You're in. This page is your onboarding home base: set up with our team on a call, or work through the checklist yourself. Either way, we're with you the whole way.
Most operators are up and running within an hour. Pick the path that suits you; you can switch at any point, and the same team is behind both.
PortaPro lives at app.portaprosoftware.com. Bookmark it. The first time you sign in, the Setup Guide in the corner of the dashboard walks you through the same steps as the checklist below and ticks each one off as real data lands.
Book a 15 minute call and we will point you in the right direction, or write to onboarding@portaprosoftware.com with a little about your operation: fleet size, service area, and what you use today.
The setup and training call is 60 minutes on a screen share. Bring your customer list and your price sheet; we do the rest together:
Book a quick 15 minute call instead. It is the right fit for a single question, a look at one feature, or deciding whether the longer session is worth your time.
Work through these in order. Inside PortaPro, the Setup Guide tracks the same steps and completes them from your real data, so there is nothing to mark done by hand. Each step links to the Help Center article that covers it.
Complete your company profile
Settings, then Company. Your business name, address, logo, and time zone go on every invoice, email, and driver text you send, so this comes first.
Set your billing cycle
Settings, then Finance. Pick calendar month or a 28-day cycle, and whether you bill in advance or after the service period. Rate cards and cycle invoices follow this setting, so decide it before you enter prices.
Invite your team
Team Management, then Invite User. Office staff get the dashboard; drivers get the mobile app. Everyone receives a branded invitation email and picks their own password.
Add your equipment
Inventory. Create your unit types (standard units, ADA units, hand-wash stations, roll-offs) and your numbering series. Units you own become trackable assets with a printable tag.
Import your customers
Customers, then Import. Bring your whole book over in one pass from a spreadsheet, a QuickBooks export, or a paste from anywhere. Full instructions are in the next section.
Put recurring service on the rate card
Open a customer, then Sites. Each service address declares what is there and how often it is serviced. That one entry drives the service schedule and the cycle invoice.
Connect payments
Settings, then Payments. Connect Stripe so customers can pay invoices online by card or bank, and set your invoice defaults, terms, and numbering.
Set up the driver app
Drivers sign in to the PortaPro mobile app with the same invitation. Each driver sees their stops for the day, completes service with photos, and reports issues from the field.
Create your first job and route
Jobs and Dispatch. Add a delivery or service job, assign a driver, and build a route. Recurring service from your rate cards appears here on its own once it is set.
Run the launch checklist
A final pass before you switch over: notifications, customer portal, invoice review, and what to tell your customers.
The full walkthrough, from first sign-in to first invoice, is Quickstart for new operators in the Help Center.
Customers, then Import. The import wizard brings your whole book over in one pass: customers, contacts, service addresses, and the recurring units at each address. Three ways in:
Before anything is written, the wizard walks through the rows that need a decision: names it could not read, likely duplicates, which of your unit types each row's equipment matches, and the billing and tax questions your file left blank. Money and tax fields are never guessed. A blank is yours to answer, not the software's.
Every import is recorded under Recent imports with a one-click rollback, so a bad file is undone in seconds and you can try again. Rather have us do it? Email your file to onboarding@portaprosoftware.com or bring it to the setup call.
Step-by-step, with screenshots: Bulk customer import.
docs.portaprosoftware.com has how-to guides for every part of PortaPro, from dispatch and routes to invoicing, the customer portal, and the driver app.
Kygo, our virtual K9 assistant, answers questions right inside PortaPro. Open the Help menu (the question mark in the corner on a computer, or the menu on your phone) and choose Ask Kygo, the item with the Live Help icon. On the website, Kygo is at chat with Kygo.
Inside PortaPro, choose PortaPro Support from the same Help menu (the item with the headset icon) to open a ticket and paste in a screenshot; our reply shows up in the app and in your email. Not signed in yet? Send us a request here, or write to support@portaprosoftware.com.
Check status.portaprosoftware.com for current service status.
