PortaPro Docs

Win and serve customers

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Customer Portal
24/7 access to schedules, invoices, and service history.
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Quotes & Invoices
View, approve, and pay documents online.
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Online Booking
Customers book roll-offs and event rentals on your website and pay a deposit. Nothing is scheduled until you approve.
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Payment Processing
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.
water_drop
Septic operators
The tank on the customer's record, pump-outs predicted, and the county's own forms filled from the job.
water_drop
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.
celebration
Tent and party rentals
A tent booked by its size, packages as one line, and every chair checked back in.
festival
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_rightDriver App (Tech View)chevron_rightReport an Issue and the Dispatch Line

Report an Issue and the Dispatch Line

schedule3 min read
calendar_todayUpdated October 10, 2026
report an issuestop issuedispatch linewasted triplocked gate

On this page

Report an issue with a stopThe Dispatch lineQuick ways to reach peopleRelated

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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.

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All-in-one software for portable sanitation operators.

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Two ways to get the office involved from the field: Report an issue with

this stop when you can't do the job (or found something wrong), and the

Dispatch line to call or message the office right now.

Report an issue with a stop

Use it for a locked gate, a car parked in front of the container, a customer

who refused service, an overfilled can, a damaged or tipped unit, and the like.

It's on every open job under Update Status.

  • Open the job and tap Report an issue with this stop.
  • Pick a Reason. The list is grouped:
  • - Access: Locked gate, Blocked access, Blocked by vehicle

    - Site: Site not ready, No room to set container, Customer refused

    - Load: Overloaded, couldn't lift; Overfilled above the rails;

    Prohibited items in load; Wrong debris type in container

    - Unit: Damaged unit, Unit tipped over, Unit vandalized

    - Other

  • Add Photos (tap Add). A photo of the problem lets the office bill or
  • call the customer without another trip.

  • Add Notes (optional).
  • Turn on I need dispatch now if you're stuck at the site; it flags the
  • alert as urgent.

  • Tap Send report.
  • Dispatch is notified right away, with your GPS position when the phone has

    one. The job stays scheduled until dispatch moves it; reporting doesn't

    cancel or reschedule anything by itself. The office sees it as a reported

    missed stop and decides what to do. If your company charges a wasted-trip

    fee, the confirmation tells you a fee was staged; the office can remove it

    before anything is invoiced.

    No signal? The report is saved on the phone ("Report saved offline") and

    reaches dispatch, photos included, as soon as you're back in coverage.

    On a service stop you were able to attempt, use the Complete Service

    screen's Partial or Unable status instead; it asks for the same reason

    list. See Job details and completing service.

    The Dispatch line

    The Dispatch line lists your company's dispatchers and admins, each with

    Message and Call.

    Open it from:

  • a job: Dispatch line under Update Status. The sheet shows the job's
  • line (job number, customer, address) and a box to Add a note (sent with

    the job card);

  • anywhere: Quick Actions, then Dispatch Line.
  • Message sends that person a team chat message. From a job it includes the

    job card and your note, so you don't have to type the address. Call starts

    an in-app call to their PortaPro app; from a job, the call carries the job so

    they answer with context.

    Quick ways to reach people

    You want toUse
    Tell the office a stop can't be doneReport an issue with this stop
    Talk to dispatch nowDispatch line, then Call
    Send dispatch a quick note about a jobDispatch line, then Message
    Talk to the whole teamChat (Team Chat) or the Walkie-Talkie bar
    Call or text the customerContact Information on the job

    Related

  • Missed stops and rescheduling (office side)
  • Offline mode and sync
  • Walkie-Talkie
  • Was this article helpful?

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