Account, Settings & Admin
Manage your team, roles, time clock and company settings.
Time & Pay
Time clock, timesheets and payroll
Time Clock
What the time clock is, who punches, turning it on, punching on a phone or shared iPad, breaks, auto-close, and shift time versus work-order labor.
Timesheets and Pay Periods
Pay periods, overtime and rounding, reviewing the team timesheet, correcting punches, approving a period (the lock) and exporting to payroll.
Payroll (Beta)
Run W-2 and 1099 payroll inside PortaPro, processed by a licensed payroll partner. Payroll is in beta and rolling out company by company.
Drivers
Credentials, compliance, schedules and time off
Driver Details and Compliance
The Driver Details page, licenses and credentials, the Compliance Dashboard and the 90-Day Expiration Forecast.
Team Scheduling
Team Management, Scheduling: the roster, default availability and working hours, shift templates, conflicts, and what working hours do and don't affect.
Time Off Requests
How drivers request time off, how the office approves or rejects it, the weekly view, and how approved time off shows when assigning work.
People & Access
Inviting your team, roles and user profiles
Team Management Overview
The Team Management page: the team list and its filters, statuses, Bulk Operations, export, and where each team task lives.
Inviting Team Members
Invite User, the one branded invitation email, pending invitations, CSV import, and what happens when someone accepts.
Roles and Permissions
What owners, admins, dispatchers, drivers and mechanics can see and do, changing a role, and Tech View for office staff who also drive.
Editing and Deactivating Users
Edit Profile fields including Device PIN and Tracks Time, and how to deactivate, reactivate or delete a user safely.
Settings
Company, payments and app-wide settings
Settings Overview
How Settings is organized into six groups, finding a setting, how editing works, who can change what, and fixing common problems.
Company Profile
Settings, Company: Company Identity, Contact Details, Address & Hours, Business Hours and Defaults for New Customers, and where each value appears.
Company Branding: Logo, Site Icon, and Brand Color
Your logo, site icon and brand color: file requirements, where each one appears, and how they differ from Stripe's own branding.
Payments and Stripe
Connecting Stripe, processing pricing (flat-rate or standard), payouts, payment methods, where customers pay online, and card on file.
Customer Experience
Settings, Customer Experience: the Customer Portal switches for employee names, online status and business hours.
Billing Options
Configure hourly billing, default delivery fees, and the default deposit percentage for new quotes.
Connect PortaPro to Claude or ChatGPT
Ask Claude or ChatGPT about your customers, balances, credits, invoices, jobs and reports in plain English, or have it turn your old customer list into a PortaPro import. Read-only: it can look things up but never change anything.
Email Notifications
Which emails tell your team about customer requests and portal messages, and where each one is switched on or off.
Push Notifications
Push alerts go to the PortaPro Field Operations app on your phone. Turn push on in the app, test it, and choose which alerts push from a phone or a computer.
Default State and Address Pre-fill
Set your state once and PortaPro pre-fills the State field on new customer and site addresses. It's a suggestion, never a restriction, and customer import ignores it entirely.
Company Settings
Configure your organization
Driver App Settings
Organization-level settings that control what drivers see and how field issues turn into fees
Service Territories
Define geographic coverage areas with ZIP lists and drawn polygons, assign drivers and schedules, and drive dispatch auto-assignment.
What a Service Territory Is
A Service Territory is a named geographic area you serve, with a boundary, assigned drivers, a recurring schedule, and eligible services, all managed from Settings.
The Service Territories Page
How to get to Settings → Service Territories, what the list columns show, the Active toggle, soft-delete, and deep links.
Creating a Territory: The Sheet and the Five Tabs
Opening the Create/Edit Territory sheet, its five tabs, and how Cancel and Save behave.
The Basics Tab
Name, description, boundary type, color, target stops, service window, and Active toggle on the Basics tab.
The Boundary Tab: ZIP, Polygon, and Hybrid
The three boundary types, the ZIP list editor and CSV upload, the polygon editor, and how overlapping territories resolve.
Drawing a Polygon
Step-by-step polygon drawing, editing vertices, multiple polygons per territory, GeoJSON import/export, and keyboard shortcuts.
The Drivers Tab
Attaching primary and backup drivers to a territory, orphan assignments, and inactive drivers.
The Schedule Tab
Configuring which days of the week a territory is in rotation, frequency options, and specific weeks.
The Services Tab
Choosing which eligible services a territory handles so dispatch matches jobs to the right route.
Auto-Assignment: How PortaPro Tags an Address
How the resolver matches new customer addresses to a territory, what triggers a resolve, and how manual overrides work.
Territories in the Dispatch Cockpit
The map overlay, the Territory filter chip, the Territories today panel, and the territory badge on jobs.
The Save Model: What Gets Written When
How Save changes writes all five tabs transactionally, what replaces vs merges, validation, the audit log, and tenant isolation.
Service Territories Troubleshooting
Fixes for territories not showing on the map, sites not auto-tagging, polygon matching issues, map loading, and CSV or GeoJSON rejections.
Service Territory Field Reference
Quick reference of every field on the territory record and where it lives in the UI.
Service Territories FAQ
Common questions about territory limits, states, copying territories, Service Zones renaming, and whether territories are required.