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Ratings and Reviews 0 Ratings
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PocomosReduce the hours spent on double data entry each day and save thousands monthly on fuel expenses through our advanced automation and routing optimization tools powered by Google. Effortlessly manage both one-time and recurring jobs using our job pool along with intuitive drag-and-drop scheduling features. You can conveniently sign up new clients, view your schedule, complete appointments, monitor chemical usage, and perform a variety of tasks right from your mobile device or tablet. Streamline your operations by automating notifications for pre-service, follow-ups, collections, review requests, and other routine activities. Easily handle post payments, resend emails, upload and send files, text, and more through a user-friendly customer account interface. Leverage our comprehensive suite of tools, including Recruiting, Street-Level Lead Tracking, Area Management, Video Training, and Leaderboards, to enhance the effectiveness of your Door-to-Door initiatives while boosting overall productivity. This consolidated approach not only simplifies your workflow but also empowers your team to achieve greater success in their daily operations.
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What is Clik Service?
Clik Service serves as your comprehensive solution for managing everything from invoices to job sheets, quotations, and customer relationship management. This platform simplifies the process of overseeing and optimizing every detail of each job, ensuring seamless operations.
With Clik Service, you have access to an integrated system for managing jobs, scheduling tasks, conducting planned maintenance, handling inventory, invoicing, and generating quotes, among other functionalities.
Easily monitor jobs from initiation to completion, scheduling them efficiently. When engineers are out in the field, you can assign tasks directly to them and receive real-time updates upon job completion or quote acceptance, allowing for precise job assignment to the most suitable engineers at the optimal time.
Additionally, you can generate custom reports that offer the latest statistics on job performance and financial metrics. This capability enables you to identify patterns and extract insightful information from various aspects of your business, empowering you to make informed decisions and improve overall efficiency.
What is CMA?
CMA is a client management software platform created specifically for tradespeople, contractors, and solo professionals who want to streamline business operations and reduce administrative workload. The platform combines client management, professional quoting, invoicing, scheduling, messaging, file sharing, and payment processing into one integrated system designed for trade businesses. CMA helps users replace spreadsheets, scattered phone contacts, paper diaries, and disconnected communication apps with a centralized dashboard that organizes all client and project information in one place. Tradespeople can quickly create branded and itemized quotes directly from their mobile devices while still on-site, attach photos, and send professional proposals to clients within minutes. Accepted quotes can be instantly converted into invoices with integrated online payment collection, helping businesses improve cash flow and reduce time spent chasing payments. The software also includes scheduling and appointment management tools that allow clients to book available time slots while preventing scheduling conflicts and double bookings. CMA provides a branded client portal where customers can access quotes, invoices, documents, updates, and communication history through a professional self-service interface. Additional features such as document sharing, searchable client messaging threads, media portfolio management, and broadcast messaging tools help businesses improve organization and customer communication. The platform integrates with Xero to automate accounting workflows and simplify financial management for both business owners and accountants. CMA is optimized for mobile use, enabling tradespeople to manage clients, create quotes, send invoices, and communicate with customers directly from the field.
Integrations Supported
Xero
Clik Cert
Clik Jobs
Clik Remote
Google Maps
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
QuickBooks Online
API Availability
API Availability
Pricing Information
Pricing not provided
Free Trial Offered?
Pricing Information
£49/month
Free Trial Offered?
Supported Platforms
Windows
On-Prem
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Company Facts
Organization Name
Clik
Date Founded
2000
Company Location
United Kingdom
Company Website
www.cliksoftware.com/products/clik-service/
Company Facts
Organization Name
Use CMA
Date Founded
2026
Company Location
United Kingdom
Company Website
usecma.com
Categories and Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Quoting
Reporting
Scheduling
Categories and Features
Tradesman Job Management
Customer Database
For Builders
For Electricians
For HVAC
For Plumbers
For Roofers
Invoicing
Payments
Quoting
Reporting
Scheduling