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2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/job-details-and-actions 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/job-statuses 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/recurring-service-jobs 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/job-notifications 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/troubleshooting-jobs-and-dispatch 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/fleet-health-score 2026-05-13T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/first-login-dashboard-tour 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/setup-guide 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/contacting-portapro-support 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/ask-kygo 2026-10-16T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/getting-help 2026-10-16T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/quick-search 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/setting-up-mobile-app 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/route-optimization 2026-10-08T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/deposit-collection-step 2026-10-03T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/push-notifications-pwa 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/intro-customer-portal Your customer portal https://portapro-images.tyler-775.workers.dev/training/portal-tour/poster.jpg A walk around the portal: your sites and units, upcoming service, invoices, agreements, requests and messages. https://portapro-images.tyler-775.workers.dev/training/portal-tour/portal-tour.mp4 https://docs.portaprosoftware.com/article/intro-customer-portal 76 2026-10-23 yes 2026-10-15T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/scheduling-service-requests Requesting service and supplies https://portapro-images.tyler-775.workers.dev/training/portal-requests/poster.jpg Ask for an extra service, more equipment, a pickup or supplies, report a problem, and follow each request until it's done. https://portapro-images.tyler-775.workers.dev/training/portal-requests/portal-requests.mp4 https://docs.portaprosoftware.com/article/scheduling-service-requests 71 2026-10-23 yes 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/viewing-jobs-service-history Your units, visits and service reports https://portapro-images.tyler-775.workers.dev/training/portal-service/poster.jpg See the equipment at each location, when the next visit is, and the driver's report from every visit already done. https://portapro-images.tyler-775.workers.dev/training/portal-service/portal-service.mp4 https://docs.portaprosoftware.com/article/viewing-jobs-service-history 50 2026-10-23 yes 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/managing-invoices-payments Paying an invoice in the portal https://portapro-images.tyler-775.workers.dev/training/portal-pay-invoice/poster.jpg Find what's due, check what it covers, pay online, and pull receipts and statements. https://portapro-images.tyler-775.workers.dev/training/portal-pay-invoice/portal-pay-invoice.mp4 https://docs.portaprosoftware.com/article/managing-invoices-payments 69 2026-10-23 yes 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/portal-dumpster-requests 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/portal-company-details 2026-10-15T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/portal-support-messaging Messages and notifications https://portapro-images.tyler-775.workers.dev/training/portal-messages-settings/poster.jpg Write to your provider, follow the reply in one thread, and pick which emails and texts you get. https://portapro-images.tyler-775.workers.dev/training/portal-messages-settings/portal-messages-settings.mp4 https://docs.portaprosoftware.com/article/portal-support-messaging 46 2026-10-23 yes 2026-10-15T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/troubleshooting-portal-issues 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/portal-security-privacy 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/portal-agreements-esignature Agreements and company details https://portapro-images.tyler-775.workers.dev/training/portal-agreements-details/poster.jpg Sign agreements your provider sends, and choose who gets your invoices, from one portal page. https://portapro-images.tyler-775.workers.dev/training/portal-agreements-details/portal-agreements-details.mp4 https://docs.portaprosoftware.com/article/portal-agreements-esignature 60 2026-10-23 yes 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/time-off-requests 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/billing-options 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/claude-chatgpt-connector 2026-09-24T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/email-notifications 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/push-notifications 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/deposit-collection 2026-10-03T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/service-territory-overview 2026-08-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/service-territories-page 2026-08-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/creating-a-territory 