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e-automate

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What is e-automate?

ECI Software Solutions offers e-automate, an ERP for office technology companies to automate business workflows and increase contract profitability.

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Categories & Use Cases

Media

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Who Buys & Uses e-automate

e-automate Reviews

What users are saying about e-automate.
View all e-automate reviews

Pros

  • Comprehensive service call management, including tracking and dispatching
  • Streamlined sales order processing from quotes to orders
  • Robust inventory and parts tracking capabilities

Cons

  • Outdated and unintuitive user interface
  • Clunky core functionalities, such as purchase order linking and bulk data uploads
  • Difficulties with data integration, particularly consolidating cost data

e-automate is a business game changer for the better!

Incentivized
Desiree H
Administrator in Corporate at Compare Business Systems (11-50 employees)

Use Cases and Deployment Scope

We use automation in our business for all departments, from billing to dispatching to inventory and order processing. EAutomate has helped streamline our business in so many ways. For us, the most helpful feature has been the billing. Its ability to integrate with KFS and other meter reading services and even leasing companies has drastically streamlined our processes. The automatic payments that can be accepted through Net1 through Eautomate have benefited us and our customers. Eautomate has been a game changer in the most positive way for us and our customers.

Pros

  • Billing
  • Dispatching
  • Order Processing.

Cons

  • Can do same thing different ways so can be confusing.
  • Customer service.
  • Only have one window open at a time.

Return on Investment

  • Reduced manual work.
  • Efficiency
  • Record Keeping.

Alternatives Considered

Sales Force Optimization

Other Software Used

Pipedrive, Kyocera Document Solutions ECM / CSP solutions

Why your company will benefit from e-automate

Incentivized
Tracy Novack
Administration in Corporate at Interactive Office Systems (1-10 employees)

Use Cases and Deployment Scope

We are a Sharp Business Equipment dealer, we use e-automate for everything in our business. I like it because it's all inclusive - AP, AR, Inventory, Contracts, Service, Payroll, Purchasing, Sales, Leases, Reports and more. I have been using e-automate for about 20 years now and find myself always learning new things that it can do. I like that I don't have to use multiple programs to function and that everything is within this program. Using e-automate has pretty much resolved any issues we had with running our business, it really does automate it.

Pros

  • 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.

Cons

  • Over the years of using e-automate, the one thing I have been waiting for is a contract that allows a block of black and a block of color on the same contract - the work around is of course 2 contracts for this customer, which can be confusing, but after 20 years of doing it, its a pretty natural process.
  • I would like to be able to customize a little more on my own instead of having to ask (and pay) to have the customizations done.
  • The sales tax reports print out a little confusing for accountants, I have to manually add things for them so they don't misfile our sales tax reports.

Return on Investment

  • e-automate has helped us make a HUGE difference in our profit margin with service contracts, it also allows us to see what contracts are not profitable and take action to fix this.
  • It has also helped us see just how much inventory goes to each customer and we have curbed the overstocking of supplies to customers that constantly request things they do not really need.
  • Again with the service contracts - we have it set up to send us reports on those that are expiring by copies and/or date. These were often overlooked.

Alternatives Considered

QuickBooks Desktop Enterprise

Other Software Used

Microsoft 365, Adobe Acrobat, Printanista

Will Streamline your MSP Business

Incentivized
Jeremy HermanView profile
Security Engineer in Engineering at Novatech (501-1000 employees)

Use Cases and Deployment Scope

[...] aims to offer managed printer service as well as managed IT for clients to integrate both of them together. e-automate targets these MSPs specifically and helps you understand which contracts with printing will be profitable, and which ones need to be left behind. We worked with e-automate for all of our print clients and found it made it easier to see which contracts were providing the best ROI.
- Automate is also good from the sense that many MSP companies use it, so we can bring in employees from other companies that already understand how to use the system.

Pros

  • Allows you to see your most profitable printer contracts
  • Helps track inventory so techs don't make trips that are not needed
  • Streamlines billing for new deals and printer flows
  • Easy Classification for machines to help with the Billing Department
  • Scripting is all done with Powershell so technicians don't need to learn a new language.

Cons

  • Would not integrate will all of the third party applications we use
  • At times the service would go down when hosted from the cloud
  • Application started to run slowly when using multiple instances
  • Does not Integrate well with the Service Now ticketing system.

Return on Investment

  • 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.
  • Classifications are easy to set up depending on the position of the user for the billing department.

Alternatives Considered

IT Glue

Other Software Used

IT Glue

Usability

Copier Sales Service Provider

Julie CottrillView profile
Contract manager in Customer Service at Hart Office Solutions (11-50 employees)

Use Cases and Deployment Scope

I started using e-automate over 10 years ago when I was working as a dispatcher with my company. At the time, we were not utilizing it completely. Slowly over time it has helped stream line so much the admin side of our organization. Things that I had to do each item individually are now done automatically. Meter requests, invoicing calls , contract management, reports and more - it's all made so much easier with e-automate. It helped with the time consuming and complex administration tasks.

Pros

  • task automation such as meter requests
  • contract templates
  • dispatching calls

Cons

  • e-views needs to be simplified

Return on Investment

  • definitely time saving in that reduces a lot of respective tasks that previously were done manually

e-automate Cloud Solution

Incentivized
Jesus Cardenas
IT Manager in Information Technology at Business Equipment Service (1-10 employees)

Use Cases and Deployment Scope

E-automate Cloud houses and supports our ERP system. We currently use it for sales entry, invoicing, inventory, equipment and customer history detail, dispatching and, accounting purposes. The cloud solution enables simple integration with the e-automate mobile tech app. This allows our field technicians to real time, communication, location, service calls status, live inventory, and up to date information related to open tickets or tasks at hand.

Pros

  • Dispatching
  • Warehouse transfers
  • Inventory updates
  • sales orders
  • invoicing

Cons

  • technical support
  • cloud integration reliability
  • simpler UI

Return on Investment

  • time saving
  • automated processes
  • improved communciation
  • real time technician location
  • real time inventory availability

Alternatives Considered

NetSuite ERP

Other Software Used

Microsoft 365 Business Premium, Google Workspace