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Description
CMA is an all-in-one client management platform designed to help tradespeople manage their businesses more efficiently and reduce time spent on administration. The software brings together client management, professional quoting, invoicing, scheduling, messaging, document sharing, and payment collection into one centralized dashboard. CMA is built specifically for trades such as plumbing, electrical work, carpentry, landscaping, roofing, painting, and general contracting. The platform allows users to quickly create branded, itemized quotes, attach photos, and send them directly to clients for approval. Once accepted, quotes can be converted into invoices with online payment options to simplify billing and improve cash flow. CMA also includes appointment scheduling tools that let clients book available slots while helping businesses avoid double-booking and missed appointments. The client portal gives customers a professional self-service experience where they can access documents, quotes, invoices, and communications in one place. Additional features such as client messaging, broadcast emails, task checklists, and media portfolio management help tradespeople stay organized and improve customer communication. CMA integrates with Xero to automate invoice syncing and simplify accounting workflows for business owners and accountants. The software is designed for ease of use, allowing tradespeople to get set up quickly without technical expertise. CMA helps small trade businesses improve organization, present a more professional image, and spend more time focusing on their work instead of paperwork.
Description
GeoOp is job management software that small businesses use to streamline their day-today tasks. It's a complete toolkit that helps businesses save 14 hours a week on admin, win more jobs, and get paid faster. GeoOP can assign jobs, create invoices and quotes, fill out timesheets, and integrate with accounting software. GeoOp can replace tedious and time-consuming paper processes that hold back your business. GeoOp is the next-generation app for Trade and Home/Field Service businesses. It allows them to manage quotes, schedule jobs, track job completion, send in invoices, and get paid quicker. GeoOP job management software makes it easier to manage your manual processes online. You can enter client/job information once and manage your jobs from quote through payment, thereby reducing admin/paperwork by up to 14 hours per week
API Access
Has API
No
API Access
Has API
No
Pricing Details
£49/month
Free Trial
Yes
Free Version
No
Pricing Details
$17 per user per month
Starter
Perfect for businesses with a smaller number of jobs per month
Perfect for businesses with a smaller number of jobs per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Use CMA
Founded
2026
Country
United Kingdom
Website
usecma.com
Vendor Details
Company Name
Geo
Founded
2019
Country
Australia
Website
try.geoop.com
Product Features
Tradesman Job Management
Contract Management
No
Customer Database
Yes
Dispatch Management
No
For Builders
Yes
For Electricians
Yes
For Field Service Businesses
No
For HVAC
Yes
For Plumbers
Yes
For Roofers
Yes
Invoicing
Yes
Job Tracking
No
Payments
Yes
Quoting
Yes
Reporting
Yes
Scheduling
Yes
Time Tracking
No
Product Features
Appointment Scheduling
Appointment Reminders
Yes
Automated Scheduling
Yes
Calendar Sync
Yes
Client Database
Yes
Group Scheduling
No
Mobile Access
Yes
Multi-Location
No
Online Booking
No
Online Payments
Yes
Recurring Appointments
Yes
Room Booking Management
No
Billing and Invoicing
Billing Portal
No
Contact Database
Yes
Contingency Billing
Yes
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
No
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
Yes
Carpet Cleaning
Billing & Invoicing
Yes
Customer Management
No
Dispatch Management
No
Equipment Tracking
No
Mobile Access
