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.
event_available
Online Booking
Customers book roll-offs and event rentals on your website and pay a deposit. Nothing is scheduled until you approve.
credit_card
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.
mark_email_read
Email From Your Inbox
Send invoices, quotes, and sales email from your real address, with your real deliverability.

Run the field

assignment_add
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_rightMessages and the Composer

Messages and the Composer

schedule3 min read
calendar_todayUpdated October 10, 2026
team chatmessagesmentionsattachmentsreactionscomposer

On this page

The composer rowFormattingPhotos and filesDictationEmojiMentionsReactionsEditing and deletingOlder messages and typingArchived channelsRelated

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.

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How to write, format, attach, mention, react to, edit and delete messages in

Team Chat. The composer works the same on a computer and a phone.

The composer row

The message box sits at the bottom of every channel and conversation, in one

row:

  • + on the left opens the extras: Photo or file, Emoji,
  • Mention someone and Format text. On a phone these open as a sheet.

  • The field in the middle reads Message until you type.
  • On the right, a microphone (Dictate a message) shows while the field is
  • empty. As soon as you type, it turns into a blue up arrow (Send

    message).

    On a computer, press Enter to send and Shift + Enter for a new line.

    Formatting

    Choose Format text from the + menu to show the formatting bar:

    bold, italic, underline, strikethrough, link, bulleted list, numbered list

    and quote. Choose Hide formatting to put it away.

    Photos and files

    Choose Photo or file from the + menu and pick files. You can attach

    up to 10 files at a time, each up to 10 MB. Files bigger than that are left

    out with a message telling you so. Photos show in the conversation; other

    files show as a download.

    Dictation

    Tap the microphone, speak, and tap it again to stop (Stop dictation).

    Your words are typed into the field so you can check them before you send.

    Nothing is sent until you press send.

    Emoji

    Choose Emoji from the + menu to add an emoji to your message.

    Mentions

    Type @ (or choose Mention someone) and pick a teammate from the list.

    The person you mention gets a notification that reads "<your name> mentioned

    you in <channel>".

    In channels (not in direct messages) the list also offers two broadcast

    mentions:

    MentionAlso typed asWhat the list says
    @everyone@channelNotify all channel members
    @here@onlineNotify online members only

    @everyone notifies every channel member except anyone who muted the

    channel. @here notifies only the members who are online in PortaPro when

    you send it (the same people who show as Online). Use both sparingly.

    Someone who set a channel to Muted gets no notification from it, even

    when mentioned.

    Reactions

  • On a computer: hover over a message to show its actions and add a
  • reaction.

  • On a phone or tablet: press and hold a message. A sheet opens with
  • quick reactions, More reactions, and the message actions.

    Reactions show under the message with a count. Tap a reaction to add or

    remove yours. To see who reacted, hover over it on a computer, or press and

    hold it on a phone.

    Editing and deleting

    You can edit and delete your own messages only.

  • Edit message loads the message into the composer and shows
  • Editing message above it. Make the change and save, or tap Cancel.

    Edited messages show a small "edited" label.

  • Delete message asks "Delete this message?" and can't be undone.
  • Copy text copies the message.
  • Older messages and typing

  • Scroll up and click Load earlier messages to see older history.
  • While someone is writing you see "<name> is typing".
  • New messages appear within a few seconds while the conversation is open.
  • Archived channels

    When an owner, admin or dispatcher archives a channel, it disappears from

    every member's list. Its messages are kept and the channel comes back with

    everything in it if it is restored from Archived channels. Deleting a

    channel, by contrast, removes all its messages for good.

    Related

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

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