2026-08-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/territory-basics-tab 2026-08-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/territory-boundary-types 2026-08-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/drawing-a-polygon 2026-08-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/territory-drivers-tab 2026-08-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/territory-schedule-tab 2026-08-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/territory-services-tab 2026-08-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/territory-auto-assignment 2026-08-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/territories-in-dispatch-cockpit 2026-08-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/territory-save-model 2026-08-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/territory-troubleshooting 2026-08-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/territory-field-reference 2026-08-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/territory-faq 2026-08-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/payroll-export 2026-10-19T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/driver-eta-texts-workflow 2026-08-04T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/email-inbox-capture 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/customer-push-notification-settings 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/customer-requests-inbox 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/service-request-tickets 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/intro-analytics-reporting 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/receivables-payments-reports 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/accounting-tax-reports 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/troubleshooting-analytics 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/collecting-payments-customers 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/payment-links-setup 2026-08-04T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/get-paid-faster-with-payment-links 2026-08-04T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/deposit-collection-payments 2026-10-03T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/subscription-trial-management 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/tax-configuration 2026-08-15T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/email-recipients 2026-08-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/handwritten-emails 2026-10-15T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/leads-and-deals Leads & Deals https://portapro-images.tyler-775.workers.dev/training/leads-deals-tour/poster.jpg Track new prospects from first call to signed customer, and new work for customers you already have, on one board. https://portapro-images.tyler-775.workers.dev/training/leads-deals-tour/leads-deals-tour.mp4 https://docs.portaprosoftware.com/article/leads-and-deals 68 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/agreements Agreements https://portapro-images.tyler-775.workers.dev/training/agreements-tour/poster.jpg Send rental and service agreements for e-signature, see who has opened and signed them, and reuse your own templates. https://portapro-images.tyler-775.workers.dev/training/agreements-tour/agreements-tour.mp4 https://docs.portaprosoftware.com/article/agreements 53 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/service-records 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/pre-built-forms-library 2026-08-04T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/cash-discount-program 2026-10-03T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/billing-health 2026-10-03T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/recording-payments-and-credits 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/surcharges-fees-library-quick-apply 2026-05-13T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/delivery-fees 2026-07-25T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/per-site-invoicing 2026-08-19T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/printing-and-mailing-invoices 2026-10-15T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/advance-billing-and-customer-po-numbers 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/purchase-orders 2026-08-04T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/tax-by-jurisdiction-fallbacks 2026-08-15T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/team-chat-overview 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/workshop-overview 2026-05-14T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/workshop-status-pipeline 2026-05-14T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/workshop-damage-classification 2026-05-14T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/workshop-logging-repair-activities 2026-05-14T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/workshop-unit-repair-detail-page 2026-05-14T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/workshop-chargeback-invoicing 2026-05-14T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/workshop-kanban-board 2026-05-14T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/workshop-returning-to-service 2026-05-14T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/workshop-reports-cost-tracking 