essential office

Task Management

Keep your whole team on track. Assign work, follow up automatically, and make sure nothing falls through the cracks.

Never miss another follow-up

Essential generates tasks automatically whenever action is needed, including inspections to schedule, jobs to invoice, and quotes to follow up on.

No more relying on memory or post-it notes. Your whole team stays on top of their work, even on their busiest days.

Clear, customized progress tracking

Know exactly where every task stands. Track progress from start to finish with custom statuses that guide work across your team.

Your entire operation stays in sync, with zero extra coordination.

View the full task history

Get 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.

Automate task completion

Set up your own automations so tasks auto-complete or advance based on the work done in the system.

Save time, reduce manual updates, and keep everything moving.

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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