BOOKKEEPING & BILLING
Every Dollar In.
Every Dollar Out. Handled.
Quotes, invoices, expenses, vendors, recurring billing, and tax prep all built for how portable sanitation operators actually run their books. No more spreadsheet chaos.
6 Financial Modules
Quotes, invoices, expenses, vendors, recurring billing & templates
28-Day Billing Built In
Matches the 4-week service rotation operators already run
Auto-Charge Cards on File
Zero-touch billing for recurring construction and event rentals
QuickBooks Export Ready
Clean QBO and CSV exports your bookkeeper can import directly
FINANCIAL MODULES
The Full Financial Picture
Six modules that cover the entire money lifecycle from the first quote to your year-end export.
Quotes
Build and send professional quotes while you're still on the phone with the customer.
Quote once line items carry directly into the job and invoice with zero re-entry.
RECURRING BILLING
Built for How You Actually Bill
Portable sanitation billing isn't monthly it's 28 days. That's 13 billing periods a year, aligned to 4-week service rotations. PortaPro knows this. It's the default cycle, not a workaround you have to configure.
- "Until Pickup Requested" end condition
Recurring billing auto-stops when the job closes. No manual cancellation. No accidentally billing a customer after their units are gone.
- Three automation modes
Auto-charge the card on file (zero-touch), auto-send invoice via the customer portal, or just-remind-me for accounts where you review before sending.
- Seasonal pause with auto-resume
Pause billing December 1, set it to resume March 1. No deleting and recreating schedules when construction sites go dark for winter.
- Prorated first invoices
Mid-cycle starts generate a prorated first invoice automatically. Customers pay for what they actually used.
EXPENSE TRACKING
Expenses That Actually Get Tracked
The receipts-in-a-shoebox problem is a cash flow problem. PortaPro makes it faster to log an expense than it is to forget it so your books actually reflect what you spent.
- One-tap logging with receipt photo
Drivers and office staff log expenses on the spot. Snap the receipt, tag the category, done.
- Job-level tagging for true profitability
Link expenses to specific job sites so you can see what each construction rental or event actually cost you not just what it billed.
- Missing Receipts filter
One click shows every expense that still needs documentation. Nothing falls through the cracks before your accountant comes calling.
- CSV export for your accountant
Pull a clean, categorized expense CSV filtered by date range. Tax-deductible flags included. No manual formatting required.
FINANCIAL ACTIVITY REAL TIME
Your books, running themselves
Every update below is triggered automatically no manual entry, no end-of-month scramble.
Invoice #1042
just nowjust now Paid $850.00 via card on file
Johnson Construction
4 min ago2 min ago Recurring invoice generated 28-day cycle
QUICKBOOKS INTEGRATION
Your Accountant Will Thank You.
PortaPro exports invoices and expenses in QuickBooks-compatible format QBO CSV for invoices, standard CSV for expenses. No double entry, no middleware, no sync headaches. Just clean data your bookkeeper can import directly.
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