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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
TeamPoint is a cloud-based job management software designed for British contractors, focusing on improving productivity and simplifying business processes. Offering robust features such as quoting, job tracking, service contracts, and finance integration, TeamPoint helps businesses stay organized and profitable. The software ensures efficient management of sales, job scheduling, and inventory control, allowing for faster, more accurate invoicing and improved customer service. TeamPoint’s mobile app further streamlines operations by allowing field workers to complete jobs, document risk assessments, and collect customer signatures on-site. Designed for scalability, TeamPoint is an essential tool for contractors looking to streamline their workflow and increase profitability.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Xero
No
Pricing Details
£49/month
Free Trial
Yes
Free Version
No
Pricing Details
£50 per user per month
Free Trial
No
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
No
Mac
No
Linux
No
Chromebook
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
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
Yes
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
TeamPoint
Founded
2011
Country
United Kingdom
Website
teampoint.app
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
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
