An owner request can lack a boundary
A request to coordinate work may include site visits, quotations and follow-up. Establish what your management service covers and which costs require the owner's approval.
Software for small property management business owners
Between an owner's instruction and the next site visit, coordination work can become difficult to trace. Microtra helps organize that work while rental agreements, rent collection and tenant accounting remain in a dedicated property management system.
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The everyday details
A request to coordinate work may include site visits, quotations and follow-up. Establish what your management service covers and which costs require the owner's approval.
Keys, occupant arrangements and contractor attendance have to be confirmed outside the diary entry. A scheduled appointment is useful only when the practical arrangements have been agreed.
A management service invoice is not a tenant rent ledger or a trust account. Keep the business bill clear and use appropriate separate systems and professional advice for funds held for others.
A proposed repair can arrive from a contractor while an owner is still considering it. Keep the coordination task distinct from the approval decision, and communicate the outcome directly rather than letting a task status imply spending authority.
How Microtra helps
Use the tools that fit your day, with your records ready on your phone or on the web.
Save client contact details, billing preferences and business notes with estimate and invoice history. Keep sensitive tenant information and tenancy documents in a suitable separate management system.
Explore this featureCreate jobs with tasks, notes, status and staff appointments for inspections or coordination work. Record who needs to approve a contractor decision without treating your task list as that approval.
Explore this featureDescribe the agreed service period or assignment on invoice lines, with approved billable costs where appropriate. Share the business invoice PDF from your device and record payments received elsewhere.
Explore this featureEnter business expenses with receipt photos and review income, outstanding invoices and job reports. Microtra does not provide tenant accounting, rent rolls or trust accounting.
Explore this featureLink manual time entries or timer records to work and tasks. Review the descriptions against your service agreement before billing the owner for coordination time.
Explore this featureA day in the life
Confirm the management task, responsible owner and boundaries of your authority. Keep tenancy and property-fund details within the separate systems chosen for those responsibilities.
Create the job tasks and confirmed appointment, assigning staff where needed. Coordinate occupant access through the proper process outside the app.
Update task notes and add time or business costs. Seek direct owner approval before accepting additional work outside the arrangement.
Review the management service description, share the invoice PDF and record the received payment against your business account record.
Your words
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.
Room to get started
Start with a 14-day free trial. No card needed. Compare plans to find the tools and invoice allowance that fit your business.
Try Microtra on your phone and on the web. Review plan details before choosing the right fit.
Compare plansA few useful answers
No. It does not provide rent collection, leases, tenant screening, rent rolls or trust accounting. Use dedicated rental management and accounting tools for those responsibilities.
Property management maps to Other, with Job and Client. Linked records start off; enable them in Modules & terms before using linked property records.
Inspection appointments, owner coordination assignments and your own service tasks can be kept with notes, time, costs and invoices. The app does not make property-management or legal decisions.
The client portal is coming soon. Keep receiving requests through your established channels and create a job only after the responsible person has agreed its scope.
Keep exploring
Connect property maintenance requests, site records, crew appointments and invoices. Keep approved repairs clear across repeat visits and locations.
Explore industry guideChoose 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
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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