Software for window installation business owners
A surveyed opening still needs a clear path through ordering, delivery, fitting and any return for finishing. Give the client a clear commercial scope and keep fitting visits, tasks and costs beside it as materials arrive and the installation progresses.
Unleash your potential.
The everyday details
The opening reference, unit style, glazing choice and finish need to agree with the supplier order. Keep your measured specification in its proper system and make the estimate's descriptions clear enough for the client to understand the scope.
Unit delivery, access and preparation affect when a crew can install. Check those conditions before confirming attendance, and keep any agreed return for trim or adjustments visible in the work list.
Damage uncovered during removal may require work beyond the original agreement. Record the proposed change and discuss its cost and responsibility instead of silently adding it to the final invoice.
How Microtra helps
Use the tools that fit your day, with your records ready on your phone or on the web.
Use line descriptions for the units, fitting labor, removal and agreed trim work. Enter quantities and notes that match the commercial agreement before preparing progress invoices from the estimate.
Explore this featureSave client contacts, site notes and linked property records. Keep the installation address and access arrangements near the estimate rather than relying on the client's billing address alone.
Explore this featureCreate tasks for delivery checks, installation and remaining finishing work. Schedule attendance with assigned staff and update job status after discussing changes directly with the client.
Explore this featureLog installation and return-visit hours manually or with a timer. Check which opening or task the work involved before reviewing time and costs for the completed job.
Explore this featureRecord expenses for supplier purchases, disposal and hired access equipment with receipt photos. If you want material stock counts, enable stock in Modules & terms because it starts off in this setup.
Explore this featureA day in the life
Complete measurements and technical selection through your professional process. Prepare an estimate that explains the supplied units, fitting and any excluded repairs.
Check the delivery and installation prerequisites yourself. Arrange the crew visit directly once the units and property are ready, with contact and access notes available.
Record fitting progress and remaining tasks. Discuss concealed damage or a finish change and update the agreement before invoicing work beyond the initial scope.
Review completion tasks, costs and amounts already invoiced. Share the final invoice PDF and record received payments, leaving product documentation with the records you maintain for it.
Your words
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.
Room to get started
Start with a 14-day free trial. No card needed. Compare plans to find the tools and invoice allowance that fit your business.
Try Microtra on your phone and on the web. Review plan details before choosing the right fit.
Compare plansA few useful answers
No. Window measurement, product configuration, energy calculations and supplier ordering specifications belong in specialist tools or your professional process. Microtra organizes the commercial work around the installation.
Yes. List those agreed services distinctly from the window units and fitting labor. State exclusions in the notes and revise the estimate when an approved addition changes the scope.
No. Verify specifications, quantities and delivery arrangements with the supplier yourself. Purchase records do not replace the technical checks needed before a made-to-order unit is commissioned.
Leave a clear task for the remaining adjustment or finishing work and arrange its attendance on the schedule. Confirm the visit directly; automatic service reminders are not available in Microtra.
Choose Trades & construction for Job, Client and Properties. Linked property records, scheduling and timesheets start enabled; inventory can be added through Modules & terms when needed.
Keep exploring
Keep handyman estimates, property records, job tasks and invoices in one place. Record labor, materials and payments received with Microtra.
Explore industry guideRun siding estimates, crew records, purchasing costs and progress invoices. Keep business administration beside your own measurement and design tools.
Explore industry guideCreate clear handyman invoices with job descriptions, labor, materials, approved extras, payment terms and a practical process for tracking money received.
Read the guideSoftware for small business
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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