essential office

Inspection Management

Get more inspections scheduled on-time, with less work. Automate customer outreach, schedules, and more.

Track assets and service frequencies

Never miss a required service again - even the specialized ones that don't come up every inspection.

Create your own service intervals, including for unusual equipment or customer-specific requirements.

Screenshot of Essential's Recurring Service and Automation cards

Automate outreach to customers

Stop chasing customers by phone and email to book upcoming inspections.

Essential sends branded emails with a form link at the appropriate time, so inspections get scheduled on time without all the back-and-forth. Emails go out from your address for better deliverability and professionalism.

Essential follows up multiple times if there's no response, while logging every outreach attempt for compliance.

Ensure no inspection is missed

Essential’s Tasks page gives you a complete view of every upcoming inspection, making it easy to see what’s due, what’s scheduled, and what still needs outreach.

Each task has a clear status, so your team always knows exactly what’s been actioned and what still requires attention.

All updates are logged by user and timestamped, providing a full audit trail and total visibility across your operation.

Real-world scenarios? We handle those too

Essential is built for all the edge cases and exceptions that happen in the real world.

Have a customer who hates email? No problem. Set the system to create an internal reminder instead of sending out an email.

Need to push an inspection because a customer will be out of town? Set a manual send date for when they'll be back.

Whether it’s unique customer preferences or unusual scheduling needs, Essential flexes with your workflow - not the other way around.

Why Companies Choose Essential

Powerful Automation Tools

Essential automates inspection approvals, appointment reminders, follow-ups on quotes and unpaid invoices, and more—saving businesses hours every week

Intuitive All-In-One Software

Essential unifies the tools contractors need into a single, easy-to-use platform that keeps businesses organized and efficient

Customized for Every Business

Workflows and reports are tailored to each business, ensuring Essential adapts to company-specific processes and requirements

Free Implementation

Implementation and historical data import are included at no cost, with old inspection reports seamlessly migrated into Essential

No Contract Lock-In

Flexible month-to-month pricing lets businesses get started without long-term commitments or large upfront fees

Fast Customer Support

Highly trained US-based support specialists are readily available from 8AM - 9PM ET, with an average response time of under 2 minutes

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

Trusted by Leaders in Fire Protection

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