CMA

CMA

Use CMA
Fergus

Fergus

Fergus Software
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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

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/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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Use CMA
Founded: 2026
United Kingdom
usecma.com

Company Information

Fergus Software
Founded: 2011
New Zealand, Australia
fergus.com

Alternatives

Alternatives

GeoOp

GeoOp

Geo
ToolTime

ToolTime

ToolTime GmbH

Categories

Categories

HVAC Supported
Job Costing Supported
Plumbing Supported
Quoting Supported
Scheduling Supported

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
Claim CMA and update features and information
Claim CMA and update features and information
Claim Fergus and update features and information
Claim Fergus and update features and information