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.
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Generators & Power
Hour meter and fuel readings from the driver app, runtime past the included hours and fuel billed from them, and refuels and service planned from the readings.
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 Export
Approved hours for every pay period, overtime sorted, in one file for your payroll or straight into QuickBooks Online.
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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, 47 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.
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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_rightVideoschevron_rightYour customer portal
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Your customer portal

A walk around the portal: your sites and units, upcoming service, invoices, agreements, requests and messages.

1:16 · Customer portal · Customer portal

Chapters

Step by step in writing: Customer Portal Overview

Transcript

When is the next service? What do I owe? Can someone bring more paper to the batch plant? Your portal answers all of that without a phone call. This is the first page you see after signing in. Four numbers up top: how many locations you have, how many units are out there, your next service day, and what's due. Below them, three shortcuts. Order supplies, ask for something new, or write to the office. Anything you've asked for is listed here with where it stands, so you never wonder whether it was seen. And on the right, your balance and a link straight to paying it. Operations holds the details. Units shows the equipment at each of your locations. Jobs lists visits coming up, and every visit already done, with the driver's report when there is one. Invoices is where you pay, download a PDF, or pull a statement for your bookkeeper. Agreements keeps anything waiting for your signature, plus copies of everything you've signed. Consumable Requests is for restocking. Toilet paper, sanitizer, soap, tracked from received to delivered. Messages is a conversation with the office, kept in one place instead of scattered across texts and voicemail. And Settings lets you choose which emails and texts you get, and keep your company details current.

More in Customer portal

  • Agreements and company detailsSign agreements your provider sends, and choose who gets your invoices, from one portal page.1:00arrow_forward
  • Messages and notificationsWrite to your provider, follow the reply in one thread, and pick which emails and texts you get.0:46arrow_forward
  • Paying an invoice in the portalFind what's due, check what it covers, pay online, and pull receipts and statements.1:09arrow_forward
  • Requesting service and suppliesAsk for an extra service, more equipment, a pickup or supplies, report a problem, and follow each request until it's done.1:11arrow_forward

Browse all training videosarrow_forward

PortaPro

Contact:
support@portaprosoftware.com

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All-in-one software for portable sanitation operators.

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