CMA

CMA

Use CMA
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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

Plancraft is a cloud-based software designed to streamline office work for tradespeople, enabling the digitalization of every step from creating offers to time tracking. With its intuitive drag-and-drop functionality, users can create professional offers and invoices in just minutes, while seamless management of master data ensures efficiency. The planning board provides a complete overview of all job sites and employees, who can easily log their working hours and document tasks via the mobile app. Entered times flow into the project folder in real time through the cloud, ensuring everything is always in sight. Construction documentation and post-calculation features help users complete projects profitably, keeping profits in view through invoice lists and reminders. Quick invoice creation ensures customer satisfaction, and invoices can be effortlessly transferred to tax advisors via DATEV export.

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

Businesses looking for a tool to digitalize and streamline their office work to focus more on their craft by simplifying tasks such as project planning, time tracking, and documentation

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

Free
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

Plancraft
Founded: 2020
Germany
plancraft.com

Alternatives

Alternatives

ToolTime

ToolTime

ToolTime GmbH
RIB Candy

RIB Candy

RIB Software

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

Xero

Integrations

Xero
Claim CMA and update features and information
Claim CMA and update features and information
Claim Plancraft and update features and information
Claim Plancraft and update features and information