CMAUse CMA
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JoblogicTracer Management Systems
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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
Joblogic is field service management software for service contractors and facilities management businesses. It manages the complete job lifecycle in one platform: job management, engineer scheduling, asset tracking, planned preventive maintenance contracts, compliance management, and invoicing.
Engineers access jobs, worksheets, and compliance forms via the mobile app. Office teams get real-time updates and automated workflows without manual chasing. Finance integrations connect with Xero, Sage, and QuickBooks.
Manual scheduling and job write-ups create overhead across the back office and field. The Dynamic Scheduler optimises engineer routes and allocation in real time, and the AI Summariser cuts job and quote write-up time. Joblogic is building towards a fully Agentic Operating System for service contractors, reducing manual coordination across operations, service delivery, and finance.
Joblogic supports businesses across HVAC, plumbing and heating, fire and security, facili
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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
Service and maintenance companies, including those offering HVAC, facilities management, propery maintenance, fire and safety, drainage, electrical maintenance, landscaping, cleaning, roofing, building maintenance, catering equipment, and more.
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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
£45
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 InformationTracer Management Systems
Founded: 1998
United Kingdom
www.joblogic.com
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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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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
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
Workforce Management Features
Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce
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