Software for HVAC contractors
Find the service context before calling the client back.
A request about the upstairs system means little without the property, the earlier visit and the person authorizing work. Microtra helps keep those business details connected. Use the client and work record to recover agreed service scope and document history, while diagnosis, equipment records and technical decisions follow your professional HVAC process.
Make room for the real work.
- Heating maintenance visit
- Cooling performance assessment
- Thermostat replacement
- Filter and airflow service
- Equipment replacement consultation
- Return visit with ordered parts
- Commercial site service appointment
How it works.
Connect the right client to the service location
Trades & construction setup provides Client, Job and Properties. Save billing and contact details, link the relevant site and distinguish an owner, tenant or facilities contact where their roles differ. Check who can approve a repair and who controls entry before arranging the visit. A reliable property link is more useful than guessing which address a caller means.
See the clients featureKeep a request separate from a diagnosis
Record the client's reported symptom and the agreed purpose of the visit in tasks and notes. Identify the area or equipment being discussed in language your team can recognize, without treating a caller's description as an established cause. Maintain detailed testing, commissioning and technical records through the procedures appropriate to your work.
See the jobs featureReview previous work before proposing the next step
Open earlier estimates, invoices and payment history when discussing a repair or replacement. Check what was billed and which tasks remained open, such as a part order or a follow-up assessment. Use that context to ask better questions, then decide the next service through your own inspection and client discussion rather than assuming the prior invoice proves the fault.
See the clients featureRecord the commercial outcome of the visit
Update the work notes and prepare an estimate or invoice with clear service and material descriptions. Share the PDF through your device and record payments received elsewhere. Leave unresolved decisions visible with the job so a replacement proposal is not confused with authorization to install and a diagnostic visit is not mistaken for a completed repair.
See the invoicing feature
What is still on the way.
The client portal and automatic service reminders are coming soon; arrange maintenance and follow-up conversations directly.
Server email delivery is coming soon.
Useful answers.
Is this a technical equipment maintenance database?
This page covers client contacts, properties, work notes and financial documents. It does not promise a specialist equipment asset register, fault-code library or technical diagnostic system.
How can I handle a property manager with several sites?
Keep the billing client and relevant properties connected, then use the right site for each job. Record practical access and approval contacts so the payer and the person opening the building are not confused.
Will maintenance reminders be sent automatically?
Automatic service reminders are coming soon. Review the client and work records and contact clients yourself when discussing the next maintenance visit.
Can service documents help when a client calls again?
Earlier estimates and invoices can show the scope you presented and billed. Read them alongside the work notes and inspect as needed; document history supports the conversation rather than determining the technical cause.
Keep exploring.
Software for small business
Keep your hvac day connected.
Keep client details and the work behind each visit together in Microtra. Start your 14-day free trial. No card needed.
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