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Ratings and Reviews 0 Ratings
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What is Tradify?
Businesses focused on trade and services encompass a variety of fields, including electricians, plumbers, HVAC specialists, painters, builders and contractors, service technicians, IT professionals, installers, appliance repair services, property maintenance, solar energy providers, and landscaping experts. Each of these sectors plays a crucial role in maintaining and improving both residential and commercial properties.
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
MYOB
QuickBooks Online
QuickBooks Online Advanced
Shift
API Availability
API Availability
Pricing Information
$47/month/user
Lite: 1-3 users, from $47/user, per month
Pro: 4+ users, from $38/user, per month
Plus: 10+ users, price on request
Pro: 4+ users, from $38/user, per month
Plus: 10+ users, price on request
Free Trial Offered?
Pricing Information
£49/month
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Supported Platforms
SaaS
Customer Service / Support
24 Hour Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Company Facts
Organization Name
Tradify
Date Founded
2013
Company Location
New Zealand
Company Website
www.tradifyhq.com
Company Facts
Organization Name
Use CMA
Date Founded
2026
Company Location
United Kingdom
Company Website
usecma.com
Categories and Features
Electrical Contractor
Not specified
Electrical Estimating
Not specified
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
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Paving and Asphalt
Not specified
Plumbing
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Quoting
Not specified
Subcontractor
Not specified
Tradesman Job 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
Customer Database
For Builders
For Electricians
For HVAC
For Plumbers
For Roofers
Invoicing
Payments
Quoting
Reporting
Scheduling