PortaPro Docs

Win and serve customers

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Customer Portal
24/7 access to schedules, invoices, and service history.
price_change
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.
sms
Inbox
Portal messages, text (SMS), and email in one inbox per customer, plus a Requests tab for everything customers ask for in the portal.
signature
E-Signatures
Sign contracts digitally with audit trails.
build
Service Checklists
Standardized pumping and cleaning workflows.
map
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.
alt_route
Route Optimization
Routes planned around tank capacity, disposal-site hours, and service windows.
smartphone
Mobile App
Offline-first workflows for field operations.
location_on
Unit Pins
Every unit's exact spot on the site map. Drivers move pins from the field.
description
Services Hub
Service requests, checklists, and proof-of-work logs for every job.
sms
Team Chat
Channels and direct messages for drivers, dispatch, and the office.
connect_without_contact
Walkie-Talkie
Push-to-talk inside the PortaPro app, on the channels your crew already uses, with searchable transcripts.
phone_in_talk
Calls & Huddles
1:1 calls and channel huddles for your crew, plus meetings customers join from a browser.

Control the business

inventory
Equipment Inventory
Availability by date, so a weekend booking shows before the weekend.
festival
Event & Tent Rentals
Kits, tents booked by size, pull sheets, scan-back check-in, and charges for what comes back missing.
dashboard
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.
calendar_month
28 Day Invoicing
Bill every site automatically on the industry-standard 28-day cycle, with duplicate prevention built in.
attach_money
Bookkeeping & Billing
Quotes, invoices, expenses and receipts, bank reconciliation, and QuickBooks, Xero and FreshBooks sync.
group
Customer Accounts
Profiles, sites and locations, contacts, and history.
format_list_bulleted_add
Leads & Deals
The CRM built into PortaPro.
outdoor_garden
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.
local_shipping
Fleet Management
Maintenance, compliance, inspections, and vehicle tracking.
my_location
GPS Tracking
Plug-in trackers for the trucks, battery tags for the units, and an alert when a unit leaves its pin.
phone_in_talk
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.
manage_accounts
Team Management
Roles, the time clock, and the credentials about to expire.
person_add
Hiring
A careers page, an application built for CDL drivers, and a Hire button that turns the applicant into a team member.
wallet
Payroll
W-2 and 1099 payroll inside PortaPro. In beta, rolling out in stages.
bar_chart
Reporting & Analytics
Gallons by disposal site, overdue sites, and reports on your billing cycle.
water_drop
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

calculate
ROI Calculator
Estimate time, labor, fuel, and cost savings with PortaPro.
route
Route Efficiency Simulator
See how optimized routing can increase weekly service stops.
scale
Dumpster Weight Calculator
Estimate debris weight and the roll-off size it needs.

Support & Training

headset_mic
Support
Submit a request, email our team, or book a call.
support
Help Centeropen_in_new
Guides, documentation, and step-by-step setup resources.
favorite
Our Promise
Why we refuse to let software get worse over time.

GPS Asset & Vehicle Tracking

How GPS tracking works
location_on
Unit tracking device
A sealed battery tag inside the unit. It reports when the unit moves, and the battery lasts five to seven years.
navigation
Vehicle tracker
Plugs into the truck's OBD-II port. Live location, plus odometer and fuel on supported trucks.

Solutions

local_shipping
In the Field
A service day, from the yard to the invoice, and where each kind of job goes wrong.
wc
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.
account_balance
Municipal contracts
Invoices before the period with the PO printed, and a dated record for every park visit.
domain
Multi-location operators
Several yards, service territories, divisions, and roles in one account.
Why Operators SwitchPricing
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homeHelp Centerchevron_rightTeam Chatchevron_rightCalls and Meetings

Calls and Meetings

schedule5 min read
calendar_todayUpdated October 10, 2026
team chatcallsmeetingswaiting roomdo not disturbquick replies

On this page

Calling someone from a direct messageQuick replies and Do Not DisturbStarting a meeting from a channelScheduled meetingsRelated

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

© 2026 PortaPro. All rights reserved.
All-in-one software for portable sanitation operators.

Quick Links

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Team Chat has three ways to talk out loud: a call from a direct message,

a quick meeting started from a channel, and scheduled meetings with a

link you can share, including with people outside your company.

Calling someone from a direct message

Open a direct message and tap Call in the conversation header. The other

person's screen rings in any browser tab where they're signed in to

PortaPro and in the mobile app.

  • While it rings you see Calling… and Ringing…. Tap the red button to
  • cancel.

  • If nobody answers within 30 seconds the call ends with No answer, and a
  • "📞 Missed call" line is posted in your conversation. The other person sees

    "Missed call from <your name>".

  • Other endings you may see: Declined, On another call (they were
  • already on a call) and Not available right now (they have Do Not

    Disturb on).

