About Contractor Essentials

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 service calls, appointments and maintenance contracts. In this module, users can also email work orders to technicians in the field.

Contractor Essentials offers a mobile app for Android and iOS devices which allows technicians to view scheduled jobs. They can drill down to view customer and site information, among other things. ...


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Supported Operating System(s):

Windows 7, Windows 2000, Windows 8, Windows 10

13 Reviews of Contractor Essentials

Average User Ratings

Overall

4.77 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(10)

10

4 stars

(3)

3

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 13 results

October 2018

Harold from Handy Bros ClimateCare

Verified Reviewer

Company Size: 11-50 employees

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2018

Awesome HVAC operations software

We were using a creditable HVAC software for almost 20 years and found this software and company to be superior in most respects. They are continuing to keep up with the changing market place and are willing to make changes based on recommendations. The yearly maintenance/support fees are very reasonable

Pros

This Software is extremely user friendly and intuitive

Cons

CUC Help Menu can use some improvements.

Response from CUC Software

Replied October 2018

Harold, Thank you. We really appreciate working with you and your team! Thank you for taking time out to post a review and share your experience with others. Heidi

September 2018

Anne from Cliff's Plumbing & Heating o/b Cliff Mann Mechanical Ltd.

Company Size: 11-50 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2018

14 Years of Excellent Service - Essentials Pro

If every company listened to its customers and responded to their needs as well as CUC the workplace would be much happier!

Pros

Essentials Pro has kept up with our growing needs and changing hardware environments while maintaining a consistant data entry platform so we do not need to waste time retraining. They respond to customer suggestions for improvements regularly and will make modifications to suit your needs for an additional fee where possible. CUC has given us easy access to job, payroll and inventory information going back to the year we started with their program, helping us to do our job more efficiently. We have experienced no significant down time with this software. Their technicians are friendly and easy to talk to and available to answer our questions in a timely manner during the work week.

Cons

Does not have an integrated human resources module to augment the wage and hours information.

Response from CUC Software

Replied September 2018

Thank you Anne. It has been a real pleasure doing business with you and your crew all these years! Perhaps when you have time we could talk further about your human resource needs - to help you take advantage of the features that are there, as well as discuss any improvements we can make. We've been providing payroll options for US and Canadian companies for nearly 40 years, and are always looking towards enhancements that can help our users better manage their businesses.

September 2018

Flora from Guelph Climatecare

Company Size: 2-10 employees

Industry: Individual & Family Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

September 2018

Great system for HVAC

Pros

This program can handle all parts of your business in one software package. From dispatch to marketing and accounting, it's all in one spot. CUC always offers great, personal customer service.

Cons

The program can be a challenge to train to new staff compared to other programs.

Response from CUC Software

Replied September 2018

Flora, Thank you for your feedback and for your business. We appreciate you and your crew. We do offer one-on-one training sessions via remote connection. These can be tarageted to your needs, and are really helpful when you have a new employee or are trying a new part of the system. We also offer monthly webinars on specific topics. These are recorded, so you can refer back to them or pass along to other members of your staff. Thank you again! Heidi

September 2018

Shelley from Bailey Heating and Cooling Ltd.

Company Size: 2-10 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

3.0

Customer support

5.0

Functionality

5.0

September 2018

cuc

for the most part everything is great. There is a lot of the programs we are not using as we are not sure how they work.

Pros

scheduling work order inventory acct. payable module

Cons

contracts - very complicated quoting -poor set up would like to see -# after work order # so we know how many have been printed

Response from CUC Software

Replied September 2018

Shelley, Thank you for your feedback. Our system does have a lot of flexibility to cover a wide range of options, particularly in the Maintenance Contract arena. Unfortunately, flexibility can sometimes be confusing. Hopefully contract templates have been helpful in defining your maintenace contract basic defaults. We did also add perpetual contracts in the last update for those whose plans automatically renew. Also new, repeat invoices for contracts can be linked to a credit card to automatically process against the card as invoices are generated. We'll be scheduling a webinar on contracts after the first of the year. Please watch your email for details on the 2019 webinar schedule. Thank you!

September 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

September 2018

CUC experience

We have been using this soft war for about 19 years and it has provide an excellent tool for record keeping and management

Pros

* Ease of use * Designed for the Contracting industry *Comprehensive management reports available *Ability to lock out information from other users if needed *Very stable platform *Excellent support

Cons

Use it for rental contracts and modify and adapt the service contract module to work. Not perfect but functional. Although it has a very comprehensive solution for service contracts, the rental equipment was not a part of the architecture I guess.

Response from CUC Software

Replied September 2018

Thank you! We're always taking suggestions and appreciate your feedback. Please call our support team about the repeat AR invoicing option outside of Service Contracts... perhaps that may help with your rental options. I would need more information on your particular rental terms. Heidi