For Your Customers

Customer Portal

24/7 access to schedules, invoices, and service history.

Quotes & Invoices

View, approve, and pay documents online.

Payment Processing

Secure online payments with flexible options.

Sign contracts digitally with audit trails.

Service/Equipment Request

Submit service and equipment requests and track status.

For Your Technicians

Offline-first workflows for field operations.

Route Optimization

Traffic-aware routing to maximize stops.

Real-time messaging across the team and directly with customers on daily routes.

Service Checklists

Standardized pumping/cleaning workflows.

Equipment Scanning

Quick unit ID capture (OCR / panel numbers).

For Your Business

Job Scheduling & Dispatch

Create jobs, dispatch routes, and manage recurring service.

Equipment Inventory

Track assets and lifecycle across all locations.

Track chemicals, supplies, and service materials.

Complete Fleet Management

Maintenance, compliance, inspections, and vehicle tracking.

Team Management

Scheduling, certifications, and performance tracking.

Customer Accounts & CRM

Profiles, sites/locations, contacts, and history.

Reporting & Analytics

Dashboards and performance insights.

Marketing Tools

Segmentation, campaigns, and customer engagement.

Collect more 5-star reviews automatically.

PortaProspectComing Soon

Sales CRM built for portable sanitation.

Small & Mid-Size Operators

One platform to replace Slack, Zendesk, ServiceTitan, and spreadsheets — at a price that makes sense.

Enterprise & Municipal

Enterprise-grade controls, compliance, security, and reporting across large multi-location fleets.

Event & Festival Operators

Run high-volume, short-term deployments with deposits, logistics, and rapid billing.

For Owners & Executives

Full operational visibility, profitability insights, and executive-level control.

For Operations & Dispatch

Schedule, route, assign, and adjust in real time from one command center.

For Drivers & Technicians

Clear daily routes, mobile workflows, inspections, and service checklists.

For Office & Billing Teams

Accurate invoicing, faster collections, and fewer write-offs.

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

Estimate time, labor, fuel, and cost savings with PortaPro.

Customer Stories

See how real operators modernize their business with PortaPro.

Product Updates

New features, platform enhancements, and system improvements.

Guides, documentation, and step-by-step setup resources.

Become a PortaPro

Role-based training for admins, office teams, dispatch, and drivers.

Sign InStart Free Trial

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Have questions about PortaPro? Fill out the form below and our team will get back to you within 24 hours.

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Contact Us

Have questions about PortaPro? Fill out the form below and our team will get back to you within 24 hours.

Full Name *

Email Address *

Company Name *

Phone Number

Message

Kygo | PortaPro Support

Your friendly PortaPup

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Meet Kygo — your friendly PortaPup

Fast answers about PortaPro — from daily operations to pricing and demos. Kygo can help with inventory, dispatch, billing, or get you set up with a quick walkthrough.

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Help Center Customer ManagementCustomer Financial Overview

Customer Financial Overview

3 min read

Updated January 18, 2025

Financial OverviewInvoicesPaymentsAccount Balance

On this page

Viewing Financial Data Invoice Management Payment History Account Statements

Need more help?

The modern operating system for portable sanitation operators.

Contact:
support@portaprosoftware.com

Copyright @ Portaprossoftware 2026
All-in-One Software for Portable Sanitation

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Serving operators across North America. Proudly Built in America. 100% US Customer Support

Open any customer profile to see their complete financial summary and transaction history.

Viewing Financial Data

Overview Panel

Total invoiced amount

Outstanding balance

Overdue amount

Last payment date

Invoice Management

Navigate to the Invoices tab to:

View all invoices for the customer

Filter by status (paid, unpaid, overdue)

Create new invoices

Send payment reminders

Payment History

View all payments received:

Payment amount and date

Payment method

Reference numbers

Associated invoice

Account Statements

Generate statements showing:

All transactions in a date range

Running balance

Payment due dates

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Help Center | Customer Financial Overview | Help Center | PortaPro Software