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 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. 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 designed for small to medium-sized contracting companies 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

3 Reviews of Contractor Essentials

Showing 1-3 of 3

 

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Becky from M&K ClimateCare

April 2018

April 2018

We love it! Everything in one place. I can easily run multiple reports from a single platform.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Being able to run all of my reporting functions from one program, and knowing that the information is consistent and accurate make managing a business much easier.

Pros

The customer and technical support are amazing! We have been using CUC for years and team makes running a business easier.

Cons

I really don't have a cons list. I would recommended this software to any HVAC contractor. Once you've been on this system, trying to go back to anything else seems cumbersome.

Review Source: Capterra

  Response: CUC Software, CUC Software, Inc

Date: April 2018

April 2018

 

Thank you Becky! It is a pleasure working with you and your team,! We've enjoyed watching your company grow and really appreciate your willingness to jump in and offer suggestions.Your vision for the future as you move your company forward is inspiring!

 

Monique from Walker ClimateCare

April 2018

April 2018

Great support staff and product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

We are really pleased with the support that we get from CUC. We have been with them for 18 years and the system is always growing to meet our changing needs

Cons

We would like to be able to access more through the app without having to enter a job, see customer info and job history, as well as alerts

Review Source: Capterra

  Response: CUC Software, CUC Software, Inc

Date: April 2018

April 2018

 

Thank you Monique.
We appreciate you guys and the trust that you have put in us for so many years.
We also appreciate your feedback and input!
We are working full time on enhancements to the EssentialsPro Mobile app and have a major update due out this summer, with additional enhancements coming by the end of the year. Stay tuned!

 

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...

Review Source: Capterra