Tap any job on Today (or a customer name on Today's Route) to open it.
The job opens as a full-height sheet with the job number and status at the
top. This article covers what's on it and how to finish the stop: starting,
filling in the service, photos, signatures and the proof the customer gets.
What's on a job
From top to bottom (sections show only when they apply):
| Section | What it's for |
|---|---|
| Technician Notes | Your own notes on the job (gate codes, customer requests, reminders). Tap Save Notes after typing. |
| Items to Deliver / Items to Pick Up / Services to Provide / Items to Swap | What's on the job and how many. |
| Load / Return check-in | Loading and checking gear back in, for companies that track item movement. See Item movement. |
| Layout | The event layout drawing with numbered items and the install sheet, for companies using event layouts. |
| Roll-off cards | Container on site, delivery confirmation, weight ticket and swap. See Roll-off jobs. |
| Lock Options | Locks requested, zip-tied on drop-off, lock notes. Read only. |
| Contact Information | Primary contact, customer and phone, with Call and Message (your phone's dialer and texting app). |
| Assignment | The technician and vehicle on the job. |
| Update Status | Start and finish the job, plus the buttons below. |
| Units serviced | Scan the units you service (service stops). |
| Proof of Service | Photos and the customer's signature. |
| Schedule | Date, time, job type, service address and Navigate to Location. A customer-owned unit is flagged here. |
| Service Locations | The site map with every unit pin. See Moving unit pins. |
| Notes | Notes from the office. |
Start and finish the job
What Update Status shows depends on the job.
Jobs with a service line (most service stops) show Begin Completion,
which opens the Complete Service screen (below).
Other jobs:
report forms assigned, the button reads Start Service Report instead.
Report when forms are assigned).
see Roll-off jobs.
prompt names your company's nearest disposal site and about how far it is
from the stop in a straight line, then sends you to Disposal.
Reverse Status undoes a start or a completion if you tapped by mistake.
Also under Update Status:
sends those texts. Once sent, the job confirms the customer was texted; if
the customer has opted out it says Customer has texts turned off.
Report an issue and the Dispatch line.
The Complete Service screen
position. If the phone can't get a location, a warning says the location
won't be recorded, and you can still carry on.
- If you serviced the stop, even if the container was empty, use
Completed. Completed, container was empty picks Completed and adds
a note saying so. Unable won't bill the visit.
- Partial and Unable need a Reason, Notes of at least 10
characters, and at least one photo.
station, holding tank, hydro jetting).
every required field. Fields can appear or hide based on your answers.
doesn't already ask for one.
is filled in.
The screen shows the customer, address, unit and last service (with gallons)
at the top so you know what you're walking up to.
An Unable stop keeps the job open so dispatch can reschedule it, and it
shows up for them as a missed stop with your reason.
No signal? The footer warns that you're offline, and tapping Complete
Service saves the completion on the phone.
It sends when you're back in coverage. See Offline mode.
Proof of Service: photos and signatures
The Proof of Service section on the job collects photos of your work and
the customer's signature. Tap Add Photo or Get Signature (Re-sign
once there is one). The section header counts what you've captured.
Every photo taken with the camera in the app gets a strip printed along the
bottom: the date and time in your company's time zone, the GPS position with
its accuracy, and your company name. If the phone can't get a location in a
few seconds the strip says Location unavailable; PortaPro never guesses. A
photo picked from your phone's library is marked as from the photo library
and gets no location. Signatures are never stamped. Offline, the photo is
stamped on the phone and uploads later.
Your company can send the customer an automatic "service completed" email or
text with a link to these photos. See
Proof of service and the completion notice.
Units serviced
On a service stop, tap Scan a unit and scan the tag on each unit you
service (or type its number), then Scan another unit for the next. Each
scanned unit's history then says the service was recorded on that unit.
map at this site.
See Unit service history.