e-automate Reviews and Ratings

Rating: 8.3 out of 10

Score

8.3 out of 10

Learn More

Reviews

53 Reviews

Copier Sales Service Provider

Rating: 9 out of 10

Incentivized

April 14, 2026

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

Likelihood to Recommend

The task automation is exceptional. The reports, and building reports, needs to be simplified.

Julie Cottrill

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

Vetted Review

12 years of experience

View profile

E-Automate Useful but Showing its Age.

Rating: 6 out of 10

Incentivized

September 23, 2025

Use Cases and Deployment Scope

We use E-Automate for everything from quoting customers to sending POs, tracking service calls, and handling all of our invoicing and accounting needs. Because a lot of what we do is with different parts of the US Federal Government, we need to track hundreds of contracts with tens of thousands of pieces of equipment and supplies on order. E-Automate provides us a good framework system for the most part, though some aspects of what we need are either difficult or unnecessarily roundabout, or are locked behind additional paywalls from ECI. By and large, the system works for what we need it to do. I would just prefer to see aspects like bulk uploading of "child" customer locations (locations nested under a "parent" or primary customer) be more straightforward and simplified.

Pros

Entering and tracking Sales Orders.
Converting Sales Quotes into Orders.
Tracking Service Calls.

Cons

Linking Purchases Orders - E-Automate regularly loses line item quantity counts and won't let us link POs with the last 1-3 quantity
Bulk uploading of nested/"child" customers is clunky and time consuming to set up
Tying together all costs for contracts, service calls, etc is clunky and in many ways not possible.

Likelihood to Recommend

If you need a system to place and track sales quotes, sales orders, purchase orders, and service calls then E-Automate is perfect. However, if you want to be able to easily bulk upload customers and contracts or if you want to be able to quickly and easily track contract profitability, customer costs, etc, then you'll likely want/need a secondary or different system to do so.

Verified User

Administrator in Professional Services (11-50 employees)

Vetted Review

5 years of experience

Great all in one product.

Rating: 8 out of 10

Incentivized

September 23, 2025

Use Cases and Deployment Scope

It’s great for ticket and sales tracking. Easy to visualize where tickets are and how might be feeling overwhelmed by an abundance of calls. It’s easy to reassign and add context to allow further assistance or context when moving it to another employees call list. It’s a great tool to get new employees in the groove of the business

Pros

Call tracking and note taking
Sales order creation and item customization
Being available with the cloud

Cons

The search function in most places isn’t that robust
Some more uniformity of sales quote and sale order numbers
A more updated gui

Likelihood to Recommend

The tech support world that has large overlap in the sales of goods provides a great space for everything to be housed under one application. A lot of ticketing systems are fully separate of others so this allows for greater communication within business function groups. We don’t use it much for accounting so I can’t speak on that area

Verified User

Team Lead in Information Technology (11-50 employees)

Vetted Review

3 years of experience

Very good program

Rating: 8 out of 10

Incentivized

September 19, 2025

Use Cases and Deployment Scope

We use it as our main software to keep track of all inventory and service calls. It helps address everything from inventory to sales.

Pros

keeps track of inventory
tracks service
gives sales an advantage

Cons

more features for inventory

Likelihood to Recommend

well-suited for the copier industry.

Verified User

Manager in Information Technology (11-50 employees)

Vetted Review

15 years of experience

E-Automate

Rating: 3 out of 10

Incentivized

September 15, 2025

Use Cases and Deployment Scope

At the company where I work, we use e-automate on a day to day basis, using the application to record sales and shipments, provide contracts to clients, and to keep track of company inventory. E-automate addresses a lot of the difficulties that come with keeping track of sensitive equipment (of both bulk and exclusive quantities) and it allows for the processing of payment for sales orders as well as tracking shipping status.

Pros

Clear receivables panel for taking and applying payments
Efficient shipping system within the application
Intuitive sale interface

Cons

Discrepancy between contract payments and sales order payments
set/release on hold function is unusual and unintuitive
Bloated amount of unnecessary tabs which can be accessed through easier methods

Likelihood to Recommend

E-automate is well suited for simple tasks but fails at more complex ones due to a lack of complexity as well as limited resources for learning/understanding what might be wrong. Additionally, I have not had much luck with e-automate support when I have had tech issues. Easy for simple things, but complex tasks might require a more intuitive interface.

