CMAUse CMA
|
||||||
Related Products
|
||||||
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 help you to take control of the daily tasks of managing your business, while helping to grow your online presence so you can stop paying for leads and start generating them on your own. Send electronic invoices and estimates from your smartphone app with your logo. Reduce time spent with reusable line items then convert leads to clients with quotes that can be accepted online. Get online with a mobile-friendly, search optimized web page. Keep your presence up to date automatically with job broadcasts, customer reviews, verified qualifications and more. Use the iTrust PRO app to schedule appointments with customers, send estimates and invoices, get paid electronically and so much more!
|
|||||
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
Local field service companies looking for a management software
|
|||||
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
$14.99 per month
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationUse CMA
Founded: 2026
United Kingdom
usecma.com
|
Company InformationiTrust PRO
United States
www.itrustpro.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
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
|
||||||
|
|
|