2026-05-14T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/rate-card-overview 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/gps-pins 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/inventory-equipment 2026-07-08T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/inventory-catalog-defaults 2026-07-08T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/billing-cycles-overview 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/creating-a-job 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/cards-meet-cards-birthdays 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/cards-adding-birthdays 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/cards-creating-first-card 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/cards-cover-photos-and-design 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/cards-sharing-signature-link 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/cards-scheduling-vs-sending 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/cards-attaching-gift-cards 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/cards-troubleshooting 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/long-term-rental-workflow 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/weekend-event-rental-workflow 2026-07-12T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/rolloff-swap-cycle-workflow 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/frontload-recurring-pulls-workflow 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/emergency-oncall-workflow 2026-07-13T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/reviewing-and-sending-cycle-drafts Reviewing and sending cycle invoices https://portapro-images.tyler-775.workers.dev/training/cycle-drafts/poster.jpg Every billing cycle, PortaPro drafts each rate-card customer's invoice. Check them over, hold back any that need a fix, and send the rest in one go. https://portapro-images.tyler-775.workers.dev/training/cycle-drafts/cycle-drafts.mp4 https://docs.portaprosoftware.com/article/reviewing-and-sending-cycle-drafts 59 2026-10-23 yes 2026-09-16T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/migrating-stored-cards 2026-09-02T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/roll-off-rentals-page 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/roll-off-day-overage-and-debris 2026-10-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/roll-off-container-setup 2026-10-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/roll-off-truck-capacity 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/roll-off-jobs-driver 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/default-state-address-prefill 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/disposal-sites 2026-10-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/walkie-talkie-overview 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/walkie-talkie-getting-started 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/walkie-talkie-channels 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/using-the-walkie-talk-button 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/walkie-talkie-recording-and-transcripts 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/walkie-talkie-personal-settings 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/walkie-talkie-admin-privacy-billing 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/walkie-talkie-troubleshooting 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/gps-tracking-intro 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/gps-tracking-sources 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/gps-tracking-enable-consent 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/gps-tracking-map-vehicles 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/gps-tracking-map-units 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/gps-tracking-driver-transparency 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/gps-tracking-troubleshooting 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/gps-tracking-buying-hardware 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/gps-tracking-events-alerts 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/intro-email-connections 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/personal-inbox-connections 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/company-sending 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/emails-in-crm 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/troubleshooting-email 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/on-site-systems 2026-09-02T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/moving-unit-pins-driver 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/quote-options-good-better-best 2026-09-02T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/quote-to-service-plan 2026-10-13T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/regulatory-forms 2026-09-02T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/septic-reminder-program 2026-09-07T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/call-logging-and-outcomes 2026-09-02T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/fix-unit-pin-drift 2026-09-02T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/shared-truck-devices 