Everything you need to
grow your fire protection business

Modern, all-in-one software platform with powerful automations, intuitive workflows, and exceptional support

Inspections & Recurring Services

Tracking due dates and scheduling with existing customers takes a lot of time. Essential automates most of this process, so you can skip the tedious busywork.

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Automate inspection due date tracking—New due dates auto-update based on completed work, ensuring accuracy when a service is done earlier or later than the last due date
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Set custom automationsSave time with automations like customer outreach to confirm service and property access
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Manage complex inspection and recurring service cadences—Ensure nothing is missed, including special services that don't happen every visit

Quotes

Create accurate quotes in seconds and reduce mistakes while saving time. Then, let Essential handle follow-ups, ensuring your quotes don’t go unnoticed for days, weeks, or even months (yes, it happens!).

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Write rules for AI to apply—Write custom rules, similar to instructions for a new hire, to handle discounts, surcharges, item selection, job-specific details, and more
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Automate follow-ups—Email and SMS reminders ensure customers respond to quotes faster, without manual effort
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Create a job with 1-click—Turn accepted quotes into jobs instantly

Scheduling

No more manually checking addresses or guessing commute times. Essential streamlines scheduling, making it faster and more efficient. Plus, technicians spend less time on the road and more time onsite.

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See commute times from real traffic patterns—Streamline scheduling with auto-calculated commute times; optionally add technician home addresses for smarter route planning
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Automate reminders—Send customized reminders to key contacts, before the technician heads to the job
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Use advanced scheduling tools—Expedite scheduling with powerful filters, flexible sorting, and customizable views

Technician App & Inspection Reports

The less time spent entering information on a phone or tablet, the better. Essential's Technician App makes it quick and easy to input or access data, so the focus stays on the job.

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Eliminate redundant data entry—Property and asset details are saved, so technicians only need to enter inspection results
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Easily enhance reports—Add photos and comments for clarity
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Tailor it for your business—Use an NFPA template and default styling, or customize it for your technicians and customers

Invoices

Easily generate and manage invoices with AI-powered automation, ensuring every invoice is properly sent. Essential streamlines the full process, from draft creation to syncing with accounting software.

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Get draft invoices instantly—Using AI, generate invoices with a single click, based on completed work and job details
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Never miss an invoice—Unbilled jobs are flagged for review, to ensure you always get paid for your work
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Seamlessly sync with your accounting software—Eliminate manual data entry and save time

Task Management

Overwhelmed by endless tasks and worried about things slipping through the cracks? Essential automatically generates tasks when action is needed and helps track their progress until completion.

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Never miss a step—Tasks are automatically created when action is needed, ensuring nothing falls through the cracks
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Stay on track—Easily monitor task progress from start to finish with custom statuses
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Complete task history—Every step, from creation to updates to completion, is automatically recorded for full visibility

Before Essential, we had 4 employees that were overwhelmed with manual work, especially with trying to track and schedule upcoming inspections. Essential's automated email outreach and portal allows customers to easily communicate with us. This program has made it easy to receive approvals effortlessly. We can now better focus on customer service and scheduling.

David Pulvers
Owner, All County Fire

Benefits from using Essential

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Book more jobs without extra effort

Schedule smarter technician routes

Finish inspections and reports faster

Increase on-time payments

Automate repetitive busywork

For years, we used an Excel spreadsheet to track inspections and a whiteboard for technician schedules. As we got busier, we knew we needed a better way to operate. After looking at many options, we chose Essential. It was the right choice for us. Essential is nice to use, keeps us organized, and automates things like sending job reminders and emailing customers before inspections are due. It has reduced mistakes and made our work easier.

Roger Lu
Owner, SAFCO

Ready to take your business to the next level?

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