The Service Catalog is the list of services you sell. Forms &
Templates holds the report forms drivers fill in when they do them. A
service points at one form (its Default Service Report), and that is the
form a driver gets on a job that includes the service.
The Service Catalog
Service Hub → Service Catalog shows each active service with its
category, rate, duration and whether a template is set (Template Set or
"No template"). Search by name, code or description, and switch between grid
and list with the view toggle.
Adding a service
Click Add Service. The Add New Service form has:
| Field | What it does |
|---|---|
| Service Name (required) | What the service is called on jobs and invoices. |
| Service Code (required) | A short code made of the category's prefix and a number, for example `CL-001`. The number fills in automatically; the wand button picks the next free one. Codes are never reused, so old invoices stay unambiguous. |
| Description | Optional. |
| Category | Grouped under Portable Sanitation (Cleaning, Restock, Sanitization, Deodorizing, Delivery, Pickup, Relocation, Repair, Swap-Out, Event Service, Emergency Service), Septic (Septic Pump, Septic Inspection, Septic Repair, Grease Trap, Lift Station, Holding Tank, Hydro Jetting, Drain Field, Camera Inspection) and General (Inspection, Other). |
| Pricing Method | Per Visit, Per Unit, Per Hour, Per Gallon, Flat Rate, Monthly Rental, or Included (No Charge). |
| Default Rate | The price, labelled for the method (for example Default Rate ($/gallon)). It is the starting price; you can change it on a job. |
| Duration (minutes) | Used for scheduling. Per Gallon asks for Est. Duration per 100 gallons (minutes); Monthly Rental has no duration. |
| Default Service Report | The report form drivers fill in for this service. Pick one, choose None, or + Create new template to build one without leaving the form. |
Click Create Service (Update Service when editing).
Changing an existing service's category keeps its code so past invoices and
reports still match ("Keep code, change category"); the form then notes that
the code prefix no longer matches the category.
Row actions
Each service's ⋮ menu has Edit, Assign Template (pick or change
its default report form), Duplicate (makes "… (Copy)") and Delete.
Delete asks first and removes the service from the catalog; jobs and records
that already used it keep their history.
Report templates (Forms & Templates)
Service Hub → Forms & Templates lists every report form with its type,
number of sections, version, and a Default or Pre-built label where
it applies. Search, and filter by Type, Source (Pre-built library
or Built by your team) and Sort (newest, recently updated, name, most
sections). Tap a template to view it; its ⋮ menu has Edit Template,
Clone Template and Delete Template.
Every account comes with a library of ready-made forms (septic inspections,
pumping, grease traps, portable-restroom service and more). Use them as they
are, clone and adjust one, or build your own. See
Pre-built forms library and How pre-made
forms work on the tab.
Building or editing a template
New Template opens the builder in two steps, Build and Publish.
Build
(Service, Delivery, Pickup, Inspection, Repair, Septic Service, Event
Service or Other) and Linked Service Categories ("Which service
categories use this template?").
| Group | Fields |
|---|---|
| Text & Structured | Text Input, Text Area, Number, Email, Phone |
| Dates & Time | Date, DateTime, Time Elapsed, Date with Logic |
| Choices | Dropdown, Multi-Select, Checkbox, Checklist, Radio Group |
| Capture | Photo, Signature, Gallons Captured, GPS Stamp, Barcode / QR Scan |
| Computed | Calculated Field, Reference |
Gallons Captured is the field that feeds per-gallon billing: the number
the driver enters becomes the quantity on any Per Gallon service line on
the same job.
Publish
The Ready to publish summary shows the name, type and section and field
counts. Advanced settings holds Logic (show or hide questions based on
answers), Permissions, Output (how the PDF lays out) and Review (version and
whether it is marked default for its type). Then Publish template, or
Save as draft to finish later.
A draft is not offered anywhere yet: it doesn't appear in a service's
Default Service Report list or in Log Service until you publish it.
Edits and jobs already booked
When a service is added to a job, PortaPro copies its form onto that job. If
you edit the template later, jobs that already have the form keep the version
they were booked with; new jobs get the edited one.