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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Inventory Management
Equipment, units, availability and supplies
The Inventory Page
The Inventory page: its tabs, the family toggle, stock status pills, search and filters, and the phone layout.
Products and Units
Adding products and variations, numbering units, unit statuses and the unit page, scanning, the Workshop, and retiring or reactivating.
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.
Consumables
Consumable items, stock by location, supplies on jobs, truck stock, low stock alerts and auto-reorder draft purchase orders.
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.
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.
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.
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.
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.
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.
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.
Location Tracking
GPS and placement
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.
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.
Equipment Workshop Repair Management
Complete in-house repair management system for equipment units: damage tracking, repair pipeline, parts issuance, costs, and chargeback invoicing.
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.
Workshop Status Pipeline Stages of a Repair
Navigate the 7-stage repair pipeline: Reported, Intake, Diagnosed, Awaiting Parts, In Repair, Quality Check, Done.
Damage Classification Types & Severity
Classify equipment damage by type and severity for accurate repair tracking and customer chargebacks.
Logging Repair Activities The Activity Log
Document all repair work, parts usage, and quality checks with detailed activity logs linked to costs and photos.
Unit Repair Detail Page Full Reference
Complete reference for the repair detail page: costs, parts, photos, chargeback, and activity timeline.
Chargeback Invoicing Billing Customers for Damage
Create damage recovery invoices directly from the workshop repair record with automatic cost calculation.
Workshop Kanban Board Visual Pipeline Management
Use the Kanban board to view units across all repair stages, advance/retreat units with arrow buttons.
Returning a Unit to Service
Complete the repair process and return units to active inventory with post-repair condition documentation.
Workshop Reports & Cost Tracking
View repair costs per unit, track Days in Shop, chargebacks recovered, and export data for reporting.
