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

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.
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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.
wallet
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.
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

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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

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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
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_rightDriver App (Tech View)chevron_rightToday, Schedule and My calls

Today, Schedule and My calls

schedule5 min read
calendar_todayUpdated October 10, 2026
todayscheduleroutejob listmy callstime clockclock in

On this page

The Today screen, top to bottomToday's RouteThe job listScheduleMy callsClocking in, breaks and clocking outRelated

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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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Today is the screen the driver app opens on. It shows today's date and how

many jobs you have, your time clock, your route and your job list. Schedule

shows any day by the hour, and My calls lists crew bookings on event jobs.

The Today screen, top to bottom

The header row shows the day (in your company's time zone) and your job

count for today, for example "Tuesday, Oct 13 · 9 jobs". On the right:

  • Find unit: scan a unit's tag or type its number (like #1019) and the app
  • opens that unit's stop for today. If the unit has no stop today it tells you

    the next visit, or that the unit isn't out at a customer.

  • The list / map switch. The map is covered in
  • Route map and navigation.

    The time clock strip (if your company tracks time and you track time):

    Clock In, then Break / End Break and Clock Out. See

    Clocking in and out below.

    Banners that show only when they apply:

  • Post-Trip Inspection due: all of today's jobs are done or cancelled and
  • your company wants a post-trip inspection you haven't submitted yet. Tap

    Complete now, or put it off for ten minutes. See

    DVIR inspections.

  • You've arrived at (customer): your phone is within about 150 meters of
  • one of today's open stops (and the GPS fix is good enough to say so). Tap it

    to jump back to your job list.

  • A notice when one of your trucks has open maintenance.
  • Starting a job is always your tap. Don't rely on the app to start a job for

    you when you pull in.

    Today's Route

    If dispatch has sent you a planned route, your stops come first under

    Today's Route (N), numbered in the order dispatch set. Each stop shows:

  • the customer (tap the name to open the job),
  • the address (tap it to navigate),
  • the arrival time: the planned time, or a live time with the word "live"
  • when PortaPro has a current estimate from your GPS,

  • how long the stop should take,
  • a status badge: Pending, En Route, Arrived or Done (a done
  • stop shows the time it was finished).

    Buttons on each stop:

  • Mark En Route, Mark Arrived, Mark Done move the stop along.
  • Picking a navigation app from a pending stop's address marks it En Route for

    you.

  • Text customer: only when your company sends "on the way" texts by hand.
  • It shows Texted (time) once sent, or Customer texts off when the

    customer has opted out.

  • Start Pump-Out on a dump stop opens Disposal with the site already
  • picked.

    Break stops show as Break with their time and length.

    Jobs assigned to you that aren't on the route follow under Also assigned

    today (not on your route). When everything is on the route and no filter is

    set, the list says All of today's work is on your route above.

    The job list

    Search jobs by customer, job number, street or city, and filter with the

    status menu: All Statuses, Assigned, Unassigned, In Progress,

    Completed, Cancelled, Skipped, Priority, Overdue -

    Rescheduled, Overdue and Completed Late.

    Choosing Completed switches the list to your finished jobs with a date

    range: Last 7 days, Last 30 days (the default), Last 90 days,

    This year or Custom. Scroll to load more.

    Each row shows the customer, job number and type, and the status. Tap a row to

    open the job. Swipe a row left to reveal Call and Navigate; Call

    opens your company's call options, and swiping back or tapping the row closes

    it.

    Pull down on the screen to refresh.

    Schedule

    Open Schedule from the menu. It shows one day at a time with jobs grouped

    by hour; use the arrows to go to the previous or next day. A day with no work

    says Nothing planned. You can open a job's details from Schedule for today

    and tomorrow.

    My calls

    My calls (in the menu) lists the crew or performer calls the office has

    booked you on for event jobs: your role, the customer, the day and times, the

    address and any notes, with a status badge.

  • Tap Confirm to tell the office you'll be there.
  • Tap Can't make it, add a reason if you like, then Tell the office.
  • Back cancels.

    With nothing booked it reads "No crew or performer calls coming up. When the

    office books you on a job, it shows here." The office side is in

    Crew and performers.

    Clocking in, breaks and clocking out

    The time clock strip at the top of Today is your punch clock, and it is what

    payroll reads.

    You seeTap
    Not clocked inClock In
    On shift with hours worked and the clock-in timeBreak or Clock Out
    On breakEnd Break or Clock Out
  • Clock Out asks you to confirm and shows how long you've worked; Keep
  • working cancels.

  • Break time is taken out of your worked hours. Clocking out while on break
  • ends the break too.

  • PortaPro records where you were at clock-in and clock-out when your phone
  • allows it. It never holds up the punch.

  • Forgot to clock out? Clock in as normal. A shift left open past your
  • company's limit is closed automatically, and you'll see "A previous shift was

    left open and has been closed automatically". Tell the office so they can fix

    the real end time.

  • You can't edit your own punches. The office corrects them.
  • Your last seven days of shifts are on your profile under Recent shifts.
  • No time clock strip? Either your company hasn't turned time tracking on, or it

    is off for you. Ask your office. The full rules (approval, auto-close,

    overtime) are in Time clock.

    Related

  • Job details and completing service
  • Route map and navigation
  • Shared truck devices: clocking in with your PIN
  • Was this article helpful?

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