PortaPro Docs

Win and serve customers

desktop_windows
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.
sms
Inbox
Portal messages, text (SMS), and email in one inbox per customer, plus a Requests tab for everything customers ask for in the portal.
signature
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.
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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.
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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.
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Team Management
Roles, the time clock, and the credentials about to expire.
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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.
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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, 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
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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

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In the Field
A service day, from the yard to the invoice, and where each kind of job goes wrong.
wc
Portable toilet operators
A missed stop reported the same day, a proof page for every completed stop, and invoices from the rate card each cycle.
water_drop
Septic operators
The tank on the customer's record, pump-outs predicted, and the county's own forms filled from the job.
water_drop
Grease trap service
Each trap on its own cadence, the FOG report with the 25% rule measured, and the manifest on the job.
Roll-off haulers
Days past term, tons over what's included and the landfill's fee by material, on one final invoice.
celebration
Tent and party rentals
A tent booked by its size, packages as one line, and every chair checked back in.
festival
Event and festival operators
A site plan on the quote, a weekend priced as a weekend, and units that can't be booked twice.
account_balance
Municipal contracts
Invoices before the period with the PO printed, and a dated record for 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_rightProfile and Settings

Profile and Settings

schedule3 min read
calendar_todayUpdated October 10, 2026
profilesettingsnotificationscredentialstime offlicense

On this page

What's on your profileNotificationsCallsSettings & HelpRelated

Need more help?

Need more help?

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.

Quick Links

PricingROI CalculatorPorta Potty CalculatorDumpster Weight CalculatorFree TemplatesSeptic Rules by StateCompare SoftwareBlogIn The Field

Platform

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Support

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Company

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

Privacy Policy·Terms of Service·Accessibility·Contact

Your profile in the driver app holds your details, your license and

credentials, your recent shifts and time off, and every personal setting:

notifications, calls, the app lock, your device PIN and help. Open it with

Profile Settings at the bottom of the menu.

What's on your profile

From the top:

  • A credential warning when your license, medical card or another

    • credential expires within 60 days or already has. Red means expired or

    expiring within 14 days, amber 15 to 30 days, blue 31 to 60 days. It can't

    be dismissed; it goes away when the date is updated.

  • Location tracking, only when your company tracks phones or trucks. It

    • says your phone's location is shared with dispatch while you're signed in to

    the driver app (with when it was last recorded) and/or that trucks may carry

    GPS trackers.

  • Profile: your name and role, email, phone and emergency contact. Tap

    • Edit to change your phone, hire date, home base and emergency contact.

    Your name and email are managed by your office and your account.

  • Driver License: category (CDL or non-CDL), class, number, state,

    • operating scope, expiry, medical card expiry, endorsements and restrictions.

    To change anything, tap Request Update, upload a photo of your license or

    CDL (required), add Notes for your admin, and send. Your admin updates the

    record.

  • Driver Credentials: certifications and training on file, with issue and

    • expiry dates.

  • Recent shifts: your last seven days of clock-ins, clock-outs, breaks and

    • hours, in your company's time zone.

  • Time Off: your requests with their status (Pending, Approved or

    • Rejected). Tap Request to ask for time off: start and end date, a

    time slot (Full Day, Morning (AM), Afternoon (PM) or Custom

    Hours), a reason and an optional supporting document. The form warns you

    about schedule conflicts. See Time off requests.

  • Pay & tax forms, only when your company runs payroll through PortaPro

    • and the office has linked you: opens your own pay stubs and tax forms.

  • Calendar: subscribe to your jobs in Google Calendar, Outlook or Apple

    • Calendar.

    Notifications

  • Push Notifications: turn the switch on to get job and schedule alerts on

    • this phone, and tap Allow when the phone asks. If you denied it earlier,

    the card tells you to allow notifications for PortaPro in your device

    settings. In a browser, push isn't available; use the app.

  • Notification Types lets you choose which pushes you get: New Job

    • Assignments, Schedule Changes, Time-Off Updates and Overdue

    Alerts.

  • Send test notification (under Settings & Help, in the app only)

    • sends a test to this phone. If nothing is registered it tells you to allow

    notifications for PortaPro and retry.

  • The bell at the top of every screen holds your in-app notifications.

    • Calls

    The Calls card covers team calls in the app:

  • Quick replies: the short messages you can send when you decline a call

    • (for example, that you're driving). Edit or add your own.

  • Ring sound: ringtone on, or silent (the call screen still appears).
  • Do Not Disturb: decline every incoming call automatically and, if you

    • like, send a quick reply. Callers see that you're not available right now.

    Settings & Help

  • Require Face ID / fingerprint to unlock (in the app): locks PortaPro

    • after two minutes in the background. Not used on shared truck tablets.

  • Contact Support: opens PortaPro Support, where you ask a question and

    • follow the reply.

  • Device PIN: the code you use to sign on to a shared truck tablet. Enter

    • your current PIN and a new one. See Shared truck devices.

  • Help & FAQ: answers to common questions inside the app.
  • Manage account: your sign-in details, password and security.
  • Sign out. On a shared truck tablet you see the tablet's own options

    • instead.

    The menu also has Appearance (Light, Dark or System) and links

    to the Help Center and PortaPro Support.

    Related

  • The PortaPro Field Operations app
  • Today, Schedule and My calls
  • Driver details and compliance (office)

    • Was this article helpful?

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