An inspection and a treatment are different services
A request to look at a concern does not authorize every treatment option. Explain what the initial service covers and prepare a separate agreed scope when further work is proposed.
Software for termite control business owners
Keep the service agreement separate from assumptions.
Agreement to an inspection does not authorize a treatment proposal. Keep the business stages distinct, with the relevant contact, technician appointment and invoice connected to the service actually agreed. General job notes support administration alongside your specialist inspection and treatment records.
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The everyday details
You know the work.
The admin adds up.
Site access needs a named contact
Gates, crawlspace access, tenants and a property manager can all affect the visit. Keep practical arrangements clear before committing technician time.
Follow-up expectations need careful wording
A later visit, a service agreement and any warranty terms are not interchangeable. Keep the commercial scope explicit and retain specialist agreements in the professional process your business uses.
A property manager may need a different invoice description
The site contact may recognize an address while the accounts team uses its own reference. Confirm the commercial document details before the visit so the service can be matched to the correct property account without adding private resident information.
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.
Record the work being arranged
Keep the reported request, site instructions, tasks and assigned staff with the job. Link the technician appointment to that work so the day's visit has an understandable purpose.
Explore this featurePresent the commercial scope
Create itemized estimates for the services you have assessed and agreed. Write quantities and descriptions from your own professional specification, with exclusions clear before sharing the PDF.
Explore this featureTrack labor and business spending
Log technician time and enter expenses with receipt photos. Review purchases and labor alongside the job instead of using invoice totals alone to judge the work.
Explore this featureMaintain a clear billing history
Save contact and invoice history, share PDFs through your device and record payments collected elsewhere. Review balances independently from technical completion or any later visit promised.
Explore this featureA day in the life
From the first quote to paid.
Clarify what the customer is requesting
Confirm whether the call is for inspection, a quoted service or follow-up. Identify the billing contact and practical site access arrangements.
Agree the business scope
Use your professional inspection and treatment process to establish the proposal. Enter an estimate that describes the authorized service without copying sensitive or specialist records into general notes.
Arrange the technician visit
Assign staff and schedule the job appointment. Keep access instructions available while the technical work follows your own professional documentation and procedures.
Check the commercial closeout
Review completed scope and any approved change, share the invoice PDF and record payment received. Arrange follow-up directly under the agreement you have made.
Your words
Find your way around.
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.
- Your work
- Job
- Your customer
- Client
Room to get started
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Your business. Your next step.
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Compare plansA few useful answers
Questions from termite control business owners.
Does Microtra select termite treatments?
Microtra does not identify infestations, choose pesticides or provide treatment instructions. Use specialist professional systems and procedures for inspection, application and required technical records.
Can I use a separate record for each site?
Other starts with Job and Client and no linked records. Enable linked records in Modules & terms if that separate record structure would help your business.
Can the app generate compliance inspection reports?
Microtra does not provide specialist termite inspection or compliance report forms. Its estimates, job notes and invoices serve business administration around the professional documentation you maintain.
Will it remind customers about later service visits?
Automatic service reminders are coming soon. Agree follow-up directly and enter the confirmed visit yourself on the schedule.
How should an agreed follow-up visit appear in the records?
Give the visit a clear purpose and link its appointment to the relevant work. Keep any billing scope explicit, and use your professional documentation process for technical findings, service agreements and the meaning of any warranty terms.
Guides
Keep exploring
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Explore industry guideProperty maintenance
Connect property maintenance requests, site records, crew appointments and invoices. Keep approved repairs clear across repeat visits and locations.
Explore industry guideSoftware for small business
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