Getting Started
Set up your account, add your team, and launch PortaPro in minutes with guided onboarding.
Getting Started
Account setup, team invitations, company profile, and first customer/job creation
Welcome to PortaPro
All-in-one platform for portable sanitation operators to streamline operations from job scheduling to invoicing.
Creating Your Account
Sign up process with email verification, automatic workspace setup, and unique subdomain creation.
Your First Login & Dashboard Tour
Explore the dashboard interface with quick stats, navigation sidebar, and interactive onboarding tour.
Completing Your Company Profile
Configure company details, branding, timezone, and business hours for professional customer-facing communications.
Inviting Your Team
Role-based access control with Admin, Dispatcher, and Driver roles plus bulk invitation capabilities.
Adding Your First Customer
Create customer accounts with contacts, service locations, and optional portal access for self-service.
Creating Your First Job
Step-by-step job creation wizard for deliveries, pickups, services, and site surveys with equipment assignment.
Understanding the Demo Data
Pre-loaded sample customers, inventory, routes, and jobs for safe exploration before adding real business data.
Setting Up the Mobile App
Progressive Web App installation on iOS and Android with offline mode, job management, and push notifications.
Launch Checklist - Going Live
Complete pre-launch verification checklist covering company setup, team, customers, inventory, and billing configuration.
Quickstart for new operators
A five-step path to your first customer billed via PortaPro. Set up the Rate Card first; jobs come later.