The goal can shift during a visit
A closet project may uncover another room the client wants to tackle. Discuss whether it belongs in this visit or a later project rather than allowing the scope to expand silently.
Software for professional organizers
Keep the plan clear when the room changes.
Halfway through a pantry reset, the client asks whether you can tackle the entry closet as well. Capture the agreed rooms, session scope and purchases so the client can focus on their space while you keep a dependable business record of the work.
Unleash your potential.
The everyday details
You know the work.
The admin adds up.
Purchases need approval
Bins, labels and shelving accessories can become a substantial part of the account. Confirm who selects and pays for them, and distinguish shopping time from organizing time.
Disposal decisions belong to the client
Donation, recycling and removal arrangements need explicit agreement. Record the agreed business scope without treating a task list as permission to dispose of belongings.
The last visit needs a handoff plan
A new arrangement can leave follow-up labels, purchases or a donation collection outstanding. Confirm which tasks you will complete and which belong to the household, so a finished room does not hide another unagreed visit.
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.
Capture the project boundaries
Use job notes and tasks for agreed rooms, priorities and exclusions. Break a whole-home project into visits so the next appointment begins with a clear purpose.
Explore this featureKeep the relationship in view
Save client contact details, billing preferences and ordinary notes with the invoice history. Protect private household information and sensitive paperwork using a separate appropriate process.
Explore this featureMeasure shopping and organizing time
Track job time through the timer or manual entries, linked to tasks and billing rates. Review those entries against the agreed billing basis before turning time into an invoice.
Explore this featureShow supplies without a mystery total
Enter approved purchases with receipt photos and billable client costs where appropriate. Use distinct invoice lines for organizing time, agreed shopping and supplies, then share the PDF from your device.
Explore this featureBuild an estimate around the accepted phase
Describe the agreed room, organizing service and approved shopping work on separate lines where useful. Review the phase with the client before sharing an estimate PDF through your device.
Explore this featureA day in the life
From the first quote to paid.
Set a practical project brief
Ask which spaces matter, what success looks like and which decisions the client will make. Establish shopping, donation and removal arrangements directly.
Reserve the organizing visit
Create the job with room-specific tasks and place the appointment. Confirm the client's availability for decisions that need their participation.
Pause for a scope decision
If a new room or purchase comes up, agree the change and update the work record. Keep sensitive contents out of ordinary job notes.
Review time and purchases
Check time entries and approved receipts, prepare an understandable invoice and record payment received through your existing 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.
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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 professional organizers.
Does Microtra decide what a client should keep?
No. The client and organizer make household decisions together. Microtra supports tasks, appointments, time, costs and billing; it does not classify personal belongings or make disposal decisions.
Which labels does an organizer start with?
Other provides Job and Client. Linked records and inventory start off, with optional modules available through Modules & terms if the business needs them.
Can a project span several appointments?
Appointments can be linked to a job, with tasks and notes kept alongside the work. Arrange each visit with the client and enter the confirmed appointment yourself.
Can I invoice approved storage purchases?
Record the expense and receipt, using billable client costs where appropriate. Explain the supply description and any agreed charge clearly on the invoice.
Guides
Keep exploring
More for your business.
House cleaning
Keep house cleaning estimates, property notes, scheduled visits and invoices together. Run first cleans and regular home visits with Microtra.
Explore industry guideMove-out cleaning
Connect move-out cleaning scope, property access, crew tasks and invoices. Keep appliance extras, empty-room work and the agreed handoff visible.
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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