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Customer PortalPopular

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 Checklists

Standardized pumping/cleaning workflows.

Venue BlueprintingImportant

Pin inventory clusters on satellite maps, link to quotes, and send branded site plans.

Field Operations

Offline-first workflows for field operations.

Route Optimization

Traffic-aware routing to maximize stops.

Service requests, checklists, and proof-of-work logs in one workflow.

Live Team ChatPopular

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

Equipment Scanning

Quick unit ID capture (OCR / panel numbers).

Business Management

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Create jobs, dispatch routes, and manage recurring service.

Equipment Inventory

Track assets and lifecycle across all locations.

Track chemicals, supplies, and service materials.

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Collect more 5-star reviews automatically.

PortaProspectComing Soon

Sales CRM built for portable sanitation.

Bookkeeping & BillingNew

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

Learn & Discover

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

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

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See how optimized routing can increase weekly service stops.

See how PortaPro handles the real challenges of portable sanitation operations.

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

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Why we refuse to let software get worse over time.

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Help Center Scheduled Report DeliveryUse Test Send Before Activating Scheduled Reports

Use Test Send Before Activating Scheduled Reports

3 min read

Updated May 13, 2026

test sendvalidateverifyattachmentpre-launch

On this page

Why Test Send Matters Recommended Process Important Notes

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# Use Test Send Before Activating Scheduled Reports

Why Test Send Matters

Test send confirms:

Subject line and email formatting

Attachment readability

Delivery success to a real inbox

Recommended Process

Configure recipients and cadence.

Trigger a test send.

Open attachments on desktop and mobile.

Confirm report content and date range expectations.

Activate or keep active once validated.

Important Notes

Test sends are marked as tests in delivery records.

Test events are logged separately from production deliveries.

Use test send after changing recipients or timezone.

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Help Center | Use Test Send Before Activating Scheduled Reports | Help Center | PortaPro Software