A short call can leave out the important detail
Door type, lock hardware, access arrangements and the person authorizing the work affect preparation. A bare address in a message leaves the next technician asking the same questions at the doorstep.
Software for locksmiths
Before opening the van, you need a clear account of the lock problem and who has authorized the work. Bring the request, property details and approved repair into one business record so the paperwork keeps pace with your attendance.
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The everyday details
Door type, lock hardware, access arrangements and the person authorizing the work affect preparation. A bare address in a message leaves the next technician asking the same questions at the doorstep.
A damaged cylinder or worn latch can change the work after inspection. The original callout and any additional hardware need a clear agreement before they become invoice lines.
Cylinders, strike plates, keys and consumables are easy to overlook beside labor. An invoice that only says lock repair gives the customer little context and makes your own review harder.
How Microtra helps
Use the tools that fit your day, with your records ready on your phone or on the web.
Use client contacts and linked property records for site information. Keep administrative access instructions and the authorized contact close to the job, while handling identity checks and sensitive security information through your professional procedures.
Explore this featureCreate estimates with separate callout, labor and hardware items. Note exclusions and any work that depends on inspection, then revise the agreed scope if a replacement is needed instead of a repair.
Explore this featureKeep job status, tasks and notes with scheduled appointments and assigned staff. Review working hours and existing commitments before promising an arrival window; the schedule records the arrangement you make with the customer.
Explore this featureAttach expense receipts for purchased hardware and record work time against the job. Compare those costs with the final invoice rather than assuming every urgent call contributes equally to the business.
Explore this featureA day in the life
Confirm the address, contact and reported lock problem. Establish authorization through your own process and note which information is still uncertain before scheduling attendance.
Inspect the hardware, explain the proposed work and prepare or update the estimate. Clarify the callout, repair and replacement parts before proceeding.
Mark job tasks complete and capture the hardware and labor actually supplied. Add the receipt for parts bought during the visit so it stays with the business cost.
Check the invoice descriptions with the customer, share the PDF through your device and record payment collected elsewhere. Keep a follow-up task if another part or return visit is needed.
Your words
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.
Room to get started
Start with a 14-day free trial. No card needed. Compare plans to find the tools and invoice allowance that fit your business.
Try Microtra on your phone and on the web. Review plan details before choosing the right fit.
Compare plansA few useful answers
Microtra does not provide key identification, key code lookup or lock decoding. It helps with the business records around the work: estimates, property context, scheduled jobs, costs and invoices.
Trades & construction starts with Job, Client and Properties. Linked records are enabled for property context. Stock is off initially; turn it on in Modules & terms if you want to manage parts by location.
Use distinct saved items for the callout, approved labor and hardware. Set your own charges from your costs and terms, and explain them to the customer before completing the work.
Microtra does not provide automatic dispatch or route optimization. Review your schedule and assign the job yourself, then confirm timing through your usual communication channel.
Keep exploring
Keep handyman estimates, property records, job tasks and invoices in one place. Record labor, materials and payments received with Microtra.
Explore industry guideCreate clear handyman invoices with job descriptions, labor, materials, approved extras, payment terms and a practical process for tracking money received.
Read the guideSoftware for small business
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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