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:
- General Ledger *
- Accounts Receivable *
- Accounts Payable *
- Payroll *
- Job Costing *
- Service Manager *
- Inventory *
- Equipment Tracking *
- Estimating
- Marketing
- CPM (Critical Perform. Measures)
- Tool Management
- Vehicle Management
- Task Manager
- Flat Rate Interface
- Point of Sale Invoicing
- Refrigerant Tracking
- In House Manufacturing
- Progress/AIA Billing
- Remote Time Clock Interface
- Inventory Kit Assembly
- Bar Coding
- Flat Rate Labor Analysis Add-on
- EssentialsPro Mobile© App
* 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