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What is Pencil Assistant?

Pencil Assistant is an innovative AI solution tailored for tradespeople in the UK, available through WhatsApp. This tool helps users efficiently manage their time by organizing schedules, booking jobs and site visits, creating quotes and invoices, validating merchants, and developing marketing materials while they work. Users can conveniently send voice messages or photographs of handwritten notes, which the assistant converts into well-formatted PDF documents, allowing adjustments to line items, labor fees, or VAT as needed. Furthermore, users can check their schedules, upcoming jobs, and invoice statuses whenever they wish. The assistant can also effectively oversee nearby job sites, suggest appointments, and generate follow-ups and reminders for clients, along with crafting captivating marketing content. The service offers multiple subscription options, including a free Early Access plan and paid tiers named Pencil and Pro that provide various message and quote limits, making it accessible to all tradespeople. With its extensive range of features, Pencil Assistant is poised to transform the way tradespeople handle their everyday tasks, ultimately enhancing their productivity and efficiency in their work. As tradespeople increasingly adopt this technology, the potential for significant improvements in workflow and customer interaction becomes more evident.

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.

Media

No images available

Media

Integrations Supported

WhatsApp

Integrations Supported

Xero

API Availability

API Availability

Pricing Information

£15.99/month
Early Access is free and includes 70 messages and 7 quotes, with no card required. Pencil is £15.99/month and includes 300 messages and 30 quotes. Pro is £29.99/month and includes 1,000 messages and 100 quotes. Paid plan prices exclude VAT. A 7-day free trial is available.
Free Version
Free Trial Offered?

Pricing Information

£49/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Pencil Assistant

Company Location

United Kingdom

Company Website

getpencil.co.uk

Company Facts

Organization Name

Use CMA

Date Founded

2026

Company Location

United Kingdom

Company Website

usecma.com

Categories and Features

AI Assistants

Not specified

Categories and Features

Tradesman Job Management

Customer Database
For Builders
For Electricians
For HVAC
For Plumbers
For Roofers
Invoicing
Payments
Quoting
Reporting
Scheduling

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