Software for event planners
A venue walkthrough, a vendor meeting and an event-day coordination service create different work for a planner. Microtra organizes your client account, tasks, appointments and billing, while your planning methods handle the guest experience, production schedule and supplier decisions.
Unleash your potential.
The everyday details
A client may begin with coordination and later ask for vendor sourcing or extra setup support. Record the agreed service and exclusions so each new request can be discussed as a scope change rather than quietly becoming part of the original fee.
A venue invoice, a floral deposit and your planning fee may all relate to the same event but belong to different agreements. Confirm who contracts with and pays each supplier. Your account should explain only the money and services your business handles.
Walkthroughs, client meetings and setup checks happen before the visible event. Keep those appointments and tasks with the job so a planner can see the work still required without treating the event date as the whole schedule.
How Microtra helps
Use the tools that fit your day, with your records ready on your phone or on the web.
Keep client contact details, notes and document history together. Use the job for the venue, event description and agreed responsibilities. Other starts without linked records; enable them in Modules & terms before using additional record types.
Explore this featurePrepare estimates with items for consultation, sourcing, coordination and other agreed work. Separate your services from costs the client pays directly. Microtra does not produce event floor plans, seating charts or a specialist guest management database.
Explore this featureAdd appointments for walkthroughs, meetings and your own event-day work, with assigned staff where needed. Record tasks and status on the job. You maintain the detailed production running order and confirm supplier commitments through your own process.
Explore this featureUse a timer or add time manually against work and tasks. Review preparation and coordination hours before billing under the arrangement you agreed. A time entry supports your business record; it does not establish that an unapproved extra is billable.
Explore this featureAdd expense categories, receipt photos and billable client costs where appropriate. Review income, expenses and outstanding invoices, then share invoice PDFs from your device. Card charging and accounting sync are coming soon.
Explore this featureA day in the life
Identify the decision-maker, venue and type of event. Write down your responsibilities, exclusions and approval process before preparing the estimate, especially where several suppliers have their own direct client agreements.
Place your client meetings and site visits on the job. Assign staff for the work they will perform and keep notes about outstanding decisions rather than assuming a supplier has accepted a change.
When the client requests additional coordination or setup work, discuss it and update the relevant estimate and job notes. Keep the specialist guest list and production documents in your established planning tools.
Check approved work, expenses and payments before sharing the final invoice PDF. Record funds received through your existing method, and retain clear notes for any outstanding balance or unresolved supplier question.
Your words
Choose Other 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.
Room to get started
Start with a 14-day free trial. No card needed. Compare plans to find the tools and invoice allowance that fit your business.
Try Microtra on your phone and on the web. Review plan details before choosing the right fit.
Compare plansA few useful answers
It is general small business software for client work, scheduling, time, expenses and billing. It does not provide attendee registration, ticketing, seating design or vendor marketplace functions. Use specialist event tools where the event needs those capabilities.
Use clear estimate and invoice items and record the business expenses you actually handle. Establish who is responsible for each supplier payment before entering costs. The app does not determine the legal or accounting treatment of client money for you.
No. Microtra does not provide a guest invitation or RSVP system. Server email delivery and the client portal are coming soon. Handle guest communication through your existing event process and keep the business account focused on your client relationship.
Other starts with scheduling, so you can create job appointments for the meetings you arrange. Public online booking is coming soon. The planner still agrees each appointment directly and checks external supplier or venue availability separately.
Keep exploring
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Explore industry guideChoose 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
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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