2026-10-10T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/quickbooks-online-sync 2026-10-19T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/quickbooks-desktop-sync 2026-10-19T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/xero-sync 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/freshbooks-sync 2026-10-08T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/weather-at-your-stops 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/calendar-subscription 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/online-booking 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/rescheduling-a-missed-stop Missed stops and Critical make-ups https://portapro-images.tyler-775.workers.dev/training/missed-stops-critical/poster.jpg Follow one missed stop from Needs attention to a Critical make-up, the repeat-site badge and the Missed & Rescheduled Stops report. https://portapro-images.tyler-775.workers.dev/training/missed-stops-critical/missed-stops-critical.mp4 https://docs.portaprosoftware.com/article/rescheduling-a-missed-stop 108 2026-10-23 yes Rescheduling a missed stop https://portapro-images.tyler-775.workers.dev/training/reschedule-missed-stop/poster.jpg Move a missed stop to the next day a driver is nearby, as a Critical make-up, in four clicks. https://portapro-images.tyler-775.workers.dev/training/reschedule-missed-stop/reschedule-missed-stop.mp4 https://docs.portaprosoftware.com/article/rescheduling-a-missed-stop 47 2026-10-23 yes 2026-10-19T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/scheduling-suggestions-stops-nearby 2026-09-07T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/day-before-service-reminder-texts 2026-09-07T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/company-time-zone 2026-09-07T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/shared-devices-settings 2026-09-07T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/bank-feed-and-reconciliation 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/receipts-and-expenses 2026-10-05T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/hiring-overview Hiring https://portapro-images.tyler-775.workers.dev/training/hiring-tour/poster.jpg Post openings on your own careers page, collect CDL-aware applications, move candidates through your stages, and hand a hire straight to a team invite. https://portapro-images.tyler-775.workers.dev/training/hiring-tour/hiring-tour.mp4 https://docs.portaprosoftware.com/article/hiring-overview 52 2026-10-23 yes 2026-10-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/hiring-post-and-promote 2026-10-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/hiring-candidates 2026-10-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/hiring-hire-to-team 2026-10-12T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/proof-of-service-and-completion-notice 2026-10-08T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/event-service-visits 2026-10-01T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/unit-service-history 2026-10-08T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/subrentals 2026-10-08T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/kits 2026-10-02T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/tent-systems 2026-10-13T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/item-movement 2026-10-13T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/temporary-fencing 2026-10-12T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/generators-and-power Keeping generators fueled and serviced https://portapro-images.tyler-775.workers.dev/training/generators/poster.jpg See when each generator on rent will need fuel, book a refuel visit before it runs dry, and track service by engine hours. https://portapro-images.tyler-775.workers.dev/training/generators/generators.mp4 https://docs.portaprosoftware.com/article/generators-and-power 56 2026-10-23 yes 2026-10-19T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/counted-items 2026-10-13T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/laundry-send-outs 2026-10-08T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/truck-load-plan 2026-10-08T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/crew-and-performers 2026-10-08T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/event-layouts Drawing an event layout https://portapro-images.tyler-775.workers.dev/training/event-layouts/poster.jpg Draw the tent, tables and restrooms to scale on a satellite photo of the site, check spacing and capacity, compare it to the order, and send it to the customer to approve. https://portapro-images.tyler-775.workers.dev/training/event-layouts/event-layouts.mp4 https://docs.portaprosoftware.com/article/event-layouts 71 2026-10-23 yes 2026-10-06T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/event-layout-customer-approval 2026-10-06T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/event-layout-share-links 2026-10-06T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/event-layout-floor-plans 2026-10-06T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/event-layout-guest-seating 2026-10-06T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/event-layout-customer-moves 2026-10-06T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/article/event-layout-install-sheets 