Business phone system for field service companies
Press 0 for the after-hours emergency pump-out.
The number your customers call. The menu, who it rings, and what happens after 5 PM are set in PortaPro, and every call lands on the customer it came from.
Thanks for calling Lakeshore Site Services.
For an existing delivery or service, press 1. For a new quote or rental, press 2. For billing and invoices, press 3.
To repeat this menu, press 9.
Your crew calling each other is a different feature. Calls and huddles
Every call lands on the customer.
An incoming call opens with the caller matched: balance due, last service, next job. When it ends, pick an outcome and type a line. The call sits in the customer's conversation next to their texts and emails, with the recording and the voicemail transcript.
- Click a number to call out
- Six outcomes, one tap, and a note
- A callback task for 9 AM tomorrow
The line knows what time it is.
7 AM to 5 PM
The menu answers
Press 1 rings dispatch, every phone at once. Sales rings whoever has been idle longest. Billing rings in order.After 5 PM
It forwards to whoever is on call
Nights, weekends, and closed days follow their own rule, without anyone flipping a switch on Friday.Nobody picks up
The caller gets a text back
When you text customers from PortaPro, a missed call gets a text back from the same number, in words you write. Voicemail is transcribed so you can read it instead of playing it.
One settings page runs the line.
Numbers, the menu, ring groups, voicemail, and recording all live on one Voice & Phone page in Settings. Change a sentence and the next caller hears it.
- Numbers and the menu
- A main line, plus direct lines that follow their own routing and greeting. If you already text customers from PortaPro, the same number takes calls. Each keypress on the menu goes to a ring group, a voicemail box, a forward, or another menu. Type the prompt and pick a voice to speak it, or upload your own recording.
- Ring groups
- All at once, in order, or whoever has been idle longest. Each person rings in the browser, on their cell, or both, and an outside number can be a member. If nobody answers, the call goes to voicemail or forwards on.
- Voicemail
- One greeting for the company, or one per number. New voicemails are transcribed, emailed to whoever you list, and can text a heads-up to a cell.
- Recording and caller ID
- Recording is off until you turn it on. Callers hear your consent message first, and recordings are kept for 30 days up to a year. Calls out show the company number; staff can show their own cell only after it's verified.
- Test call
- Each number has a Test call button. It rings your phone and connects you to your own line, so you hear the menu the way a customer does.
Questions operators ask
Do I need an account with a phone company?
No. You set up the number from Settings in PortaPro, in the area code you pick. If you already text customers from PortaPro, that number can take calls too, so customers see one number for both.
Does someone have to sit at a computer to answer?
No. Each person in a ring group rings in the browser, on their cell, or both. Calling out works the same way: click a customer's number and PortaPro calls from the browser, or rings your cell first and connects the customer showing the company number.
What if nobody is at a computer, or the office internet is down?
Anyone set to ring on their cell still rings, because the line doesn't live on a box in your office. If nobody picks up in time, the call takes the ring group's fallback, voicemail or a forward, and the voicemail lands on the customer's conversation.
Can I change the menu myself, and are calls recorded?
Yes to the menu. The prompt is a sentence you edit, spoken for you, or an audio file you upload, and each keypress points at a ring group, a voicemail box, a forward, or another menu. Calls are recorded only when you turn recording on. You write the consent message callers hear first and choose how long recordings are kept, from 30 days to a year.
Build a phone menu and test-call it in the demo.
14-day free trial (card required, no charge today). Or a guided 30 to 60 day trial with no card.