No
Online Booking
No
Scheduling
Yes
Work Order Management
No
Electrical Estimating
Billing & Invoicing
No
Change Orders
No
Cost Database
No
Project Management
No
Quotes / Proposals
No
Takeoff
No
Employee Communication Tools
Activity / News Feed
No
Audio / Video Conferencing
No
Blogs
No
Chat / Messaging
No
Employee Directory
No
Event Calendar
No
File Sharing
No
Knowledge Management
No
Newsletter Management
No
Surveys & Feedback
No
Employee Scheduling
Appointment Management
Yes
Automated Scheduling
Yes
Calendar Management
Yes
Employee Database
Yes
Group Scheduling
Yes
Messaging
Yes
Mobile Access
Yes
Payroll Management
No
Reporting/Analytics
No
Resource Management
Yes
Schedule Distribution
Yes
Scheduling
Yes
Shift Scheduling
Yes
Shift Swapping
Yes
Time Clock
Yes
Time Tracking
Yes
Vacation / Leave Tracking
Yes
Field Sales
Activity Tracking
No
CRM
No
Channel Management
No
Collaboration Tools
No
Controlled Access
No
Dashboard Management
No
Expense Management
No
Fast Estimates
No
Inventory Management
No
Invoices
No
Lead / Opportunity Management
No
Online Payments
No
Order Management
No
Quoting
No
Reporting / Analytics
No
Route Optimization
No
Territory Management
No
Time Tracker
No
Visit Scheduling
No
Workflow Management
No
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
No
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
No
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
HVAC
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
No
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
No
Technician Management
No
Work Order Management
Yes
HVAC Estimating
Billing & Invoicing
No
Commercial/Industrial
No
Cost Database
No
Data Import / Export
No
Equipment Maintenance
No
Financing Management
No
Labor Rates
No
Quotes/Proposals
No
Scheduling
No
Takeoff
No
Locksmith
Billing & Invoicing
Yes
CRM
No
Dispatch Management
No
GPS Tracking
Yes
Inventory Management
No
Mobile Access
Yes
Payment Processing
Yes
Scheduling
Yes
Work Order Management
Yes
Pest Control
Billing & Invoicing
No
Customer Service History
No
Dispatch Management
No
Fleet Management
No
Inventory Control
No
Mobile Access
No
Pest Activity Tracking
No
Pesticide Usage Tracking
No
Property Layouts
No
Quotes / Estimates
No
Scheduling
No
Plumbing Estimating
Change Orders
No
Commercial / Industrial
No
Cost Database
No
Data Import / Export
No
Fitting Management
No
For General Contractor
No
Overhead Costs Estimating
No
Prebuilt Assembly
No
Quotes / Proposals
No
Takeoff
No
Scheduling
Alerts/Notifications
Yes
Appointment Scheduling
Yes
Automated Scheduling
Yes
Calendar Management
No
Class Scheduling
No
Employee Scheduling
Yes
Facility Scheduling
No
Group Scheduling
No
Interview Scheduling
No
Meeting Room Booking
No
Multi-Location
Yes
Online Scheduling
No
Payment Processing
No
Real-time Scheduling
Yes
Reservations
No
Resource Scheduling
Yes
Room Booking Management
No
Security System Installer
Billing & Invoicing
Yes
Customer Management
Yes
Document Imaging
Yes
Inventory Management
Yes
Job Costing
Yes
Lead Management
No
Quotes / Estimates
Yes
Scheduling
Yes
Work Order Management
Yes
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
No
Contract Management
No
Customer Database
Yes
Inventory Control
No
Job Management
Yes
Job Tracking
No
Mobile Access
Yes
Routing
No
Scheduling
No
Self Service Portal
No
Service History Tracking
Yes
Technician Management
No
Work Order Management
No
Time and Expense
Activity Tracking
No
Billable Hours Tracking
No
Billing Rate Management
No
Expense Tracking
No
Invoice Processing
No
Multiple Billing Rates
No
Project Tracking
No
Reimbursement Management
No
Time Tracking by Client
No
Time Tracking by Project
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
Yes
For Builders
Yes
For Electricians
Yes
For Field Service Businesses
Yes
For HVAC
Yes
For Plumbers
Yes
For Roofers
Yes
Invoicing
Yes
Job Tracking
Yes
Payments
Yes
Quoting
Yes
Reporting
Yes
Scheduling
Yes
Time Tracking
Yes