2026-10-06T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos weekly 0.6 https://docs.portaprosoftware.com/videos/driver-complete-stop Finishing a service stop https://portapro-images.tyler-775.workers.dev/training/driver-complete-stop/poster.jpg Open the stop, record the service, and close it out from your phone. https://portapro-images.tyler-775.workers.dev/training/driver-complete-stop/driver-complete-stop.mp4 https://docs.portaprosoftware.com/videos/driver-complete-stop 42 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/import-customers Importing your customers https://portapro-images.tyler-775.workers.dev/training/import-customers/poster.jpg Paste a list in any format, check what PortaPro found, and import. Every import can be undone. https://portapro-images.tyler-775.workers.dev/training/import-customers/import-customers.mp4 https://docs.portaprosoftware.com/videos/import-customers 88 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/customers-tour The Customers page https://portapro-images.tyler-775.workers.dev/training/customers-tour/poster.jpg Find any account in seconds, then see its sites, contacts and money in one place. https://portapro-images.tyler-775.workers.dev/training/customers-tour/customers-tour.mp4 https://docs.portaprosoftware.com/videos/customers-tour 90 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/driver-time-clock Clocking in and out https://portapro-images.tyler-775.workers.dev/training/driver-time-clock/poster.jpg Start your shift, take a break, and clock out from the Today screen. https://portapro-images.tyler-775.workers.dev/training/driver-time-clock/driver-time-clock.mp4 https://docs.portaprosoftware.com/videos/driver-time-clock 35 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/driver-dvir Doing your pre-trip inspection https://portapro-images.tyler-775.workers.dev/training/driver-dvir/poster.jpg The walk-around DVIR on your phone: odometer, pass or fail each item, and what happens when something fails. https://portapro-images.tyler-775.workers.dev/training/driver-dvir/driver-dvir.mp4 https://docs.portaprosoftware.com/videos/driver-dvir 50 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/driver-app-tour The driver app https://portapro-images.tyler-775.workers.dev/training/driver-app-tour/poster.jpg A walk through the phone app: today's stops, your week, load-out, disposal, chat and the radio. https://portapro-images.tyler-775.workers.dev/training/driver-app-tour/driver-app-tour.mp4 https://docs.portaprosoftware.com/videos/driver-app-tour 59 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/getting-around Getting around PortaPro https://portapro-images.tyler-775.workers.dev/training/getting-around/poster.jpg What the dashboard tells you each morning, and the fastest ways to reach any screen. https://portapro-images.tyler-775.workers.dev/training/getting-around/getting-around.mp4 https://docs.portaprosoftware.com/videos/getting-around 89 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/invite-team Inviting your team https://portapro-images.tyler-775.workers.dev/training/invite-team/poster.jpg Invite drivers, dispatchers, mechanics and admins, and choose what each one can see. https://portapro-images.tyler-775.workers.dev/training/invite-team/invite-team.mp4 https://docs.portaprosoftware.com/videos/invite-team 48 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/rate-card Setting up a site's rate card https://portapro-images.tyler-775.workers.dev/training/rate-card/poster.jpg Tell PortaPro what's at a site, how often it's serviced and what it costs. Service jobs and cycle invoices follow from it. https://portapro-images.tyler-775.workers.dev/training/rate-card/rate-card.mp4 https://docs.portaprosoftware.com/videos/rate-card 78 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/billing-defaults Setting your billing defaults https://portapro-images.tyler-775.workers.dev/training/billing-defaults/poster.jpg Invoice numbers, payment terms and the billing cycle new customers start on, plus automatic cycle drafts. https://portapro-images.tyler-775.workers.dev/training/billing-defaults/billing-defaults.mp4 https://docs.portaprosoftware.com/videos/billing-defaults 68 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/route-day Friday's route: a pump truck's day, start to finish https://portapro-images.tyler-775.workers.dev/training/route-day/poster.jpg The office plans Friday's routes the afternoon before, dispatch moves a stop when the day runs long, and the driver's phone handles every pump-out and dump. Then next week is planned, and the last part shows the settings behind it all. https://portapro-images.tyler-775.workers.dev/training/route-day/route-day.mp4 https://docs.portaprosoftware.com/videos/route-day 338 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/route-plan Planning a day's routes https://portapro-images.tyler-775.workers.dev/training/route-plan/poster.jpg Build every driver's route for a day in one click: who gets which stops, in what order, and when they'll arrive. https://portapro-images.tyler-775.workers.dev/training/route-plan/route-plan.mp4 https://docs.portaprosoftware.com/videos/route-plan 65 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/create-job Scheduling a