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Job Scheduling & Dispatch

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Track assets and lifecycle across all locations.

Track chemicals, supplies, and service materials.

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Collect more 5-star reviews automatically.

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Best practices, industry insights, and operational strategies for portable sanitation businesses.

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Help Center Driver App (Tech View)Credentials and Document Management

Credentials and Document Management

4 min read

Updated January 18, 2025

CredentialsLicensesCDLComplianceDocuments

On this page

What Are Credentials?Viewing Credentials Adding/Updating Credentials Expiration Alerts Credential Types Compliance Dashboard

Need more help?

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Manage required licenses, certifications, and documents for legal operation with automatic expiration tracking and compliance monitoring.

What Are Credentials?

Required licenses, certifications, and documents for legal operation:

Commercial Driver's License (CDL)

Medical Examiner's Certificate

Hazmat endorsements

Company certifications

Viewing Credentials

Navigate to Profile → Credentials section:

Document type

Expiration date

Status (Current, Expiring Soon, Expired)

Uploaded document image

Adding/Updating Credentials

Tap Add Credential or existing credential

Select credential type

Enter issue and expiration dates

Upload document photo

Save

Expiration Alerts

| Status | Color | Meaning |

|--------|-------|---------|

| Current | Green | Valid, not expiring soon |

| Expiring Soon | Yellow | Within 30 days |

| Expired | Red | Past expiration date |

Credential Types

Driver's License

CDL (Class A, B, C)

Medical Card

Hazmat Endorsement

Tank Vehicle Endorsement

Company Training Certificates

Safety Certifications

Compliance Dashboard

View overall compliance status:

Number of current credentials

Upcoming expirations

Required vs optional documents

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Help Center | Credentials and Document Management | Help Center | PortaPro Software