Claude & ChatGPT
Ask your AI assistant about your own book.
Connect Claude or ChatGPT to PortaPro with one address and your PortaPro login. Then ask about customers, balances, credits, invoices, jobs and reports in plain English, and get the answer out of your own account.
The questions you'd walk over to the office for.
The assistant looks each answer up in PortaPro and explains it, with the same money rules as the PortaPro screens, so what it says matches what you see in the app.
- Balances and credits
- “Who's more than 30 days overdue?” “Why does Lakeview Contractors have a $20 credit?” The same balances the Financials screens show, and where a credit came from, what paid it, and which invoices it has been applied to.
- Invoices
- “What's still open on INV-001480, and was it emailed?” Payments, plus whether it was sent, opened, bounced, printed or mailed.
- Rate cards
- “What is Hilltop Holdings paying per site?” Every site's units, rates and service frequency.
- The day
- “Which stops were missed this week?” The jobs on any day, missed stops, and the billing health check.
- Reports
- “How much did septic customers bring in last month?” Standard reports from the PortaPro report library, run for the period you name.
It can look.
It can't touch.
The connector is read-only. It can't create, edit, send, void or delete anything, and it can't take a payment. When something needs changing, the assistant tells you where to change it in PortaPro.
Moving from another system? Let it do the typing.
Your assistant turns your old customer list into a PortaPro import. You review it and upload it, and it checks what landed. The connector itself never changes anything in PortaPro.
Step 1
Hand it your old list
A spreadsheet, a QuickBooks export, or notes pasted in. Ask it to turn the list into a PortaPro customer import.Step 2
It follows your setup
The assistant gets PortaPro's import format along with your billing cycle, your equipment, and the customers you already have, so it points out the ones already in PortaPro instead of duplicating them.Step 3
You upload the file
It gives you a CSV. Upload it under Customers, Import, where PortaPro checks duplicates, matches unit types to your equipment, and asks the billing and tax questions before anything is saved. Any import can be rolled back.Step 4
Ask if it all made it in
The assistant lists what the import created, with every site and rate card, and points out customers with no site or a rate with no price.
Questions operators ask
How do I connect it, and which Claude or ChatGPT plan do I need?
In Claude, open Settings, Connectors, Add custom connector, and paste https://app.portaprosoftware.com/mcp. In ChatGPT, turn on Developer mode under Settings, Apps & Connectors, Advanced settings, and create a connector with the same address. Either way you sign in with your normal PortaPro login. Claude works on every plan, including Free, which allows one custom connector. ChatGPT needs its Pro plan or higher. For most operators, Claude is the easy way in.
Who on my team can use it?
Owners, admins and dispatchers, each with their own login, and only for the company that login belongs to. Drivers, mechanics, shared truck logins and customers on your customer portal can't connect.
Where do my questions go?
To the AI company you chose, Anthropic or OpenAI, under your own account with them. PortaPro keeps a log of which lookups were made from each login and when, and the Apps & Integrations card shows who on your team has used it in the last 30 days.
Can I turn it off?
Yes. An owner or admin can switch it off for the whole company in Settings, Apps & Integrations, and back on the same way. Anyone can disconnect their own account by removing the connector in Claude or ChatGPT.
