Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

QuoteNest is an online application tailored for independent cleaning professionals and various home-service providers, such as residential and carpet cleaners, window washers, handymen, and contractors. The platform allows users to input property and job specifics to derive service estimates and create proposal narratives with the help of artificial intelligence. It also offers functionality for managing client records, generating quotes, issuing invoices, creating booking schedules, and sending automated reminders to customers. Users can communicate quotes and billing information via WhatsApp, and mobile text messaging is also available for convenience. Through a user-friendly browser-based dashboard, operators can easily access all client-related information, including bookings, quotes, invoices, and reminders. Additionally, the dashboard includes an estimator tool that helps in calculating square footage, number of rooms, bathrooms, and job categories. Specifically designed for owner-operators and small service ventures, QuoteNest aims to streamline the process of preparing estimates, enhancing customer communication, and organizing regular service tasks efficiently. This comprehensive approach not only simplifies the quoting process but also enhances overall customer satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gemini No 
WhatsApp No 
Xero Yes 

Integrations

Gemini Yes 
WhatsApp Yes 
Xero No 

Pricing Details

£49/month
Free Trial Yes 
Free Version No 

Pricing Details

$12.00/month
Standard costs $12/month. The Founder Pass is $18 prepaid for three months and then $6/month; it includes 500 WhatsApp messages per month. A 14-day free trial is available without a credit card.
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
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) No 
In Person No 

Vendor Details

Company Name

Use CMA

Founded

2026

Country

United Kingdom

Website

usecma.com

Vendor Details

Company Name

QuoteNest

Founded

2026

Country

India

Website

getquotenest.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

Alternatives

Alternatives

Jobber Reviews

Jobber

Jobber Software