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What is ServiceSight?
Our cloud-based platform provides essential information to help you expand and manage your business effectively in real time. By streamlining your team’s efficiency, you can plan additional tasks daily without incurring extra costs, allowing for more productivity in less time.
Minimize paperwork and enhance your engineers' experience with our user-friendly online forms, which will certainly be appreciated by them. They can conveniently access all their past records and certifications in one centralized location, removing the burden of tedious paperwork, and this approach also contributes positively to environmental efforts.
You can expedite your service-to-cash cycle by enabling engineers to invoice directly from their mobile devices. Additionally, they can effortlessly collect payments through our smooth integration with Stripe. For those who prefer traditional cash collection methods, invoicing can still be completed immediately after the job, eliminating delays associated with paperwork. This ensures a faster and more efficient workflow for your entire team.
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
ACCOUNTS
QuickBooks Online
QuickBooks Online Advanced
Integrations Supported
Xero
ACCOUNTS
QuickBooks Online
QuickBooks Online Advanced
API Availability
Has API
API Availability
Has API
Pricing Information
5 Free users
Free Trial Offered?
Free Version
Pricing Information
£49/month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Protean Software
Date Founded
1999
Company Location
United Kingdom
Company Website
www.proteansoftware.com
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
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Categories and Features
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking