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Secure online payments with flexible options.
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Inbox
Portal messages, text (SMS), and email in one inbox per customer, plus a Requests tab for everything customers ask for in the portal.
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E-Signatures
Sign contracts digitally with audit trails.
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Service Checklists
Standardized pumping and cleaning workflows.
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Venue Blueprinting
Pin inventory clusters on satellite maps, link to quotes, and send branded site plans.
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Email From Your Inbox
Send invoices, quotes, and sales email from your real address, with your real deliverability.

Run the field

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Job Schedules & Dispatch
Create jobs, dispatch routes, and manage recurring service.
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Route Optimization
Routes planned around tank capacity, disposal-site hours, and service windows.
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Mobile App
Offline-first workflows for field operations.
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Unit Pins
Every unit's exact spot on the site map. Drivers move pins from the field.
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Services Hub
Service requests, checklists, and proof-of-work logs for every job.
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Team Chat
Channels and direct messages for drivers, dispatch, and the office.
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Walkie-Talkie
Push-to-talk inside the PortaPro app, on the channels your crew already uses, with searchable transcripts.
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Calls & Huddles
1:1 calls and channel huddles for your crew, plus meetings customers join from a browser.

Control the business

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Equipment Inventory
Availability by date, so a weekend booking shows before the weekend.
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Event & Tent Rentals
Kits, tents booked by size, pull sheets, scan-back check-in, and charges for what comes back missing.
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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.
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28 Day Invoicing
Bill every site automatically on the industry-standard 28-day cycle, with duplicate prevention built in.
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Bookkeeping & Billing
Quotes, invoices, expenses and receipts, bank reconciliation, and QuickBooks, Xero and FreshBooks sync.
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Customer Accounts
Profiles, sites and locations, contacts, and history.
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Leads & Deals
The CRM built into PortaPro.
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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.
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Fleet Management
Maintenance, compliance, inspections, and vehicle tracking.
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GPS Tracking
Plug-in trackers for the trucks, battery tags for the units, and an alert when a unit leaves its pin.
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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.
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Team Management
Roles, the time clock, and the credentials about to expire.
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Hiring
A careers page, an application built for CDL drivers, and a Hire button that turns the applicant into a team member.
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Payroll
W-2 and 1099 payroll inside PortaPro. In beta, rolling out in stages.
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Reporting & Analytics
Gallons by disposal site, overdue sites, and reports on your billing cycle.
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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

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ROI Calculator
Estimate time, labor, fuel, and cost savings with PortaPro.
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Route Efficiency Simulator
See how optimized routing can increase weekly service stops.
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Dumpster Weight Calculator
Estimate debris weight and the roll-off size it needs.

Support & Training

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Support
Submit a request, email our team, or book a call.
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Help Centeropen_in_new
Guides, documentation, and step-by-step setup resources.
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Our Promise
Why we refuse to let software get worse over time.

GPS Asset & Vehicle Tracking

How GPS tracking works
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Unit tracking device
A sealed battery tag inside the unit. It reports when the unit moves, and the battery lasts five to seven years.
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Vehicle tracker
Plugs into the truck's OBD-II port. Live location, plus odometer and fuel on supported trucks.

Solutions

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In the Field
A service day, from the yard to the invoice, and where each kind of job goes wrong.
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Portable toilet operators
A missed stop reported the same day, a proof page for every completed stop, and invoices from the rate card each cycle.
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Septic operators
The tank on the customer's record, pump-outs predicted, and the county's own forms filled from the job.
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Grease trap service
Each trap on its own cadence, the FOG report with the 25% rule measured, and the manifest on the job.
Roll-off haulers
Days past term, tons over what's included and the landfill's fee by material, on one final invoice.
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Tent and party rentals
A tent booked by its size, packages as one line, and every chair checked back in.
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Event and festival operators
A site plan on the quote, a weekend priced as a weekend, and units that can't be booked twice.
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Municipal contracts
Invoices before the period with the PO printed, and a dated record for every park visit.
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Multi-location operators
Several yards, service territories, divisions, and roles in one account.
Why Operators SwitchPricing
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homeHelp Centerchevron_rightCustomer Portalchevron_rightEvent Layouts in the Portal

