For the office equipment industry, there is none better than e-automate. I've used other software and assessed newer offerings, but they all lack the complete suite of tools necessary for our business. Managing multiple ERP solutions and other information silos can take up valuable time. E-automate allows businesses to consolidate those silos into one centralized platform. Unless you are a business with 5 or fewer customers, e-automate can greatly improve your business efficiency and help drive revenue.
When you have a lot of techs out in the field, Jobber helps to keep track of who is assigned to which job. This lessens the likelihood of miscommunication or having jobs "fall through the cracks." Techs do not need to physically come to the office for their assignments each day which saves time and money since they can access their Jobber assignments through their phones.
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.
The recurring job feature was key to our decision in selecting Jobber. There's a lot of flexibility in how you schedule recurring work. I especially like that you can select the frequency (weekly, monthly) coupled with either a specific date or day of the week/month.
Client email reminders help our clients know when we're coming and provide an important point of contact. Customizing the email was easy.
Client overview. It's extremely helpful to be able to view a client's record and see the upcoming visits along with the completed work.
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.
It is usable in multiple settings, but in my opinion preferably for small to medium-sized organizations. It covers the process as a whole and can be used in any segment (from creating a quote to client communication). The mobile app is very usable, intuitive, and especially useful for people working in the field
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.
There is hardly an app that covers it all while staying simple and wrapping up the process. From the filing of the request, everything goes smoothly following a natural progression. Reports are insightful, give you an instant overview and easy to understand. In addition, you can easily track any information from those on clients to expense tracking.
I have used many different ERP programs over the years. It's hard to compare e-automate to other programs because a lot is dependent on the client (size, needs, etc.). I would probably put e-automate in the lower tier when stacked up against some of the other solutions. I think at one point, they were much higher, but we haven't seen much technological advancement from e-automate over the years, where the other companies have really moved along.
The e-automate will stop working if we stop paying each year. We chose not to go to the cloud and buy the software. QuickBooks and other software are a one-time fee.
E-automate has very few outside vendors for add-on modules.
This has helped us keep costs down by routing our jobs more efficiently. Specifically, it saves tons of time in routing the jobs, but also saves time/fuel for our drivers.
