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.
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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.
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Generators & Power
Hour meter and fuel readings from the driver app, runtime past the included hours and fuel billed from them, and refuels and service planned from the readings.
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 Export
Approved hours for every pay period, overtime sorted, in one file for your payroll or straight into QuickBooks Online.
bar_chart
Reporting & Analytics
Gallons by disposal site, overdue sites, and reports on your billing cycle.
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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, 47 features, no per-user or per-vehicle fees or limitations.See all featuresarrow_forward

Learn & Discover

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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.
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Our Promise
Why we refuse to let software get worse over time.

GPS Asset & Vehicle Tracking

How GPS tracking works
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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_rightDriver App (Tech View)chevron_rightCustomer Messages in the Driver App

Customer Messages in the Driver App

schedule3 min read
calendar_todayUpdated October 27, 2026
customer messagesdriver messagingreplyjob conversationpush notifications

On this page

Where messages show upReplyingMessaging a customer about a jobOn a shared truck tabletWhat you won't seeRelated articles
Training videos

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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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support@portaprosoftware.com

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

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Serving operators across North America. Proudly Built in America. 100% US Customer Support

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Your company can let you message customers from the driver app. If you don't see Customer messages in your menu, it's turned off for your company. Your office decides that in Settings → Customer Experience → Driver messaging.

Where messages show up

  • Menu → Customer messages lists your conversations, newest first. Use All, Unread and About jobs to narrow the list, or search by customer.
  • Notifications → Support shows the conversations with unread messages. Tap one to open it.
  • On a job, the Customer messages section shows the latest messages about that job, with a reply box.
  • Depending on your company's setting you see one of these:

  • Conversations with the customers on your route (a week back to a week ahead), plus anything about one of your jobs, plus anything the office shares with you.
  • Only conversations about your own jobs, plus what the office shares with you.
  • Every customer conversation.
  • When the office shares a conversation with you, you get a push notification and it shows up in Customer messages. If a conversation you could open before disappears, the office may have stopped sharing it, or the customer is no longer on your route.

    Replying

    Open a conversation and type in the box at the bottom. The line under the box tells you where your reply goes, for example *Replies go out as a text to (815) 555-0102*. Replies always go out the same way the customer wrote in: text, email or portal. Texts go out from your company's business number, never your own phone.

    Tap the phone icon at the top to call the customer instead.

    Opening a conversation marks it read for you only. The office still sees it as unread until someone there opens it.

    Messaging a customer about a job

    Saw something on site? Open the job, scroll to Customer messages, write it, and send. The customer gets it by email and in their customer portal, and their reply comes back to the same place. You get a push notification when they answer.

    On a shared truck tablet

    The conversations shown are the ones for the driver who signed on with their PIN, not the truck.

    What you won't see

    Internal notes the office writes to each other, and messages from numbers or addresses that aren't matched to a customer, stay in the office.

    Related articles

  • Driver Messaging (Settings): the office side
  • Shared Truck Devices: Signing On with Your PIN
  • Job Details and Completing Service
  • Was this article helpful?

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