Software for remodeling contractors
Remember the decision behind the remodel.
A cabinet choice can affect an outlet location, a delivery and the next trade visit. Keep the client conversation connected to the work instead of leaving it buried in messages. Microtra organizes contacts, job notes and documents while you remain responsible for design decisions and project coordination.
Make room for the real work.
- Kitchen renovation inquiry
- Bathroom scope consultation
- Occupied-home remodel
- Room conversion proposal
- Cabinet selection follow-up
- Additional work approval discussion
How it works.
Know who makes the project decisions
Save the Client contact and billing preferences, and identify the decision maker for the site. Use linked Properties records for access context. Trades & construction starts with those records on, helping you distinguish the work location from the address that receives invoices.
See the clients featureKeep choices with the affected work
Use Job notes and tasks for selections, unresolved questions and agreed next actions. Describe the cabinet finish, fixture choice or surface specification precisely enough to recognize it later. Keep plans and professional design approvals in your established process; a task list is not a design review.
See the jobs featureConnect the discussion to its document
Prepare estimates with readable scope notes and refer back to them when the client requests a change. Check whether demolition, disposal, protection and making good were included. Share the document PDF from your device so the person approving it can review the actual proposal.
See the invoicing featureReview the relationship beyond completion
Use contact history to find invoices and recorded payments when a client asks about the project. Add useful follow-up notes without turning a tentative request into approved work. Before arranging a return, identify whether it concerns the completed scope or a separate proposal.
See the clients feature
Useful answers.
Does this replace construction project management?
Microtra provides business records, jobs, tasks and scheduling. This workflow does not promise construction dependencies, drawing revision control or a critical-path plan. Evaluate those specialist needs separately for the size and complexity of your remodels.
Where should I capture an unresolved finish choice?
Put the question and next action with the relevant job, then update the notes when the client decides. Make the effect on scope and timing explicit in your discussion rather than treating a general message as a complete approval.
Can I see a client's earlier renovation invoices?
The client history includes estimates, invoices and payment records. Match each document to its property and work description so an earlier bathroom project is distinguishable from a new kitchen inquiry.
Will the system chase outstanding selections?
Automatic reminders are not available. Review the outstanding tasks yourself and contact the client through your normal channel before an unresolved choice delays material ordering or the next visit.
Keep exploring.
Software for small business
Keep your home remodeling 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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