> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/readme.md).

# Essential Documentation

![](/files/NsQYcRlK4uqEmh8SrTNb)

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](/getting-started/getting-started/standard-training-path.md)                 |
| Find the fastest path for common work                       | [Common Workflows](/getting-started/getting-started/common-workflows.md)                             |
| Check why a feature or button is missing                    | [Feature availability and setup](/getting-started/getting-started/feature-availability-and-setup.md) |
| Configure users, roles, templates, integrations, or modules | [Settings](/administration/settings.md)                                                              |

## Common workflows

| Workflow                               | Guides                                                                                                                                                                               |
| -------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Set up customer records                | [Customers](/customers-and-work/customers.md), [Properties](/customers-and-work/properties.md), [Contacts](/customers-and-work/contacts.md)                                          |
| Plan and complete work                 | [Scheduling](/customers-and-work/scheduling.md), [Mobile App](/field-operations/mobile.md), [Jobs](/customers-and-work/jobs.md)                                                      |
| Quote and bill customers               | [Quotes](/revenue/quotes.md), [Invoices](/revenue/invoices.md), [Subscriptions](/revenue/subscriptions.md)                                                                           |
| Inspect assets and track deficiencies  | [Inspection Reports](/field-operations/inspection-reports.md), [Asset Groups and Recurring Services](/field-operations/assets.md), [Deficiencies](/field-operations/deficiencies.md) |
| Manage operations                      | [Tasks](/field-operations/tasks.md), [Automated Outreach](/field-operations/automated-outreach.md), [Inventory](/field-operations/inventory.md)                                      |
| Review performance and sync accounting | [Reporting](/reporting-and-integrations/reporting.md), [Accounting](/reporting-and-integrations/accounting.md), [Compliance](/reporting-and-integrations/compliance.md)              |

## First actions

1. Review [Feature availability and setup](/getting-started/getting-started/feature-availability-and-setup.md) so you know which settings control each module.
2. Create or import your first [customers](/customers-and-work/customers/create-a-customer.md), [properties](/customers-and-work/properties/create-a-property.md), and [contacts](/customers-and-work/contacts/creating-a-contact.md).
3. Set up [users and roles](/administration/settings/review-users-and-their-roles.md), [business profile](/administration/settings/set-up-your-business-profile-name-logo-brand-color-contact-address.md), and [document templates](/administration/settings/choose-and-customize-your-quote-document-template.md).
4. Start day-to-day work from [Common Workflows](/getting-started/getting-started/common-workflows.md).


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://learn.withessential.com/readme.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.