essential field

Quotes & Invoices

Close sales and collect payments faster with mobile quoting and invoicing built for technicians.

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Create quotes in the field

Technicians can build and send professional quotes in minutes using a simple form. They can pull from the business's pricebook or create custom line items, then collect the customer's approval right from their device.

Create invoices & collect payments

Technicians can create and send invoices instantly, or save them as drafts for the office.

Take credit card payments with tap-to-pay (no extra hardware needed), or record checks and cash payments.

Stay in sync with the back office

Field work syncs automatically with the office, keeping quotes, invoices, and payments up to date without extra steps.

Get even more tools for the field

Discover how techs manage schedules, capture data, and stay synced in the field.

Technician App Overview →

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