PortaPro Docs

Win and serve customers

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Customer Portal
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.
route
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 Tracking
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Inventory & Unit Tracking

Track every unit, manage locations, inspect and repair equipment in the workshop, and never lose equipment again.

Event & Tent Rentals

Kits, tents built from sections, item movement from the yard and back, and event layouts: customer approval, share links and comments, indoor floor plans, guest seating, customer moves and install sheets

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Online Booking: Let Customers Book Roll-Offs and Rentals on Your Website

Customers pick dates and items on your booking page, see live availability and the price, and pay a deposit. You approve or decline every booking before it goes on the schedule.

5 min readarrow_forward
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Subrentals

Equipment you rent from another company for a set window: add it under Inventory → Subrentals, book the units on jobs like your own but only between the dates you have them, and record what they cost when they go back.

6 min readarrow_forward
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Kits: Renting a Package as One Item

A kit is a package you rent as one item, like a 20x40 frame tent with its top, poles, stakes and sidewalls, or a wedding package. You price it once, book it as one line, and PortaPro checks and reserves every part behind it.

5 min readarrow_forward
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Tent Systems: Sizes Built from Sections

A tent system is a tent you can put up at more than one size from the same ends and mid sections, like a 40' frame tent that goes up 40×40, 40×60 or 40×80. Book a size and PortaPro works out the sections, legs, tops, stakes or ballast and sidewalls, holds them and prices the tent.

9 min readarrow_forward
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Item Movement: From the Yard to the Customer and Back

Item movement tracks every unit of rental gear through a booking: held for the dates, pulled and loaded onto the truck, delivered, checked back in, and cleaned or repaired before it goes out again. Built for event and tent rentals; off until you turn it on.

7 min readarrow_forward
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Items Tracked by Count: Napkins, Flatware and Glassware

Track small pieces like napkins, flatware and glassware by count instead of a code on every unit. You own a number, a booking holds a quantity, and the count comes back in on the job.

5 min readarrow_forward
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Laundry Send-Outs: Linens at an Outside Laundry

Track linens sent to an outside laundry: what went, when it's due back, which batches are overdue, and what came back clean or damaged. Linens at the laundry can be booked for dates after they're due back.

3 min readarrow_forward
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Truck Load Plan: What Rides Which Truck, and Does It Fit

See each truck's load for a day against its payload and cargo space, whether it needs a second trip, and the order to load it, with a printable loading sheet.

4 min readarrow_forward
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Booking Crew and Performers on a Job (DJs, Setup Crews)

Book DJs, MCs, setup crews and attendants on a job with a role and call time. They're notified, confirm or decline in the driver app, and the week's bookings are in Team Management → Crew.

4 min readarrow_forward
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Event Layouts: Draw Where Everything Goes

An event layout is a drawing of the event at real size, in feet: where each tent, table, stage, bar and generator goes, on the customer's satellite photo, a grid or the venue's own floor plan, right from the quote, the job or a lead. Growth plan, off until you turn it on.

10 min readarrow_forward
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Event Layouts: Customer Approval

Show an event layout on the customer's quote page, PDF, share link and portal, ask them to approve it by a date, send a reminder, attach it to an agreement, and keep a frozen version of every answer with the terms they saw.

6 min readarrow_forward
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Event Layouts: Share Links and Pinned Comments

Send an event layout to a prospect, a venue or a planner with a link that needs no login and no quote, take comments pinned to the spot on the drawing, and draw layouts for leads before there's a quote.

6 min readarrow_forward
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Event Layouts: Indoor Floor Plans

Draw an indoor event on the venue's own floor plan: upload a PDF or an image, set the real scale by tapping two points a known distance apart, fit the drawing to it, and fade it so the drawing reads on top.

4 min readarrow_forward
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Event Layouts: Guest Lists and Seating Charts

Keep the guest list with the event layout, import it from a spreadsheet, seat everyone at the tables you drew with parties kept together, count the meals, and print a seating chart.

5 min readarrow_forward
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Event Layouts: Letting Customers Move Tables and Chairs

Let a customer drag the tables, chairs and other furniture on their event layout to where they want them, while tents, power and anything you locked stay put. You're told about every change and can put any of it back.

4 min readarrow_forward
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Event Layouts: Install Sheets and the Driver App

Reference marks, a numbered install sheet with tent diagonals and corner measurements, layout numbers on the pull sheet, and the layout in the driver app with a GPS dot.

