Software

EssentialsPro© offers a comprehensive management and accounting system that can be tailored to fit any contractor’s needs by picking and choosing from the following set of modules:

* While you can pick and choose any module configuration that fits your company
needs, these modules are considered a core system for most contractors.

Features

  • Account Receivable
  • AIA Billing & Certified Payroll
  • Repetitive AR & AP Invoicing/Journal Entries
  • Point of Sale & Multi Job Invoicing
  • Accounts Payable & Purchase Orders
  • Credit Card Processing
  • TAPI Phone Interface for Caller ID (requires hardware)
  • Payroll with Flexible Benefit & Deduction Tracking
  • Financial Analysis Reporting and Budgeting
  • Third Party Time Sheet Import
  • Employee Productivity Reports
  • Union Reports
  • Job Costing and Estimating
  • Service Department Management
  • Equipment Tracking and Service Task Assignment
  • Maintenance Contracts and Revenue Transfer
  • Drag-&-Drop Dispatch & Employee Scheduling
  • Warranty Reserve Tracking
  • Customer History & Analysis
  • Inventory Control
  • Bar Coding / Windows Mobile© Interface
  • Refrigerant Tracking
  • Tool Tracking
  • Vehicle Maintenance
  • Marketing and Mail Merge Options
  • Microsoft Word© Interface
  • Lead Tracking
  • Dated Notes / File Attachment
  • PDF Invoices, Work Orders & POs
  • Fax and Email Options
  • Print to File Options for Reports
  • Customizable Work Orders, Invoices, Statements, PO’s, Bids & Checks
  • Interdepartmental Billing for Labor and Materials
  • User Level System Security
  • Fabrication (kits or assemblies)
  • Service, Install, Marketing, Sales & Financial CPM Analysis
  • EssentialsPro Mobile© App for Android and IOS mobile devices