e-automate vs. Microsoft Dynamics 365 Field Service (FieldOne)

E-Automate does MOST accounting functions exceptionally well. Payables, Receivables, Billing, Bank Account Reconciliations, Inventory, Sales Tax Reporting, Customer Statements, Moving back and forth between software modules. The negatives are functionality I have had in other software products that e-Automate lacks. Things such as expanding drop-down menus (when 90% of the time, the item I am looking for is out of the range). Another negative is the way the software handles deposits. Every Cashbook Deposit is considered to be a receivables deposit. Our company has frequent deposits that are not. The only workaround we have found is to enter them as "negative" withdrawals.

Incentivized

Microsoft Dynamics 365 Field Service is [...] one of the best tools when it comes to delivering on-site service to customer locations. Organizations can follow [a] proactive and predictive service model by using Connected Field Service, [which] provides capabilities to connect to IoT devices and to remotely diagnose, monitor, and service the devices by integrating with Microsoft Azure IoT Hub and using Microsoft Azure IoT Hub PaaS offering.

Incentivized

• E-automates interface is intuitive and easy to navigate, making our employees more efficient in performing their job tasks.
• The reporting is available in summary or detail versions, and includes the option to filter even the most complex of queries to get right to the key information needed.
• E-views fill the gap where an existing report may not present the data in the desired format or where a user needs to export the data for use in other analysis tools.
• User management is easy with a very rich permissions structure to allow administrators to finely tune the access each user needs.

Incentivized

• Optimized Resource Scheduling - both manual and automatic.
• Field Service (Dynamics 365) mobile app for the field service agents
• Seamless Integration with other [Microsoft] Dynamics 365 Apps through Dataverse and other Power Platform products

Incentivized

• Make sales invoices not require serial numbers, or be more flexible with it.
• Make contract invoices have some sort of flexibility in terms of editing. Our end users complain that QuickBooks made it very easy to edit invoices, and in e-automate, for them, it is practically impossible. (I do personally understand why it has to be as it is myself, I'm just forwarding their observation.)
• Make the API actually useful. I spent days looking at the functions and the functions available are not really useful.

Incentivized

• Being a part of Dynamics 365 Customer Engagement Apps and as it uses Power Platform, to fully leverage all the features and understand its capabilities, one has to know those related products and technologies also.
• Field Service Mobile support is ending in June 2022, and transitioning to the new Field Service (Dynamics 365) [so that] is something the existing customers would have to plan [for].

Incentivized

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

Incentivized

It works well enough.

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

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.

Incentivized

• 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.
• The vendors that do have modules are costly.

Incentivized

• ROI has increased along with customer satisfaction after the organization has adopted Microsoft Dynamics 365 Field Service.

Incentivized