What the Service Hub is for
The Service Hub (sidebar Services) is where you set up the services
you sell, the report forms your drivers fill in when they do them, and where
every completed service report ends up. It also holds the septic Reminder
Program.
It is an office screen for owners, admins and dispatchers, and it is on every
plan. Drivers don't open the Service Hub: they fill in the forms from a job in
the Driver App.
The tabs
| Tab | What it's for | Header button |
|---|---|---|
| Service Records (opens first) | Every completed service report, from jobs and logged by hand. View, download and add photos. See Service records. | Log Service |
| Service Catalog | The services you offer, their pricing method, rate and duration, and which report form each uses. See Services and report templates. | Add Service |
| Forms & Templates | Your service report forms: the pre-built library plus any you build. See Services and report templates and Pre-built forms library. | New Template |
| Reminder Program | Septic pump-out reminders customers sign up for. See Septic Maintenance Reminder Program. | Enroll Customer |
On a phone the tabs are a scrolling strip under the Service Hub title, and
the header button becomes a + icon. The tab you are on is kept in the page
address, so a link can open a specific tab.
Customer requests
The Requests button in the header (an inbox icon on a phone) opens
Inbox → Requests → Equipment & service, where service visits, pickups,
problem reports and equipment requests sent from the customer portal wait to
be booked. See Customer requests.
Where service fits in the rest of PortaPro
the service jobs, dispatch assigns them, and drivers complete them. See
report lands in Service Records and on the customer's profile under
Jobs & Reports → Service Reports.
the optional completion notice to the customer) is covered in
Proof of service and the completion notice.
under Settings → Regulatory Forms; see Regulatory forms.
service records.