Squeegee vs. CMA

Effortlessly oversee your clients, appointments, invoices, payments, expenses, and reports all within a single, integrated platform. Start your experience today with a free 30-day trial that allows you to explore all features. Squeegee is designed to optimize administrative processes, leading to a significant decrease in the time consumed by such tasks. Users can conveniently access the platform from any mobile device, enjoying real-time updates that empower managers to keep track of daily transactions effectively. When recurring job schedules are set, modifications can be made quickly and easily as needed. You have the option to review workloads either collectively or by individual staff member, facilitating better task management. Invoicing becomes a breeze with Squeegee; documents can be created and sent in just seconds. Furthermore, you can arrange quote appointments and generate quick estimates directly on-site, forwarding them instantly for client approval. Automated payment solutions can be established, and in-person transactions can be logged effortlessly, ensuring a streamlined workflow throughout the entire operation. This all-inclusive strategy not only boosts productivity but also greatly enhances customer satisfaction, leading to long-lasting business relationships. Embrace the convenience of managing your operations in one place for a more organized and efficient business.

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.