CMAUse CMA
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ETraceETRACE
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Related Products
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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.
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About
You will never forget to bill for a job. eTrace creates a list of "waiting to be invoiced" jobs sorted by customer, you only need to select the job to generate each invoice. Monitor invoice payment status, you will be able to track job "not invoiced" and "invoices not paid". Search mechanisms for customers by first or last name, phone #,address, regional area, work order #, customers waiting to be booked, and more. All your files are hosted on our industrial strength server at a protected and secure data centre with fast network connections with solid hard infrastructure supported by mirrored data backup system. Staff can access their day"s schedule and work orders anywhere they have internet access, home, office, on the road.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Tradespeople, contractors, and solo service professionals seeking simple client management, quoting, invoicing, and scheduling software for running their businesses more efficiently
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Audience
Appointment scheduling platform for companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
£49/month
Free Version
Free Trial
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Pricing
$89 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationUse CMA
Founded: 2026
United Kingdom
usecma.com
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Company InformationETRACE
www.etrace.ca
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Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
Xero
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