# PortaPro Features A module-by-module look at what PortaPro does and why it matters if you run portable toilets, septic, or roll-off dumpsters. This is built for the trade from the data model up, not adapted from generic field service software. Each heading links to that feature's page; a full index of every feature page is at the bottom. ## [Scheduling & Dispatch](https://www.portaprosoftware.com/features/jobs-dispatch) Most operators start the day on a whiteboard that's already wrong by mid-morning. PortaPro builds the day's work, assigns it to drivers and trucks, and gives dispatch a live view of what's still in the yard, on route, and completed. Jobs flow from quote to scheduled service to invoice without anyone re-keying them, so the office isn't rebuilding the day from radio calls and sticky notes. ## [Route Optimization](https://www.portaprosoftware.com/features/route-optimization) A route planned from a driver's memory burns miles, fuel, and daylight, and a route planned by a map alone doesn't know when the tank is full. Plan day puts every stop on a truck and in order on real roads, planned around each truck's tank size, disposal-site hours, service windows, shift hours, and the equipment each truck carries, and adds a dump stop at an open disposal site before a tank fills. It runs on PortaPro's own routing server with road maps for every state, so the whole day plans in one pass. Time on site is learned from your own crews, and during the day each driver's next arrival times update with live traffic. Some software calls this AI routing; PortaPro calls it route planning. Tighter routes mean more stops per truck per day and less windshield time. That's the difference between adding a route and adding a truck. ## [Recurring & Cycle Billing and Invoicing](https://www.portaprosoftware.com/features/rate-card-billing) Manual billing is where recurring-service money leaks. A cycle missed here, a rate typed wrong there, revenue that never gets invoiced. PortaPro runs cycle billing, 28-day rollups, quotes, and invoices on schedule and powered by Stripe, so recurring service bills itself and autopay pulls card or ACH. The re-keying that causes billing errors goes away, and so does the month-end scramble to figure out who owes what. ## [Payments](https://www.portaprosoftware.com/features/payment-processing) Getting paid shouldn't take a second phone call. Customers pay by card, ACH, Apple Pay, Google Pay, or tap-to-pay in the field, and autopay keeps recurring accounts current on their own. Money moves faster because paying is one tap instead of a mailed check. ## [Inventory & Unit Tracking](https://www.portaprosoftware.com/features/inventory) "We have about 200 units" is not inventory, and units that walk off are pure loss. PortaPro tracks inventory at the individual asset level: scan a specific unit by QR or barcode, know exactly where it is, and record its condition with damage assessment on every service. An availability engine prevents double-booking at the database level, so you never promise a unit that's already on a site. Consumables and truck stock are tracked right alongside the units. ## [Fleet Maintenance](https://www.portaprosoftware.com/features/fleet-management) A truck down in the yard is a route that doesn't run. PortaPro tracks vehicles and equipment, logs maintenance, and manages work orders and parts so preventive service is scheduled instead of remembered. Fewer surprise breakdowns, fewer mornings spent scrambling to cover a dead truck. ## [CRM: Leads & Deals](https://www.portaprosoftware.com/features/leads-deals) Quotes die in notebooks and voicemails. PortaPro gives the sales side a leads-and-deals pipeline from first inquiry to won account, with customer accounts, contacts, and sites underneath, plus click-to-call and SMS to keep follow-up moving. Nothing falls through the cracks between "they called for a quote" and "they're on the schedule." ## [Customer Portal](https://www.portaprosoftware.com/features/customer-portal) Every "where's my driver?" and "can you resend that invoice?" call is a person pulled off real work. The customer portal lets customers view and pay invoices, see live ETAs, and handle routine requests themselves. Fewer interruptions for the office and faster payment for you. ## [Driver Mobile App](https://www.portaprosoftware.com/features/mobile-app) Paper service tickets are illegible by the time they reach the office, and half of them never do. The whole job runs from the driver's phone: the day's stops, service capture, photos, and status updates. It works offline for rural routes and dead zones. What happened in the field is in the system in real time, not decoded from a clipboard at 6 p.m. ## [Unit Pins](https://www.portaprosoftware.com/features/unit-pins) A unit sits on a site for months, and the site can be forty acres. PortaPro records where each unit sits as a pin on the site map, with item codes or untracked counts, so the driver goes to the unit and not the mailbox. When a unit gets moved, the driver who finds it moves the pin from the field: one tap snaps it to the phone's GPS with the accuracy recorded, or they drag it on satellite, or split a cluster so only the units that moved get a new pin. Scanning a printed tag places or moves that exact unit. The office map updates live and every move keeps its history: who, how, how far, a note and a photo. Works offline and for units with no serial number. ## [Septic Maintenance Reminder Program](https://www.portaprosoftware.com/features/septic-reminders) Almost every septic company's website promises a pump-out reminder program, and behind most of them is a form that posts to an inbox and a date that never changes after the homeowner typed it. PortaPro runs the program inside the software the office already uses. Homeowners sign up on your website through a one-line embed; each sign-up