A design revision needs a scope conversation
A client changing the brief after sourcing can add meetings and research. Record what the original service covered and agree additional work before a small visual change becomes a much larger engagement.
Software for interior designers
Give the business side of a room project a clear place.
Consultations, sourcing conversations and installation coordination continue after the concept board is approved. Microtra keeps the agreed service scope, client notes, time and invoices together. Create layouts and visual presentations in your own design tools.
Unleash your potential.
The everyday details
You know the work.
The admin adds up.
Billable time is spread across the project
Site measurements, supplier visits and selection reviews can be difficult to reconstruct at billing time. Keep a record of the work as you do it instead of relying on the final presentation to represent all the effort.
An approved item is not a delivered item
A selection may be accepted while delivery, purchasing and installation still need coordination. Keep business tasks clear without confusing a note of approval with a supplier reservation or a delivery guarantee.
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 the engagement in readable terms
Build an estimate for consultations, room scope and agreed design services. Add accepted revisions as clear items or scope notes so the client can follow the basis of the invoice.
Explore this featureKeep conversations with the right contact
Save client details, billing preferences and concise project notes together. Estimates and invoice history provide context when a client returns for another room or asks about an earlier charge.
Explore this featureRecord research and meeting time
Use a job timer or manual entries for the work you bill by time. Associate hours with tasks and review the record before preparing a time-and-materials invoice where that matches your agreement.
Explore this featureCoordinate the visits you arrange
Create job tasks and appointments for consultations, site reviews and installation coordination. Assign staff and update the schedule yourself when an agreed delivery changes the plan.
Explore this featureSeparate project spending from fee income
Enter business purchases and billable client costs with receipt photos. Review recorded expenses against the engagement, keeping supplier commitments and item specifications in your established procurement process.
Explore this featureA day in the life
From the first quote to paid.
Translate the brief into services
Confirm the rooms, expected deliverables and review process with the client. Put the business scope in the estimate while creating drawings and visual selections in the tools you use for design.
Prepare the next consultation
Review notes and outstanding tasks before the visit. Add the appointment and record the decisions needed, rather than treating another meeting as permission to widen the engagement.
Capture an approved change
Discuss additional sourcing or another room, record the accepted scope and update relevant tasks. Enter time while the research and supplier conversations are still easy to identify.
Explain the completed work on the bill
Check the service items, recorded hours and approved expenses. Share the invoice PDF through your device and record the payment received outside the app.
Your words
Find your way around.
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.
- Your work
- Job
- Your customer
- Client
Room to get started
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Compare plansA few useful answers
Questions from interior designers.
Can I create floor plans or rendered room images here?
Microtra does not provide drawing, rendering or mood-board creation tools. It supports the business administration around your design process, including agreed work, time and invoices.
Does an estimate track supplier delivery promises?
An estimate describes what you agree with the client. Keep supplier confirmations and delivery coordination in your procurement process; a saved line item does not reserve a product.
Which starting setup fits an interior design business?
The Other setup uses Job and Client. Linked records and stock begin off; enable them in Modules & terms if separate property context or supply counts would help.
Can I bill consultation time separately from purchases?
Use distinct descriptions for professional time and agreed items or costs. Review quantities and recorded hours before sharing the invoice so the client can understand each part.
Templates
Guides
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Explore industry guideWhat 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.
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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