Getting Started

Set up your account, add your team, and launch PortaPro in minutes.

Initial Setup

Configure your organization

Quick Start Guide: PortaPro Basics

Overview of setting up your business, users, units, and routes.

8 min read

Create Your Organization

How to name your company, add primary admin, configure settings.

4 min read

Add Locations & Divisions

Regional or multi-yard setups for larger operations.

5 min read

Team Setup

Invite and manage your team

Invite Your Team

Roles: Admin, Dispatch, Drivers, Billing — how to add everyone.

5 min read

Download the Driver App

iOS + Android instructions for getting drivers connected.

3 min read

First Steps

Get up and running

No articles in this section yet.

Core Operations

Customer & Financial Management

Fleet & Business Intelligence

By Business Size

By Role

Getting Started

Initial Setup

Quick Start Guide: PortaPro Basics

Create Your Organization

Add Locations & Divisions

Team Setup

Invite Your Team

Download the Driver App

First Steps

Core Operations

Customer & Financial Management

Fleet & Business Intelligence

By Business Size

By Role

Getting Started

Initial Setup

Quick Start Guide: PortaPro Basics

Create Your Organization

Add Locations & Divisions

Team Setup

Invite Your Team

Download the Driver App

First Steps