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#76

e-automate is ranked #76 in the Job Scheduling Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

e-automate Benefits and Insights

Why use e-automate?

Key differentiators & advantages of e-automate

  • Increase Revenue: Automate tasks, optimize scheduling, manage more work orders, improve customer satisfaction and get paid faster to increase revenue. 
  • Eliminate Manual Errors: Digitize and automate end-to-end operations to reduce paperwork and eliminate manual errors. 
  • Improve Client Management: Store and manage client information, location, service history, payment details and communication history centrally for easy access and reference.  
  • Integrate Automation: Automate multiple business aspects such as sales, communication and accounting to save time and boost revenue. 
  • Ensure Security Adherence: Enjoy 99.99% global infrastructure uptime with SSL encryption, intrusion detection and firewall protection. 

Industry Expertise

E-automate by ECi serves small to midsize field service businesses around the world.

Key Features

  • Accounting: Manage accounts payable and receivable, perform general ledger entries (both automated and manual), and manage banking transactions and reconciliation. Automate "on hold" status for statement generation, delivery and unique transactions.  
  • Purchasing: Automate purchase order (PO) generation and receipt. Send POs with real-time pricing and availability automatically to vendors using the PO Processor. 
  • Reports: Get instant insight into all critical business aspects with over 75 customizable reports. 
  • Inventory Management: Automate and centralize inventory management functions across multiple warehouses and technician trucks in the field. Easily manage transfers, generate auto-transfer replenishment for your technicians and order based on their prior usage. 
  • Contract Management: Create an unlimited number of contract templates and leverage profitability through multi-tier contract types such as type, contract or equipment. 
  • Sales Management: Automatically generate quotes, purchase orders and invoices. Manage backorders and end-to-end order flow. 
  • Equipment History Tracking: Keep track of all equipment throughout the lifecycle. See arrival statuses, associated transactions, usage and location. 

Limitations

These limitations are current as of the writing of this review:
  •  Third-party integrations are complicated. 
  •  Customer support is not responsive. 
  •  On-site installation is not recommended. 
  •  User interface is complex with too many features. 

Suite Support

mail_outlineEmail: Email is not specified.
phonePhone: Phone numbers are not specified.
schoolTraining: Training and onboarding support is offered via documentation and walk-through video tutorials.

local_offerTickets: Users can submit a ticket by logging into the support section. Tickets are resolved on priority basis.