PortaPro Docs

Win and serve customers

desktop_windows
Customer Portal
24/7 access to schedules, invoices, and service history.
price_change
Quotes & Invoices
View, approve, and pay documents online.
event_available
Online Booking
Customers book roll-offs and event rentals on your website and pay a deposit. Nothing is scheduled until you approve.
credit_card
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.
build
Service Checklists
Standardized pumping and cleaning workflows.
map
Venue Blueprinting
Pin inventory clusters on satellite maps, link to quotes, and send branded site plans.
mark_email_read
Email From Your Inbox
Send invoices, quotes, and sales email from your real address, with your real deliverability.

Run the field

assignment_add
Job Schedules & Dispatch
Create jobs, dispatch routes, and manage recurring service.
alt_route
Route Optimization
Routes planned around tank capacity, disposal-site hours, and service windows.
smartphone
Mobile App
Offline-first workflows for field operations.
location_on
Unit Pins
Every unit's exact spot on the site map. Drivers move pins from the field.
description
Services Hub
Service requests, checklists, and proof-of-work logs for every job.
sms
Team Chat
Channels and direct messages for drivers, dispatch, and the office.
connect_without_contact
Walkie-Talkie
Push-to-talk inside the PortaPro app, on the channels your crew already uses, with searchable transcripts.
phone_in_talk
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.
calendar_month
28 Day Invoicing
Bill every site automatically on the industry-standard 28-day cycle, with duplicate prevention built in.
attach_money
Bookkeeping & Billing
Quotes, invoices, expenses and receipts, bank reconciliation, and QuickBooks, Xero and FreshBooks sync.
group
Customer Accounts
Profiles, sites and locations, contacts, and history.
format_list_bulleted_add
Leads & Deals
The CRM built into PortaPro.
outdoor_garden
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.
local_shipping
Fleet Management
Maintenance, compliance, inspections, and vehicle tracking.
my_location
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.
manage_accounts
Team Management
Roles, the time clock, and the credentials about to expire.
person_add
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.
bar_chart
Reporting & Analytics
Gallons by disposal site, overdue sites, and reports on your billing cycle.
water_drop
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

headset_mic
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
location_on
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

local_shipping
In the Field
A service day from the yard to the invoice, and where each job goes wrong.
wc
Portable toilet operators
Same-day missed stops, proof for every stop, and rate card invoices.
water_drop
Septic operators
Pump-outs predicted from the tank, and the county's own forms filled from the job.
water_drop
Grease trap service
Each trap on its own cadence, and the FOG 25% rule measured.
Roll-off haulers
Days past term, tons over the allowance, and landfill fees on one final invoice.
celebration
Tent and party rentals
A tent booked by size, packages as one line, every chair checked in.
festival
Event and festival operators
A site plan on the quote, and a weekend priced as a weekend.
account_balance
Municipal contracts
Invoices before the period with the PO printed, and a record of every park visit.
domain
Multi-location operators
Several yards, service territories, divisions, and roles in one account.
Why Operators SwitchPricing
Sign Inrocket_launchStart Free Trial
homeHelp Centerchevron_rightCustomer Portalchevron_rightCompany Details in the Portal

Company Details in the Portal

schedule3 min read
calendar_todayUpdated October 15, 2026
company detailscontact detailsbilling emailemail onlycontactsportal

On this page

Where to find itCompanyWho gets invoices by emailContactsWhat the office seesTurning it offRelated Articles

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 CalculatorDumpster Weight CalculatorFree TemplatesSeptic Rules by StateCompare SoftwareBlogIn The Field

Platform

DispatchBillingFleet ManagementCustomer Portal

Support

Contact supportGetting set upHelp Centeropen_in_newStatusCareers

Company

TermsPrivacyCookie PolicySecurityAccessibilityAbout

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

Privacy Policy·Terms of Service·Accessibility·Contact

Customers can keep their own contact details up to date in the portal: the

company email and phone, the mailing address, their contacts, and who gets

invoices by email. There is no approval step. A change saves right away, is

written into the customer's Activity with the name of the person who made

it, and the office is notified.

---

Where to find it

  • Overview → Company Details (right column): the company email, phone and

    • Invoices emailed to, with an Edit link (View when the portal is

    read-only).

  • Settings → Company Details → Edit.

    • Both open the Company Details page.

    Company

    Shows the company name, Email, Phone, Mailing address and

    Service address. Edit opens Edit company details:

  • Company email and Phone.
  • Mail invoices to the service address: ticked, paper invoices go to the

    • service address. Untick it to type a different Mailing address

    (street, Address line 2 (optional), City, State, ZIP code).

    Save stores it right away ("Company details saved."). The company name and

    the service address can't be changed here; the page says "To change your

    company name, your service address or anything else, send us a message" (or

    "contact us" when the company has no portal messages).

    Who gets invoices by email

    "Invoices and receipts are emailed to everyone switched on here." There is a

    switch for the company email and one for each contact with an email address.

    Contacts without an email are counted underneath ("1 contact has no email

    address, so they can't get invoices by email.").

    Email only ("Stop mailing paper invoices. We'll only email them.") tells

    the company to stop mailing paper invoices. It can only be switched on while

    someone above gets invoices by email; otherwise it reads "Switch someone on

    above first, then you can stop paper invoices."

    Changes here are saved together with Save Changes, the same way the

    portal Settings page saves its switches.

    Contacts

    Lists every contact, primary contact first, with · Primary contact and

    · You (the person signed in) next to the name. Add contact opens Add a contact (First name, Last

    name, Email, Phone, Title (optional), and Send invoices to this

    person); Edit on a row opens Edit contact.

  • A contact needs a first name and an email or a phone number.
  • Editing your own email doesn't change the email you sign in with; the form

    • says so.

  • A contact with a portal invitation still waiting can't have their email

    • changed here ("A portal invitation is waiting on this address, so it can't be

    changed here. Ask us to change it.").

  • Removing a contact and choosing the primary contact are done by the office.

    • What the office sees

  • Activity: each save is one line with the person's name, for example

    • "Jane Smith · Changed the company email to bestweddings@gmail.com", or

    "Updated the company details" with a line per change.

  • Notifications: admins and dispatchers get a bell and an email,

    • "Jane Smith updated Best Weddings LLC's details", on the Customer

    Requests notification row. It says nothing needs approving.

  • Contacts: a contact the customer added shows Added in portal.

    • Turning it off

    Settings → Customer Experience → Customer Portal → Let Customers Update Their

    Contact Details is on by default. When off, the Company Details page is

    read-only and says "These details are kept up to date by our office. To change

    anything, send us a message" ("contact us" when the company has no portal

    messages).

    Staff opening a customer's portal (staff view) see the page read-only,

    with a note that details are changed by the customer.

    Related Articles

  • Customer Portal Overview
  • Customer Experience settings
  • Handwritten Emails: the other way to collect billing emails, from the payment stub.
  • Email Recipients

    • Was this article helpful?

    Related Articles

    menu_book

    Event Layouts in the Portal

    4 min read

    chevron_right    menu_book

    Customer Portal Overview

    4 min read

    chevron_right    menu_book

    Requests and Supplies in the Portal

    4 min read

    chevron_right