The address is only the beginning
A multi-unit building may have a separate access contact and a specific fixture location. Record where the problem is and who can admit the plumber before an appointment is confirmed.
Software for plumbing business owners
A callout needs a record that survives the first visit.
The first visit explains the leak; the return visit needs that finding, the approved repair and the right parts. Bring the client, property, agreed work and materials into a clear job record so the next visit starts with the context the first visit established.
Unleash your potential.
The everyday details
You know the work.
The admin adds up.
Investigation can change the scope
The reported symptom may not reveal the work required. Separate an initial investigation from an approved repair and document what changes after the client has agreed.
Small materials make a real bill
Fittings, valves and connectors are easy to lose in a broad labor description. A materials record helps explain the completed work and the cost of returning with a missing component.
A second plumber needs the stopping point
A partial repair, isolated fixture or ordered component can affect the return visit. Record the commercial progress and remaining task clearly, while technical isolation and safety information stay within the professional handover required for the work.
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.
Keep the property with the customer history
Use linked property records, contact details and client notes to retain access context and previous work. Record the agreed fixture location in the job details so another plumber can pick up the assignment.
Explore this featureCarry the work through its stages
Set tasks, status, notes, costs and assigned appointments on the job. Split the diagnosis and return installation into clear visits when the repair cannot reasonably be completed at once.
Explore this featureQuote the approved repair
Prepare estimates for labor, fixtures and materials with clear quantities and exclusions. Use progress invoices where appropriate or review job time and materials before sharing an invoice PDF through your device.
Explore this featureMake the materials visible
Switch on stock in Modules & terms if you want quantities, locations and purchasing for fittings and supplies. Supplier bills and material costs can be linked to jobs after the module is enabled.
Explore this featureRecord the hours behind a return
Link time to staff and job tasks with a timer or manual entries. Review investigation, repair and return attendance separately before using time to prepare an invoice.
Explore this featureA day in the life
From the first quote to paid.
Clarify the reported problem
Find the client and property, establish access and note the symptom without treating it as a confirmed diagnosis. Agree the initial attendance scope.
Visit and propose the repair
Record the investigation, prepare an estimate where needed and discuss changes with the client. Use your professional process for technical and regulatory decisions.
Arrange the return work
Schedule the installation or repair, assign staff and record required tasks. Confirm parts and access before the team sets off.
Account for what was completed
Review approved labor and materials, share the invoice PDF and record payment received elsewhere. Leave the property history ready for a later callout.
Your words
Find your way around.
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.
- Your work
- Job
- Your customer
- Client
- Your records
- Properties
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 plumbing business owners.
Will this diagnose a plumbing fault?
Microtra does not diagnose systems, size pipework or design installations. It organizes estimates, job records, property context, appointments and billing around your professional plumbing work.
Which labels appear for a plumbing company?
Choose Trades & construction for Job, Client and Properties. Linked records start on; stock starts off and can be enabled in Modules & terms.
Can a quote cover a diagnostic visit first?
Use a clear line describing the investigation and its agreed billing basis. Keep a proposed repair separate until the client has accepted that additional work.
Does the invoice collect a deposit?
Record a deposit or other payment received through your existing method. Microtra card deposits and pay links are coming soon; sharing a PDF does not collect money.
Features
Templates
Guides
Keep exploring
More for your business.
Handyman services
Keep handyman estimates, property records, job tasks and invoices in one place. Record labor, materials and payments received with Microtra.
Explore industry guideProperty maintenance
Connect property maintenance requests, site records, crew appointments and invoices. Keep approved repairs clear across repeat visits and locations.
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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