The proposal and site can drift apart
Roof access, cable routes, equipment locations and customer requests may change after the initial discussion. Record what was agreed and price authorized scope changes before they become unbilled work.
Software for solar installation contractors
Keep the installation paperwork moving.
Equipment can reach the site before the installation crew, and a completed crew visit may leave another stage to arrange. Bring the commercial scope, property context, labor and billing into one record. Keep system design and technical approvals in your specialist workflow.
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The everyday details
You know the work.
The admin adds up.
Materials arrive in stages
Modules, mounting components, conduit and other supplies may reach the site through separate purchases. Receipts and supplier paperwork need to remain connected to the installation they support.
One finished stage is not the whole balance
A crew may complete its part while other arrangements remain open. Keep completed work and the agreed invoicing stages clear rather than treating every calendar visit as a finished project.
A return request may be a different commercial service
A later customer request can concern the original installation, additional work or an unrelated issue. Record the reason for the visit and establish the business scope without letting the calendar imply a warranty or technical conclusion.
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.
Attach the work to its property
The Trades & construction setup includes linked Properties. Save the customer contact, installation address and business notes with estimates and invoices for the site.
Explore this featureMake the commercial scope readable
Use estimate lines for the agreed installation work, materials and approved additional labor. Review quantities and descriptions against your own specification before sharing the document PDF.
Explore this featureCoordinate visits and responsibilities
Create job tasks and linked appointments for assigned staff. Keep delivery coordination and return visits visible so the team can see the work still to be arranged.
Explore this featureBring labor and purchases into the review
Track time against the job and enter expenses with receipt photos. Use progress invoices from the estimate where they fit your agreement, then reconcile recorded payments with the outstanding balance.
Explore this featureKeep purchasing decisions traceable
If stock is useful, enable it in Modules & terms before using saved items, suppliers and purchase orders. Review supplier bills and job-linked material costs against your own equipment specification.
Explore this featureA day in the life
From the first quote to paid.
Define the installation agreement
Use your specialist design and technical documents to establish the work. Create an estimate that explains what your business will supply and install.
Prepare the site record
Confirm access, the billing contact and visit arrangements. Add property notes and tasks for the crew without treating business notes as a substitute for controlled technical records.
Follow the work through its stages
Assign the site visit, record labor and capture approved changes. Enter purchased materials and other costs while the supporting receipts are easy to identify.
Invoice the agreed milestone
Check what has been completed under the agreement. Prepare the relevant progress invoice, share its PDF and record payment received through your chosen payment provider.
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 solar installation contractors.
Does Microtra design or size solar systems?
Microtra does not perform solar design, shading analysis, electrical calculations or production forecasts. Keep those tasks in your specialist workflow and use Microtra for the business administration around installation.
Can I record materials kept for installations?
Stock starts off for Trades & construction. Enable it in Modules & terms to use stock locations, items, suppliers and purchase orders; verify material selections through your own technical process.
How can I keep return visits clear?
Use job tasks and appointments linked to assigned staff. Record the reason for a return and the work remaining so another visit does not look like a separate unconnected sale.
Will an invoice collect the customer's money?
An invoice PDF documents the amount due. Collect money through your existing method and record the payment in Microtra; card charging and pay links are coming soon.
Can equipment be listed separately from installation labor?
Yes. Use distinct line descriptions and quantities for goods and services where that matches your agreement. Make responsibility for supplied equipment clear and verify the commercial document against the technical specification you maintain separately.
Guides
Keep exploring
More for your business.
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Explore industry guidePainting
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Explore industry guideSoftware for small business
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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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