For Office & Billing Teams
Get paid faster with less effort.
PortaPro automates invoicing, payment collection, and accounts receivable so your office team can stop chasing payments and start focusing on work that actually moves the business forward.
Automated invoicing · Faster collections · Fewer write-offs
Turn completed work into revenue faster
Track job completion in real time and generate accurate invoices without delays, errors, or missing information from the field.
Before
Before jobs are completed
Stay ahead of billing by knowing exactly what work is scheduled and what's coming next so nothing hits your desk as a surprise.
What happens:
- View all scheduled jobs and upcoming work before it's done
- Prepare billing workflows in advance customer data, rates, and cycles already set
- Reduce last-minute invoicing chaos by knowing what's coming before it lands
During
While work is in progress
Track job completion in real time so invoices can be prepared the moment service is done no waiting on paperwork from the field.
What happens:
- See job completion status update in real time as drivers mark stops done
- Access service data, photos, and checklists instantly no calls to the field
- Reduce the gap between service delivery and invoice send to hours, not days
After
After work is completed
Send accurate invoices immediately with all supporting documentation already attached and let the system handle follow-up from there.
What happens:
- Invoices auto-generate from completed jobs with all charges and service details pre-filled
- Service logs and photo proof attach automatically reduces disputes before they start
- Automated payment reminders go out on schedule no manual follow-up needed
Service completed
Driver closes the stop in the app with photos, notes, and checklist confirmation. Data syncs to the office instantly no paperwork handoff.
Invoice generated
PortaPro automatically creates the invoice with all charges, service details, and customer information pre-filled. Nothing to type.
Customer notified
Invoice emails to the customer with a secure online payment link. Reminders go out automatically if the invoice goes unpaid.
Payment received
Customer pays by card, ACH, or autopay. Payment is applied automatically and synced to QuickBooks same day.
Everything included. No add-ons. No per-seat fees.
Operations
- •Automated invoicing generated directly from completed service tickets
- •Recurring billing and monthly subscription management
- •Professional quote builder with e-signatures
- •Service ticket tracking and real-time completion status
- •Live sync between field operations and office billing
- •Multi-location and branch support from one account
Customer
- •Complete customer management with full service history
- •Branded customer portal for invoice access and payments
- •Invoice and payment history visible to the customer at any time
- •Service request submission without calling the office
- •Automated payment reminders on your schedule
- •Overdue notices and collection tracking per account
Billing
- •Online payment acceptance card and ACH
- •Stripe-powered processing at 3.4% all-in
- •Instant payouts to your debit card
- •Autopay with automatic retry on failed cards
- •28-day and monthly billing cycles
- •Credit memos and billing adjustments
Team
- •Real-time AR aging and collection insights
- •QuickBooks Online integration syncs automatically
- •Role-based access for billing staff
- •Payment reconciliation dashboard
- •Revenue and collection reports by period, customer, or service type
- •Audit trail for every transaction
Every invoice that goes out late or wrong is money you already earned. PortaPro closes that gap.
Ready to stop chasing payments?
Set up in minutes. Automated invoicing, same-day collections, and zero paperwork chasing by end of day.
Most operators are up and running the same day.
No contracts · 7-day free trial