Essential Documentation

Essential helps fire protection contractors and field service teams manage customers, properties, scheduled work, inspection reports, quotes, invoices, inventory, and follow-up tasks in one place.

Use these docs when you need to do something specific. Most pages are short task guides with prerequisites, steps, and links to the next related workflow.

Start here

If you need to...	Go to
Learn the normal training path	Standard Training Path
Find the fastest path for common work	Common Workflows
Check why a feature or button is missing	Feature availability and setup
Configure users, roles, templates, integrations, or modules	Settings

Common workflows

Workflow	Guides
Set up customer records	Customers, Properties, Contacts
Plan and complete work	Scheduling, Mobile App, Jobs
Quote and bill customers	Quotes, Invoices, Subscriptions
Inspect assets and track deficiencies	Inspection Reports, Asset Groups and Recurring Services, Deficiencies
Manage operations	Tasks, Automated Outreach, Inventory
Review performance and sync accounting	Reporting, Accounting, Compliance

First actions

1. Review Feature availability and setup so you know which settings control each module.
2. Create or import your first customers, properties, and contacts.
3. Set up users and roles, business profile, and document templates.
4. Start day-to-day work from Common Workflows.