Microtra features
Microtra's field service software connects a job's site, tasks, notes, appointments and costs. Use the same business records on your phone and the web to keep the office and field work together. Offline editing is coming soon, so plan for a connection when saving changes.
A job can hold the client site, status, tasks, notes and costs. Put the practical scope there so a repair visit, installation or maintenance call has a clear starting point. Check the address and access arrangements with the client before anyone travels.
Appointments link to jobs and assigned staff. Keep staff contacts, availability, working hours, lunch breaks and time off with the scheduling information. No-login resources such as equipment and vehicles can also appear on the schedule when the work depends on them.
Start and stop a job timer or add time manually. Hours can be linked to staff, work, tasks and billing rates. Notes and task updates help explain the work carried out, while costs stay with the job for review before it is billed.
Time-and-materials invoices from jobs let the recorded work inform the bill. Review the time, materials and descriptions against the client agreement. Generate the invoice PDF and share it through your device; server email and SMS delivery are coming soon.
In v1, business members can read and write business records. Business settings and team administration require the owner or All Access. Email invitations and finer role-based access are coming soon, so do not assume a field worker's account is limited to assigned jobs.
Offline editing is coming soon.
Email invitations and finer role-based access are coming soon.
GPS tracking and route optimization are not live.
Staff records hold scheduling and working details. Business membership controls access to the business. Plan those separately, especially because v1 business members can read and write business records.
The time tools support a job timer and manual entries linked to staff, work, tasks and billing rates. Review the entries before using them in an invoice.
GPS tracking is not live. The schedule shows planned work and resources, not a live position report.
Offline editing is coming soon. Arrange how the crew will keep essential details available and reconnect before making changes in Microtra.
Software for small business
Keep the client, agreed work, invoice and recorded payments connected in Microtra. Start your 14-day free trial. No card needed.
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