EssentialsPro & EssentialsPro Mobile

EssentialsPro & EssentialsPro Mobile

von CUC Software

Wer verwendet EssentialsPro & EssentialsPro Mobile?

We are primarily geared towards service contractors such as HVAC, Plumbing, Electrical, Mechanical, Fire Prevention, Sheet Metal, etc. however there is cross over into other areas of contstruction.

Was ist EssentialsPro & EssentialsPro Mobile?

One System, One Team, One Goal...EssentialsPro is integrated software for construction & service companies. Includes AR, AP, Payroll, Inventory, Service Dispatch, Job Costing, Estimating, Accounting, Marketing and Analysis with built in email and print to file options.
EssentialsPro Mobile app (iOS & Android) connects field service techs with office and provides real time access to work orders, service history, maintenance contract, equipment information... and much more!

EssentialsPro & EssentialsPro Mobile – Details

CUC Software

http://www.cucsoft.com

Gegründet 1981

EssentialsPro & EssentialsPro Mobile – Preisübersicht

EssentialsPro & EssentialsPro Mobile bietet keine Gratisversion, aber eine kostenlose Testversion. Weitere Preisinformationen für EssentialsPro & EssentialsPro Mobile findest du unten.

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Installiert - Windows

Mobile - iOS Native

Mobile - Android Native

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

EssentialsPro & EssentialsPro Mobile Funktionen

Field Service Management Software
Abrechnung & Rechnungsstellung
Angebote / Schätzungen
Arbeitsauftragsverwaltung
Elektronische Unterschrift
Inventarverwaltung
Kontakt-Datenbank
Kundendienst-Historie-Nachverfolgung
Mobiler Zugriff
Online Stempeluhr
Routing
Terminplanung
Versandmanagement
Vertragsmanagement
Zahlungseinzug im Außendienst
Angebote / Schätzungen
Arbeitsauftragsverwaltung
Bestell-Management
Bestellungen ändern
Kostenplanung und Prognosen
Material-Rechnung
Produktionskosten-Nachverfolgung
Rechnungsmanagement
Verfolgung der Kosten bis zur Fertigstellung
Verfolgung des Prozentsatzes bis zur Fertigstellung
Zeitverfolgung
Überschuss-Berichterstattung
Abrechnung & Rechnungsstellung
Angebote / Schätzungen
Auftragskostenrechnung
Baugewerbe-Aufschlüsselung
Bestell-Management
Cash Management
Forderungen
Hauptbuch
Kostenplanung und Prognosen
Lohn- und Gehaltslisten-Management
Verbindlichkeiten
Überschuss-Prognosen
Abrechnung & Rechnungsstellung
Angebote / Schätzungen
Arbeitsauftragsverwaltung
Bestandskontrolle
Job-Management
Kundendatenbank
Kundendienst-Historie-Nachverfolgung
Mobiler Zugriff
Routing
Techniker-Management
Terminplanung
Versandmanagement
Wartungsplanung
Abrechnung & Rechnungsstellung
Arbeitsauftragsverwaltung
Bestandskontrolle
Job-Management
Kundendatenbank
Kundendienst-Historie-Nachverfolgung
Mobiler Zugriff
Routing
Self-Service Portal
Techniker-Management
Vertragsmanagement

EssentialsPro & EssentialsPro Mobile – Nutzerbewertungen

Zeigt 5 von 13 Nutzerbewertungen

Gesamt
4.8/5
Benutzerfreundlichkeit
4.2/5
Kundenservice
5/5
Funktionen
4.7/5
Preis-Leistungs-Verhältnis
4.5/5

Awesome HVAC operations software

Bewertet am 2.10.2018
Harold V.
President
Bau, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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

Vorteile: This Software is extremely user friendly and intuitive

Nachteile: CUC Help Menu can use some improvements.

Antwort des Softwareanbieters

von CUC Software an 9.10.2018

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

14 Years of Excellent Service - Essentials Pro

Bewertet am 11.9.2018
Anne M.
Administrator
Bau, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: If every company listened to its customers and responded to their needs as well as CUC the workplace would be much happier!

Vorteile: 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.

Nachteile: Does not have an integrated human resources module to augment the wage and hours information.

Antwort des Softwareanbieters

von CUC Software an 12.9.2018

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.

cuc

Bewertet am 14.9.2018
Shelley K.
President
Bau, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
2/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
3/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: scheduling
work order
inventory
acct. payable module

Nachteile: contracts - very complicated
quoting -poor set up
would like to see -# after work order # so we know how many have been printed

Antwort des Softwareanbieters

von CUC Software an 18.9.2018

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!

Great system for HVAC

Bewertet am 17.9.2018
Flora W.
General Manager
Einzel- & Familiendienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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.

Nachteile: The program can be a challenge to train to new staff compared to other programs.

Antwort des Softwareanbieters

von CUC Software an 18.9.2018

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

CUC experience

Bewertet am 11.9.2018
Verifizierter Rezensent
GM
Bau, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: We have been using this soft war for about 19 years and it has provide an excellent tool for record keeping and management

Vorteile: * 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

Nachteile: 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.

Antwort des Softwareanbieters

von CUC Software an 12.9.2018

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