A meeting is not the whole engagement
Preparation, review and follow-up can sit outside the call itself. Define what the service includes so both sides understand whether document review or extra contact is part of the agreed work.
Software for business coaching owners
Give each coaching engagement a clear business shape.
Coaching work needs a clear commercial agreement even when the conversation itself is open-ended. Define the workshop, owner check-in or advisory deliverable and keep its meeting arrangements connected. Microtra manages the business records around the engagement while your methods and client decisions remain your own.
Unleash your potential.
The everyday details
You know the work.
The admin adds up.
Actions can be agreed without an owner
A useful discussion can end with unclear responsibility. Keep operational tasks explicit and confirm the next meeting directly, while using your chosen coaching process for the client?s own goals and decisions.
Extra access needs a clear agreement
A client may ask for another review or an additional workshop. Discuss how the request changes the engagement before it becomes unrecorded work between scheduled calls.
How Microtra helps
Keep the business connected.
Use the tools that fit your day, with your records ready on your phone or on the web.
Keep the commercial conversation connected
Save client contact details, billing preferences and estimates alongside invoices. Keep concise notes about the agreed service and meeting context, with sensitive coaching material handled through your appropriate professional process.
Explore this featureArrange the engagement work
The professional setup uses Case and Client. Create tasks and status for the engagement, assign staff where relevant and add appointments for the meetings you have arranged directly.
Explore this featureSee the effort beyond the call
Record time for preparation, agreed reviews and delivery. Review time entries against your scope so a fixed-fee engagement can be assessed on the work it actually required, not just the calls in the diary.
Explore this featureBill for the service you agreed
Describe workshops, advisory work or review services clearly in estimates and invoices. Share a PDF from your device and record payment taken elsewhere so the financial record follows the engagement agreement.
Explore this featureReview your own business position
Record practice expenses with receipt photos and review income, outstanding invoices and cash reports alongside your service work. Keep these reports focused on your coaching business rather than presenting them as a measurement of a client?s progress. A clear view of unpaid engagements and delivery costs helps you decide where to follow up administratively before agreeing another block of advisory work.
Explore this featureA day in the life
From the first quote to paid.
Define the purpose
Discuss the service, intended deliverable and client responsibilities. Describe the engagement in an estimate without promising a particular business outcome or financial result.
Arrange the work
Create the case and add operational tasks for preparation and delivery. Confirm meetings directly and place them on the schedule with the staff responsible.
Review scope during delivery
Record your business time and the service completed. If the client requests additional support, agree its place in the engagement before extending the work.
Close the billing period
Check invoice lines against the approved service. Share the document PDF through your device, record the payment received and discuss the next agreed piece of work.
Your words
Find your way around.
Choose Law & professional services when you set up Microtra and these are the labels you start with. Change them, and the tools you use, any time in Modules & terms.
- Your work
- Case
- Your customer
- Client
Room to get started
Plans from $5.99/month.
Start with a 14-day free trial. No card needed. Compare plans to find the tools and invoice allowance that fit your business.
Your business. Your next step.
Try Microtra on your phone and on the web. Review plan details before choosing the right fit.
Compare plansA few useful answers
Questions from business coaching owners.
Can I use a coaching engagement as a Case?
Yes. Law & professional services provides Case and Client as its starting terms. Use the case for your business engagement and keep your coaching methodology in the tools and process you choose.
Does Microtra track client business performance automatically?
Microtra does not measure client business outcomes or generate coaching assessments. Its reports cover your own recorded business activity, invoices and expenses rather than the results of a client strategy.
Are memberships and coaching packs enabled automatically?
Packages start off in the professional setup. Enable them in Modules & terms before recording packs or memberships arranged directly with your clients.
Can clients buy a coaching package online here?
Online package sales and public online booking are coming soon. Discuss the service directly and enter the agreed arrangement inside Microtra after enabling any modules you need.
Guides
Keep exploring
More for your business.
Hair salon
Keep salon appointments, client notes, service packages and invoices together. Arrange visits inside Microtra and leave room for the work between chairs.
Explore industry guidePersonal training
Organize personal training sessions, client contacts, packages and invoices. Keep bookings, credit balances and business expenses in Microtra.
Explore industry guideWhat to look for in software for a one-person business
Choose software for a one-person business by testing quotes, invoices, schedules, client records and exports against the way you actually work.
Read the guideSoftware for small business
Unleash your potential.
You do the work. Microtra gives you the software to run the business. Start your 14-day free trial. No card needed.
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