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.
smartphone
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.
sms
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

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.
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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.
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_rightTeam Chat on Phones

Team Chat on Phones

schedule3 min read
calendar_todayUpdated October 10, 2026
team chatmobilephonedriver appback

On this page

Getting thereA full-screen viewThe conversation listInside a conversationMessages on a phoneRelated

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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On a phone, Team Chat works like a messaging app: one list of conversations,

full screen, with its own way back out. Every role gets the same screen,

office staff and drivers alike.

Getting there

  • Drivers and mechanics in the driver app: tap Chat in the bottom
  • bar, or Team Chat in the menu drawer.

  • Office staff: open the menu and tap Team Chat.
  • From a notification: tapping a chat notification opens that
  • conversation.

    An admin who switches between the office view and the driver view sees the

    same chat in both.

    A full-screen view

    Team Chat takes over the whole screen. The app's top bar and bottom tab bar

    are hidden while you're in it. To leave, tap ‹ Back at the top left of

    the conversation list. It takes you to the screen you came from, or to your

    home screen if you opened Team Chat straight from a notification.

    The conversation list

    The top of the screen shows Team Chat, a pencil button to start a New

    message, and a ... menu with Mark all as read, New channel,

    Browse channels and, for owners, admins and dispatchers, Archived

    channels.

    Below that:

  • Messages / Radio / Email tabs, for owners, admins and dispatchers (see
  • the overview).

  • Search: tap it to search people, channels and messages.
  • Online now: teammates who have PortaPro open right now. Tap a face to
  • message that person. The strip only shows when someone else is online.

  • One list of every channel, direct message and group message, newest
  • activity first. Starred conversations stay at the top with a pin icon.

    A blue dot marks unread; a crossed-out bell marks a muted conversation.

    If you have no conversations yet, the list says No conversations yet with

    buttons to start a new message or join a channel.

    Inside a conversation

    The header shows a back arrow (back to the list), the name, and one line

    underneath: Online or Offline for a direct message, the number of

    people in a group message, or Public channel / Private channel.

    On the right:

  • Call (phone icon) in a direct or group message, or the video button
  • in a channel to start a meeting. See [Calls and

    meetings](/article/team-chat-calls-meetings).

  • ⋮ opens everything else: Notifications, star or unstar, View
  • members, Mark as read, Schedule meeting (channels, Growth plan),

    channel settings, archive and delete for owners, admins and dispatchers,

    and leave or delete.

    Tap the name to open the same actions.

    Messages on a phone

  • The composer is one row: + for photos, files, emoji, mentions and
  • formatting; the Message field with the microphone inside it; and a blue

    send arrow once you type. See [Messages and the

    composer](/article/team-chat-messages-composer).

  • Press and hold a message to react, copy, edit or delete it.
  • The full emoji board opens as a sheet with search and recently used emoji.
  • Related

  • Team Chat overview
  • Team Chat notifications
  • The PortaPro mobile app
  • Was this article helpful?

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