Verified User

Administrative Assistant in Customer Service (1-10 employees)

Vetted Review

3 years of experience

My e-automate Journey

Rating: 7 out of 10

Incentivized

August 18, 2025

Use Cases and Deployment Scope

We run our entire operation using e-automate. If it is down we are down. Invoicing A/R A/P service calls, managing service techs, managing inventory, managing techs, tracking sales activity and pushing to a 3rd party, managing service metrics, printing and e-mailing invoices to customer. etc

Pros

Service tracking % dispatch
Inventory management
Collections
managing techs

Cons

Product is solid support needs improvement
Pricing is way too high if I could find an alternative that would not require too much work I would switch.
Communications upgrades etc.
Company seems underfunded based on their response during covid. I asked to suspend our support and got threatened. I know ECI got government support like all of us but ECI was stingy.

Likelihood to Recommend

I love the product but do not like the support or lack thereof and the pricing. The value has started to tip the other way. Problem is there are not any real alternatives and ECI knows it. We get most of our e-automate support from CEO Juice.

Mike Murray

CEO in Corporate at Integrated Business Solutions (51-200 employees)

Vetted Review

50 years of experience

eAutomate Review

Rating: 9 out of 10

Incentivized

August 5, 2025

Use Cases and Deployment Scope

we managed our printers leasing information, such as customer names, machines and parts info, contact info, all the service calls info etc. We also get meter reads fmaudit and send invoice to customers.

Pros

get meters and supplies from fmaudit
service call management
customer management
Hardware and parts mangement

Cons

warehouse management
accounting management

Likelihood to Recommend

since it was moved to the cloud, the scripts we created did not work as before because we can not access the database directly.

Sean Guo

IT system/network administrator in Information Technology at Grenville (51-200 employees)

Vetted Review

11 years of experience

e-automate review

Rating: 8 out of 10

Incentivized

June 26, 2025

Use Cases and Deployment Scope

I use it for lots of items. Billing, Invoicing to customer and leasing partners, Adding leases to upload into Salesforce for our account reps. Anything administration related. The product addresses having everything in 1 area to view.

Pros

Invoicing
Tracking of Equipment by customer
Showing if equipment has a service agreement
Contact Information for customer

Cons

Understanding and using freight costs automatically
Seeing immediately the termination completed by
Understanding additional classes

Likelihood to Recommend

Well suited for invoicing and keeping customer records. Improvement of being able to auto do some items such as freight costs. Creating records that are easily importable to other CRM systems that are compatible to be used. This has a great system to show leasing information as well as anything that is billed for the customer. It would be helpful to fully understand reports that are available and how to use. More classes to be available, specifically on an advanced side and not just basics.

Verified User

Administrator in Finance and Accounting (11-50 employees)

Vetted Review

7 years of experience

E-Automate.

Rating: 10 out of 10

Incentivized

January 29, 2025

Use Cases and Deployment Scope

I love utilizing E-Automate. The program has various functions that help complete all of our necessary administration work. I admire how I can navigate the system and use different functions that make my job easier. I would recommend this to a lot of people.

Pros

Sales orders.
Billing
Accounting
Service

Cons

Has records of all previous equipment in recent contracts.
Has records of payments made through the portal.

Likelihood to Recommend

I recommend this program to others. I have never used this program before, so I would let others know about its excellent functions.

Verified User

Administrative Assistant in Finance and Accounting (11-50 employees)

Vetted Review

3 years of experience

e-automate review

Rating: 5 out of 10

Incentivized

January 27, 2025

Use Cases and Deployment Scope

I use Mobile Tech and FMAudit. MobileTech is my daily ticket handling system driven by e-automate. FMAutdit is used to connect to customers hardware for meter readings, ties into e-automate for billing and device tracking.

Pros

it integrates with the other platforms
it provides a single data source for customer data
it is in the cloud so data is backed up and secure

Cons

apis are not freely available for custom integrations
visualizing and working with data is not intuitive or easy, and often requires 3rd party software like ceojuice
FMAudit and MobileTech have limited access to data from e-automate that hinder their functionality

Likelihood to Recommend

It is good for those wanting a single ecosystem for their customer data. That ecosystem is not very versatile and has a tendency to prevent outside the box thinking or doing things in ways that would be better for the customers/clients.

Matt Rager

Technician and Sales at Integrated Technologies (11-50 employees)

Vetted Review

6 years of experience

Loading Reviews List....

Video reviews

View playlist

Home
,
Field Service Management
,
e-automate
,
Reviews and Ratings