A job is one trip: a delivery, a pickup, a service visit, a survey or a swap.
You create one in the Create New Job wizard, which has six steps:
Customer, Job Details, Location, Assignment, Items &
Pricing and Review.
Recurring rate-card service jobs are not made here. PortaPro generates them
on its own; see Recurring service jobs.
Where to start a job
button on a phone).
If the customer is still a prospect, PortaPro asks Convert + Create Job
or Create Job Anyway.
delivery.
customer's request opens the wizard with the customer, site, date and notes
filled in, and marks the request scheduled once the job is created.
Step 1: Customer
Search for the customer and pick one (Choose an existing customer for this
job.). You can then choose a contact for the job, which is optional.
Step 2: Job Details
Pick the Job Type first. The rest of the step appears once you do.
| Job type | What it is |
|---|---|
| Delivery | Deliver equipment to customer location |
| Pickup | Pick up equipment from customer location |
| Service | Perform maintenance or cleaning service |
| Survey/Estimate | Survey location for future service |
| Swap | Exchange the container or unit at a customer site in one visit |
Every type shows an On-site time estimate you can override.
Delivery asks for Rental Dates on one calendar: tap the delivery date,
then the last rental day. You can also type the number of days in Keep for
(Days). Below that:
last rental day. Turn it off and the wizard warns No pickup scheduled.
You can set a pickup time, Pickup Priority and pickup notes.
before the final pickup. You set the quantities on the Items & Pricing step.
belong on the customer's Rate Card, and the wizard will not continue while
this switch is on.
Pickup, Service, Survey/Estimate and Swap use a single Scheduled Date
calendar. A Service job also has Indefinite Service (no end date). A
Swap can be attached to an open Roll-off rental so its haul and
tonnage charges are staged on the job.
Every type also has:
You cannot pick a date in the past.
Step 3: Location
Under Sites, pick one of the customer's Saved Sites, or open Add a
new Site and type an address. A new site is saved to the customer's Sites
when the job is created. Add Special Instructions (Optional) for the
crew. Under GPS Pins, you can attach reference pins (gates, placement
spots). They are shown to the driver and do not change the service address.
Step 4: Assignment
Pick a driver and a vehicle for the job, and for each pickup and partial
pickup. This step is optional. You can skip this step and add them later.
If the driver already has a truck for that day, PortaPro offers it, and asks
before you switch to a different one. A license mismatch between the driver
and the vehicle is flagged in red.
Step 5: Items & Pricing
Survey/Estimate and Swap jobs skip this step and go straight to Review.
Equipment tab shows availability for your dates. Add N picks
available units for you; Pick specific units lets you choose exact unit
numbers. Items counted by quantity (no unit numbers) are booked as "any N"
from the stock count. The Services tab adds service lines. Kits are
booked as one line; see Kits.
from what the customer already has.
Pickup Inventory Allocation.
Requests Locks with a lock count and notes, and Zip-Tie on Dropoff.
You must add at least one item or service before you can continue.
Step 6: Review
Check the summary, then set fees:
your company default. Edit it for a one-off. See
percentage of the subtotal.
Tax and the Estimated total update as you go. Click Create Job. If a
unit is already booked for those dates, the error names it. The new job's
details open when it saves.
Deposits are not set up in the wizard. Request one from the job afterwards;
see Deposits.
Saving a draft
Click Save & Exit (or close the wizard). In Save Job Progress, give
the draft a name and click Save Draft, or Delete & Exit to discard
it. Drafts are listed on the Drafts tab; see
Search, drafts and saved notes.
Creating jobs from a quote
On an accepted one-off quote, choose Convert to Job, then Create Job.
All quote items are copied to the job. When a customer accepts a one-off
quote online, PortaPro can create the jobs automatically, depending on your
quote settings. See Quote wizard.
Roll-off rentals
A roll-off rental is scheduled as a Delivery. With a roll-off container
on the job, Items & Pricing shows a Roll-Off Rental Term panel for the
rental's rates, and Schedule the pickup trip is turned off because the
rental term creates the pickup as the end date approaches. See