Contractor Essentials Software


 

Contractor Essentials is a field service software solution that can be deployed on-premise. Key features include accounting and payroll applications, contact management, inventory management, scheduling and dispatch and work order management. GPS tracking is also available through the Contractor Essentials interface with NexTraq.

Contractor Essentials includes a service manager module where users can enter, schedule and track all service calls, appointments and maintenance contracts. In this module, users can also email work orders to technicians in the field.

With its mobile app, EssentialsPro Mobile, technicians can view jobs scheduled as well as provide dispatching and remote access for service technicians, installers and salespeople. They can drill down to view customer and site information, among other things. Jobs, customers, sites and equipment can be entered from the field.

Modules are also available for job costing and estimating, union reports, bar coding, customer relationship management (CRM) and productivity tracking.

Contractor Essentials is compatible with Windows systems. EssentialsPro Mobile offers mobile apps for Android and iOS. This system is designed for small to medium-sized contracting companies, specifically those in the HVAC, sheet metal, electrical, plumbing, roofing, fire prevention and general contracting industries.

 

Contractor Essentials - Performance reporting
 
  • Contractor Essentials - Performance reporting
    Performance reporting
  • Contractor Essentials - Financial analysis
    Financial analysis
  • Contractor Essentials - Inventory
    Inventory
  • Contractor Essentials - Schedule
    Schedule
  • Contractor Essentials - Main screen
    Main screen
  • Contractor Essentials - EssentialsPro Mobile
    EssentialsPro Mobile
Supported Operating System(s):
Windows 7, Windows 2000, Windows 8, Windows 10

1 Review of Contractor Essentials

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H from Hailstone

August 2008

August 2008

Very highly recommend the CUC team and their software.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Very highly recommend the CUC team and their software.

Pros

Easy to use software provides all of the information I need to run my business efficiently. I can trust the system to keep me up to speed on the pulse of my business and spot trouble areas before they get out of hand. Support is awesome and I can always reach someone who willingly and efficiently answers my questions.

Cons

I would like to take part in workshop style training with other users, but they do not offer this at ths time...

Source: Capterra