A site can have several service areas
Parking spaces, entrances and pedestrian paths may be different parts of the agreement. Describe the included areas instead of relying on a property address to explain the whole service.
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Before dispatching a crew, the business needs a recognizable record of the areas and service each client has actually accepted. Record what you agreed to clear, who can authorize additional work and how the visit will be billed before the service list becomes difficult to reconstruct.
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The everyday details
Parking spaces, entrances and pedestrian paths may be different parts of the agreement. Describe the included areas instead of relying on a property address to explain the whole service.
The work list may need a return or a revised visit. Confirm the decision through your own operating process and keep the accepted appointment and crew tasks updated.
A client should be able to recognize which visit and service the invoice covers. Keep approved additions and materials distinct from the original clearing arrangement.
A parked vehicle or inaccessible entrance may prevent part of the agreed work. Document the business scope actually completed and discuss the next step with the authorized contact rather than assuming an incomplete pass means the same billing outcome in every agreement.
How Microtra helps
Use the tools that fit your day, with your records ready on your phone or on the web.
Use tasks, notes, status and costs for the accepted clearing scope. Keep trigger decisions, weather assessment and dispatch procedures under your own professional operating process.
Explore this featureSave client contacts and notes with billing history. Other starts with linked records off; enable them in Modules & terms if you want linked property records for the sites served.
Explore this featureUse a timer or manual entries linked to staff, work and tasks. Review the time record after a return visit so the extra effort can be discussed against the accepted agreement.
Explore this featureUse clear quantities and descriptions for clearing visits, approved walkway work or materials. Share invoice PDFs from your device and record payments received through your existing method.
Explore this featureSave expenses and receipt photos for materials, hired equipment and other business costs. Review approved billable client costs separately from general operating purchases before preparing the account.
Explore this featureA day in the life
Check the service areas, billing basis and contact for each client. Use your own weather, dispatch and equipment readiness process to decide the work plan.
Place jobs and appointments with assigned staff and site-specific tasks. Arrange travel and sequencing independently of the app.
When another attendance is agreed, keep its scope and authority clear. Update the work record rather than assuming the initial visit explains the addition.
Review completed visits, time and approved charges. Share understandable invoice PDFs and record received payments against the correct client.
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
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Compare plansA few useful answers
Microtra does not monitor weather triggers or dispatch crews automatically. You decide which work is accepted, enter visits and communicate operating changes through your own process.
GPS tracking and route optimization are not available in Microtra. Use separate dispatch and mapping tools where the operation needs them.
Other uses Job and Client. Linked records and inventory start off; switch them on in Modules & terms before using property records or tracked supply quantities.
Describe the agreed service scope and billing basis in the business documents and schedule visits yourself. Microtra does not generate service contracts or determine whether a clearing trigger has been met.
Keep exploring
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Explore industry guideConnect sealcoating estimates, property contacts, crew tasks and invoices. Keep surface scope and agreed preparation clear before the crew arrives.
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
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