The scheduler and signer may be different people
An agency contact may arrange the work while a signer coordinates access. Clear business notes help distinguish who confirms the visit from who receives the commercial invoice.
Software for mobile notaries
Keep the appointment logistics out of loose messages.
Getting the right people to the right meeting takes coordination before the professional work begins. Keep the business scope, access arrangements and billing together while maintaining official notarial records through the proper process.
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The everyday details
You know the work.
The admin adds up.
Document readiness can affect the journey
A changed meeting time or an incomplete preparation conversation can disrupt the day. Confirm readiness through your professional process before committing travel around another appointment.
Travel and service charges need clear explanations
The invoice should reflect the commercial arrangement you are permitted to make. A single vague fee can obscure the distinction between the professional act and separately agreed attendance costs.
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.
Retain the agency and billing context
Store contacts, billing preferences and administrative notes with estimate and invoice history. Keep sensitive identification, document contents and any official journal entries in the appropriate professional records rather than ordinary business notes.
Explore this featurePlace the visit with its practical details
Use work tasks, notes and linked appointments to organize attendance. Assign staff and review the schedule before confirming the meeting yourself; the app records the plan you agree through your existing channel.
Explore this featureDescribe the permitted commercial arrangement
Enter your own checked service and travel line items in estimates and invoices. Verify fee rules and professional responsibilities through your state's official resources and qualified guidance before setting charges.
Explore this featureFollow the business cost of attendance
Record transport, printing and other business expenses with receipt photos. Share invoice PDFs from the device and record payments received elsewhere, checking agency balances separately from completed visits.
Explore this featureA day in the life
From the first quote to paid.
Identify the commercial contact
Confirm who arranged the visit, who can coordinate access and who will receive the invoice. Save only the administrative information needed to run the engagement.
Confirm readiness and meeting logistics
Use your professional process to check the appointment can proceed. Review location, access and timing before scheduling the visit alongside existing commitments.
Perform the professional work separately
Follow the required notarial procedures and maintain the appropriate official records. Update the business work status without treating an app note as a substitute for those records.
Invoice the agreed attendance
Check every charge against the arrangement and applicable official guidance. Share the invoice PDF, record payment taken elsewhere and retain expense receipts for the business review.
Your words
Find your way around.
Choose Law & professional services 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
- Case
- Your customer
- Client
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 mobile notaries.
Is Microtra an electronic notary journal?
Microtra does not provide an electronic notary journal, remote notarization or identity verification. It organizes the business administration around appointments; professional records and procedures need their own appropriate system.
How are visits labeled in the professional setup?
Law & professional services starts with Case and Client. Scheduling is enabled, while linked records and stock start off. Use Modules & terms if you need to adjust optional modules.
Will the app tell me which fees I may charge?
It does not determine permitted notarial fees or state requirements. Check your state's official commissioning resources and seek qualified advice, then enter only the charges appropriate to your engagement.
Can I keep agency invoices distinct from completed appointments?
Connect documents to the billing client's record and review outstanding invoices in reports. A completed visit and a received payment are separate events; record payment when it is actually received.
Guides
Keep exploring
More for your business.
What 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 guideHow to write an invoice a client can understand
Write a clear invoice with business and client details, useful line items, totals, payment instructions and a repeatable check before sharing it.
Read the guideSoftware for small business
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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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