Jobs are the core of PortaPro, representing every delivery, pickup, service, and survey you perform.
Job Types
| Type | Description | Example |
|------|-------------|---------|
| Delivery | Dropping off equipment | New unit to construction site |
| Pickup | Retrieving equipment | End of rental collection |
| Service | Cleaning/maintenance | Weekly pumping service |
| Site Survey | Location assessment | Pre-event inspection |
Creating a Job
Navigate to Jobs in the sidebarClick New Job buttonSelect the job typeComplete the job wizardJob Wizard Steps
Step 1: Customer Selection
Search for existing customerOr create new customer inlineSelect the service locationStep 2: Job Details
Choose job type (Delivery, Pickup, Service, Survey)Set scheduled date and timeAdd special instructionsStep 3: Equipment Selection (for Deliveries)
Select units from available inventoryChoose quantities for each typeSystem checks availability automaticallyStep 4: Assignment
Assign to a driver/technicianOr leave unassigned for later dispatchStep 5: Review & Create
Review all detailsClick Create JobJob appears in the scheduleJob Statuses
Jobs move through these statuses:
| Status | Meaning |
|--------|---------|
| Scheduled | Created and waiting |
| In Progress | Driver has started |
| Completed | Work finished |
| Cancelled | Job was cancelled |
Viewing the Job
After creation:
Job appears in the Jobs listShows in assigned driver's mobile appVisible on the dispatch mapCustomer sees it in their portalQuick Tips
Save as Draft: Not ready to schedule? Save and finish laterRecurring Jobs: Set up repeating schedules for regular servicesConsumables: Add supplies like toilet paper or hand sanitizerNotes: Include gate codes, contact info, or special instructions