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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
Pool Service Software (PSS) is a comprehensive management application designed specifically for pool service businesses, enabling them to enhance and modernize their operations by integrating multiple functions like routing, job management, quoting, invoicing, payments, and service tracking into a single user-friendly platform. With its route optimization feature, companies can effectively reduce time, mileage, and fuel expenses while efficiently managing estimated work hours and GPS-guided schedules. Users benefit from an intuitive drag-and-drop scheduling system that allows for easy tracking of quotes and jobs, along with the ability to attach photos and detailed notes to service records. Tailored invoicing capabilities for the pool industry include web invoices, online payment options, AutoPay, bulk processing, and job-linked photo invoices, seamlessly integrating with QuickBooks Online and Stripe for synchronized billing and secure payment handling. Additionally, PSS offers features for tracking visit costs, customizable checklists that encompass readings, dosages, and tasks, as well as equipment management that includes photo storage and warranty tracking, complemented by an integrated LSI water balance calculator. This all-encompassing software solution ultimately empowers pool service providers to operate more efficiently and provide improved service to their clients.
API Access
Has API
API Access
Has API
Pricing Details
£49/month
Free Trial
Free Version
Pricing Details
$49.99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Use CMA
Founded
2026
Country
United Kingdom
Website
usecma.com
Vendor Details
Company Name
Pool Service Software (PSS)
Country
United States
Website
poolservice.software/
Product Features
Tradesman Job Management
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
Product Features
Pool Service
Billing & Invoicing
Chemical Readings
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management
