e-automate Benefits and Insights

Why use e-automate?

Increase Revenue: Automate tasks, optimize scheduling, manage more work orders, improve customer satisfaction and get paid faster to increase revenue.
Eliminate Manual Errors: Digitize and automate end-to-end operations to reduce paperwork and eliminate manual errors.
Improve Client Management: Store and manage client information, location, service history, payment details and communication history centrally for easy access and reference.
Integrate Automation: Automate multiple business aspects such as sales, communication and accounting to save time and boost revenue.
Ensure Security Adherence: Enjoy 99.99% global infrastructure uptime with SSL encryption, intrusion detection and firewall protection.

E-automate by ECi serves small to midsize field service businesses around the world.

Key Features

Accounting: Manage accounts payable and receivable, perform general ledger entries (both automated and manual), and manage banking transactions and reconciliation. Automate "on hold" status for statement generation, delivery and unique transactions.
Purchasing: Automate purchase order (PO) generation and receipt. Send POs with real-time pricing and availability automatically to vendors using the PO Processor.
Reports: Get instant insight into all critical business aspects with over 75 customizable reports.
Inventory Management: Automate and centralize inventory management functions across multiple warehouses and technician trucks in the field. Easily manage transfers, generate auto-transfer replenishment for your technicians and order based on their prior usage.
Contract Management: Create an unlimited number of contract templates and leverage profitability through multi-tier contract types such as type, contract or equipment.
Sales Management: Automatically generate quotes, purchase orders and invoices. Manage backorders and end-to-end order flow.
Equipment History Tracking: Keep track of all equipment throughout the lifecycle. See arrival statuses, associated transactions, usage and location.

These limitations are current as of the writing of this review:

Email: Email is not specified.

Phone: Phone numbers are not specified.

Training: Training and onboarding support is offered via documentation and walk-through video tutorials.

Tickets: Users can submit a ticket by logging into the support section. Tickets are resolved on priority basis.

Includes Price/User and Minimum Commitment Terms for e-automate