Event Layouts in the Portal

schedule4 min read
calendar_todayUpdated October 10, 2026
event layoutseating chartapprove layoutcomments

On this page

What you seeComments on the drawingSeating chartMoving tables and chairsApproving a layoutThe same layout everywhereRelated articles

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When the company draws a layout of your event (tents, tables, dance floor

and so on) and shows it to you, on your quote or on a booked job, the

portal's Overview page shows an Event layouts section. You can look

around the drawing, comment on it, move tables and chairs when allowed, and

approve it. The section doesn't appear when nothing has been shared.

What you see

Each layout shows its name and what it's for ("Quote Q-1043 · Event Oct 18,

2026"), the drawing to scale (on a photo of your site, or on the venue's

floor plan), a list of what's on it ("15 × 60in Round"), and any notes.

  • Drag anywhere on the drawing to look around, pinch or scroll to zoom, or
  • use Full screen.

  • PDF opens the same layout as a PDF to save or print.
  • Layouts waiting for your answer are listed first, soonest due first. A

    layout on a quote that becomes a booked job stays. A layout on a declined

    or deleted quote, or a cancelled job, drops out of the portal.

    Comments on the drawing

    When the company allows comments, the layout shows Comments with Add

    a comment:

  • Press Add a comment.
  • Tap the drawing where your comment goes (on a table, inside a tent or
  • anywhere else), or choose Or comment on the whole layout.

  • Type your name and comment and press Post. Fill in Email for
  • replies (optional) to get replies by email.

    Each pinned comment becomes a numbered pin, and the company sees the same

    numbers. Tap a pin to jump to its comment, or press Reply to add to a

    thread. The company is notified and the comment appears in your portal

    messages. A settled thread is marked resolved and moves under Show N

    resolved; writing in it again reopens it. A comment doesn't change the

    drawing; the company does that.

    Seating chart

    When the company keeps your guest list on the layout and chooses to show

    it, a Seating chart link appears beside PDF. It opens a printable

    PDF with numbered tables, meal totals, each table's guests, and everyone

    from A to Z with their table. Guest names appear only in that PDF. To change

    the guest list or who sits where, ask the company.

    Moving tables and chairs

    When the company allows it, the layout shows Move tables and chairs.

    Drag tables (their chairs come with them), chairs and rows of chairs,

    lounge furniture, bars, buffets, the dance floor, stages, decor, heaters

    and fans, and barricades. Tents, generators, lighting, restrooms and

    hand-wash stations stay put, and so does anything the company locked. You

    can move things, but not add, remove, resize or turn them.

    When you're done, type your name and press Save my changes. Start

    over puts everything back; Cancel leaves without saving. The company

    is told and may put an item back. If you had already approved the layout,

    moving things means you'll be asked to approve it again. If the layout was

    updated while you were moving things, nothing is saved and the page reloads

    the latest version.

    Approving a layout

    When the company asks for your approval, the section shows the date to

    approve by and the Layout terms. Type your full name and press

    Approve layout, or press Ask for changes, describe them under

    What would you like changed? and press Send changes. The company is

    notified and your answer appears in your messages.

    Approving the layout is separate from accepting the quote. If the company

    changes the layout after you approved it, you're asked to approve the new

    version.

    The same layout everywhere

    This is the same layout as the one on your quote page. The company can also

    send it as a link that opens without signing in, for you, your venue or

    your planner. Comments, moved tables and approvals are shared across all of

    them. A layout sent only as a link, and not shown to you in the portal,

    isn't listed here; open it from the link.

    Office staff in staff view see the layouts, comments and seating chart but

    can't comment, move things, approve or ask for changes.

    Related articles

  • Customer Portal Overview
  • Event layouts (how your office draws them)
  • Was this article helpful?

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