delivery https://portapro-images.tyler-775.workers.dev/training/create-job/poster.jpg Book a delivery with the job wizard: customer, dates, site, driver, equipment and price. The pickup is booked with it. https://portapro-images.tyler-775.workers.dev/training/create-job/create-job.mp4 https://docs.portaprosoftware.com/videos/create-job 65 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/team-chat-tour Team Chat https://portapro-images.tyler-775.workers.dev/training/team-chat-tour/poster.jpg Channels and direct messages for your crew, with calls, huddles and the push-to-talk radio built in. https://portapro-images.tyler-775.workers.dev/training/team-chat-tour/team-chat-tour.mp4 https://docs.portaprosoftware.com/videos/team-chat-tour 53 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/inbox-tour The Inbox https://portapro-images.tyler-775.workers.dev/training/inbox-tour/poster.jpg Customer texts, emails, portal messages, calls and requests in one place, with replies that land back in the same thread. https://portapro-images.tyler-775.workers.dev/training/inbox-tour/inbox-tour.mp4 https://docs.portaprosoftware.com/videos/inbox-tour 64 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/jobs-dispatch-tour The Jobs & Dispatch page https://portapro-images.tyler-775.workers.dev/training/jobs-dispatch-tour/poster.jpg See a day's deliveries, pickups and services, who's driving them, and where they are on the map. https://portapro-images.tyler-775.workers.dev/training/jobs-dispatch-tour/jobs-dispatch-tour.mp4 https://docs.portaprosoftware.com/videos/jobs-dispatch-tour 68 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/billing-health Catching billing mistakes with Billing Health https://portapro-images.tyler-775.workers.dev/training/billing-health/poster.jpg Every night PortaPro checks rate cards, cycle invoices and credits for anything that would bill wrong, and tells your office what to fix. https://portapro-images.tyler-775.workers.dev/training/billing-health/billing-health.mp4 https://docs.portaprosoftware.com/videos/billing-health 59 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/collect-payment Collecting a payment https://portapro-images.tyler-775.workers.dev/training/collect-payment/poster.jpg Record a check or cash, charge a card, or text the customer a pay link, all from the invoice. Credit on file and the cash price are applied for you. https://portapro-images.tyler-775.workers.dev/training/collect-payment/collect-payment.mp4 https://docs.portaprosoftware.com/videos/collect-payment 59 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/accounting-sync Connecting QuickBooks, Xero or FreshBooks https://portapro-images.tyler-775.workers.dev/training/accounting-sync/poster.jpg Send customers, invoices, payments and credits to QuickBooks Online, QuickBooks Desktop, Xero or FreshBooks, one way and automatically. https://portapro-images.tyler-775.workers.dev/training/accounting-sync/accounting-sync.mp4 https://docs.portaprosoftware.com/videos/accounting-sync 53 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/cycle-drafts Reviewing and sending cycle invoices https://portapro-images.tyler-775.workers.dev/training/cycle-drafts/poster.jpg Every billing cycle, PortaPro drafts each rate-card customer's invoice. Check them over, hold back any that need a fix, and send the rest in one go. https://portapro-images.tyler-775.workers.dev/training/cycle-drafts/cycle-drafts.mp4 https://docs.portaprosoftware.com/videos/cycle-drafts 59 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/statements Sending a customer statement https://portapro-images.tyler-775.workers.dev/training/statements/poster.jpg A balance statement shows what a customer owes today. An activity statement shows every charge and payment over a period, with a running balance. https://portapro-images.tyler-775.workers.dev/training/statements/statements.mp4 https://docs.portaprosoftware.com/videos/statements 55 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/cash-discount Turning on the Cash Discount Program https://portapro-images.tyler-775.workers.dev/training/cash-discount/poster.jpg List a card price on every quote and invoice, and give customers who pay by cash, check or bank transfer the difference back. The rate follows what cards really cost you. https://portapro-images.tyler-775.workers.dev/training/cash-discount/cash-discount.mp4 https://docs.portaprosoftware.com/videos/cash-discount 59 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/missed-stops-critical Missed stops and Critical make-ups https://portapro-images.tyler-775.workers.dev/training/missed-stops-critical/poster.jpg Follow one missed stop from Needs attention to a Critical make-up, the repeat-site badge and the Missed & Rescheduled Stops report. https://portapro-images.tyler-775.workers.dev/training/missed-stops-critical/missed-stops-critical.mp4 https://docs.portaprosoftware.com/videos/missed-stops-critical 108 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/reschedule-missed-stop Rescheduling a missed stop https://portapro-images.tyler-775.workers.dev/training/reschedule-missed-stop/poster.jpg Move a missed stop to the next day a driver is nearby, as a Critical make-up, in four