CMAUse CMA
|
FergusFergus Software
|
|||||
Related Products
|
||||||
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
Fergus is an innovative cloud-based Job Management software that facilitates the essential task required to run a trade-based operation. Intended to work for an individual professional or teams, the platform offers a full workflow organizer from quoting to invoicing and everything in between.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
|
|||||
Audience
Tradespeople, contractors, and solo service professionals seeking simple client management, quoting, invoicing, and scheduling software for running their businesses more efficiently
|
Audience
Job software made for service-based businesses from plumbers and electricians through to roofers and security installers.
|
|||||
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
API
Offers API
Not Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
£49/month
Free Version
Not Supported
Free Trial
Supported
|
Pricing
$40.00/month/user
30-day free trial, no credit card required
Free Version
Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
|||||
Company InformationUse CMA
Founded: 2026
United Kingdom
usecma.com
|
Company InformationFergus Software
Founded: 2011
New Zealand, Australia
fergus.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Tradesman Job Management Features
Contract Management
Not Supported
Customer Database
Supported
Dispatch Management
Not Supported
For Builders
Supported
For Electricians
Supported
For Field Service Businesses
Not Supported
For HVAC
Supported
For Plumbers
Supported
For Roofers
Supported
Invoicing
Supported
Job Tracking
Not Supported
Payments
Supported
Quoting
Supported
Reporting
Supported
Scheduling
Supported
Time Tracking
Not Supported
|
Tradesman Job Management Features
Contract Management
Supported
Customer Database
Supported
Dispatch Management
Supported
For Builders
Supported
For Electricians
Supported
For Field Service Businesses
Supported
For HVAC
Supported
For Plumbers
Supported
For Roofers
Supported
Invoicing
Supported
Job Tracking
Supported
Payments
Supported
Quoting
Supported
Reporting
Supported
Scheduling
Supported
Time Tracking
Supported
Field Service Management Features
Billing & Invoicing
Supported
Contact Database
Supported
Contract Management
Supported
Customer Database
Supported
Dispatch Management
Supported
Electronic Signature
Supported
Inventory Management
Supported
Mobile Access
Supported
Payment Collection in the Field
Supported
Quotes / Estimates
Supported
Routing
Supported
Scheduling
Supported
Service History Tracking
Supported
Time Clock
Supported
Work Order Management
Supported
HVAC Features
Billing & Invoicing
Supported
Customer Database
Supported
Dispatch Management
Supported
Inventory Control
Not Supported
Job Management
Supported
Maintenance Scheduling
Supported
Mobile Access
Supported
Quotes / Estimates
Supported
Routing
Supported
Scheduling
Supported
Service History Tracking
Supported
Technician Management
Supported
Work Order Management
Not Supported
Job Costing Features
Bills of Material
Supported
Budgeting & Forecasting
Supported
Change Orders
Supported
Cost-to-Completion Tracking
Supported
Invoice Management
Supported
Overrun Reporting
Supported
Percent-Complete Tracking
Supported
Production Cost Tracking
Supported
Purchase Order Management
Supported
Quotes / Estimates
Supported
Time Tracking
Supported
Work Order Management
Not Supported
Plumbing Features
Billing & Invoicing
Supported
Customer Database
Supported
Dispatch Management
Supported
Inventory Control
Not Supported
Job Management
Supported
Mobile Access
Supported
Quotes / Estimates
Supported
Routing
Supported
Scheduling
Supported
Service History Tracking
Supported
Technician Management
Supported
Work Order Management
Supported
Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Supported
Contact Management
Supported
Customer Accounts
Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Supported
Pricing Management
Supported
Product Configurator
Not Supported
Proposal Management
Not Supported
Scheduling Features
Alerts/Notifications
Supported
Appointment Scheduling
Supported
Automated Scheduling
Supported
Calendar Management
Supported
Class Scheduling
Not Supported
Employee Scheduling
Supported
Facility Scheduling
Not Supported
Group Scheduling
Supported
Interview Scheduling
Not Supported
Meeting Room Booking
Not Supported
Multi-Location
Supported
Online Scheduling
Supported
Payment Processing
Supported
Real-time Scheduling
Supported
Reservations
Not Supported
Resource Scheduling
Not Supported
Room Booking Management
Supported
|
|||||
Integrations
Xero
Supported
FieldStockPro
Not Supported
FirstVoice AI
Not Supported
MYOB
Not Supported
Nexley
Not Supported
|
Integrations
Xero
Supported
FieldStockPro
Supported
FirstVoice AI
Supported
MYOB
Supported
Nexley
Supported
|
|||||
|
|
|