The visit can uncover another job
A routine cleaning may reveal a damaged component or a repair outside the regular service. Explain the finding and get approval before adding the repair to the bill.
Software for pool service business owners
Keep the business record as clear as the visit plan.
Finding a pump problem during a routine clean starts a new scope conversation with the owner. Put the agreed visit, site instructions and chargeable additions in one place while your professional water-testing and equipment procedures guide what happens at the pool.
Unleash your potential.
The everyday details
You know the work.
The admin adds up.
Access changes between properties
A locked side gate, pets in the yard or equipment behind a fence can delay an otherwise simple visit. Confirm practical access arrangements and keep ordinary site context close to the job.
Consumables blur the service price
A client needs to understand whether chemicals, filter cleaning and replacement parts are included. State the agreed scope rather than leaving every unusual supply to be explained after the visit.
A billing period needs recognizable visits
A client who receives an account covering several attendances should be able to follow the service quantity. Keep visit records and approved additions clear so the invoice can be checked without guessing which regular services it includes.
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.
Give each accepted visit a work record
Create jobs with tasks, notes, assigned appointments and costs. Place repeat visits yourself and adjust them when a client or weather change calls for a different plan.
Explore this featurePreserve the business context
Keep client contacts, billing preferences and notes with their invoice history. Linked records start off in Other; enable them in Modules & terms if you want linked property records.
Explore this featureSeparate upkeep from repairs
Use saved items for routine service, an approved filter clean and equipment replacement work. Prepare an estimate for additional repairs and share clear invoice PDFs through your device.
Explore this featureConnect supplies with their cost
Record chemical purchases, replacement components and other business expenses with receipt photos. Use billable client costs where appropriate and review them before finalizing a repair invoice.
Explore this featureRecord time spent on the accepted service
Use job time entries for attendance and approved repair tasks. Review them alongside the agreed billing basis; a time record supports your review and does not decide a charge automatically.
Explore this featureA day in the life
From the first quote to paid.
Review the service arrangement
Confirm the pool, visit scope and responsible contact. Check your own technical records and access instructions before planning the work.
Schedule the confirmed visits
Place appointments for the work accepted and plan travel independently. Route optimization is not available in Microtra.
Approve a separate repair
Discuss a pump, filter or other equipment issue with the client. Record the agreed work and update its estimate before starting the addition.
Reconcile after the visit
Finish the business notes, review supplies and share the invoice PDF. Record money received through your usual payment method.
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
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 pool service business owners.
Is this a pool chemistry or dosing system?
Microtra does not test water, calculate chemical doses or monitor pool equipment. Use specialist testing and technical records alongside the business tools.
Are recurring service routes automatic?
You schedule each visit and organize the travel plan yourself. Microtra does not provide route optimization or automatic service reminders.
What should a pool business select at setup?
Choose Other, which starts with Job and Client. Linked records and inventory are off; enable them in Modules & terms before using property records or supply quantities.
Can the bill show a repair separately?
Yes. Describe the regular visit and the approved repair as distinct invoice lines, with their own quantities and prices, so the client can follow the additional work.
Features
Templates
Guides
Keep exploring
More for your business.
Lawn care
Keep lawn care quotes, client details, mowing appointments and invoices together. Plan your visits and record job time and costs with Microtra.
Explore industry guidePressure washing
Organize pressure washing estimates, surface details, jobs and invoices. Keep driveway, patio and exterior cleaning work together with Microtra.
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.
Compare plans in USD