A symptom is not an agreed repair
A customer describing warm air has not approved a component replacement. Separate the initial service scope, your technician's assessment and the work the client agrees to have completed.
Software for HVAC contractors
Connect the service call to the work it becomes.
A no-cooling visit may end with a small repair, an approved part order or a replacement estimate. Keep the client's request, property context and accepted work together so the office can follow the job without reconstructing the technician's day.
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The everyday details
You know the work.
The admin adds up.
A replacement quote has several moving parts
Equipment, installation labor, removal and agreed duct alterations need recognizable descriptions. A single equipment total can hide important exclusions and complicate a later change.
The return visit needs context
A part arriving later creates another appointment, often with a different technician. Keep job notes, property information and outstanding tasks together so the return does not begin as a new mystery.
Material spending can lag behind the call
Supplier bills, purchased components and additional labor affect the same repair. Recording them with the job gives a more useful review than counting completed visits alone.
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.
Write a service record the office can follow
Keep job tasks, status, notes and photos alongside the client's linked property. Record the agreed business scope while qualified technicians retain responsibility for diagnosis and technical documentation.
Explore this featureSchedule the approved next step
Assign staff and appointments for assessment, repair or installation. Review the schedule yourself when a part delay changes the return visit and confirm the arrangement directly with the client.
Explore this featureBuild a readable replacement estimate
Use saved items and quantities for equipment, labor and agreed ancillary work. Update the estimate for approved changes and prepare progress invoices where they match your agreement.
Explore this featureCapture the work behind the charge
Record technician time and material expenses, with receipt photos or billable costs. Review the job's recorded costs before checking the final time-and-materials invoice.
Explore this featureKeep the billing history available
Find contact details, earlier estimates and invoice balances from the client record. Share invoice PDFs through your device and enter payments received through your existing method.
Explore this featureA day in the life
From the first quote to paid.
Take the request carefully
Record the reported symptom, access arrangements and agreed visit. Make your own service-priority decisions using your professional procedures rather than treating a job status as a technical assessment.
Agree the work after assessment
Have the qualified technician assess the equipment. Discuss the repair or replacement scope with the client and put the accepted work into the estimate before committing materials.
Arrange the return or installation
Review staff availability and supplier arrangements. Add the appointment, relevant tasks and concise handover notes to the existing job.
Check time, parts and billing
Reconcile entered labor and purchased items with the work approved. Share the checked invoice PDF, record payment collected elsewhere and retain the business history for future inquiries.
Your words
Find your way around.
Choose Trades & construction 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
- Client
- 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 HVAC contractors.
Can Microtra perform HVAC load calculations?
It does not calculate heating or cooling loads, size equipment or diagnose faults. Use suitable technical tools and qualified judgment, then enter the accepted business scope and quantities.
Will it remind customers to arrange maintenance?
Automatic service reminders are coming soon. Arrange follow-up work yourself, add appointments to the schedule and contact the client directly.
Can I track common components kept on the truck?
Stock starts off for Trades & construction. Enable stock in Modules & terms before using location counts, transfers and purchasing for components and supplies.
Which setup connects a service job to a property?
Trades & construction starts with Job, Client and Properties. Keep concise location context there and use your established technical records for testing, compliance and equipment service documentation.
Features
Templates
Guides
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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