clicks. https://portapro-images.tyler-775.workers.dev/training/reschedule-missed-stop/reschedule-missed-stop.mp4 https://docs.portaprosoftware.com/videos/reschedule-missed-stop 47 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/invoices-tour Invoices https://portapro-images.tyler-775.workers.dev/training/invoices-tour/poster.jpg Every invoice you've sent, what's paid, what's late, and who still needs one in the mail. https://portapro-images.tyler-775.workers.dev/training/invoices-tour/invoices-tour.mp4 https://docs.portaprosoftware.com/videos/invoices-tour 70 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/quote-event Building a quote for an event https://portapro-images.tyler-775.workers.dev/training/quote-event/poster.jpg Quote a festival or short rental: pick the customer and site, add units with live availability for the dates, set the rental window, and ask for a deposit if you take one. https://portapro-images.tyler-775.workers.dev/training/quote-event/quote-event.mp4 https://docs.portaprosoftware.com/videos/quote-event 76 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/marketing-tour Marketing https://portapro-images.tyler-775.workers.dev/training/marketing-tour/poster.jpg Email and text campaigns to your own customers, customer groups, review requests and a referral program, all in one place. https://portapro-images.tyler-775.workers.dev/training/marketing-tour/marketing-tour.mp4 https://docs.portaprosoftware.com/videos/marketing-tour 57 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/reports Running a report https://portapro-images.tyler-775.workers.dev/training/reports/poster.jpg Pick a ready-made report, set the dates, switch between invoiced and collected, click into any row, then export it or have it emailed on a schedule. https://portapro-images.tyler-775.workers.dev/training/reports/reports.mp4 https://docs.portaprosoftware.com/videos/reports 48 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/agreements-tour Agreements https://portapro-images.tyler-775.workers.dev/training/agreements-tour/poster.jpg Send rental and service agreements for e-signature, see who has opened and signed them, and reuse your own templates. https://portapro-images.tyler-775.workers.dev/training/agreements-tour/agreements-tour.mp4 https://docs.portaprosoftware.com/videos/agreements-tour 53 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/fleet-tour Fleet Management https://portapro-images.tyler-775.workers.dev/training/fleet-tour/poster.jpg Your trucks' health at a glance: overdue maintenance, expired registrations, work orders, fuel and the paperwork that keeps you legal. https://portapro-images.tyler-775.workers.dev/training/fleet-tour/fleet-tour.mp4 https://docs.portaprosoftware.com/videos/fleet-tour 58 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/inventory-tour Inventory https://portapro-images.tyler-775.workers.dev/training/inventory-tour/poster.jpg Every product you rent, how many are free, where each unit is, and the shop, map and GPS views behind them. https://portapro-images.tyler-775.workers.dev/training/inventory-tour/inventory-tour.mp4 https://docs.portaprosoftware.com/videos/inventory-tour 69 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/leads-deals-tour Leads & Deals https://portapro-images.tyler-775.workers.dev/training/leads-deals-tour/poster.jpg Track new prospects from first call to signed customer, and new work for customers you already have, on one board. https://portapro-images.tyler-775.workers.dev/training/leads-deals-tour/leads-deals-tour.mp4 https://docs.portaprosoftware.com/videos/leads-deals-tour 68 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/meetings Scheduling a video meeting https://portapro-images.tyler-775.workers.dev/training/meetings/poster.jpg Schedule a video meeting with your team or someone outside it, with its own link and a waiting room, and see who's in the room before you join. https://portapro-images.tyler-775.workers.dev/training/meetings/meetings.mp4 https://docs.portaprosoftware.com/videos/meetings 46 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/quote-agreements Sending an agreement with a quote https://portapro-images.tyler-775.workers.dev/training/quote-agreements/poster.jpg Attach your rental agreement when you send a quote, require the signature before the customer can accept, and see who has signed from their profile. https://portapro-images.tyler-775.workers.dev/training/quote-agreements/quote-agreements.mp4 https://docs.portaprosoftware.com/videos/quote-agreements 66 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/event-layouts Drawing an event layout https://portapro-images.tyler-775.workers.dev/training/event-layouts/poster.jpg Draw the tent, tables and restrooms to scale on a satellite photo of the site, check spacing and capacity, compare it to the order, and send it to the customer to approve. https://portapro-images.tyler-775.workers.dev/training/event-layouts/event-layouts.mp4 https://docs.portaprosoftware.com/videos/event-layouts 71 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/hiring-tour Hiring https://portapro-images.tyler-775.workers.dev/training/hiring-tour/poster.jpg Post openings on your own careers page, collect CDL-aware applications, move candidates through your stages, and hand a hire straight to a