Customer Experience

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Customer PortalPopular

24/7 access to schedules, invoices, and service history.

Portal messages, text (SMS), and email — one unified inbox per customer. Two-way, no mailbox handoff.

Quotes & Invoices

View, approve, and pay documents online.

Payment Processing

Secure online payments with flexible options.

Sign contracts digitally with audit trails.

Service Checklists

Standardized pumping/cleaning workflows.

Venue BlueprintingImportant

Pin inventory clusters on satellite maps, link to quotes, and send branded site plans.

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Email From Your InboxComing late July

Send invoices, quotes, and sales email from your real address, with your real deliverability.

Field Operations

Offline-first workflows for field operations.

Route OptimizationImportant

Traffic-aware routing to maximize stops.

Service requests, checklists, and proof-of-work logs in one workflow.

Live Team ChatPopular

Real-time messaging across the team and directly with customers on daily routes.

Calls & HuddlesNew

1:1 calls, channel huddles, screen share, and recording — built right into PortaPro. No Zoom seat required.

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Walkie-TalkieComing Soon

Instant push-to-talk voice over cellular and Wi-Fi. Channels by route, broadcast to all, emergency alerts with live location.

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Equipment Scanning

Quick unit ID capture (OCR / panel numbers).

Business Management

Job Schedules & Dispatch

Create jobs, dispatch routes, and manage recurring service.

Equipment Inventory

Track assets and lifecycle across all locations.

Track chemicals, supplies, and service materials.

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Team Management

Scheduling, certifications, and performance tracking.

CelebrationsNew

Group cards for the moments that matter — birthdays, anniversaries, farewells, signed by the whole crew.

28 Day InvoicingImportant

Per-site rate cards, industry-standard 28-day cycles, and one-click automated invoicing for your whole book — with duplicate prevention built in.

Customer Accounts

Profiles, sites/locations, contacts, and history.

Reporting & Analytics

Dashboards and performance insights.

Marketing ToolsPopular

Segmentation, campaigns, and customer engagement.

Automated Review RequestsImportant

Collect more 5-star reviews automatically.

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Leads & DealsPopular

The CRM built into PortaPro.

Bookkeeping & Billing

Quotes, invoices, expenses, recurring billing, and QuickBooks export.

Roll-Off RentalsNew

Live ledger for every container on the ground, with automatic overage and disposal billing.

Fleet Management

Maintenance, compliance, inspections, and vehicle tracking.

Learn & Discover

Estimate time, labor, fuel, and cost savings with PortaPro.

Route Efficiency Simulator

See how optimized routing can increase weekly service stops.

Support & Training

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Guides, documentation, and step-by-step setup resources.

Why we refuse to let software get worse over time.

Why Operators Switch Pricing

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homeHelp Centerchevron_rightScheduled Report Deliverychevron_rightMonthly P&L Scheduled Report: What's Included

Monthly P&L Scheduled Report: What's Included

schedule2 min read

calendar_todayUpdated May 13, 2026

monthly P&Lrevenueexpensesnet profitcash basis

On this page

Report Purpose Included Data Typical Uses Best Practice

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# Monthly P&L Scheduled Report: What's Included

Report Purpose

Monthly P&L gives owners a fast cash-basis monthly performance view without manual exports.

Included Data

Total revenue

Total expenses

Net profit

Profit margin

Expense category breakdown

Typical Uses

Monthly owner review

Budget control

Expense drift detection

Cash health check before payroll and major purchases

Best Practice

Review Monthly P&L alongside job-level operational changes so finance and operations stay aligned.

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Monthly P&L Scheduled Report: What's Included | PortaPro Docs