Software for janitorial business owners
Keep the site agreement close to the customer record.
An office contact may change while the evening cleaning scope stays in place. A janitorial business needs to know who manages the site, who receives invoices and what was actually agreed for the service. Microtra connects those business records so a conversation about a washroom, supply area or missed access window starts with the right context.
Make room for the real work.
- Evening office janitorial service
- Washroom and common-area cleaning
- Break-room cleaning
- Periodic hard-floor work
- Multi-site service arrangement
- Extra clean after an office event
- Site walkthrough and scope review
How it works.
Map the contact roles around each location
Cleaning setup uses Customer, Job and Properties. Save the billing customer and link the relevant premises, then note the practical roles of facilities, reception and accounts contacts. Confirm who can approve extra work and who handles access after hours. Keep security arrangements in your established secure process rather than placing unnecessary sensitive details into general notes.
See the clients featureMake the service boundary easy to recover
Use tasks and notes for the areas and work included, such as washrooms, workstations, common floors and break rooms. Distinguish routine janitorial duties from periodic floor care or an event cleanup. The record should tell you where a request fits the agreement and where a new conversation is needed, without assuming every site receives the same specification.
See the jobs featureConsult the history when a site request changes
Review estimates, invoices and payment history before adding rooms, changing service frequency or quoting a special clean. Check whether the request comes from an authorized contact and explain its effect on the service. A new tenant area or longer opening hours may change the practical scope even though the customer's billing details stay the same.
See the clients featureLeave completed work and unresolved requests distinct
Update the work record with the agreed outcome and retain tasks for issues that still need action. Prepare invoices with service-period and site descriptions suited to the agreement, share PDFs through your device and record payments received elsewhere. Clear records help the next review focus on a specific location and service rather than a general complaint about cleaning.
See the invoicing feature
What is still on the way.
The client portal and automatic service reminders are coming soon; manage site reviews and service communication directly.
Finer role-based access is coming soon; business members can read and write business records.
Useful answers.
Can I connect several premises to a customer?
Contact records support multiple sites and linked property records. Use the relevant premises for each job and confirm which contact manages access, approves changes and receives the bill.
Does CRM prove that an area was cleaned?
Work notes and tasks help record the business activity you maintain. This page does not promise electronic patrol proof, location verification or a specialist inspection-audit system.
Where should a special-clean request go?
Record the requested area, outcome and person asking, then confirm authorization and any price or scheduling change. Distinguish it from the routine scope so it does not quietly become an unpriced ongoing duty.
Will a site contact have a private online dashboard?
The client portal is coming soon. Use your normal communication channel to share documents, review the service and agree changes with site contacts.
Keep exploring.
Software for small business
Keep your janitorial day connected.
Keep client details and the work behind each visit together in Microtra. Start your 14-day free trial. No card needed.
Compare plans in USD