CMAUse CMA
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OpermaxOpermax
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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
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.
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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
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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
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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
Contractors and companies requiring a solution to simplify their contractor management activities
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
£49/month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$19 per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationUse CMA
Founded: 2026
United Kingdom
usecma.com
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Company InformationOpermax
Founded: 2013
United States
www.opermax.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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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
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Integrations
Braintree
Supported
PayPal
Supported
QuickBooks Online
Supported
QuickBooks Online Advanced
Supported
Sage Accounting
Supported
Stripe
Supported
Xero
Not Supported
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