Porta Potty To Go
Operations Dashboard
Temporary — replaced by Google sign-in once it's configured.
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Preview Mode Preview mode — access key required. Google sign-in not configured yet.
Porta Potty To Go Porta Potty To Go
Checking…
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Good morning —
— today's stops — open quotes — invoices due/overdue — won this month
Loading this week's numbers…

Ask or dictate

Ask anything — prices by ZIP, customer lookups, invoice status. Tap the mic to dictate.

Try: price for 33157 · invoices for Latica Gray · find Thomas Fundora…

Sales & Billing

Operations

Tools & Reports

Manual How this dashboard works — screens, buttons, how-to, rules · for people and AI operators (Alt+?)
PPTG Dashboard
Manual (how this dashboard works) · for an AI operator (JSON)
Preview — not connected to live data yet.
Tool

Tool

This screen isn't built yet — it will connect to live data in a future release.

Porta Potty To Go internal tools
Invoices
Invoices from GoHighLevel — both markets. Search, filter, and sort; the URL carries the view so it can be shared or bookmarked.
Status
County
Source
Issued from
Issued to
Due from
Due to
Amount min ($)
Amount max ($)
Porta Potty To Go internal tools
Price Lookup
Type the service address first — Google fills the ZIP and the area rule applies automatically. Prices shown are what the customer would pay.
Porta Potty To Go internal tools
Routes
Porta Potty To Go internal tools
Customers
Porta Potty To Go internal tools
Billing
Recurring billing: is charging on, what the daily run did, enrolled sites and their activity.
Porta Potty To Go internal tools
Admin
Prices, config summary + live health checks.
Porta Potty To Go internal tools
Reports
Current month, from GHL invoices (void excluded).
Porta Potty To Go internal tools
Calendar
Google Calendar — deliveries, pickups & services.
Google Calendar isn't connected for yet — events are created as you, and your permission is stored only on our server.
Loading events…
Porta Potty To Go internal tools
Week Organizer
This week's scheduled stops, straight from HelloTracks.
Porta Potty To Go internal tools
Collections
Past-due invoices, both markets, worst-first (days overdue × amount). The ladder suggests — you click, nothing auto-sends.
Porta Potty To Go internal tools
Schedule Pickup
Active rentals (SC Status), both markets. "Request pickup" leaves a dated note on the contact — dispatch picks it up from GHL.
Porta Potty To Go internal tools
Quotes & Follow-Up
Estimates from GoHighLevel, both markets — save one from New Order ("Save draft"), send it from here.
Porta Potty To Go internal tools
New Order
1
Customer
West Palm · auto
Type — suggestions appear. Same engine as the Customers tile.
Searching…
No customer found for that search
Found

Minimum to send: name, one contact channel matching the delivery method, and the service address with ZIP. Everything else is optional.
Save now, or skip — it happens automatically as the first step of Send.
New customer? Just type the phone and fill in the name — we create them automatically.
2
Service address
This customer's billing address and sites, most recent first — picking one fills the address and prices it.
3
Order
Enter the service address first — prices depend on the ZIP.
4
Price & Send
When the unit gets dropped off — shown on the invoice and in the review.
Events only — goes on the invoice. Ticking "Schedule pickup" pre-fills the day after.
Books the pickup on Pick Ups - PPTG.
No items yet — add items in Step 3.
The link opens OUR pay page: the customer pays and the card is saved for future services. Also for check or cash: the invoice is the record, the link is optional for them.
Card entry is handled by Stripe — card numbers never touch this app. "Enter card now" opens our secure pay page in a new tab; "Use saved card" charges the saved card directly.
Nothing is sent or charged until you confirm.

Invoice sent

Detritus LLC · Standard Portable Toilet × 4

    Recurring lines bill their first period on this invoice. Next period onward can bill automatically from a recurring template.
    Porta Potty To Go internal tools
    Assistant · read-only beta — live answers, no actions taken.
    Assistant
    Read-only beta — try "price for 33157", "invoices for Latica Gray", or "find contact Thomas Fundora". I can look things up; I can't create, send, or change anything.
    Prices always come from the rate card. Nothing is sent or charged without your confirmation.
    Porta Potty To Go internal tools

    Confirm this order?

    Review what will happen before anything is sent or charged.

    • Customer Detritus LLC (ID: ) will be used for this order.
    • Bills through: —
    • Invoice delivery: —
    Recurring, per 28-day cycle$0.00
    One-time charges$0.00
    Sales tax$0.00
    Total incl. tax$0.00