A clearance request is not permission to discard
A customer may want particular papers, photographs or belongings retained. Record the agreed boundaries and who can authorize decisions so a busy crew does not treat uncertainty as consent.
Software for specialist cleaning business owners
Give sensitive cleanup work a clear agreed scope.
Sorting possessions, clearing agreed areas and cleaning accessible surfaces need patience and a shared understanding. Keep the customer's decisions, staged visits and quoted work together while your trained team follows its own safety and care procedures.
Unleash your potential.
The everyday details
You know the work.
The admin adds up.
The next room may change the plan
Blocked access or a suspected hazard can interrupt an agreed stage. Separate assessed work from areas that need further review instead of letting an initial quote imply that every condition is covered.
Family conversations can outpace the work
An occupant, relative and property manager may each describe a different goal. Identify the agreed business contact and keep scope changes understandable without collecting unnecessary personal details.
Disposal and crew costs accumulate separately
Protective supplies, hauling arrangements and extra sorting time can disappear into general spending. A job cost record helps explain the business impact of each accepted stage.
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.
Define a stage rather than promise an outcome
Create an estimate that identifies the rooms, sorting labor, agreed removal and cleaning tasks. Keep exclusions clear and review a revised scope when the assessed conditions change.
Explore this featureConnect the property and the authorized contact
Use customer details and a linked property record for the working location. Keep concise notes about access and the agreed approval process while storing sensitive records through your appropriate procedures.
Explore this featureGive visits an achievable task list
Assign staff and appointments to the job, with tasks for the stage the customer has approved. Review unfinished work before arranging another visit rather than assuming completion from a calendar entry.
Explore this featureReview the cost of careful work
Record labor time and expenses such as protective supplies or an agreed disposal service. Retain receipt photos and review costs before billing for completed work.
Explore this featureA day in the life
From the first quote to paid.
Listen before quoting
Establish the customer's priorities and the person authorized to decide what stays. Assess the work with qualified support where needed and document only the business details necessary for the agreed service.
Brief the team on the approved stage
Review access, retained items and the tasks that can proceed. Keep hazard assessment and specialist handling in your safety process; Microtra is a work record rather than a safety assessment tool.
Pause for an unexpected condition
Discuss the issue with the authorized contact before widening the work. Record an accepted scope change and rearrange the remaining tasks instead of silently moving into another room.
Review the completed area
Check the stage against the estimate with the customer. Prepare a clear invoice, share its PDF from your device and record money received through the collection method you already use.
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.
Compare plansA few useful answers
Questions from specialist cleaning business owners.
Does Microtra assess contamination or decide how to handle it?
It does not assess hazards, prescribe protective equipment or certify a cleaned property. Use trained specialists and suitable professional procedures to decide whether and how work can proceed.
Can I quote for agreed rooms separately?
Separate estimate items and notes can describe individual rooms or work stages. Make the approval boundary clear and revise the scope with the customer if new conditions affect the work.
What does the Cleaning setup call the records?
It starts with Job, Customer and Properties. Stock begins off; enable it in Modules & terms before using supply counts for protective materials or cleaning products.
Should I put family medical details in job notes?
Keep notes focused on necessary business instructions, permissions and scope. Use appropriate professional advice and secure processes for sensitive information rather than treating ordinary work notes as a specialist care record.
Templates
Keep exploring
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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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