team invite. https://portapro-images.tyler-775.workers.dev/training/hiring-tour/hiring-tour.mp4 https://docs.portaprosoftware.com/videos/hiring-tour 52 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/generators Keeping generators fueled and serviced https://portapro-images.tyler-775.workers.dev/training/generators/poster.jpg See when each generator on rent will need fuel, book a refuel visit before it runs dry, and track service by engine hours. https://portapro-images.tyler-775.workers.dev/training/generators/generators.mp4 https://docs.portaprosoftware.com/videos/generators 56 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/rolloff-size Picking the right dumpster size https://portapro-images.tyler-775.workers.dev/training/rolloff-size/poster.jpg Estimate the weight of a tear-off from its size, see which container holds it, and put that container on the rental in one click. https://portapro-images.tyler-775.workers.dev/training/rolloff-size/rolloff-size.mp4 https://docs.portaprosoftware.com/videos/rolloff-size 61 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/fence-calculator Quoting temporary fence by the foot https://portapro-images.tyler-775.workers.dev/training/fence-calculator/poster.jpg Draw the fence line on a satellite photo or type the length, and PortaPro counts the panels, gates, stands, clamps and sandbags for you. https://portapro-images.tyler-775.workers.dev/training/fence-calculator/fence-calculator.mp4 https://docs.portaprosoftware.com/videos/fence-calculator 50 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/septic-reminders Running a septic reminder program https://portapro-images.tyler-775.workers.dev/training/septic-reminders/poster.jpg Let homeowners sign up for pump-out reminders from your website, review new sign-ups, and let PortaPro send each reminder by email, text or a call task when the tank comes due. https://portapro-images.tyler-775.workers.dev/training/septic-reminders/septic-reminders.mp4 https://docs.portaprosoftware.com/videos/septic-reminders 61 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/cards-tour Celebrations https://portapro-images.tyler-775.workers.dev/training/cards-tour/poster.jpg Group cards the whole team signs from their phones, for a driver's birthday, a work anniversary, or a thank-you to a customer, with a gift card if you like. https://portapro-images.tyler-775.workers.dev/training/cards-tour/cards-tour.mp4 https://docs.portaprosoftware.com/videos/cards-tour 46 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/portal-agreements-details Agreements and company details https://portapro-images.tyler-775.workers.dev/training/portal-agreements-details/poster.jpg Sign agreements your provider sends, and choose who gets your invoices, from one portal page. https://portapro-images.tyler-775.workers.dev/training/portal-agreements-details/portal-agreements-details.mp4 https://docs.portaprosoftware.com/videos/portal-agreements-details 60 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/portal-messages-settings Messages and notifications https://portapro-images.tyler-775.workers.dev/training/portal-messages-settings/poster.jpg Write to your provider, follow the reply in one thread, and pick which emails and texts you get. https://portapro-images.tyler-775.workers.dev/training/portal-messages-settings/portal-messages-settings.mp4 https://docs.portaprosoftware.com/videos/portal-messages-settings 46 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/portal-pay-invoice Paying an invoice in the portal https://portapro-images.tyler-775.workers.dev/training/portal-pay-invoice/poster.jpg Find what's due, check what it covers, pay online, and pull receipts and statements. https://portapro-images.tyler-775.workers.dev/training/portal-pay-invoice/portal-pay-invoice.mp4 https://docs.portaprosoftware.com/videos/portal-pay-invoice 69 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/portal-requests Requesting service and supplies https://portapro-images.tyler-775.workers.dev/training/portal-requests/poster.jpg Ask for an extra service, more equipment, a pickup or supplies, report a problem, and follow each request until it's done. https://portapro-images.tyler-775.workers.dev/training/portal-requests/portal-requests.mp4 https://docs.portaprosoftware.com/videos/portal-requests 71 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/portal-tour Your customer portal https://portapro-images.tyler-775.workers.dev/training/portal-tour/poster.jpg A walk around the portal: your sites and units, upcoming service, invoices, agreements, requests and messages. https://portapro-images.tyler-775.workers.dev/training/portal-tour/portal-tour.mp4 https://docs.portaprosoftware.com/videos/portal-tour 76 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5 https://docs.portaprosoftware.com/videos/portal-service Your units, visits and service reports https://portapro-images.tyler-775.workers.dev/training/portal-service/poster.jpg See the equipment at each location, when the next visit is, and the driver's report from every visit already done. https://portapro-images.tyler-775.workers.dev/training/portal-service/portal-service.mp4 https://docs.portaprosoftware.com/videos/portal-service 50 2026-10-23 yes 2026-10-23T00:00:00.000Z monthly 0.5