Software for pressure washers
Return knowing which surfaces were included.
The driveway inquiry, the patio inspection and the request to add a wall may come through different conversations. Keep them tied to the right customer and property. Microtra brings the business records together so you can check what was agreed before you prepare equipment or discuss another cleaning visit.
Make room for the real work.
- Driveway cleaning inquiry
- Patio and walkway assessment
- Storefront wash request
- Siding wash consultation
- Property manager follow-up
- Return for an agreed additional area
How it works.
Identify the person giving approval
Cleaning setup uses Customer and Job. Save the commissioning contact and billing preferences, then distinguish them from a tenant or employee who only provides access. Record which outdoor areas were requested so a general request to wash the property does not become an undefined promise.
See the clients featureSave context for the surfaces
Use the linked Properties records that start on for Cleaning. Keep practical notes about water access, gates, drainage concerns and surfaces needing a separate assessment. Your inspection determines methods and suitability; a saved property note does not replace checking conditions on arrival.
See the clients featureSeparate inquiries from agreed additions
Record the confirmed scope in the job notes and tasks. If the customer asks about a fence while you are cleaning a patio, note it as a discussion until you have assessed and agreed it. Keep your estimate clear about furniture movement and excluded areas.
See the jobs featureFollow the money back to the visit
Review the customer history for estimates, invoices and recorded receipts before discussing follow-up work. A property manager may have several site visits under the same contact. Match each document to its service location and share the relevant PDF from your device.
See the invoicing feature
Useful answers.
What details make a repeat visit easier?
Keep the agreed areas, access arrangements and observations that affect preparation. Record the water source and any obstacles you need to discuss. Reassess the site before work; weathering and the customer's expectations can change between visits.
Does this CRM recommend a washing method?
You choose the method after assessing the surface and following appropriate product and equipment guidance. Microtra holds business contacts, notes and documents; it does not determine safe pressure, chemical concentration or material compatibility.
How can I tell whether patio furniture moving was included?
Describe it explicitly in the estimate and job notes. Keep a requested addition separate until approved, then update the record. That gives the next conversation a defined scope instead of relying on a broad patio cleaning description.
Can a customer see their history in a portal?
The client portal is coming soon. Find the relevant invoice or estimate yourself and share its PDF through the device when the customer asks about previous work.
Keep exploring.
Software for small business
Keep your pressure washing day connected.
Keep client details and the work behind each visit together in Microtra. Start your 14-day free trial. No card needed.
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