PortaPro Docs

Customer Experience

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Customer PortalPopular
24/7 access to schedules, invoices, and service history.
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InboxNew
Portal messages, text (SMS), and email — one unified inbox per customer. Two-way, no mailbox handoff.
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Quotes & Invoices
View, approve, and pay documents online.
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Payment Processing
Secure online payments with flexible options.
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E-Signatures
Sign contracts digitally with audit trails.
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Service Checklists
Standardized pumping/cleaning workflows.
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Venue BlueprintingImportant
Pin inventory clusters on satellite maps, link to quotes, and send branded site plans.
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Email From Your InboxComing late July
Send invoices, quotes, and sales email from your real address, with your real deliverability.

Field Operations

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Mobile App
Offline-first workflows for field operations.
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Route OptimizationImportant
Traffic-aware routing to maximize stops.
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Services Hub
Service requests, checklists, and proof-of-work logs in one workflow.
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Live Team ChatPopular
Real-time messaging across the team and directly with customers on daily routes.
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Calls & HuddlesNew
1:1 calls, channel huddles, screen share, and recording — built right into PortaPro. No Zoom seat required.
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Walkie-TalkieComing Soon
Instant push-to-talk voice over cellular and Wi-Fi. Channels by route, broadcast to all, emergency alerts with live location.
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Equipment Scanning
Quick unit ID capture (OCR / panel numbers).

Business Management

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Job Schedules & Dispatch
Create jobs, dispatch routes, and manage recurring service.
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Equipment Inventory
Track assets and lifecycle across all locations.
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Consumables
Track chemicals, supplies, and service materials.
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Team Management
Scheduling, certifications, and performance tracking.
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CelebrationsNew
Group cards for the moments that matter — birthdays, anniversaries, farewells, signed by the whole crew.
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28 Day InvoicingImportant
Per-site rate cards, industry-standard 28-day cycles, and one-click automated invoicing for your whole book — with duplicate prevention built in.
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Customer Accounts
Profiles, sites/locations, contacts, and history.
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Reporting & Analytics
Dashboards and performance insights.
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Marketing ToolsPopular
Segmentation, campaigns, and customer engagement.
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Automated Review RequestsImportant
Collect more 5-star reviews automatically.
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Leads & DealsPopular
The CRM built into PortaPro.
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Bookkeeping & Billing
Quotes, invoices, expenses, recurring billing, and QuickBooks export.
Roll-Off RentalsNew
Live ledger for every container on the ground, with automatic overage and disposal billing.
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Fleet Management
Maintenance, compliance, inspections, and vehicle tracking.

Learn & Discover

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ROI Calculator
Estimate time, labor, fuel, and cost savings with PortaPro.
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Route Efficiency Simulator
See how optimized routing can increase weekly service stops.

Support & Training

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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.
Why Operators SwitchPricing
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Contact Us

Have questions about PortaPro? Fill out the form below and our team will get back to you within 24 hours.

Or schedule a quick call at a time that works best for you.

Contact Us

Have questions about PortaPro? Fill out the form below and our team will get back to you within 24 hours.

Or schedule a quick call at a time that works best for you.

Kygo avatar

Kygo | PortaPro Support

Your friendly PortaPup

Online
Kygo

Meet Kygo your friendly PortaPup

Fast answers about PortaPro from daily operations to pricing and demos. Kygo can help with inventory, dispatch, billing, or get you set up with a quick walkthrough.

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Kygo can make mistakes contact support if needed

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homeHelp Centerchevron_rightGetting Started

Get Started with PortaPro Software

Follow these 6 steps to set up your account and start managing your operations like a pro.

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Step 1 of 6

Create Your Organization

Set up your company profile with your business name, address, and contact information.

Tips

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Use your legal business name for invoicing
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Add your logo for branded invoices
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Set your timezone for accurate scheduling
PortaPro

Contact:
support@portaprosoftware.com

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All-in-one software for portable sanitation operators.

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