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

13 Reviews of Contractor Essentials

Showing 1-13 of 13

 

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Harold from Handy Bros ClimateCare
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Awesome HVAC operations software

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

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.

Review Source: Capterra

  Response: CUC Software, CUC Software, Inc

Date: October 2018

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

 

Flora from Guelph Climatecare
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Great system for HVAC

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

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.

Review Source: Capterra

  Response: CUC Software, CUC Software, Inc

Date: September 2018

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

 

Shelley from Bailey Heating and Cooling Ltd.
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

cuc

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

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

Review Source: Capterra

  Response: CUC Software, CUC Software, Inc

Date: September 2018

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!

 

KARIN from COUNTRY HEARTH & CHIMNEY INC
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

EssentialsPro

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 have been clients of C-U-C software for many years and switching over very recently to the EssentialsPro was super easy. The software is very user friendly. It is much simpler than Quick Books to use. Using simple easy to follow screens this software basically is easy enough for people who have no other accounting software knowledge. I would recommend this software for anyone considering using a different software other than the ordinary versions.

Cons

There is nothing that we have found so far to say we don't like.

Review Source: Capterra

  Response: CUC Software, CUC Software, Inc

Date: September 2018

September 2018

 

Karin,
Thank you for your business and your feedback. We truly appreciate our long standing customers!
It is our goal to always strive to make transitions simple as technology and customer needs continues to change.
Thank you!

 

Connie from R&H Heating & Air Conditioning
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Essentials

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

It takes care of all the accounting and tracking our customers. Do not use the mobile app.

Pros

The software is friendly user. It provides all the information you could possibly ask for. It is fanatastic!

Cons

No cons. Have no reason to dislike software.

Review Source: Capterra

  Response: CUC Software, CUC Software, Inc

Date: September 2018

September 2018

 

Connie,
It has been a pleasure working with you and your team for so many years.
While you don't currently use our EssentialsPro Mobile app, if you are ever ready to go mobile and give the app a try, I'd be happy to schedule a demo.
Thank you for your business

 

Anne from Cliff's Plumbing & Heating o/b Cliff Mann Mechanical Ltd.
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

14 Years of Excellent Service - Essentials Pro

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

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.

Review Source: Capterra

  Response: CUC Software, CUC Software, Inc

Date: September 2018

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

September 2018

CUC for HVAC

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

more organization within the office staff and consistency has improved.

Pros

Accounting, billing/invoicing, dispatching, record keeping is all built into one program

Cons

It can be quite difficult to teach/learn the use of this program being it is so complex and feature rich, but it is worth the effort

Review Source: Capterra

  Response: CUC Software, CUC Software, Inc

Date: September 2018

September 2018

 

Thank you for your feedback. We value your input. Our support crew is always here to help any time. We also offer monthly webinars on targeted features... watch your email for semi-annual schedules. Additionally, we do offer online training options that can be really handy for new staff members and/or when diving into a new feature.
Heidi

 


September 2018

September 2018

CUC experience

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

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.

Review Source: Capterra

  Response: CUC Software, CUC Software, Inc

Date: September 2018

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

 

Leah from Arctic
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Works good

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

It helps send out our service techs in an easy, timely maner.

Cons

There is a learning curve, but once you get used to it, it gets easier.

Review Source: Capterra

  Response: CUC Software, CUC Software, Inc

Date: September 2018

September 2018

 

Thank you Leah. It has been a pleasure doing business with the team at Arctic for so many years. Our support crew is always here to help, and we do offer additional online training options that can be really handy for new staff members and/or when diving into a new feature.

 

Madison from Campeau Heating
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

CUC Daily

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

I like that CUC offers pretty much everything you need.

Cons

Some features are hard to access or use.

Review Source: Capterra

  Response: CUC Software, CUC Software, Inc

Date: September 2018

September 2018

 

Thank you Madison. We're always taking suggestions and strive to add strive to make things more intuitive/easy to use with each update.
Our support team is here to help you any time you need a little extra help!

 

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