CMA

CMA

Use CMA
ServiceSight

ServiceSight

Protean Software
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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

Our cloud-based software provides you with the information you need to grow your business in real-time. Improve efficiency of your teams effortlessly meaning you can plan more work each day without increasing costs – and it’s FREE up to 5 users. Get more done in less time! Simplify everyday tasks by eliminating paperwork from your employees and engineers’ life. They will love our online forms, replacing the need for time-consuming paperwork – and they can access all necessary history and certifications all in one place. Going paper-free is also a great step in helping the environment. Reduce your service to cash cycle and issue invoices faster by completing & invoicing jobs directly on engineers’ mobile devices – and they can even collect payments as well via our seamless Stripe integration. Even if you want to collect cash in the traditional way you can invoice as soon as the job is completed without having to wait for the paperwork.

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

Global Markets

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

5 Free users
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:

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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

Protean Software
Founded: 1999
United Kingdom
www.proteansoftware.com

Alternatives

Alternatives

ConnectFSM

ConnectFSM

CherryTree Technology
ToolTime

ToolTime

ToolTime GmbH
GeoOp

GeoOp

Geo
CMA

CMA

Use CMA

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

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

Integrations

Xero
ACCOUNTS
QuickBooks Online
QuickBooks Online Advanced

Integrations

Xero
ACCOUNTS
QuickBooks Online
QuickBooks Online Advanced
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