what comes back missing.
dashboard
Event Layouts
Tents and tables to scale on the venue or its floor plan, seating charts from the guest list, and a share link for comments and approval.
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28 Day Invoicing
Bill every site automatically on the industry-standard 28-day cycle, with duplicate prevention built in.
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Bookkeeping & Billing
Quotes, invoices, expenses and receipts, bank reconciliation, and QuickBooks, Xero and FreshBooks sync.
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Customer Accounts
Profiles, sites and locations, contacts, and history.
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Leads & Deals
The CRM built into PortaPro.
outdoor_garden
Temporary Fencing
Draw the fence on the satellite map or type the feet: panels, gates, stands, clamps and sandbags counted for you, screen priced by the foot.
Roll-Off Rentals
Live ledger for every container on the ground, overage and landfill disposal billed from the weight ticket, and dumpster requests from the customer portal.
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Fleet Management
Maintenance, compliance, inspections, and vehicle tracking.
my_location
GPS Tracking
Plug-in trackers for the trucks, battery tags for the units, and an alert when a unit leaves its pin.
phone_in_talk
Business Phone
A real business line with an IVR, ring groups, voicemail, and recording. Click to dial, ring your cell, and every call logs itself on the customer.
manage_accounts
Team Management
Roles, the time clock, and the credentials about to expire.
person_add
Hiring
A careers page, an application built for CDL drivers, and a Hire button that turns the applicant into a team member.
wallet
Payroll
W-2 and 1099 payroll inside PortaPro. In beta, rolling out in stages.
bar_chart
Reporting & Analytics
Gallons by disposal site, overdue sites, and reports on your billing cycle.
water_drop
Septic Service
The tank on the customer's record, pump-out dates predicted, and every septic report form, from pumping to real estate transfer, shipped and attached to the job.
Also in PortaPro:QuickBooks Sync,Xero Sync,FreshBooks Sync,Claude & ChatGPT,Equipment Scanning,Shared Truck Devices,Consumables,Marketing Tools,Automated Review Requests,Septic Reminders,Celebrations,Help & Support

Run your portable sanitation operation from lead to ledger.

One system, 46 features, no per-user or per-vehicle fees or limitations.See all featuresarrow_forward

Learn & Discover

calculate
ROI Calculator
Estimate time, labor, fuel, and cost savings with PortaPro.
route
Route Efficiency Simulator
See how optimized routing can increase weekly service stops.
scale
Dumpster Weight Calculator
Estimate debris weight and the roll-off size it needs.

Support & Training

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Support
Submit a request, email our team, or book a call.
support
Help Centeropen_in_new
Guides, documentation, and step-by-step setup resources.
favorite
Our Promise
Why we refuse to let software get worse over time.

GPS Asset & Vehicle Tracking

How GPS tracking works
location_on
Unit tracking device
A sealed battery tag inside the unit. It reports when the unit moves, and the battery lasts five to seven years.
navigation
Vehicle tracker
Plugs into the truck's OBD-II port. Live location, plus odometer and fuel on supported trucks.

Solutions

local_shipping
In the Field
A service day from the yard to the invoice, and where each job goes wrong.
wc
Portable toilet operators
Same-day missed stops, proof for every stop, and rate card invoices.
water_drop
Septic operators
Pump-outs predicted from the tank, and the county's own forms filled from the job.
water_drop
Grease trap service
Each trap on its own cadence, and the FOG 25% rule measured.
Roll-off haulers
Days past term, tons over the allowance, and landfill fees on one final invoice.
celebration
Tent and party rentals
A tent booked by size, packages as one line, every chair checked in.
festival
Event and festival operators
A site plan on the quote, and a weekend priced as a weekend.
account_balance
Municipal contracts
Invoices before the period with the PO printed, and a record of every park visit.
domain
Multi-location operators
Several yards, service territories, divisions, and roles in one account.
Why Operators SwitchPricing
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homeHelp Centerchevron_rightCelebration Cards & Birthdayschevron_rightCreating a Card

Creating a Card

schedule3 min read
calendar_todayUpdated October 10, 2026
create cardoccasionrecipient

On this page

Start a cardWho is this card for?OccasionCard title and SubtitleHeader photo, theme and backgroundWhen should this card be sent?Gift cardPreviewAfter you click Create cardChanging a card laterRelated articles

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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.

PortaPro

Contact:
support@portaprosoftware.com

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

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Creating a card takes about a minute. Only the recipient's name is required.

Start a card

Open Celebrate and click Create card (top right). For a birthday, use

the faster path: in Upcoming birthdays on the same page, click Create

card next to the person. That fills in the recipient, their email, the

Birthday occasion and a send time of 9:00 AM on the birthday.

Who is this card for?

Pick one of three:

  • Team member: choose from your active team. Their name and email fill in.
  • Customer contact: choose from your customer contacts, grouped by

    • company. Search by contact name or company.

  • Someone else: type a name and email by hand, for anyone who isn't in

    • PortaPro.

    Recipient name is required (up to 120 characters). Recipient email can

    wait, so you can collect signatures first, but the card can't be sent without

    one.

    Occasion

    OccasionEmojiStarting titleStarting theme
    Birthday🎂Happy Birthday, {name}!Sand
    Work Anniversary🎊Happy Work Anniversary, {name}!Classic
    Leaving👋A farewell to {name}Terracotta
    Wedding💒Congratulations on your wedding, {name}!Pastel
    Get Well Soon🩹Get well soon, {name}!Minimal
    New Baby🐣Congratulations on the new arrival, {name}!Pastel
    Retirement🎉Happy Retirement, {name}!Classic
    Engagement💍Congratulations on your engagement, {name}!Pastel
    Graduation🎓Congratulations, Graduate {name}!Midnight
    Promotion🚀Congratulations on your promotion, {name}!Cobalt
    Welcome🙌Welcome to the team, {name}!Meadow
    Other🎉A card for {name}Classic

    Changing the occasion also changes the theme, so pick the occasion first and

    the look second.

    Card title and Subtitle

    Both are written for you from the occasion and the recipient's name. Type over

    either one if you want different wording. Each holds up to 200 characters.

    Header photo, theme and background

    The Header photo (optional) runs across the top of the card. Pick one of

    twelve themes; each brings a matching background. See

    Cover Photos and Card Design.

    When should this card be sent?

    Leave it empty to keep collecting signatures and send the card yourself. Set a

    date and time and the card is sent automatically, still taking signatures until

    it goes out. See Sending and Scheduling.

    Gift card

    Switch on Attach a gift card to this celebration to put a gift card inside.

    This only works once gift cards are set up in Settings. See

    Gift Cards.

    Preview

    The Preview beside the form is the real card, updating as you type. On a

    phone or tablet it sits above the form.

    After you click Create card

    The card is created as Collecting (or Scheduled if you set a send

    time), and you see: "Card created. Share the signature link so everyone can add

    a message." Open the card and share its signature link. See

    Collecting Signatures.

    Changing a card later

  • Appearance: on the Celebrate list, open a card's ⋮ menu and choose

    • Edit appearance to change the title, subtitle, header photo, theme and

    background. Click Save changes. Messages already on the card are kept.

  • Delivery: on the card's own page, the Delivery section's Edit

    • changes the recipient email and the scheduled send time.

  • Can't change: the recipient, the recipient type and the occasion. If you

    • chose the wrong person, delete the card and make a new one. Messages don't

    move to the new card.

    Nothing can be changed after the card is sent.

    Related articles

  • Collecting Signatures
  • Cover Photos and Card Design
  • Sending and Scheduling

    • Was this article helpful?

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