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

Pool Service Software (PSS) is an all-in-one pool business management app that helps pool service companies streamline and modernize operations by combining routing, job management, quoting, invoicing, payments, and service tracking in a single platform. It provides route optimization so businesses can save time, miles, and fuel while handling estimated work hours and GPS-assisted schedules, and lets users track quotes and jobs with simple drag-and-drop scheduling as well as add photos and details to service records. It includes invoicing features tailored for the pool industry, such as web invoices, online payments, AutoPay, bulk actions, and job-linked photo invoices, and integrates with QuickBooks Online and Stripe for billing sync and secure payment processing. PSS also brings visit cost tracking and customizable checklists (including readings, dosages, and tasks), equipment management with photos and warranty tracking, and a built-in LSI water balance calculator.

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

Pool service business owners and technicians requiring a tool to manage scheduling, routing, quoting, invoicing, water chemistry tracking, and customer communication for cleaner, more efficient field operations

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

$49.99 per month
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

Pool Service Software (PSS)
United States
poolservice.software/

Alternatives

Alternatives

ToolTime

ToolTime

ToolTime GmbH

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

QuickBooks Online
Stripe
Xero

Integrations

QuickBooks Online
Stripe
Xero
Claim CMA and update features and information
Claim CMA and update features and information
Claim Pool Service Software (PSS) and update features and information
Claim Pool Service Software (PSS) and update features and information