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PortaPro

Everything PortaPro does, in the order your day uses it.

49 features in one system. Search for the one you came to check, or read the day from the first call to the next job.

Win the work.

The lead becomes a quote, the quote carries the site plan, and the signed quote becomes the job.

  1. Leads & DealsA form on your website drops the lead in your pipeline with the units they want, where, and when.
  2. Venue BlueprintingPin every restroom bank and handwash station on a satellite map of the venue, and send the plan with the price.
  3. Event LayoutsDraw the tents and tables to scale on the venue or its floor plan, and seat the guests. Share the layout for comments and approval, and the crew installs from a numbered sheet.
  4. Quotes & InvoicesGood, better, and best on one quote. Approval and activation are separate, so nobody bills units still in the yard.
  5. E-SignaturesRental and event agreements signed on the customer's phone and filed on the job before the truck leaves the yard.

Build the day.

Accepted work lands on the dispatch board, and the rate card keeps putting recurring service back on it.

  1. Job Schedules & DispatchSchedule from a map of the day with each driver's load beside it, then fix missed stops from one list.
  2. Route OptimizationRoutes planned around the tank. When it fills, a dump stop goes in at an open disposal site, where it costs the least driving.
  3. Equipment InventoryAvailable is a date, not a status. A tagged unit booked for the weekend counts as out, and a second booking gets flagged.
  4. Event & Tent RentalsRent packages and tents as one line, load the truck from a pull sheet, and scan everything back in.
  5. ConsumablesEach driver's load-out built from the day's jobs, so no truck leaves the yard short on paper or deodorizer.
  6. Customer AccountsOne customer with many sites, and every site with its gate code, access notes, and onsite contact.

Run the day.

The route goes to the driver's phone, and every stop reports back to the office.

  1. Mobile AppThe whole route on the phone, working with no signal and syncing when the truck is back in coverage.
  2. Service ChecklistsThe Complete button stays gray until every required step is answered, with the photos on the record.
  3. Services HubEvery visit's service record, the partial and unable ones included, standing behind the invoice.
  4. Unit PinsWhen a unit gets moved on site, the driver standing next to it moves the pin.
  5. Shared Truck DevicesOne iPad per truck. Drivers sign on with a PIN, and every stop lands under the right name.
  6. Equipment ScanningPoint the phone at a unit's QR tag, or the tool number molded into the plastic, and its record opens.
  7. GPS TrackingPlug-in trackers for trucks and battery tags for units, with a warning when a unit isn't where its pin says.
  8. Fleet ManagementThe tank size on a truck's profile is the number that plans its dump stop. DVIRs, work orders, and DOT dates too.
  9. Septic ServicePumping reports with the disposal manifest, grease trap and inspection forms, and the county's own PDF filled from the job.
  10. Team ManagementRoles, the time clock, and the DOT medical cards and certifications that are about to expire.
  11. HiringShort a driver? Post the opening, collect CDL applications on your own careers page, and hire straight into the team.
  12. Payroll ExportApproved hours for every pay period, overtime sorted, exported in one file or sent straight into QuickBooks Online.

Talk to everyone.

Customers hear from your business, not your software. The crew talks in the app they already carry.

  1. Email From Your InboxInvoices and quotes sent from your own Gmail or Outlook address, and kept in your own Sent folder.
  2. InboxTexts, email replies, and portal messages from customers, in one inbox the whole office can answer.
  3. Business PhoneA business line with a menu and ring groups. Press 0 for the after-hours pump-out.
  4. Team ChatChannels for dispatch, the shop, and each crew, in the app drivers already use, instead of a group text.
  5. Walkie-TalkieHold to talk and the whole crew hears it, recorded and searchable when you turn that on.
  6. Calls & HuddlesCalls and video meetings inside PortaPro, with a lobby that shows the customer your logo.
  7. MeetingsSchedule a video meeting with a customer or vendor, send the link, and add it to your calendar.
  8. Help & SupportOne Help menu inside the app: the Help Center, instant answers from Kygo, and support tickets a real person answers.

Get paid.

The rate card that put the stop on the route is the one that bills it.

  1. 28 Day InvoicingThirteen 28-day cycles a year, drafted for the whole book in one run, with anyone already billed skipped.
  2. Payment ProcessingCard and ACH on every invoice, paid in the field or online, with autopay for repeat customers and a QR code at the job trailer.
  3. Bookkeeping & BillingExpenses tied to the job, receipts read and matched to the bank line they paid for, bank lines matched to payments, and sales tax split by jurisdiction.
  4. QuickBooks SyncCustomers, invoices, payments, voids, and credits pushed to QuickBooks Online or QuickBooks Desktop on their own. A real Desktop sync, not a file export.
  5. Xero SyncContacts, invoices, payments, credit notes, voids and refunds pushed to Xero every night, with Stripe fees, payouts and expenses when you want them.
  6. FreshBooks SyncClients, invoices, payments, credit notes and cash discounts sent to FreshBooks every night, or the moment you push one.
  7. ZapierNew customers, leads, jobs, invoices and payments start a Zap, and Zaps can add leads and customers.
  8. Claude & ChatGPTAsk Claude or ChatGPT about your customers, balances, credits, invoices and reports. Read-only.
  9. Roll-Off RentalsA live ledger of every container on the ground, with tonnage overage and the landfill's tipping fee staged from the weight ticket.
  10. Temporary FencingDraw the fence on the site's satellite photo or type the feet. The panels, gates, stands, clamps and sandbags are counted for you, and screen is priced by the linear foot.
  11. Generators & PowerDrivers record the hour meter and fuel on every generator. The hours past what the rent includes, and the fuel you put in, bill from those readings.
  12. Online BookingCustomers book a box or an event rental on your website and pay a deposit. Nothing is scheduled until you approve it.
  13. Reporting & AnalyticsGallons pumped by truck and disposal site, sites overdue for service, and reports that run on your billing cycle.

Keep the customer.

Reminders, the portal, and campaigns bring the next job from the customers you already have.

  1. Customer PortalCustomers check the next service, pay the invoice, and request supplies without calling your office.
  2. Septic RemindersHomeowners sign up on your website, and the next reminder moves the day your truck pumps the tank.
  3. Automated Review RequestsOne review request per finished job, credited to the driver who did it.
  4. Marketing ToolsEmail campaigns to the customers already in PortaPro, like last year's event customers before the season.
  5. CelebrationsGroup cards the whole crew signs from their phones, for a birthday, an anniversary, or a long-time customer.

Rather start from the kind of work you run?

The same features, told from one kind of business: a whole service day, a septic book, an event weekend, a public contract, or an operation with more than one yard.

See it as one system, not a list.

On the demo we follow one job from the first call to the paid invoice, through the features that matter for your book.

Start free trial

14-day free trial (card required, no charge today). Or a guided 30 to 60 day trial with no card.

Kygo, PortaPro's support assistant