CMA

CMA

Use CMA
Opermax

Opermax

Opermax
+
+

Related Products

  • WEX Field Service Management
    67 Ratings
    Visit Website
  • WERX
    35 Ratings
    Visit Website
  • Connecteam
    10,756 Ratings
    Visit Website
  • CompanyCam
    5,585 Ratings
    Visit Website
  • Resco Field Service+
    4 Ratings
    Visit Website
  • Canopy
    1,172 Ratings
    Visit Website
  • Onetrace
    4 Ratings
    Visit Website
  • Xero
    6,132 Ratings
    Visit Website
  • Verizon Connect
    1,003 Ratings
    Visit Website
  • ArboStar
    565 Ratings
    Visit Website

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

We want to help all contractors be profitable by providing them with the best tools and resources to manage their business through technology. All this while keeping your customers in the loop from the moment you schedule the visit, to when your techs get on-site, to when the job is done. Our wizard will get you up and running in under 1 hour! Eliminate the chaos in the day-to-day management of your business. Simplify management and field tasks. English, French, and Spanish are the languages we currently support. Just let us know which language you would like to see implemented and we will put it on our features whiteboard. Our work order module has been in constant evolution since its inception. It is the most-used module in our system and contains all the information needed to take a job from creation to payment. The module houses attachments, notes (office, field, client), special flags, assessments, quotes, expenses, worksheets, invoices, payments, custom forms, and eMailer.

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 Not Supported
iPad Not Supported
Android Not 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

Contractors and companies requiring a solution to simplify their contractor management activities

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support 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

$19 per month
Free Version Not 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 Not Supported
Live Online Supported
In Person Supported

Company Information

Use CMA
Founded: 2026
United Kingdom
usecma.com

Company Information

Opermax
Founded: 2013
United States
www.opermax.com

Alternatives

Alternatives

Fastrax

Fastrax

Ergos Software
Ai Field Management

Ai Field Management

AI FIELD MANAGEMENT
ToolTime

ToolTime

ToolTime GmbH
Field Force Tracker

Field Force Tracker

Rapidsoft Systems

Categories

Categories

HVAC Supported
Service Dispatch Supported
Work Order 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

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 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 Supported

Maintenance Management Features

Asset Tracking Supported
Billing & Invoicing Supported
Calibration Management Not Supported
Dispatch Management Supported
Inventory Control Supported
Inventory Management Supported
Key & Lock Management Not Supported
Mobile Access Supported
Planning Calendar Supported
Predictive Maintenance Supported
Preventive Maintenance Supported
Purchasing Not Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Not Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Work Order Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Preventive Maintenance Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Task Management Supported

Integrations

Braintree Not Supported
PayPal Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Sage Accounting Not Supported
Stripe Not Supported
Xero Supported

Integrations

Braintree Supported
PayPal Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Sage Accounting Supported
Stripe Supported
Xero Not Supported
Claim CMA and update features and information
Claim CMA and update features and information
Claim Opermax and update features and information
Claim Opermax and update features and information