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

Cuotaro is a cloud-based field service and operations app for small service businesses. It helps teams organize customers, service requests, quotes, scheduled jobs, files, reminders and pending payment follow-ups in one central workspace. The app is designed to support the daily workflow from customer request to quote, from quote to job, and from completed work to payment tracking. Users can keep customer details, service addresses, notes, quote PDFs, job information, attached files and follow-up reminders connected to the same customer context. Cuotaro is intentionally simple and focused. It is not a complex enterprise field service platform, ERP or accounting system. It gives small maintenance, repair, installation and service teams a practical way to manage work without relying on scattered spreadsheets, separate notes or disconnected files.

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

Cuotaro is designed for small and medium-sized service businesses, including maintenance companies, repair services, installers, cleaning businesses, property service providers and independent professionals who need to manage requests, quotes, jobs, files and payment follow-ups.

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

EUR 19/month or EUR 190/year
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

Cuotaro
Founded: 1994
Spain
cuotaro.com

Alternatives

Alternatives

LeadDuo ServiceHub

LeadDuo ServiceHub

Three Core AI LLC
ToolTime

ToolTime

ToolTime GmbH
Sercom

Sercom

Abex Technologies

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

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

Integrations

Xero
Claim CMA and update features and information
Claim CMA and update features and information
Claim Cuotaro and update features and information
Claim Cuotaro and update features and information