The initial description may miss the repair
A leak report identifies a symptom, not necessarily the work required. Record the investigation separately from an approved repair so the client can see what was established and accepted.
Software for roofing contractors
Carry the roofing agreement from estimate to handover.
When the crew uncovers work outside the estimate, the next useful step is a clear conversation with the authorized client. Keep the accepted work tied to the property, crew visit and invoice so a site finding can be discussed with the client before it changes the account.
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The everyday details
You know the work.
The admin adds up.
Material descriptions need detail
Underlayment, flashing, ventilation components and the selected covering have different roles in a quote. A single materials line can leave the agreed specification unclear.
Site findings can change the bill
Unexpected deck work or an amended detail needs a conversation and approval. Keep the change with the project instead of relying on a crew message to explain a later invoice.
A delivery is not a completed stage
Materials can arrive before the crew is ready to install them. Keep delivery context separate from progress billing, and review the agreed payment arrangement before deciding which work or materials an invoice is intended to cover.
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.
Find the property history
Use linked property records, client contacts and notes for prior business work and ordinary access details. Keep technical surveys and construction documentation in your appropriate professional process.
Explore this featureGive the crew a defined work plan
Create tasks, status, notes and assigned appointments on the job. A delivery, repair visit or return inspection can have its own appointment connected to the same work record.
Explore this featurePrepare understandable project billing
Build estimates from quantities you establish independently. Use progress invoices from estimates or review time and materials, then share PDF documents through your device after checking the accepted scope.
Explore this featureCompare labor and material costs
Track staff time against work and tasks, and record expenses with receipt photos. Enable stock in Modules & terms if you want material quantities and purchasing linked with the business.
Explore this featureGather purchased project costs
Save expenses and receipt photos for materials, hired equipment and other business spending. Review billable client costs and job reports alongside the approved project account.
Explore this featureA day in the life
From the first quote to paid.
Establish the project brief
Confirm the property, client, proposed scope and access. Perform measurement, inspection and technical assessment using your own qualified process.
Quote the accepted specification
Describe the covering, agreed components, labor and exclusions. Resolve the client's approval before arranging the work.
Record an additional finding
Discuss a site condition that changes the scope. Update the estimate or invoice details after agreement and revise crew tasks as needed.
Close the work stage
Review completed scope and costs, share the relevant invoice PDF and record payment taken through your existing method.
Your words
Find your way around.
Choose Trades & construction 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
- Your records
- Properties
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 roofing contractors.
Does Microtra measure roofs or create takeoffs?
Microtra does not measure roofs, interpret aerial imagery or produce roofing takeoffs. Enter quantities from your own measurement and specialist estimating process.
What setup should a roofer choose?
Trades & construction starts with Job, Client and Properties, including linked records. Inventory starts off and can be enabled in Modules & terms when you want material counts.
Can a replacement roof have progress invoices?
Create progress invoices from the estimate after agreeing billing stages with the client. Make the work covered by each invoice recognizable and check approved changes before sharing it.
Will a crew get restricted field access?
Finer role-based access is coming soon. Business members can read and write business records in v1; settings and team administration require owner or All Access permissions.
Features
Templates
Guides
Keep exploring
More for your business.
Home remodeling
Organize remodel scope, property records, crew tasks and progress invoices. Keep business administration beside your separate design and estimating work.
Explore industry guideSiding contracting
Run siding estimates, crew records, purchasing costs and progress invoices. Keep business administration beside your own measurement and design tools.
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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