Hexvan vs. CMA

Hexvan serves as an online job management tool specifically designed for independent tradespeople and small trade businesses, including plumbers, electricians, heating engineers, roofers, carpenters, and decorators. The platform effectively organizes daily responsibilities and reminders via a chronological agenda that features maps for navigation and quick direction access, while also providing a shared address book for customers, suppliers, and subcontractors that records visitations, quotes, invoices, and payment histories. Users can generate quotes directly on-site, obtain signatures through a smartphone or customer link, and effortlessly turn accepted quotes into invoices, all while keeping track of overdue payments and issuing credit notes, as well as capturing receipt images for their records. Hexvan further streamlines accounting processes by offering period-based exports that aggregate vital sales information, taxes, expenses, and images of receipts, making it easier for accountants to manage their clients' finances. The platform also allows users to set up an editable one-page business website and provides a complimentary listing in a local trades directory, eliminating lead generation fees. Accessible via web browsers on smartphones, tablets, and computers, Hexvan ensures collaborative access for teams, thereby improving productivity and communication across multiple devices. Ultimately, this all-encompassing tool is designed to simplify operations and boost the efficiency of trade professionals, helping them focus more on their craft rather than administrative tasks.

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.