Training videos
Short narrated videos filmed in the real PortaPro app. Each one has chapters and captions, and most sit on top of the help article they go with.
Getting set up
1:28Importing your customers
Paste a list in any format, check what PortaPro found, and import. Every import can be undone.
1:29Getting around PortaPro
What the dashboard tells you each morning, and the fastest ways to reach any screen.
0:48Inviting your team
Invite drivers, dispatchers, mechanics and admins, and choose what each one can see.
1:18Setting up a site's rate card
Tell PortaPro what's at a site, how often it's serviced and what it costs. Service jobs and cycle invoices follow from it.
1:08Setting your billing defaults
Invoice numbers, payment terms and the billing cycle new customers start on, plus automatic cycle drafts.
Tour each section
1:30The Customers page
Find any account in seconds, then see its sites, contacts and money in one place.
1:10Invoices
Every invoice you've sent, what's paid, what's late, and who still needs one in the mail.
0:53Agreements
Send rental and service agreements for e-signature, see who has opened and signed them, and reuse your own templates.
0:58Fleet Management
Your trucks' health at a glance: overdue maintenance, expired registrations, work orders, fuel and the paperwork that keeps you legal.
1:09Inventory
Every product you rent, how many are free, where each unit is, and the shop, map and GPS views behind them.
1:08Leads & Deals
Track new prospects from first call to signed customer, and new work for customers you already have, on one board.
0:46Celebrations
Group cards the whole team signs from their phones, for a driver's birthday, a work anniversary, or a thank-you to a customer, with a gift card if you like.
Running the day
0:56Handling missed stops
Find the stops that didn't happen and put them back on a driver's day in one click.
1:05Planning a day's routes
Build every driver's route for a day in one click: who gets which stops, in what order, and when they'll arrive.
1:05Scheduling a delivery
Book a delivery with the job wizard: customer, dates, site, driver, equipment and price. The pickup is booked with it.
0:53Team Chat
Channels and direct messages for your crew, with calls, huddles and the push-to-talk radio built in.
1:04The Inbox
Customer texts, emails, portal messages, calls and requests in one place, with replies that land back in the same thread.
1:08The Jobs & Dispatch page
See a day's deliveries, pickups and services, who's driving them, and where they are on the map.
Getting paid
0:59Catching billing mistakes with Billing Health
Every night PortaPro checks rate cards, cycle invoices and credits for anything that would bill wrong, and tells your office what to fix.
0:59Collecting a payment
Record a check or cash, charge a card, or text the customer a pay link, all from the invoice. Credit on file and the cash price are applied for you.
0:53Connecting QuickBooks, Xero or FreshBooks
Send customers, invoices, payments and credits to QuickBooks Online, QuickBooks Desktop, Xero or FreshBooks, one way and automatically.
0:59Reviewing and sending cycle invoices
Every billing cycle, PortaPro drafts each rate-card customer's invoice. Check them over, hold back any that need a fix, and send the rest in one go.
0:55Sending a customer statement
A balance statement shows what a customer owes today. An activity statement shows every charge and payment over a period, with a running balance.
0:59Turning on the Cash Discount Program
List a card price on every quote and invoice, and give customers who pay by cash, check or bank transfer the difference back. The rate follows what cards really cost you.
Growing and managing
1:16Building a quote for an event
Quote a festival or short rental: pick the customer and site, add units with live availability for the dates, set the rental window, and ask for a deposit if you take one.
0:57Marketing
Email and text campaigns to your own customers, customer groups, review requests and a referral program, all in one place.
0:48Running a report
Pick a ready-made report, set the dates, switch between invoiced and collected, click into any row, then export it or have it emailed on a schedule.
0:46Scheduling a video meeting
Schedule a video meeting with your team or someone outside it, with its own link and a waiting room, and see who's in the room before you join.
Roll-off, septic and events
1:11Drawing an event layout
Draw the tent, tables and restrooms to scale on a satellite photo of the site, check spacing and capacity, compare it to the order, and send it to the customer to approve.
0:52Hiring
Post openings on your own careers page, collect CDL-aware applications, move candidates through your stages, and hand a hire straight to a team invite.
0:56Keeping generators fueled and serviced
See when each generator on rent will need fuel, book a refuel visit before it runs dry, and track service by engine hours.
1:01Picking the right dumpster size
Estimate the weight of a tear-off from its size, see which container holds it, and put that container on the rental in one click.
0:50Quoting temporary fence by the foot
Draw the fence line on a satellite photo or type the length, and PortaPro counts the panels, gates, stands, clamps and sandbags for you.
1:01Running a septic reminder program
Let homeowners sign up for pump-out reminders from your website, review new sign-ups, and let PortaPro send each reminder by email, text or a call task when the tank comes due.
Driver app
0:42Finishing a service stop
Open the stop, record the service, and close it out from your phone.
0:35Clocking in and out
Start your shift, take a break, and clock out from the Today screen.
0:50Doing your pre-trip inspection
The walk-around DVIR on your phone: odometer, pass or fail each item, and what happens when something fails.
0:59The driver app
A walk through the phone app: today's stops, your week, load-out, disposal, chat and the radio.