PortaPro Docs

Win and serve customers

desktop_windows
Customer Portal
24/7 access to schedules, invoices, and service history.
price_change
Quotes & Invoices
View, approve, and pay documents online.
event_available
Online Booking
Customers book roll-offs and event rentals on your website and pay a deposit. Nothing is scheduled until you approve.
credit_card
Payment Processing
Secure online payments with flexible options.
sms
Inbox
Portal messages, text (SMS), and email in one inbox per customer, plus a Requests tab for everything customers ask for in the portal.
signature
E-Signatures
Sign contracts digitally with audit trails.
build
Service Checklists
Standardized pumping and cleaning workflows.
map
Venue Blueprinting
Pin inventory clusters on satellite maps, link to quotes, and send branded site plans.
mark_email_read
Email From Your Inbox
Send invoices, quotes, and sales email from your real address, with your real deliverability.

Run the field

assignment_add
Job Schedules & Dispatch
Create jobs, dispatch routes, and manage recurring service.
alt_route
Route Optimization
Routes planned around tank capacity, disposal-site hours, and service windows.
smartphone
Mobile App
Offline-first workflows for field operations.
location_on
Unit Pins
Every unit's exact spot on the site map. Drivers move pins from the field.
description
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.
connect_without_contact
Walkie-Talkie
Push-to-talk inside the PortaPro app, on the channels your crew already uses, with searchable transcripts.
phone_in_talk
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.
calendar_month
28 Day Invoicing
Bill every site automatically on the industry-standard 28-day cycle, with duplicate prevention built in.
attach_money
Bookkeeping & Billing
Quotes, invoices, expenses and receipts, bank reconciliation, and QuickBooks, Xero and FreshBooks sync.
group
Customer Accounts
Profiles, sites and locations, contacts, and history.
format_list_bulleted_add
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 job goes wrong.
wc
Portable toilet operators
Same-day missed stops, proof for every stop, and rate card invoices.
water_drop
Septic operators
Pump-outs predicted from the tank, and the county's own forms filled from the job.
water_drop
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.
celebration
Tent and party rentals
A tent booked by size, packages as one line, every chair checked in.
festival
Event and festival operators
A site plan on the quote, and a weekend priced as a weekend.
account_balance
Municipal contracts
Invoices before the period with the PO printed, and a record of every park visit.
domain
Multi-location operators
Several yards, service territories, divisions, and roles in one account.
Why Operators SwitchPricing
Sign Inrocket_launchStart Free Trial
homeHelp Centerchevron_rightDriver App (Tech View)
arrow_backBack
smartphone

Driver App (Tech View)

Mobile field operations with offline support, GPS navigation, and proof of service.

Driver App Basics

Everything your field team does in the PortaPro app

menu_book

The Driver App: Overview

What the driver app is, who uses it, getting around the menu, Quick Actions and bottom bar, every screen, Load-Out, Disposal and the Quick Lead button.

4 min readarrow_forward
menu_book

Today, Schedule and My calls

The Today screen, Find unit, Today's Route and stop buttons, the job list and filters, Schedule, My calls for crew bookings, and clocking in, breaks and clocking out.

5 min readarrow_forward
menu_book

Route Map and Navigation

The route map, Start route, the pre-trip check before starting, and opening stops in Google Maps, Apple Maps or Waze.

3 min readarrow_forward
menu_book

Job Details and Completing Service

What's on a job, starting and finishing it, the Complete Service screen, service report forms, stamped proof photos, signatures and scanning serviced units.

6 min readarrow_forward
menu_book

Report an Issue and the Dispatch Line

Reporting a problem at a stop (locked gate, no access, customer refused) and reaching dispatch through the Dispatch line.

3 min readarrow_forward
menu_book

DVIR Inspections

Pre-trip and post-trip vehicle inspections in the driver app, the inspection items, how defects are graded, and when inspections are required.

3 min readarrow_forward
menu_book

Offline Mode and Sync

What the driver app saves without signal, what needs a connection, and what the sync banners mean.

2 min readarrow_forward
menu_book

Profile and Settings

The driver profile: details, license update requests, credentials, recent shifts, time off, push notifications, call settings, the app lock and device PIN.

3 min readarrow_forward
menu_book

Troubleshooting the Driver App

Fixes for common driver app problems: signing in, missing jobs, the route, completing service, uploads, inspections, notifications and the time clock.

4 min readarrow_forward
menu_book

Roll-Off Jobs and Weight Tickets

Roll-off cards on driver jobs: confirming the container placed, swaps, weight tickets and reading scale tickets, and pickups.

6 min readarrow_forward
menu_book

Moving Unit Pins from the Field

Moving, splitting, dropping and flagging unit pins at a customer site from the driver app, with GPS accuracy rules and offline saving.

9 min readarrow_forward
menu_book

Shared Truck Devices: Signing On with Your PIN

Signing on to a shared truck tablet with your PIN, clocking in from the roster, switching drivers and the idle lock.

5 min readarrow_forward
PortaPro

Contact:
support@portaprosoftware.com

© 2026 PortaPro. All rights reserved.
All-in-one software for portable sanitation operators.

Quick Links

PricingROI CalculatorDumpster Weight CalculatorFree TemplatesSeptic Rules by StateCompare SoftwareBlogIn The Field

Platform

DispatchBillingFleet ManagementCustomer Portal

Support

Contact supportGetting set upHelp Centeropen_in_newStatusCareers

Company

TermsPrivacyCookie PolicySecurityAccessibilityAbout

Serving operators across North America. Proudly Built in America. 100% US Customer Support

Privacy Policy·Terms of Service·Accessibility·Contact