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Quotes & Invoices
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Customers book roll-offs and event rentals on your website and pay a deposit. Nothing is scheduled until you approve.
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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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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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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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Push-to-talk inside the PortaPro app, on the channels your crew already uses, with searchable transcripts.
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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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Bookkeeping & Billing
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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
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Roll-Off Rentals
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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
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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.

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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 job goes wrong.
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Portable toilet operators
Same-day missed stops, proof for every stop, and rate card invoices.
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Septic operators
Pump-outs predicted from the tank, and the county's own forms filled from the job.
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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.
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Tent and party rentals
A tent booked by size, packages as one line, every chair checked in.
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Event and festival operators
A site plan on the quote, and a weekend priced as a weekend.
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Municipal contracts
Invoices before the period with the PO printed, and a record of 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_rightRequests and Supplies in the Portal

Requests and Supplies in the Portal

schedule4 min read
calendar_todayUpdated October 10, 2026
make a requestrequestssuppliesservice requestpickupreport a problem

On this page

Where to find Make a requestWhat you can ask forThe formsWhat happens nextYour requestsSupplies (Consumable Requests)TipsRelated 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

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All-in-one software for portable sanitation operators.

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Anything a customer would otherwise phone the office about starts from one

button, Make a request. Every request then appears under Your

requests on the Overview page with where it stands.

Where to find Make a request

  • The Make a request quick action on the Overview page.
  • The Make a request button on the Your requests section.
  • Request more equipment and Report a problem on
  • Operations → Units open the same form, already set to that choice.

    On a phone the form opens as a panel from the bottom of the screen.

    What you can ask for

    What do you need? offers:

    ChoiceWhat it's for
    More equipmentExtra units, add-ons or a package
    A dumpsterA new roll-off delivered to your location (opens the dumpster form)
    A service visitCleaning, pump-out, an extra visit or a repair
    Pick up unitsTake some or all units away
    Swap, pick up or extend a dumpsterFor a dumpster you already have (jumps to your Dumpsters section)
    Report a problemDamaged, tipped over, needs cleaning…
    SuppliesToilet paper, sanitizer and other supplies (opens Consumable Requests)

    The two dumpster choices appear only when the company rents dumpsters, and

    Supplies only when the company's plan includes supply requests.

    The forms

    Every form starts with Location (picked for you when there is only one)

    and ends with Notes for gate codes or anything the driver should know.

  • Request more equipment: What do you need?, How many, an
  • optional Delivery date and an optional Needed until date. For a

    site the company doesn't have on file yet, pick A new location… and

    type the address.

  • Request a service visit: Kind of service (Extra service visit,
  • Cleaning, Pump-out, Repair or maintenance, Something else), an optional

    Preferred date, and This is urgent if it can't wait.

  • Request a pickup: Pick up all units or Some units (then How
  • many units and, optionally, Which equipment), and an optional

    Pickup date.

  • Report a problem: Which unit (optional, or Not sure / not
  • listed), What's wrong? (Needs cleaning, Full or overflowing,

    Damaged, Tipped over, Door or lock problem, Out of supplies, Missing,

    Something else) and This is urgent. Started from a unit on the Units

    page, the unit and its location are already picked when it is a tracked

    unit.

    Tap Send request. "Request sent. We'll be in touch." confirms it.

    Sending the same request again while the first is still waiting is refused:

    "You already sent this request. We'll be in touch."

    What happens next

  • The company's office is notified right away and the request lands in
  • their request queue.

  • The request also appears as a message in your portal conversation, so
  • the office's replies show up there.

  • When they book it, the request reads Scheduled and the message gives
  • the day. When the visit is done it reads Done.

  • If they can't take it as asked, it reads Declined with their reason.
  • Your requests

    The Your requests section on the Overview page lists equipment,

    service, pickup, problem, dumpster and supply requests together, newest

    first. The five newest show first; Show all (N) lists the rest.

    BadgeDot
    RequestedAmber
    ScheduledBlue
    DoneGreen
    DeclinedRed
    CancelledBlue

    Supply requests read Requested, Approved, On the way,

    Delivered or Declined here.

    Withdrawing a request

    A request nobody has acted on yet has a Withdraw link. It asks

    Withdraw this request? ("We'll stop working on it. You can send a new

    request any time."). Keep it leaves it; Withdraw request cancels it,

    it reads Cancelled, and your messages get "Request withdrawn." A request

    the office has already acted on can't be withdrawn. To change a supply

    request, message the office.

    Supplies (Consumable Requests)

    On the Growth plan and above, the Consumable Requests section lets you

    order supplies the company has made available in the portal.

  • Click Request Supplies on the Overview page, or choose Supplies
  • under Make a request, then click Request Supplies.

  • Pick the Service Location.
  • Under Supplies Requested, choose each item and its quantity.
  • Optionally set Needed By (optional) and a Priority: Low - When
  • convenient, Normal - Within a few days (the default), High - As

    soon as possible or Critical - Urgent need.

  • Add any Notes (optional) and click Submit Request.
  • "Request received, we'll confirm once it's approved." confirms it. The

    item list is set by the company, so it may differ from one company to

    another. The page also lists Available Supplies.

    Each request shows what was asked for, the location, the submitted date, a

    status and a priority badge, with a short timeline:

    StatusMeaning
    ReceivedSubmitted; the company hasn't acted on it yet.
    ApprovedApproved and being scheduled for delivery.
    In RouteSupplies are on the way.
    DeliveredSupplies have been dropped off.
    DeclinedNot approved, with the reason.

    Email updates on supply requests follow the Supply Request Updates

    switch on the portal's Settings page.

    Tips

  • Pick the exact location, and the unit when reporting a problem.
  • Say what's wrong in the notes.
  • Use This is urgent only when it can't wait.
  • Related articles

  • Customer Portal Overview
  • Dumpsters
  • Messages, Notifications and Settings
  • Customer requests (how your office works these)
  • Was this article helpful?

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