4 min readarrow_forward

Inventory Management

Equipment, units, availability and supplies

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The Inventory Page

The Inventory page: its tabs, the family toggle, stock status pills, search and filters, and the phone layout.

5 min readarrow_forward
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Products and Units

Adding products and variations, numbering units, unit statuses and the unit page, scanning, the Workshop, and retiring or reactivating.

10 min readarrow_forward
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Availability, Facilities and Deployed Units

How availability is counted, the check when you book, the Availability Tracker, facilities and moving units, and units out at customers.

7 min readarrow_forward
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Consumables

Consumable items, stock by location, supplies on jobs, truck stock, low stock alerts and auto-reorder draft purchase orders.

11 min readarrow_forward
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Troubleshooting Inventory

Real causes and fixes for units showing unavailable, stock counts that look wrong, products you can't delete or find, and scans that don't match.

7 min readarrow_forward
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Inventory equipment catalog

The master list of every equipment type you rent. Standard PT, ADA, Hand Wash, VIP Trailer, and others. Each item has a default billing period and per-period prices.

3 min readarrow_forward
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Inventory catalog and default billing periods

Set the default billing period and prices for each equipment type in your catalog. These become the fallback when no site or customer rate applies.

3 min readarrow_forward
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Roll-Off Container Setup (Inventory)

Adding roll-off containers as products in Inventory, the default economics (haul rate, included tons, overage, day overage, included days, how disposal is billed) that prefill a rental term, and individual unit tracking.

8 min readarrow_forward
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Unit Service History

Every tracked unit's page has a Service history tab: each service visit on that unit, when it happened, the site, the driver, the gallons pumped, and a link to the report, with an honest label for how PortaPro knows.

4 min readarrow_forward
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Subrentals

Equipment you rent from another company for a set window: add it under Inventory → Subrentals, book the units on jobs like your own but only between the dates you have them, and record what they cost when they go back.

6 min readarrow_forward
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Temporary Fencing: Panels, Gates, Sandbags and the Fence Calculator

Rent temporary fence in PortaPro: fencing products with panel lengths, screen priced by the linear foot, a Fence calculator that turns linear feet (typed, or drawn on the satellite map) into panels, stands, clamps and sandbags, and Per Day or Per Year billing on the rate card.

5 min readarrow_forward

Location Tracking

GPS and placement

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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
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Fix a Unit Pin the Tracker Says Is Wrong

When a hardware GPS tracker reports a unit far from its map pin, move the pin to the tracker's position or flag it for the next driver.

3 min readarrow_forward

Equipment Workshop Repair Management

Complete in-house repair management system for equipment units: damage tracking, repair pipeline, parts issuance, costs, and chargeback invoicing.

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Workshop Overview What Is the Inventory Workshop?

Complete in-house repair management for your portable sanitation equipment: status pipeline, damage classification, parts issuance, costs, and chargeback invoicing.

6 min readarrow_forward
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Workshop Status Pipeline Stages of a Repair

Navigate the 7-stage repair pipeline: Reported, Intake, Diagnosed, Awaiting Parts, In Repair, Quality Check, Done.

5 min readarrow_forward
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Damage Classification Types & Severity

Classify equipment damage by type and severity for accurate repair tracking and customer chargebacks.

5 min readarrow_forward
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Logging Repair Activities The Activity Log

Document all repair work, parts usage, and quality checks with detailed activity logs linked to costs and photos.

7 min readarrow_forward
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Unit Repair Detail Page Full Reference

Complete reference for the repair detail page: costs, parts, photos, chargeback, and activity timeline.

6 min readarrow_forward
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Chargeback Invoicing Billing Customers for Damage

Create damage recovery invoices directly from the workshop repair record with automatic cost calculation.

6 min readarrow_forward
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Workshop Kanban Board Visual Pipeline Management

Use the Kanban board to view units across all repair stages, advance/retreat units with arrow buttons.

4 min readarrow_forward
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Returning a Unit to Service

Complete the repair process and return units to active inventory with post-repair condition documentation.

4 min readarrow_forward
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Workshop Reports & Cost Tracking

View repair costs per unit, track Days in Shop, chargebacks recovered, and export data for reporting.

5 min readarrow_forward
PortaPro

Contact:
support@portaprosoftware.com

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All-in-one software for portable sanitation operators.

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