Getting started with PottyOps

This is the fastest path from signup to first value.

Step 1: Create your workspace

Go to the signup page and create a workspace. Pick a name your team will recognize — for example, "Acme Portable Sanitation" — and use the email you want to use as the workspace owner.

Step 2: Add your first customer

Open Customers and click Add customer. Fill in the name, an email, and a phone number. Save.

Step 3: Add a unit

Open Assets and click Add unit. Enter a unit identifier (like "U-1042") and the unit type (standard, ADA, handwash, trailer, etc.).

Step 4: Import the rest of your data

Open Settings → Import Assistant. Download the starter templates for customers, jobsites, and assets, fill them in, and upload them. The assistant will detect the source format and stage rows for review.

Step 5: Pick a plan

When you are ready, open Pricing and choose Core or Pro. Core is the office layer (customers, units, jobsites, imports, billing review). Pro adds field workflows (dispatch, GPS, customer portal, route sheets, automated reminders).