Upsidia

WrkGenie is job-management software for UK sole traders and small service teams that need to organise customer work from enquiry through payment. It brings customer records, quotes with e-signing, bookings and a calendar, invoices, and payment recording into a web app with native iPhone and Android apps. Users can link quotes, bookings, invoices and customer history, work with key records offline and sync changes when they reconnect, and send invoice payment links through a connected Stripe account. The Pro plan adds expense tracking, profit insights, staff scheduling, and customer booking invitations and reminders. WrkGenie is aimed at cleaners, plumbers, electricians, gardeners, mobile hairdressers and other UK field-service businesses, from one-person operations to small teams. A 14-day trial is available; online payments, e-signing and AI writing support require an internet connection.

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.