Watch: Moving a unit's pin from your phone
1:15What this is
Every customer site in PortaPro has a map of pins: the exact spots where units sit. The office drops pins when a site is set up; drivers see them on the job sheet so they can find the unit instead of the address.
Units get moved. A foreman drags two toilets from the infield to the outfield fence, a customer shifts a handwash station to the other gate, a crew walks a unit across a jobsite. Until September 2026 the pin stayed where it was first dropped and the next driver hunted for the unit.
Now the driver who finds the unit in its new spot fixes the record on the spot:
| Verb | What it does |
|---|---|
| Move pin here | Snaps the pin to the phone's GPS position |
| Adjust on the map instead | Drag the pin on the satellite map |
| Only some | Splits the pin: the units you pick get their own pin at the new spot |
| Drop units here (my GPS) | Records which units from this job went on the ground, and where |
| Scan unit tag | Scan a printed QR tag to place or move that exact unit |
| Flag it for relocation | Can't move it this visit? Leave a flag and a note for the office |
Every move is written to the pin's history and to the job's notes, and the office map updates as it happens.
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The site map on the job sheet
Open any job and scroll to the Service Locations card.
The card header shows how far you are from the site until you arrive, then switches to an On site badge.
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Move a pin to where you're standing
| Pill | Meaning |
|---|---|
| ±4 m · good (green) | Move away |
| ±18 m · fair (amber) | Allowed; the pin will land within that radius |
| ±40 m · poor (red) | Move pin here is off. Step into the open and wait, or use Adjust on the map |
| no fix | The phone hasn't reported a position yet |
The sheet also tells you how far the pin is from you ("The pin is 92 m from where you're standing").
That's it. You'll see Pin moved with the distance and the GPS accuracy that was recorded.
Two guards you may hit:
If you tap Move here while standing on the pin already (under a metre away), nothing changes; the sheet says The pin is already at this spot.
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Adjust on the map instead
Use this when GPS is poor (under trees, between buildings, inside a stadium) or when you can see where the unit is but you're not standing at it.
A drag is recorded as "adjusted on the map" rather than a GPS capture, so the office knows no accuracy radius applies.
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Move only some of the units
A pin is a cluster: everything that sits in one spot. When only some of those units moved, split the cluster instead of moving the whole pin:
The units you picked get a new pin at the new spot. The rest stay on the original pin. Both pins keep an accurate unit list.
Why a pin and not a unit? Phone GPS is accurate to a few metres in the open. That's plenty to tell the infield from the outfield fence, and not enough to tell two units in a bank apart. Moving the cluster is honest; pretending to place each unit to the centimetre would not be.
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Drop units here
Use this on a delivery, or any time you set units down somewhere that has no pin yet.
- New pin at my position: name it (defaults to the job type and the time, e.g. "Delivery 2:14 PM"), or
- Add to "…": if you're standing within 25 m of an existing pin the sheet offers it, and if you're within 8 m it's picked for you, so you don't create a duplicate pin next to one that's already there.
If a serial you placed was recorded at another pin, it's moved here automatically: the unit is physically here now, and the old pin's history says so.
What happens to the units the office held
The unit numbers the office sees on a delivery before it goes out are stand-ins that keep those units from being booked twice. When you record the units you actually dropped, the job's holds move onto them and the stand-ins go back to the yard. If the job still asks for more than you recorded, the confirmation says so, for example 1 Standard Unit still not recorded. A unit you type or scan that is booked on another job for the same days is refused with #1050 is booked for another job on these dates. Check with the office, or pick another unit. If that unit was only set aside for another job that hasn't started, the drop takes it and the other job gets another free unit; the job note says so. If you were offline when you dropped it, the drop can't be refused later: the pin is still placed when your phone gets signal, the unit is left off the job, and the job note says it was booked for another job so the office can sort it out.
If you set down a unit of a type the job doesn't list (a 30 yd container where a 20 yd was booked), it takes the place of the job's held unit when the job has only one line still waiting, and the held unit goes back to the yard. A unit already loaded on a truck stays held.
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Scan a unit tag
Every unit with a printed PortaPro tag has a QR code. Scanning it is the fastest way to record exactly which unit is where.
Scanning a tag on the ground also marks the tag as deployed in the office's tag list.
When you drop units on a delivery, Units you dropped lists each unit with its product photo and type next to its number (`Standard Unit #1019`), so you can match it to what is on the truck.
A tag from another company's unit, or a code that doesn't match anything in your inventory, shows No unit in your inventory matches that tag.
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Flag a pin instead of moving it
Sometimes you can't fix it this visit: the unit is behind a locked fence, the customer wants it moved by a specific date, or it's been taken to a different site entirely.
The pin turns orange on every map and the note is on the job. Moving the pin later clears the flag automatically. If the office flagged a pin and you've moved the unit back, tap Clear flag.
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Notes and photos
Every move can carry a Note for the office ("moved to the outfield fence per the foreman") and a photo. Tap Add a photo of the new spot. The photo is saved to the job's proof photos and, when you're online, becomes the pin's placement photo as well.
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Working offline
Ballfields and quarries are dead zones. Every move, drop and flag is saved on the phone when there's no signal (you'll see Move saved on this phone) and sent as soon as the phone reconnects. If the office has changed the pin in the meantime and your move no longer applies, it's dropped rather than retried forever, and the pin stays as the office left it.
Scanning a tag needs signal. The tag is looked up on the server first, so with no signal you see Could not look up that tag. Check your signal and try again. Type the unit's number once you have signal, or place the units with Drop units here (my GPS), which works offline.
The pins themselves are loaded when you open the job with signal. Opening a stop for the first time with no signal can show no pins yet.
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What the office sees
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Troubleshooting
| You see | What it means | What to do |
|---|---|---|
| Move pin here is greyed out | GPS accuracy is worse than 25 m, or there's no fix yet | Step into the open and wait for the pill to go green or amber, or use Adjust on the map |
| A message that GPS is too loose to move a pin (it names the accuracy) | Same as above, when you tapped anyway | Same |
| A message that you're further from the pin than a pin can be moved (it names the distance) | You're at a different site than the pin | Ask the office to drop a new pin at this site |
| Open this pin from a job to move it | You opened a pin outside a job | Open it from the job sheet for that customer |
| This job is assigned to another driver | The job you're on belongs to someone else | Have dispatch reassign the job, or have that driver make the move |
| This pin belongs to a different customer than the job | Wrong job open | Open the job for the customer whose site you're at |
| No unit in your inventory matches that tag | The tag isn't one of your company's units, or the number was mistyped | Check the number printed on the tag |
| Pick at least one unit to move | Only some is on with nothing ticked | Tick a unit or switch Only some off |
| The pin didn't appear to move | You're offline | It's saved; it sends when signal returns |
| Could not look up that tag. Check your signal and try again. | You scanned with no signal | Scan again with signal, or use Drop units here (my GPS), which saves offline |
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