C-U-C Software — Contractor Essentials

 

C-U-C Software - Contractor Essentials
800-272-9908
www.cucsoft.com

From the July 2011 Review Construction and Contractor Accounting Systems

Best Fit:
A laundry list of industry-specific modules within Contractor Essentials makes this product an excellent choice for contracting businesses of any size, particularly service contractors.

Initially developed over 30 years ago, Contractor Essentials from CUC Software has provided construction and contracting businesses with an industry-specific product that was designed by a contracting firm. A laundry list of industry-specific modules within Contractor Essentials makes this product an excellent choice for contracting businesses of any size.

BASIC SYSTEM FUNCTIONS:

Contractor Essentials contains an easily navigated user interface with a standard drop-down menu at the top of the screen. A vertical menu to the left allows users to quickly access frequently used functions and daily tasks. Contractor Essential’s data-entry screens are easily navigated and contain good lookup options as well as tabs to related module options. Areas such as My Tasks can be utilized or simply hidden if not in use. The Critical Performance Measures module provides users with the ability to access specialized reports that categorize and define company and industry benchmarks. Field users can easily access Contractor Essentials. Contractor Essentials works on a Windows platform and will work with both Windows Vista and XP for workstations, with Windows 2000+ needed for server use.

Strengths:

  • Built-in project & material estimation capability
  • Excellent customer tracking & marketing options
  • My Appointments provides interactive screen for recording current job information, as well as tracking scheduled appointments & sales leads
  • Strong inventory functionality
  • Excellent tools for dispatchers
  • E-Service module allows dispatchers to send electronic work orders to field technicians
  • Solid list of available add-on modules
  • Utilizing social media like Twitter & Facebook for daily tips

Potential Limitations:

  • Website presence could be stronger
  • Limited Help functionality
  • Custom report options limited
..

CORE ACCOUNTING CAPABILITIES:

Contractor Essentials contains all the necessary financial modules in its core product, including GL, AP, AR and Payroll. Functions found under the GL module include asset management, banking and budgeting. The AP module allows users to enter recurring invoices and easily integrates with the Purchase Order (PO) module to effectively process all POs entered into the system. Invoices can be paid using a variety of methods including check, credit card or direct deposit. The AR module provides users with the ability to enter repetitive invoices to customers and maintains a comprehensive customer history. Contractor’s Essentials payroll module supports multiple pay rates for each employee, handles union reporting options, and can easily process certified payroll.

Contractor Essentials also offers additional accounting/financial modules such as Inventory & Inventory Kit Assemblies, Estimating, Point of Sale, Progress/AIA Billing, and Critical Performance Measures (CPM). Solid audit trail capability lets users track all transactions in the system, and the multi-level system security provides users with the ability to assign system access based on the primary menu, along with both first- and second-level menus. An optional password protection feature is also included.

CONSTRUCTION/CONTRACTOR-SPECIFIC FEATURES:

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