becomes a customer with a site and a septic tank on it; reminders go out on your schedule (two months before, two weeks before, and on the day by default) by email, text, or as a call task for your office. Because the enrollment follows the tank's real service history, the next reminder reschedules itself the day your truck pumps it. ## [Online Booking](https://www.portaprosoftware.com/features/online-booking) A customer who wants a dumpster on a Sunday night shouldn't have to wait for Monday's phone call. PortaPro gives you a booking page for your website: customers pick delivery and pickup dates, see your products with prices and live availability for those dates, and pay a deposit through Stripe. Nothing goes on the schedule by itself. Every paid booking waits in the Inbox for the office to approve, which schedules the delivery and pickup and credits the deposit on the final invoice, or decline, which refunds it. Each booking is a real quote you can change before approving. ## [Team Chat](https://www.portaprosoftware.com/features/team-chat) When dispatch, drivers, and the office live in personal texts and a separate app, context gets lost. Team Chat keeps everyone on the same page with channels, direct messages, and live voice huddles when a quick call beats typing. Built in, so the operation isn't scattered across three tools. ## [Bookkeeping](https://www.portaprosoftware.com/features/bookkeeping) Running the books in a separate accounting app means double entry and month-end reconciliation. PortaPro includes native bookkeeping: expenses, bills, vendors, banking, and P&L. Photograph a receipt and PortaPro reads it, finds the bank transaction it paid for, and files it as an expense with the receipt attached once you confirm. Split one purchase across categories, let rules fill in the category and vendor for the merchants you code every week, and import bank statements (CSV, OFX, QFX, Excel) for accounts the bank connection doesn't reach. The money side lives with the operations side. QuickBooks isn't required, and for accountants who use it, PortaPro pushes customers, invoices, payments, voids and credits (and, if you turn it on, expenses with their receipts) into QuickBooks Online every night, or into QuickBooks Desktop through a real live sync (the QuickBooks Web Connector on the computer where the company file lives, not a file export), one way, so QuickBooks never writes back over the office's work. See [QuickBooks Sync](https://www.portaprosoftware.com/features/quickbooks-sync). ## [Document Management & E-Signatures](https://www.portaprosoftware.com/features/e-signatures) Chasing a signed rental agreement by email and paying per-user for a separate signing service is friction on every new account. PortaPro sends, signs, and stores agreements and contracts inside the platform with built-in e-signatures, filed against the customer where you can find them later. ## [Marketing & Reviews](https://www.portaprosoftware.com/features/marketing-tools) Slow weeks and quiet accounts don't fill themselves. PortaPro runs marketing campaigns over SMS and email, plus [reviews, NPS, and referral tools](https://www.portaprosoftware.com/features/google-reviews), so you can win back customers and fill the schedule without bolting on another platform. ## Full feature list Every feature has a dedicated page: - [Job Scheduling & Dispatch](https://www.portaprosoftware.com/features/jobs-dispatch) - [Route Optimization](https://www.portaprosoftware.com/features/route-optimization) - [Rate Card & Cycle Billing](https://www.portaprosoftware.com/features/rate-card-billing) - [Quotes & Invoices](https://www.portaprosoftware.com/features/quotes-payments) - [Payment Processing](https://www.portaprosoftware.com/features/payment-processing) - [Bookkeeping](https://www.portaprosoftware.com/features/bookkeeping) - [Inventory & Asset Management](https://www.portaprosoftware.com/features/inventory) - [Consumables & Supply Tracking](https://www.portaprosoftware.com/features/consumables) - [Fleet Management](https://www.portaprosoftware.com/features/fleet-management) - [Service Checklist](https://www.portaprosoftware.com/features/service-checklist) - [Services Hub](https://www.portaprosoftware.com/features/services-hub) - [Customer Accounts & CRM](https://www.portaprosoftware.com/features/customer-accounts-crm) - [Leads & Deals Pipeline](https://www.portaprosoftware.com/features/leads-deals) - [Customer Portal](https://www.portaprosoftware.com/features/customer-portal) - [Driver Mobile App](https://www.portaprosoftware.com/features/mobile-app) - [Unit Pins](https://www.portaprosoftware.com/features/unit-pins) - [Team Chat](https://www.portaprosoftware.com/features/team-chat) - [Calls & Huddles](https://www.portaprosoftware.com/features/calls-huddles) - [Walkie-Talkie (Push-to-Talk)](https://www.portaprosoftware.com/features/walkie-talkie) - [Team Management & Permissions](https://www.portaprosoftware.com/features/team-management) - [Agreements & E-Signatures](https://www.portaprosoftware.com/features/e-signatures) - [Email Connections](https://www.portaprosoftware.com/features/email-connections) - [Marketing Tools](https://www.portaprosoftware.com/features/marketing-tools) - [Reviews & Referrals](https://www.portaprosoftware.com/features/google-reviews) - [Celebration Cards](https://www.portaprosoftware.com/features/celebrations) - [Septic Maintenance Reminder Program](https://www.portaprosoftware.com/features/septic-reminders) - [Analytics](https://www.portaprosoftware.com/features/analytics) - [AI Damage Detection](https://www.portaprosoftware.com/features/google-vision) - [Venue Blueprinting](https://www.portaprosoftware.com/features/venue-blueprinting) - [Roll-Off Dumpster Rentals](https://www.portaprosoftware.com/features/roll-off-rentals) - [Online Booking](https://www.portaprosoftware.com/features/online-booking)