essential office

Sales Quoting

Create fast, accurate quotes that win more jobs. Use AI-powered templates, saved items, auto-taxes, and smart follow-ups.

Book a Demo

Create AI-powered quotes instantly

Create quote templates and specific instructions that Essential's AI will follow to create quotes 10x faster. Create your own pricing logic, discounts, surcharges, and more.

Essential also handles complex sales tax rules automatically, ensuring accuracy without manual calculation.

No more inconsistent quoting. Essential applies your rules the same way, every time.

Simplify quote approvals

Digital quotes make it easy for your team and your customers to stay aligned. Your customers get a clean, easy-to-approve quote that they can review and accept on any device.

Automate and track follow-ups

Stop chasing customers manually. Essential automatically sends email reminders for unsigned quotes, ensuring they don’t get forgotten or buried.

Every follow-up is logged and timestamped, giving you total visibility. If a quote still hasn’t been signed after multiple follow-up attempts, Essential creates a task reminder so your team knows exactly when to take additional action.

Fully customize your quotes

Make your quotes feel like your company's brand. Essential lets you customize every aspect of the quote template so that every quote you send looks polished and professional.

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

Ready to take your business to the next level?

Book a Demo →