Win and serve customers

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Customer Portal

24/7 access to schedules, invoices, and service history.

Quotes & Invoices

View, approve, and pay documents online.

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Customers book roll-offs and event rentals on your website and pay a deposit. Nothing is scheduled until you approve.

Payment Processing

Secure online payments with flexible options.

Portal messages, text (SMS), and email in one inbox per customer, plus a Requests tab for everything customers ask for in the portal.

Sign contracts digitally with audit trails.

Service Checklists

Standardized pumping and cleaning workflows.

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

Job Schedules & Dispatch

Create jobs, dispatch routes, and manage recurring service.

Route Optimization

Routes planned around tank capacity, disposal-site hours, and service windows.

Offline-first workflows for field operations.

Every unit's exact spot on the site map. Drivers move pins from the field.

Service requests, checklists, and proof-of-work logs for every job.

Channels and direct messages for drivers, dispatch, and the office.

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Push-to-talk inside the PortaPro app, on the channels your crew already uses, with searchable transcripts.

Calls & Huddles

1:1 calls and channel huddles for your crew, plus meetings customers join from a browser.

Control the business

Equipment Inventory

Availability by date, so a weekend booking shows before the weekend.

Event & Tent Rentals

Kits, tents booked by size, pull sheets, scan-back check-in, and charges for what comes back missing.

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.

28 Day Invoicing

Bill every site automatically on the industry-standard 28-day cycle, with duplicate prevention built in.

Bookkeeping & Billing

Quotes, invoices, expenses and receipts, bank reconciliation, and QuickBooks, Xero and FreshBooks sync.

Customer Accounts

Profiles, sites and locations, contacts, and history.

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The CRM built into PortaPro.

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.

Fleet Management

Maintenance, compliance, inspections, and vehicle tracking.

Plug-in trackers for the trucks, battery tags for the units, and an alert when a unit leaves its pin.

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.

A careers page, an application built for CDL drivers, and a Hire button that turns the applicant into a team member.

W-2 and 1099 payroll inside PortaPro. In beta, rolling out in stages.

Reporting & Analytics

Gallons by disposal site, overdue sites, and reports on your billing cycle.

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

Estimate time, labor, fuel, and cost savings with PortaPro.

Route Efficiency Simulator

See how optimized routing can increase weekly service stops.

Dumpster Weight Calculator

Estimate debris weight and the roll-off size it needs.

Support & Training

Submit a request, email our team, or book a call.

Help Centeropen_in_new

Guides, documentation, and step-by-step setup resources.

Why we refuse to let software get worse over time.

GPS Asset & Vehicle Tracking

How GPS tracking works

Unit tracking device

A sealed battery tag inside the unit. It reports when the unit moves, and the battery lasts five to seven years.

Vehicle tracker

Plugs into the truck's OBD-II port. Live location, plus odometer and fuel on supported trucks.

Solutions

A service day from the yard to the invoice, and where each job goes wrong.

Portable toilet operators

Same-day missed stops, proof for every stop, and rate card invoices.

Septic operators

Pump-outs predicted from the tank, and the county's own forms filled from the job.

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.

Tent and party rentals

A tent booked by size, packages as one line, every chair checked in.

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.

Multi-location operators

Several yards, service territories, divisions, and roles in one account.

Why Operators Switch Pricing

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homeHelp Centerchevron_rightMarketing

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Marketing

Customer outreach, email campaigns, segmentation, templates, and performance tracking.

Marketing

Email campaigns to your customers

Marketing Overview

The Marketing area: its tabs, plan and email approval, and who can use it.

4 min readarrow_forward

Building and Sending an Email Campaign

Building an email campaign step by step: recipients, template, content, design, the readiness check and sending.

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Customer Groups, Templates and Writing Your Email

Customer groups (segments), saved email templates and the two layouts, writing with AI and preview text.

4 min readarrow_forward

Scheduling, Test Sends and Campaign Results

Sending now or scheduling, test sends, what results mean (delivered, opened, clicked, bounced), unsubscribes and fixing common problems.

5 min readarrow_forward

Contact:
support@portaprosoftware.com

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All-in-one software for portable sanitation operators.

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