    In a group message, Call rings one member of the group, not everyone.

    To talk with several people, start a meeting from a channel instead.

    Answering a call

    The incoming call fills the screen with the caller's name and photo.

  • Accept answers with audio. Video answers with your camera on.
  • Decline hangs up.
  • Reply with a message shows your quick replies (below). Tap one to
  • decline and send that message into your conversation with the caller.

    Edit replies lets you change the list right there.

    During a call you can Mute, use Speaker, Add video, and

    Minimize the call to a small bubble while you keep using PortaPro.

    Quick replies and Do Not Disturb

    Quick replies are short messages you can send when you can't pick up. Every

    account starts with four: I'm busy, Driving, On a job and Call

    back in 5. You can keep up to six. They are yours; everyone on the team has

    their own list.

    Edit them, and the two call switches, in any of these places:

  • Office staff: Settings → Team Chat (cards Quick replies and
  • Calls).

  • Drivers and mechanics: Calls on their profile in the driver app.
  • Anyone: Edit replies on the incoming call screen.
  • The Calls switches are personal and apply to your own devices:

  • Ring sound: plays a ringtone for incoming calls and a ringback while
  • you're calling. Off means the call screen still appears, silently.

  • Do Not Disturb: declines every incoming call for you automatically.
  • Callers see "Not available right now". With Reply while on Do Not

    Disturb you can pick a quick reply to send each time, or Decline

    silently.

    Starting a meeting from a channel

    In a channel, click Meeting in the header (on a phone, the video

    button). A list of channel members opens: "Select members to notify about

    this meeting." Search, or filter by Online, Admins, Dispatchers

    or Techs, tick the people you want, then:

  • Start meeting & notify N starts the meeting and rings the people you
  • picked.

  • Start meeting (no notifications) starts it without ringing anyone.
  • Meeting controls: Mute, Start video, Share screen, Background

    effects, Devices, Raise hand, Speaker view or Grid view,

    People and Leave. When the person who started it leaves, they choose

    Just leave (the meeting keeps going) or End for everyone.

    Quick channel meetings are included on every plan.

    Scheduled meetings

    Scheduling a meeting for later is on the Growth plan and above.

    Schedule a meeting

  • From a channel: on a computer open the arrow next to Meeting and
  • choose Schedule for later. On a phone, open the channel's actions and

    choose Schedule meeting.

  • From the Meetings page (main navigation, owners, admins and
  • dispatchers): click Schedule.

    Fill in:

  • Title, Date, Start time and Duration (15 min up to 2 hours).
  • Post to: a channel, so the meeting shows to its members, or No
  • channel for a one-off or outside meeting. With a channel picked you can

    tick which of its members to invite.

  • External meeting: tick it when someone outside your team is joining.
  • It adds an External badge on the Meetings page.

  • Waiting room: on by default. People outside your team wait until you
  • let them in, and you are notified the moment someone arrives. Teammates

    skip the lobby.

  • Description (optional).
  • Invited teammates get a notification, and another shortly before the start.

    Joining

    A channel with scheduled meetings shows Upcoming meetings above the

    messages. Each row has Join, which works from 15 minutes before the start

    time, plus Copy link and Add to calendar. Whoever scheduled it can

    also Cancel meeting.

    The Meetings page lists every meeting in your company, in a list or a

    calendar, filtered by Active & upcoming, Past, All or External

    only. The status tells you what is happening: Scheduled, Room

    open, Waiting for host, In lobby, Live, Ended, Not held

    or Cancelled. Start meeting there opens a meeting right away and

    gives you a link to share.

    Guests and the waiting room

    Anyone with the meeting link can open it in a browser, with no PortaPro

    account. They type Your name, check their camera and microphone, and

    click Join meeting. With the waiting room on, the page tells them your

    company will be told they've arrived and let them in.

    When a guest is waiting:

  • The host gets a notification, even if they are not in the meeting yet.
  • This one can't be switched off.

  • Inside the meeting a banner reads "<name> is in the lobby" with Admit
  • and Deny (or Admit all when several people are waiting).

    Inside a scheduled meeting, Invite people lets you copy the meeting link,

    copy an invitation, invite a teammate, or email an invitation to an outside

    address.

    Editing, ending and cancelling

    These actions are on the meeting's menu on the Meetings page, for the person

    who scheduled it:

  • Edit meeting changes it before it starts. The link stays the same, so
  • anyone already invited can still use it.

  • End meeting disconnects everyone. The meeting stays in your history.
  • If someone opens the link again during the meeting's scheduled time, the

    room reopens (the button reads Rejoin).

  • Cancel meeting calls it off before it happens. Its link stops working
  • for good.

    Related

  • Team Chat overview
  • Team Chat notifications
  • Team Chat on phones
  • Was this article helpful?

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