Customers & locations
Find customers as you type. Keep every job site under one profile, review previous orders, and start a new order for the same site.
YOUR CONNECTED RENTAL WORKSPACE
Your customers. Your routes.
Your rental business, connected.
From the first quote to the final pickup, bring your customers, equipment, field team, and billing together in one clear workspace.
PORTAPRO STUDIOWORKSPACE PREVIEW
Today’s operations
A clear picture of the day. A better plan for tomorrow.
PortaPro Studio development build with sample rental data.
Portable sanitationRestroom trailersEvent rentalsEquipment rentals
ONE WORKSPACE. EVERY PART OF THE JOB.
Less chasing details.
More running your business.
Start with portable sanitation. Grow into any business that rents equipment by the day, week, month, or an ongoing cycle.
Routes & daily operations
Start with your daily stop tracker. Follow statuses, plan routes on labeled Google satellite maps, and manage service exceptions.
Equipment & repairs
See available, rented, and damaged equipment. Track each repair’s elapsed time, swap damaged units, and return repaired units to inventory.
The field app
Give employees their assigned routes, job details, photos, checklists, and safety tasks. Owners and managers get the full business view.
Quotes & the guest portal
Give customers a place to review proposals, request changes, approve terms, and stay in touch with your team.
Billing & rental cycles
Manage open-ended rentals, recurring billing periods, extra service charges, and manual price adjustments. Payment processing requires your merchant connection.
FROM FIRST CONTACT TO FINAL PICKUP
One job. One connected story.
Quote it
Find a customer and site, or repeat a previous order. Set dates, equipment, rates, and service days. Save a draft or prepare a customer proposal.
Plan it
Reserve the right units. Prepare deliveries, pickups, and the day’s service routes.
Work it
Your field team records work, photos, job updates, and anything that needs attention.
Close the loop
Follow billing, reconcile payments, pick up equipment, and handle cleaning or repairs.
FROM THE OFFICE TO THE JOB SITE
The right workspace.
For the person signing in.
Owners and managers lead with the business dashboard. Field employees lead with the work assigned to them. Your customers get their own proposal portal.
- Role-based office and field experiences
- English and Spanish language options
- Photos, job updates, and safety responsibilities
- Customer proposals, approvals, and conversations
FAQ
A few things you might be wondering.
Is this only for portable toilets?+
No. Portable sanitation leads the first workflows, but the catalog supports event equipment, trailers, tools, and other period-based rentals.
Can a customer have several locations?+
Yes. Multiple addresses and job sites live under one customer profile, with prior orders and equipment history available when entering a new order.
What does an employee see on their phone?+
Field employees see their assigned routes, jobs, responsibilities, and safety tasks. Owners and managers get the broader workspace and daily business dashboard.
Can we keep CardPointe?+
CardPointe is the planned primary payment connection. Secure card capture, recurring card billing, and customer-specific ACH/check workflows require the merchant connection and testing before live processing.
Can we bring data from another platform?+
Migration tools cover customers, locations, equipment, and other supported records, with review steps before imports are applied.
How do pricing and setup work?+
Pilot access, production setup, and subscription pricing are still being finalized. The review workspace is available below; opening it does not start a paid subscription.
MAKE THE WHOLE DAY MAKE SENSE
Ready to see your rental business in one place?
Explore the review workspace, try the mobile experience, or walk through the customer proposal portal.