CMA

CMA

Use CMA
HomeService.Cloud

HomeService.Cloud

Home Service Cloud
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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

Simplify Your HVAC/Plumbing Business. Get More Done, See More Profits, Feel Less Stress. Appointment & Dispatch Tracking. One-Click Invoicing. Online Payments, Straight to your Bank. Store & View Customer Records. Central Scheduling and Dispatch Board. An easy-to-manage board that everyone can view and operate. Work Order Management. Easily collaborate and track work order information. Upload pictures, create appointments, and add work order notes for everyone on your team to view. Contact Management. Easily track your customer, contact, location, and work order history for all of your customers. Track your marketing sources to know which marketing campaigns are generating the most customers. Billing/Invoicing. Create Invoices & Quotes while on the road, Can be texted and emailed to your customers. Customers pay online with a simple click, deposited directly into your bank account. Quickbooks Integration. Have your invoices and payments automatically recorded in Quickbooks.

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

Entrepreneurs looking for an online software to run their business on the cloud

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

Home Service Cloud
United States
homeservice.cloud

Alternatives

Alternatives

FieldEdge

FieldEdge

Xplor
ToolTime

ToolTime

ToolTime GmbH
ServiceLine

ServiceLine

ServiceLine Technology

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

Integrations

QuickBooks Online
Xero

Integrations

QuickBooks Online
Xero
Claim CMA and update features and information
Claim CMA and update features and information
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