Software for chimney sweep owners

Give every flue visit a clear business record.

A fireplace sweep, a stove flue and a return visit for an access problem are different jobs. Keep the customer, property and agreed service together so a busy sweep can prepare the visit and explain the final invoice without reconstructing the conversation.

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The everyday details

You know the work.
The admin adds up.

An address can contain several appliances

The customer may ask about a living-room fireplace while the booking notes mention a stove elsewhere in the house. Identify the appliance and agreed scope before allocating time, rather than treating the whole property as an identical service.

Access changes the appointment

Roof access, parking for the van, furniture near the hearth and an occupied room affect preparation. An appointment needs practical access notes as well as a start time, especially when a customer cannot remain at home throughout the visit.

Sweeping and investigation are different work

A routine sweep does not settle every question about a flue or appliance. Make the booked service and exclusions clear; arrange additional professional inspection through your established process instead of letting an invoice imply more than happened.

Supplies disappear into van spending

Protective sheets, brushes, vacuum bags and replacement equipment are easy to purchase between calls. Without a receipt and a business category, those costs are harder to compare with the income from the work they support.

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.

Remember the property context

Use Customer contacts and linked Properties for site information you need before returning. Keep access details in notes, with estimates and invoices available alongside customer history. Professional inspection documentation still needs your established procedures.

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Describe the service before arriving

Build an estimate with separate descriptions for the agreed sweep, an additional appliance and approved extra work. Review quantities and exclusions with the customer so an access issue or specialist referral does not silently expand the original scope.

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Allow room for preparation

Create job appointments and assign staff, allowing time for setup and clearing the work area. Arrange return visits yourself when needed. Microtra organizes the schedule; it does not assess chimney condition or choose the inspection procedure.

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Connect spending to the work

Record business expenses and attach receipt photos for consumables, equipment maintenance and other costs. Review outstanding invoices alongside income and expenses, rather than using completed visits alone to judge how the sweeping business is doing.

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A day in the life

From the first quote to paid.

  1. Clarify the appliance

    Ask which fireplace or stove is involved, what service the customer expects and how the work area can be reached. Check the property notes before agreeing the appointment.

  2. Prepare the call

    Add the visit to the schedule with the agreed service and assigned worker. Carry out safety planning and equipment selection through your professional working process; a booking is not a safety assessment.

  3. Record a changed scope

    If the visit reveals a different task, discuss the next step with the customer. Update business notes and the estimate as appropriate, keeping specialist findings in the records your profession uses.

  4. Finish the paperwork

    Make the invoice match the service actually supplied. Share its PDF through your device, record money received by your existing method and enter any outstanding follow-up as separate work.

Your words

Find your way around.

Choose Cleaning 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
Job
Your customer
Customer
Your records
Properties

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.

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A few useful answers

Questions from chimney sweep owners.

Does this produce chimney inspection reports?

Microtra keeps general job notes, estimates and invoices. It does not produce specialist chimney inspection reports or certify an appliance. Use your professional inspection and reporting process for findings, recommendations and formal documentation.

What does the Cleaning setup call the work?

Cleaning uses Job and Customer, with linked Properties enabled. Stock starts off; enable it in Modules & terms before tracking sweep supplies. The industry choice does not add specialist chimney tools.

Can I keep several addresses for a customer?

Customer details support multiple sites and linked property records. Make the visit location clear and identify the relevant appliance in the work description so a landlord can understand which address and service the invoice concerns.

How do I handle a sweep needing another visit?

Agree the reason and scope directly with the customer, add the follow-up to the schedule and keep the new work distinct from the completed service. The app does not diagnose faults or decide whether an appliance is safe.

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House cleaning

Keep house cleaning estimates, property notes, scheduled visits and invoices together. Run first cleans and regular home visits with Microtra.

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What 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.

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Software for small business

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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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