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What is SoloDesks?

SoloDesks serves as an all-in-one job management tool tailored specifically for independent tradespeople, including plumbers, electricians, painters, landscapers, and handymen, enabling them to efficiently manage quoting, invoicing, and job scheduling without the complications of team management. Users can generate comprehensive itemized quotes from their mobile devices while on-site and deliver them as customized PDFs to clients. When a client accepts a quote via a secure link, it instantly transforms into an invoice with a single tap, preserving all the details and pricing without necessitating any duplicate data entry. To assist in managing overdue payments, the Overdue Autopilot feature sends automated reminders to clients at 7, 14, and 21-day intervals, ensuring the communication is branded to appear as if it's coming from the business, with responses routed directly to the tradesperson and ceasing automatically once payment is received. Each job is neatly organized on a calendar that includes the client's location, facilitating efficient route planning, while all financial aspects, such as VAT and CIS, are meticulously tracked in pounds. SoloDesks offers a free plan that allows for 10 quotes, 10 invoices, and 10 emailed PDFs per month, accommodating unlimited clients and jobs, while the Pro plan is reasonably priced at 12 GBP monthly without any user fees, making it an appealing option for solo professionals. In essence, SoloDesks not only simplifies business operations for individual tradespeople but also significantly enhances their cash flow management with ease. Additionally, its user-friendly interface and robust features ensure that tradespeople can focus more on their craft rather than administrative tasks.

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

Media

Integrations Supported

Integrations Supported

Xero

API Availability

API Availability

Pricing Information

£12.00/month
Two plans, both in GBP.

Free, £0 a month: 10 quotes, 10 invoices and 10 emailed PDFs a month,
plus 3 one-tap client accept-links. Unlimited clients and jobs, and your
own logo on every PDF. No card required.

Pro, £12 a month: unlimited quotes, invoices, emails and accept-links.
Overdue Autopilot chases unpaid invoices for you at 7, 14 and 21 days
and stops the moment you are paid. Pay-now links on invoices, premium
PDF styles, your brand colour, and no SoloDesks credit line on your
paperwork.

The £12 is flat rather than per user, because SoloDesks is built for one
person working alone. Billed monthly, cancel anytime, and nothing is
deleted if you downgrade.
Free Version

Pricing Information

£49/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

SoloDesks

Date Founded

2026

Company Website

solodesks.com

Company Facts

Organization Name

Use CMA

Date Founded

2026

Company Location

United Kingdom

Company Website

usecma.com

Categories and Features

Tradesman Job Management

Customer Database
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Scheduling

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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