Getting to Settings
Click Settings at the bottom of the sidebar. The Settings page lists every
section, grouped into six categories. Pick one to open it on its own page;
the Settings link at the top takes you back to the list.
Owners, admins and dispatchers can open Settings. Drivers and mechanics
don't see it. A few things are owner/admin only, for example connecting
Gusto, setting up gift cards, and the Claude & ChatGPT connector switch;
those refuse changes from a dispatcher.
Finding a setting fast
Use Search settings… at the top of the page, or press / anywhere in
Settings. It understands everyday words, so "proposal" finds Quotes,
"payroll" finds Time Clock and "contract" finds Agreements. Results can jump
straight to a tab or a card inside a section. Settings sections also show up
in the app's Quick Search.
The six groups
Organization
| Section | What it's for | Help |
|---|---|---|
| Company | Your company profile, branding, and business details. | Company Branding, Company Time Zone, Default State |
| Branches | Each yard or location your company runs from, and what belongs to it. | Branches |
| Jobs | Job numbers, and the service completed notice to customers. | Proof of Service |
| Asset Tags | Unit ID series, prefixes and counters, and ordering printed tags for them. | |
| Subscription | Manage your subscription plan and billing. | Subscription Plans |
| Apps & Integrations | Everything PortaPro connects to, and the Claude & ChatGPT connector. | Claude & ChatGPT Connector |
| Gusto | Connect your own Gusto account and send approved timesheets to it for payroll. | Connect your Gusto |
Billing & Finance
| Section | What it's for | Help |
|---|---|---|
| Finance | Invoicing, payments, billing, and tax settings, in tabs: Invoices, Quotes, Cycle Billing, Deposits & Delivery, Cash Discount, Surcharges & Fees, Tax & Compliance, Billing Health, Expense Categories. | Cycle billing, Deposits, Cash Discount Program, Tax Configuration, Billing Health, Receipts & Expenses, Overdue grace periods |
| Stripe Management | Payment processing and Stripe Connect configuration. | Online payments & fees |
| Purchasing | Auto-draft reorder purchase orders when consumable stock runs low. | Purchase Orders |
| Item Movement | Pull sheets, loading, return check-in, cleaning and quote holds for rental gear. | Item Movement |
| Tent Systems | How you build tents: ends, mids and bays, the parts each pulls, counted stock, anchoring, permits and prices. | Tent Systems |
| Event Layouts | Draw tent and floor plans on quotes and jobs, and set the stake zone and table spacing guides. | Event Layouts |
Communications
| Section | What it's for | Help |
|---|---|---|
| Email Accounts | Connect your own inbox so emails you send from PortaPro come from your real address. | Personal inbox connections |
| Company Sending | Choose how invoices, quotes, and receipts send for your whole company. | Company Sending |
| SMS | Text messaging and your dedicated SMS number. | Driver ETA texts, Service reminder texts |
| Notifications | Choose which alerts your team receives. | Job notifications |
| Team Chat | Quick replies for calls you can't take, ring sound, and Do Not Disturb. | |
| Radio | Push-to-talk voice and recording retention. | Walkie-Talkie admin settings |
| Voice & Phone | Phone numbers, IVR menus, ring groups, voicemail, and call recording. | |
| Sequences | Automated multi-step email cadences. Enroll a lead or deal from its page. |
Operations
| Section | What it's for | Help |
|---|---|---|
| Routing | Scheduled service generation, capacity planning, storage yards, driver tracking, and routing behavior. | Route planning, Missed stops |
| GPS Tracking | GPS trackers for fleet trucks and battery tags for inventory units. | GPS Tracking |
| Time Clock | Pay periods, overtime classification, and clock behavior. | Time Clock, Timesheets and Pay Periods |
| Shared Devices | Truck accounts for shared iPads, driver PIN sign-on, and idle lock. | Shared Devices |
| Hiring | Careers page, application emails, the welcome email for new hires, and who can use Hiring. | Hiring |
| Route Plan Cost Rates | Fallback fuel, labor, and vehicle rates Route Plan uses to estimate route costs. | Labor cost in profitability |
| Service Territories | Service areas: boundaries, ZIP codes, schedules, and services. | Service Territories |
| Job Recipes | Default consumables and tasks for each job type. | |
| Regulatory Forms | Upload county or state PDF forms, place fields once, and fill them per job: septic inspections, pumper's logs, manifests. | Regulatory Forms |
Customers & Growth
| Section | What it's for | Help |
|---|---|---|
| Customer Experience | Your customer portal and self-service experience. | Customer Portal |
| Lead Sources | Lead sources, web lead forms, and pipeline defaults. | |
| Septic Reminders | Customer sign-up form and reminder sequence for septic pump-outs. | Septic Reminder Program |
| Online Booking | Let customers book roll-offs and event rentals on your website with a deposit you approve. | Online Booking |
| Cards & Birthdays | Birthday reminders for your team and customers, and group greeting card preferences. | Birthdays and reminders |
| Reviews & Reputation | When review requests go out, what they say, and which platforms you ask for. | |
| Gift Cards | Set up Tremendous to attach gift cards to your celebration cards. | Gift Cards |
| Agreements | Required customer agreements, automatic reminders, and security defaults for e-signature agreements. |
Workspace
| Section | What it's for | Help |
|---|---|---|
| Walkthroughs | Step-by-step guided tours of common workflows. | Getting help |
In the phone app, the Settings page also offers an app lock, and the
Subscription section isn't shown (manage your plan from a browser).
How editing works
Each section is made of panels. A panel shows your current settings as a
summary until you change them:
Things to know:
while a panel has unsaved changes, PortaPro asks Discard unsaved
changes? Choose Keep editing to go back, or Discard changes /
Leave anyway to drop them.
because there is nothing to lose. The No logo switch on the Company
page is one example.
(a team member, a service territory, a phone menu) still opens its own form.
open with your changes so you can fix them and try again.
Troubleshooting
My change didn't stick.
Discard changes or Leave anyway drops the edit.
of range. Fix the field and save again; the panel stays open until it saves.
A section is missing or shows an upgrade message.
Tracking, Radio, Sequences and Branches). On a lower plan the page shows an
upgrade message instead of the settings. See
Subscription Plans.
until a plan is chosen.
I can't find a setting. Try Search settings… with a plain word for
what you want ("late fee", "logo", "overtime").