e-automate vs. HouseCall Pro

Based on my experience, e-automate is a must have for equipment sales and service industry - no matter what the product. I do use it for IT contracts as well, and they have made updates over the years to accommodate this. As for less appropriate uses... businesses that don't need all of the functionality it provides. It doesn't mesh well in the food service industry (I know a few people who have tried) But you can use whatever areas of the program you need, you don't have to use what you don't need, but you will still have to pay for the entire program.

Incentivized

[HouseCall Pro] would be great for service techs and smaller companies but is tough for companies that do multiple types of jobs, [do] not sync well with QBO for us, and creates an accounting mess. Also does not do job costing so hard to actually keep track of jobs

Incentivized

• Dispatching Technicians to Service calls.
• Invoicing Service Contracts.
• It offers a wide variety of reports.
• I like the way I can create a sales order and right click and instantly create a purchase order for that sales order, and the process continues when I clear the PO, it releases the items on the Sales order for shipment.
• Keeping track of Equipment has never been easier.

Incentivized

• Online Booking
• Instant credit card funding
• Customer Text Notifications

Incentivized

• When attaching related items to equipment, it seems that you have to jump through a bunch of different hoops to make sure it shows up.
• Customer service is slow and can sometimes takes weeks to respond to issues that need to be addressed, and that is only to get the ball rolling for a call to take place.
• With every update, it seems that instead of just adding features they change old features so then you have to go back and relearn everything. This is especially difficult when it comes to clocking specific buttons that have moved or when words change. For example, when adding contracts, it used to say include in expiring copies and now it says exclude.
• PLEASE CREATE A FUNCTION WHERE YOU CAN HAVE MORE THAN ONE TAB OPEN AT A TIME. i.e. dispatch and sales orders split screen to one another. So, you don't have to lose your spot closing out of sales ordered to put in a service call.

Incentivized

• Job costing
• QBO integration
• Reporting

Incentivized

I couldn't imagine going back to how we used to run our business. We are spoiled now.

Incentivized

Sometimes when you need answers quickly, a voice on the phone is far better than having to wait for email support or a callback. I have found this to have delays and feel ECI e-automate should invest more in its support infrastructure.

Incentivized

D3M allows for granular detail with diagrams, pictures, plans and layouts. The template for sales quotes in D3M are very helpful to save time. D3M is easy to manage and use. Ideal for smaller organizations and teams. D3M will allow for customization with company logo, phone numbers, pictures, margin analysis, etc.

Incentivized

Much easier to use.

Incentivized

• We were able to see which printer contracts had a low ROI and cut them
• Less extra trips for technicians to see if we have the correct printers in stock
• Saved several hours per week for our billing department since everything is organized now.

Incentivized

• Negative is time lost fixing books.
• Negative is having to use multiple programs to fulfill needs so it takes 2x as long.
• [The] positive is that it is very user-friendly so our team has picked it up easily and techs save time in the field.

Incentivized