CMA

CMA

Use CMA
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About

CMA is a client management software platform built specifically for tradespeople and solo service professionals looking to simplify business operations. The platform combines client management, professional quoting, invoicing, scheduling, messaging, and file sharing into one easy-to-use dashboard. CMA helps tradespeople reduce administrative work by replacing spreadsheets, scattered messages, and manual paperwork with a centralized system. Users can create itemized quotes, convert them into invoices, and collect payments online directly through the platform. The software also includes appointment scheduling tools that allow clients to book available time slots without constant back-and-forth communication. CMA provides a branded client portal where customers can view quotes, invoices, documents, and updates in one organized space. Additional features include client messaging, checklists, portfolio management, and Xero integration for accounting automation.

About

Your centralized hub for everything from job sheets to invoices, quotes, and CRM. Clik Service is your all-in-one platform for job management, scheduling, planned maintenance, inventory management, invoicing, quoting, client communications, reporting, and more. Schedule jobs and track them from start to finish, send jobs to engineers when they’re out in the field and get updates when work is completed or a quote is accepted. Assign the right jobs to the right engineer at the right time and plan your work so you're always ontop of upcoming and ongoing work. Create bespoke reports that give you the latest stats on jobs and financials so you can track targets and plan ahead. Discover trends and gain invaluable insights into each area of your business.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Tradespeople, contractors, and solo service professionals seeking simple client management, quoting, invoicing, and scheduling software for running their businesses more efficiently

Audience

Clik Service is tailored to field service professionals looking to manage jobs, contracts, quotes and invoices more efficiently.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

£49/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Use CMA
Founded: 2026
United Kingdom
usecma.com

Company Information

Clik
Founded: 2000
United Kingdom
www.cliksoftware.com/products/clik-service/

Alternatives

Alternatives

Service365

Service365

Service365 Inc.
ToolTime

ToolTime

ToolTime GmbH
Insight Field

Insight Field

Innologica

Categories

Categories

Tradesman Job Management Features

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Tradesman Job Management Features

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Integrations

Xero
Clik Cert
Clik Jobs
Clik Remote
Google Maps
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
QuickBooks Online
ZARUS

Integrations

Xero
Clik Cert
Clik Jobs
Clik Remote
Google Maps
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
QuickBooks Online
ZARUS
Claim CMA and update features and information
Claim CMA and update features and information
Claim Clik Service and update features and information
Claim Clik Service and update features and information