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The port call workflow, end to end

How maritime port calls run on PortzApp, from RFQ to settlement. What principals do, what service providers see, at every stage.

Stage 01

Discover and connect

Find verified providers in any port. Be found by principals who need your services.

For principals

  • Search the verified directory
  • Filter by port and service type
  • Review company profiles

For service providers

  • List your company and services
  • Publish coverage per port
  • Be discoverable by principals
PortzApp company directory showing verified maritime companies searchable across ports and services

Stage 02

Create the request

A structured form captures services, port, dates, vessel, and attachments in one pass.

For principals

  • Fill services, port, and dates
  • Add vessel and port call details
  • Attach port call info sheets

For service providers

  • Requests arrive with full context
  • No back-and-forth for missing info
  • Consistent format across principals
PortzApp Request quote Review step with services, port call and context, and Quotes come straight back to you panel

Stage 03

Choose how to send

Send the RFQ open to every verified agency, target specific providers, or both together with one checkbox.

For principals

  • Target a shortlist of providers
  • Open to every verified agency
  • Combine targeted and open sends

For service providers

  • Receive targeted requests directly
  • See open requests in your ports
  • Compete for new business
PortzApp Who receives this card showing multiple selected recipients with an option to also share with other verified service providers

Stage 04

Providers respond with a quote

Providers open the RFQ and respond with a structured quote. Tariff items prefill from the provider's catalog, prices adjust per port call or client, and line items and totals render in any currency.

For principals

  • Get notified when quotes arrive
  • See how many quotes are in
  • Wait until deadline or act early

For service providers

  • Prefill items from tariff catalog
  • Adjust prices per port or client
  • Quote in any currency
PortzApp Create Quote view with Quote Settings, currency selector, Anchorage Services line items with unit prices and totals, and a Submit Quote button

Stage 05

Compare and act

Every quote comes back in the same line-item format, with line items and totals visible in any currency. Compare side by side and accept or negotiate.

For principals

  • Compare quotes line by line
  • View all amounts in any currency
  • Accept or negotiate in-thread

For service providers

  • Get accepted or revise a quote
  • Negotiate without leaving the job
  • See status updates in real time
PortzApp quote comparison view with multiple provider quotes and detailed line-item breakdown

Stage 06

Coordinate the job

Job-specific chat, a shared port call timeline, and per-item status live under the accepted job.

For principals

  • Watch the port call timeline
  • Message providers in-thread
  • See per-item work status

For service providers

  • Update tariff-item status
  • Share progress with principals
  • Attach files inline in chat
PortzApp job workspace showing the Disbursement Account tab with services, per-item work status like Completed and In Progress, and revenue and cost totals

Stage 07

Organize documents

PDAs, port clearance, invoices, and chat attachments all filed under the job they belong to.

For principals

  • Find every doc under the job
  • Access approvals and clearances
  • Download files at any time

For service providers

  • Upload approvals and receipts
  • Attach port call info sheets
  • Files organized per service
PortzApp job documents view showing DA Item Attachments and Chat Attachments grouped under a single job with file size, service, and item metadata

Stage 08

Build and settle

Generate PDA, DA, or FDA from the same job record. Attach receipts, set currencies, and email the branded PDF.

For principals

  • Receive branded PDF exports
  • Review multi-currency totals
  • Pay based on the FDA

For service providers

  • Build the DA from line items
  • Append receipts and PDFs
  • Email the export in one step
Sample PortzApp Final Disbursement Account PDF with header, Issued By and Issued To sections, vessel and port details, and structured line-item table with subtotals and grand total
Get started

Run your next port call on PortzApp

Start with a single RFQ and expand into port call coordination, documents, and disbursement accounts as your team gets comfortable.

FAQ

FAQ

Common questions about the port call workflow on PortzApp.

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