Dispatch & Scheduling
Schedule jobs, assign drivers, plan routes and keep recurring service on track.
Getting Around Jobs & Dispatch
The page, its boards, the map and search
Jobs & Dispatch Overview
The Jobs & Dispatch page: its seven tabs, Schedule Job, the Tools and Actions menus, the filter row, the Needs attention panel and how it works on a phone.
Calendar, Dispatch Board and Service Board
The Calendar's Going Out and Coming Back lists, the Roster, drag-and-drop assignment on the Dispatch tab, Full Screen Dispatch with its timeline, and the Service Board.
The Dispatch Map
The Map tab: job pins, List, Map and Split views, filters, map layers, the legend, the driver workload strip, and the job, driver and territory panels.
Advanced Search, Drafts and Pre-Saved Notes
Advanced Search with CSV export, saved presets and sharing; saving and resuming job drafts; and reusable pre-saved job notes.
Weather at Your Stops: National Weather Service Alerts and Stop Forecasts
Route Plan shows National Weather Service alerts at your yard and a forecast strip that flags high wind, freezing and snow at each stop, up to six days ahead, plus live radar on the dispatch map.
See Your Jobs in Google Calendar, Outlook or Apple Calendar
Subscribe your own calendar to your PortaPro jobs: the My jobs and All jobs feeds, what each event shows, how often it updates, and replacing or turning off the link.
Creating & Managing Jobs
The job wizard, the job panel and job statuses
Job Details and Actions
What is on a job's details panel, what you can edit, and every action in its menu: reschedule, reassign, reverse status, skip this cycle, extend rental, deposits, damage charges and cancelling.
Job Statuses
What each job status means (Unassigned, Assigned, In Progress, Completed, Completed Late, Overdue, Overdue - Rescheduled, Cancelled, Skipped) and how a job moves between them.
Deposits Are Requested From the Job
Deposits are no longer a step in the job wizard. Create the job, then choose Request Deposit on it to send a payment link, email it, or collect now.
Creating a Job
The six-step job wizard: customer, job type and dates, location, driver and vehicle, items and pricing, and review. Covers every job type, pickups, partial pickups, fees and drafts.
Proof of Service: Stamped Photos and the Service Completed Notice
Every driver photo carries the date, time, GPS and your company name; the service report ends with a Proof of Service block; and an optional email or text tells the customer the stop is done, with a link to a proof page that needs no login.
Service Visits During an Event
An event quote or job with a recurring service creates a service stop for every visit between the delivery and the pickup, so a ten-day fair serviced every third day lands on the schedule without anyone building the visits by hand.
Routes & Recurring Service
Route planning, rate-card service jobs and missed stops
Recurring Service Jobs from the Rate Card
How rate-card rows turn into service jobs: when they are created, which frequencies schedule automatically, the Settings, Routing controls, skipping one visit, and why a job might not appear.
Route Optimization in PortaPro
How to set up and use Route Plan: facilities and truck settings, Plan day vs. build manually, what the optimizer respects, sending routes to drivers, and changes during the day.
Rescheduling a Missed Stop
The Reschedule stop sheet: suggested days when a driver is next in the area, picking any date and driver, dropping the stop into today's live route, skipping a recurring cycle, and what PortaPro records and who it notifies.
Scheduling Suggestions (Stops Nearby)
The Scheduling suggestions card on the job wizard's scheduling step shows which of the next seven days a driver is already near the customer's address, so a new stop lands on a day a truck is passing anyway.
Notifications & Troubleshooting
Job alerts, push, and fixing common problems
Job Notifications
Bell, push on the PortaPro Field Operations app, email and text: which job alerts exist, who gets them, how to set up push, and what customers receive.
Troubleshooting Jobs & Dispatch
Real causes and fixes for jobs missing from the calendar or map, recurring jobs that did not generate, drivers who can't be assigned or can't see a job, wizard errors and booking conflicts.
Push Notifications in the Mobile App
Push alerts reach your phone through the PortaPro Field Operations app on the App Store and Google Play, even when the app is closed.