Field Setup: Tell PortaPro How Your Drivers Work | PortaPro Docs

Watch: How your drivers work

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What this is

The sibling of the Billing setup. A few questions about your trucks and your drivers, each with a line on why we ask and what every choice changes, and Not sure on every one. PortaPro starts from how your account works today, so confirming without changing anything changes nothing.

Where: Settings → Field setup (in Operations). A new company's Setup Guide carries it as Tell us how your drivers work. Companies that were already using PortaPro don't see it pushed; PortaPro support can turn it on for you.

Routes, yards and which drivers run which days are not here: they are in Dispatch setup (Routes → Dispatch setup), and the page links to it.

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The steps

Your trucks: What do your trucks do? Portable toilets, septic and pump-outs, roll-off dumpsters, events and tents. Pick everything that fits. PortaPro ticks what it can already see (your products, your septic services, what you picked in the Setup Guide). Nothing else is asked until this is answered, and a question that doesn't fit your trucks is never shown.

Units and reports:

- Who picks the unit that goes out? The office when booking, or drivers record the units they drop off. (Portable toilets, roll-offs, events.)

- Do drivers fill a report on route service stops? No report, or one of your report forms. No form is ever picked for you. (Portable toilets, septic.)

- A report on deliveries? On pickups? On swaps? No report, or a form. Your pre-built Delivery & Placement Report and Pickup / End-of-Rental Removal Report are offered by name; picking one files it as your delivery or pickup report.

- Do drivers fill a county or state form on the job? Yes shows the form on the driver's job, filled in from the job. With no county PDF uploaded yet, the answer points you to Settings → Regulatory forms. Then pick the forms drivers fill.

Trucks and the day:

- Do your trucks carry a waste tank? Yes shows the tank level on the driver's Today screen. Set each pump truck's tank size in Fleet.

- Do your people clock in and out in PortaPro? The time clock.

- Do trucks share an iPad that stays in the truck? Shared truck devices. Then invite each truck's iPad from Team Management.

- Do office people also run routes? Yes lets owners, admins and dispatchers be given Tech View and jobs. Turn on Tech View for each person who drives in Team Management.

- Do you check gear out of the yard and back in? Pull sheets, loading and check-in. (Events.)

Talking to customers:

- Can drivers message customers? No, customers on their route, only what the office shares, or all customers. Asked only on the Growth plan.

- Can drivers text customers from the company number? Asked only when your texting number is set up. Yes also turns off texting from a driver's own phone, so customers get texts from one number.

- Can drivers text customers from their own phone? Hidden once drivers text from the company number.

- Text customers when the driver is on the way? No, when the driver taps On my way, or automatically. Asked only when texting is set up and on your plan.

Does this match?: every answer and what it does, and What will change.

What each answer does

Shows	Means
In use	PortaPro already works this way. Nothing changes.
Will change	Confirming changes this setting. It is listed under What will change.
Decide later	You picked Not sure. Today's setting stays as it is.
Set on its page	Needs something first on its own page (a county form to upload). The link opens it.

Confirm, Finish later, Skip for now

Confirm setup saves your answers and changes only the settings listed under What will change, each through its own settings page's save (company settings, the time clock, shared devices, item movement, job reports, county forms). Confirming with your current settings changes nothing.

Finish later (or Skip for now from the Setup Guide) keeps your answers and confirms nothing. The guide task stays open.

Run it again any time: the page opens on your current settings, and each confirm is kept in the setup's history.

Who can use it

Owners and admins answer and confirm. Dispatchers see the saved answers read-only. Drivers and customers can't open it.

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Billing setup: Settings → Finance → Billing setup.

Dispatch setup: Routes → Dispatch setup (yards, routes and which drivers run which days).

Driver messaging: Settings → Customer Experience → Driver messaging.

Shared truck devices: Settings → Shared Devices.

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