ECI Software Solutions offers e-automate, an ERP for office technology companies to automate business workflows and increase contract profitability.
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Service Fusion
Score 8.4 out of 10
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Service Fusion headquartered in Irving offers their field service management software solution, combining customer management, dispatch and scheduling, estimating, as well as invoicing and payment management.
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.
Service Fusion is a fantastic application for any business conducting fieldwork. Any instance in which you need to schedule and route agents for services (ie onsite repair services, contractors, construction, project management firms). Additionally, it could be applied to field sales representatives. As Service Fusion does have a CRM function, a structured sales organization could apply the features to track and follow up on lead generation and/or sales visits!
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.
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.
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.
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.
