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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 job goes wrong.
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Portable toilet operators
Same-day missed stops, proof for every stop, and rate card invoices.
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Septic operators
Pump-outs predicted from the tank, and the county's own forms filled from the job.
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Grease trap service
Each trap on its own cadence, and the FOG 25% rule measured.
Roll-off haulers
Days past term, tons over the allowance, and landfill fees on one final invoice.
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Tent and party rentals
A tent booked by size, packages as one line, every chair checked in.
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Event and festival operators
A site plan on the quote, and a weekend priced as a weekend.
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Municipal contracts
Invoices before the period with the PO printed, and a record of 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_rightInventory & Unit Trackingchevron_rightWorkshop Overview What Is the Inventory Workshop?

Workshop Overview What Is the Inventory Workshop?

schedule6 min read
calendar_todayUpdated May 14, 2026
WorkshopRepair ManagementEquipmentDamageIn-ShopPipeline

On this page

Workshop vs. Standard "Out of Service"How to Move a Unit into the WorkshopNavigating to the Workshop

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Or schedule a quick call at a time that works best for you.

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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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# Workshop Overview What Is the Inventory Workshop?

The PortaPro Inventory Workshop is a complete in-house repair management system for your portable sanitation equipment units. When a unit sustains damage, requires refurbishment, or needs inspection before returning to active service, you move it into the Workshop.

Once a unit is in the Workshop, you have access to:

  • A structured status pipeline tracking units through repair stages
  • Damage classification with specific damage types and severity rating
  • Parts Room integration issue fleet parts directly against repair activities
  • Photo documentation intake and completion photos
  • Activity Timeline every log entry, status change, part issue, and inspection
  • Mechanic assignment always know who is working on what
  • Cost rollup labor hours, parts costs, and direct expenses
  • Chargeback invoicing bill customers for damage they caused
  • Kanban board visual pipeline management with drag/drop status advancement

    • Workshop vs. Standard "Out of Service"

    FeatureOut of ServiceWorkshop
    Excluded from active inventory✅✅
    Repair status pipeline❌✅
    Damage type classification❌✅
    Parts issuance & cost tracking❌✅
    Photo documentation❌✅
    Chargeback invoicing❌✅
    Kanban / visual board❌✅

    How to Move a Unit into the Workshop

  • Navigate to Inventory → Items
  • Find the unit (search by unit code, product, or status)
  • Click Edit Unit or open the unit detail
  • Change the Status field to Workshop / Maintenance
  • Save

    • The unit immediately:

  • Disappears from the active inventory pool
  • Appears in the Inventory → Maintenance Tracker tab
  • Gets workshop_status automatically set to Intake
  • Has workshop_intake_at stamped with the current timestamp

    • Navigating to the Workshop

    From the main navigation: Inventory → Maintenance Tracker.

    This page is the hub for all Workshop activity. It shows every unit currently in the workshop with columns: Unit Code, Product, Damage Type chips, Severity chip, Status chip, Days In Shop, Mechanic, Photo, and Actions menu.

    At the top, four stat tiles give you an at-a-glance summary:

  • In Shop total units currently in any workshop status
  • Awaiting Parts units stalled waiting for part delivery
  • Avg Days In Shop mean repair cycle time
  • Pending Chargebacks units with chargeback in pending status

    • Was this article helpful?

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