Quoting software for portable toilet and event rentals
A quote your customer can rearrange, then sign.
Price per cycle, a site plan with every placement numbered, and a place to sign. The customer drags a pin to where the units belong, types their name, and the work is yours.
Approved in March.
Billed from August.
Accepting a quote records the signature and tells the office. It doesn't bill, place units, or roll a truck, because the start date on a quote is an estimate. When service really starts, you confirm the date and click Activate Service. Rather go live on acceptance? That's a setting.
Everything they need to say yes, on one page.
No account to create and no app to download. They open the link from the email.
Pick the option that fits.
Two or three options, each with its own contents and price, one marked recommended. The one they pick becomes the quote.
Sign with a typed name.
The name they type is recorded as their electronic signature. Or they decline and tell you why.
The site plan is drawn on your side, on the lead or in the quote, before it goes out. Venue blueprinting
Activate Service writes the rest.
Open the accepted quote, check the unit lines about to become the contract, and confirm the real start date. One click then writes:
- Rate card rows
- One per quoted unit line, with its type, count, rate, rate period, and service frequency. Per month, per 28-day cycle, per week, flat, or per trip bills exactly as it was quoted.
- Unit pins
- A live placement for every proposed pin, where the customer left it, with its label, counts, and access notes. Quote four more units for a yard that already holds eleven, and activation only adds.
- The delivery
- A delivery job on the date you confirm. If the site already has a delivery pending, the new units ride on it instead of sending a second truck.
- No invoice
- Billing comes from the rate card cycle, starting on the date you confirmed. An invoice at activation would bill the first cycle twice. If activation stops halfway, run it again and it fills in only what's missing.
Built in one panel, in your rate card's words.
Start from Quotes, a customer, a deal, a converted lead, or the phone's quick actions. Each line is a unit type, a count, a rate period, a rate, and a service frequency, in the same words your rate card uses. A tank cleaning with no units on it is a valid quote too.
Add a deposit and your saved terms, set how many days the quote is good for, and let PortaPro send one reminder before it runs out. Edit a sent quote and it saves as Rev 1, Rev 2, and so on, under the same number and the same link, so the customer always opens the current one.
The weekend quote gets paid on the spot.
A one-time or event quote is one total for the dates, with no site plan and nothing to activate. The customer types their name, taps Accept and continue, and lands on the card payment page. Put a deposit on it and the button reads Accept & pay deposit: the booking confirms, and its jobs reach the board, once the deposit is paid.
The delivery and the pickup go on the board as a pair, with a service stop for every visit date between them when the quote carries a recurring service, daily, weekly, or every few days. Invoice on delivery day, after pickup, or have the office convert it by hand: each of those is a setting.
With a deposit, the balance invoice goes out on its own instead, a set number of days before delivery or on delivery day, with the deposit already credited. If the customer saved their card with the deposit, it's charged and a receipt goes out; if not, the invoice is emailed. The same saved card covers damage or cleaning later.
Questions operators ask
Can I take a deposit, and a security deposit for damage?
Yes. A deposit on a quote is its own invoice the customer pays when they accept, as a percentage or a flat amount, and it's credited to the final invoice automatically. By default the booking waits for it; turn that off per quote to schedule first. Instead of a card hold, which expires in about a week, the customer can save their card for the balance and any damage or cleaning, and Charge for Damage bills it. Deposits apply to one-time and event quotes; recurring service bills on the rate card.
Can the customer change what's on the quote?
They can drag a pin to move where a cluster goes. They can't change a count, add or remove a pin, or edit a line. What's quoted stays your call. A declined quote leaves nothing behind: proposed pins are kept apart from your live map, so it places nothing and bills nothing.
What if they pick an option over the phone?
Choose it for them on the quote and it collapses to that option, the same as if they'd picked it on the page. A quote with options can't be activated or converted until one is chosen; PortaPro won't guess.
What happens when a quote expires?
It can't be accepted after its valid-until date, and the link stops working. Send a fresh quote. If you don't quote on a clock, turn expiry off in quote settings; quotes already sent keep their dates.
Which plan includes quotes?
Every plan, Starter included: the site plan, options, typed-name signing, and activation. Taking a card on acceptance needs Stripe connected, and the flat 2.25% card rate comes with Growth.
Watch a customer move a pin and sign.
Then watch the approved quote wait until you activate it.
