Customer portal for portable toilet and septic companies
Stop answering “when’s my next service?” calls.
Every customer gets a portal with your name on it. On their phone or at their desk they see the next service, their sites, and what they owe, and they pay it right there.
The sample portal runs on made-up data. No sign-up.
One week, from the customer's side.
Karen pays the bills at Great Lakes Concrete & Paving. Here's her week in your portal.
Monday, 6:10 AM
The invoice email has a button.
View & Pay Invoice opens her portal, under your logo. If you'd rather she skip the sign-in, the same email can carry a pay-online link that needs no account.Monday, 6:12 AM
Paid before your office opens.
Card or bank transfer, straight to your Stripe account. She saves the card and turns on autopay, so next month's invoice charges itself on its due date.Wednesday
More paper for Lowell Street.
She picks the site, the item, the quantity, and a needed-by date. It lands in your queue tied to that customer and site, not as a voicemail somebody has to decode. Supply requests and portal messages come with the Growth plan.Friday
Nobody calls to ask when you're coming.
Upcoming services and past visits are listed by site, from the batch plant to the SR 57 job. The schedule answers the question before anyone picks up the phone, and when a stop closes, the service completed notice, if you turn it on, emails or texts them a link to the proof: the stamped photos, the signature, and the report, no login needed.
Every other call, answered on the page.
What do I owe, can you resend that, how many units are out there, were you here Saturday. Each one has a place in the portal.
- What they owe
- Balance due is what is still owed, not the invoice totals. A $1,000 invoice with $400 paid counts as $600. Drafts and voided invoices never show up, and nothing reads overdue until the grace period you set has run out.
- Pay all
- Two or more open invoices and a saved card put a Pay All button on the page. Each invoice is charged on its own, oldest due date first, so every one keeps its own receipt.
- Statements and receipts
- Download statement produces the same open-item statement your office would mail. Every invoice downloads as a PDF, and every paid one has a receipt. The resend-that-invoice email stops coming.
- Units on site
- What is standing at each site right now, by unit number, or as a count like 6 × Standard Unit for bulk stock. A broken door gets reported against that exact unit.
- Anything else they need
- One Make a request button covers more units, an extra service visit, a pickup, or a problem with a unit, and Your requests shows where each one stands: requested, scheduled, done. Supplies and dumpsters sit on the same button when you offer them.
- Proof and paperwork
- Past visits carry the signed service report as a PDF, so the general contractor who wants proof you were there Saturday downloads it. Anything waiting on a signature sits at the top of Agreements, and the signed copy stays there.
- Dumpsters
- When you rent roll-offs, each box on their site is listed with its days out and pickup date. They request a dumpster, a swap, a pickup, or more time from that section, and your answer lands in their portal messages. A company that doesn't rent roll-offs never sees it.
What your office sees.
The portal writes to the customer's record in PortaPro, so the office is looking at the same account the customer is.
- Requests, not voicemails
- Every request lands in the Requests tab of your Inbox and on a dashboard card, and arrives by bell, push and email. One click opens the job wizard filled in from it, the customer is told the day when you save, and the request marks itself done when the job is.
- Sign-ins and invoice views
- The customer's timeline records when they signed in and when they opened an invoice. Opened on the 14th and still unpaid is a different phone call from never opened.
- Who did what
- A quote accepted, an invoice paid, or an agreement signed in the portal shows as the customer's action, not a staff member's. When a customer turns on autopay, PortaPro records what they agreed to, which card, and when.
- Bank transfers clearing
- While an ACH payment clears, the invoice is held out of overdue and the pay button is hidden, so nobody pays twice or gets a reminder for a bill they paid. If the bank returns it, you're notified.
- Staff view
- Open any customer's portal read-only to see exactly what they see. Pay, request, and sign are removed, so nobody at your office acts as the customer.
Your name on the door.
The sign-in page, the portal, and its emails carry your logo, company name, and brand color. Invite a customer's contacts from their record, or your whole customer list in one pass.
Several people at one customer can each have a login to the same account: the superintendent who wants the schedule, and the person in accounts payable who pays. Invite the one who pays. That's the login that gets invoices settled without a phone call.
Click around a sample portal.
Check the schedule, open an invoice, and send a supply request the way your customers would.
Questions operators ask
What does it cost to give customers the portal?
Nothing per customer. The portal is part of your PortaPro plan. Online payments run through Stripe: on Growth, cards are 2.25% flat and ACH is free; on Starter and Core, Stripe bills its own rates to your connected account.
Which plan is it in?
Every plan, Starter included, gives customers the portal to see their schedule, units, and invoices, to pay online, and to ask for more equipment, a service visit, a pickup, or a fix. Supply requests, portal messages, and agreements to sign come with Growth. On other plans those tabs are hidden, not shown and refused.
How do customers get in, and what if someone leaves?
Invite a contact from the Portal Access section of the customer's record, or use the bulk invite to roll it out across your customer list. The contact needs an email on file, sets a password from the invitation, and lands in their own portal in the browser; there is no app to install. Remove a contact from the same section and they're locked out on their next click. The customer's other logins keep working.
Will customers see my drafts or internal notes?
No. Draft and voided invoices, internal notes, job costing, and technician pay never reach the portal, and service reports are shown with internal-only fields stripped. A customer can only reach their own account, even by editing the web address.
