CMAUse CMA
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HomeService.CloudHome 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.
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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.
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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
Entrepreneurs looking for an online software to run their business on the cloud
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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 |
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Pricing
£49/month
Free Version
Free Trial
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Pricing
No information available.
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 InformationHome Service Cloud
United States
homeservice.cloud
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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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