A site (service location) is a place you deliver to and service for a
customer. A customer can have many. Open the customer and click Sites,
which has three views:
Service Plan.
The customer's first site is the Default Site Address you entered when
you created the customer.
Add a site
On Sites → Street Addresses, click Add Site. The Add Service
Location dialog asks for:
| Field | Notes |
|---|---|
| Location Name | A friendly name, such as "North Yard" or "Lot 65". |
| Street Address, Address Line 2, City, State, ZIP Code | Street, city, state and ZIP are required. |
| Description | Free text about the site. |
| Access Instructions | Gate codes, where to park, which entrance. Drivers see these. |
| Onsite Contact Name, Onsite Contact Phone | The person on site. You can save them to the customer's contacts too. |
| PO number for this site | Printed on this site's invoices instead of the customer's PO number, for builders with a PO per lot. |
| Status | See below. Leave it on Active unless the units aren't out yet. |
| Branch | Only for companies with more than one branch. |
The State is pre-filled for you. It uses the customer's own state when
the profile has one, otherwise your company's default state (Settings →
Company → Defaults for New Customers). It is only a suggestion; type over
it for an out-of-state site. See
Click Add Location. The dialog then says Site added, next step and
offers Set up Service Plan (declare the units at the site and what you
charge, which billing needs) or Done for now. You can set up the Service
Plan later from the site card.
To change a site, use Edit on the card's ⋮ menu. The Edit Service
Location dialog has the same fields plus Default Location and Ground
(for tents), and saves with Update Location.
Site status
The Status field controls whether PortaPro creates recurring service
jobs for the site. Click the ⓘ next to Status for the same explanation
in the app.
| Status | What it does |
|---|---|
| Active | Normal. Recurring service jobs are created and the site bills on cycle. |
| Pending Delivery (with a Scheduled Delivery Date) | The site is set up but the units aren't on the ground yet. PortaPro creates the delivery job for that date. Recurring service waits until the delivery is done, which turns the site Active. |
| Pending Removal (with a Scheduled Removal Date) | Records that units are coming back. Recurring service stops, but PortaPro does not create the pickup job; book it yourself. |
| On Call | No recurring visits. The site is serviced only when the customer calls. |
Two things worth knowing:
appearing, check its status first. See
billing. Only pausing or closing the site takes it out of cycle invoices.
Paused isn't in the Status list; the Pause site… action sets it.
The site card
Each card shows the address, status badge, units declared at the site (with
"· N placed" when the map pins hold a different number) and the Service
Plan panel: Edit Service Plan opens the units, frequency and rates for
the site, and On-Site System records customer-owned equipment such as a
septic tank (see On-Site Systems).
The card's ⋮ menu has Edit, On-site system, View history,
Open Rate Card, Pause site… (or Resume service), Close site…
and Google Maps.
Pause, close and reopen a site
Pause site… is for a customer who is coming back (winter shutdown,
seasonal gap, non-payment hold). Billing and service stop; rates and unit
counts stay on the Rate Card, so resuming is one click. The dialog asks
what happens to the units:
and clears their map pins, so they are free for other jobs.
Add an optional Reason (optional), such as "Seasonal, back in April",
which shows on the card. Scheduled pickups stay on the board; new jobs stop
being created. Click Pause site. Use Resume service on the same menu
to turn it back on; billing picks up next cycle at the saved counts.
Close site… is for a customer who is done there. One step: every
deployed unit comes back to the yard, the Rate Card counts go to zero (rates
and unit types are kept), upcoming jobs other than pickups are cancelled,
and the site is hidden from your lists. Invoices and history are kept. The
dialog lists exactly what will change before you click Close site. A
closed site reads Closed on its card.
Reopen a closed site by switching on Show closed sites at the top of
Street Addresses and choosing Reopen site on its card. It comes back as
Active with its unit counts at zero; open the Service Plan and type the
counts back in to restart billing.
The Rate Card view
Sites → Rate Card lists every billing line across the customer's sites:
units, type, frequency, rate and cycle value. It is also where you generate
a cycle invoice by hand (Generate cycle invoice, Bill previous cycle,
Bill an earlier period…), skip a period (Skip a billing period) and
manage autopay. The rate card itself is explained in
Rate Card to Service Jobs, and cycle
invoicing in Cycle Close & Invoicing.