e-automate Pricing, Features, Reviews & Comparison of Alternatives

e-automate

ERP for small & medium-sized field service businesses

4.33/5 (3 reviews)

e-automate overview

What is e-automate?

e-automate is a cloud-based business management solution for companies that support, sell, and service technology products, such as office equipment, banking equipment, and two-way wireless. The platform covers accounting, contracts, purchasing, inventory, sales, customer service, and more.

e-automate’s sales tools allow users to generate quotes, sales orders, and invoices, and manage the order flow, from entry through to picking, shipping, and invoicing. Billing and service contracts can be managed with tools including meter collection system and data collection agents integrations, meter request automation, contract and warranty expiration alerts, and more. Invoicing and email delivery can be automated to reduce users’ workloads.

Inventory management functionality allows users to track stock and parts with e-automate. Multiple bins and warehouses can be managed, and integration with purchasing enables the automatic generation of purchase orders when inventory levels are low. An accounting system is also included, allowing users to manage receivables, payables, reconciliations, journal entries, statement generation, and more. e-automate generates a range of financial and management reports, such as balance sheets, income statements, inventory valuation, service statistics, and contract profitability, allowing users to assess the health of their business.
www.ecisolutions.com

Pricing

Pricing options
Subscription
Value for money
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Devices

Business size

S
M
L

Markets

United States, Australia

Supported languages

English
e-automate screenshot: e-automate offers accounting tools for managing payables and receivable, reconciliations, revenue recognition and moree-automate Explainer Videoe-automate screenshot: Quotes, sales orders, and invoices can be generated and deliverede-automate screenshot: Serialized Equipment History Trackinge-automate screenshot: Packing Liste-automate screenshot: New Sales Order Screene-automate screenshot: Contract Invoicee-automate screenshot: Accounts Payable Console

e-automate reviews

Excellent
1

Very good
2

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.0
  4.7
  4.3
  4.0
JESSICA ALDRIDGE

Easy to use and navigate

Used daily for 2+ years
Reviewed 2019-07-29
Review Source: Capterra

All in all I like eAuto and believe it serves its purpose within a business

Pros
I like that there are multiple functions you can use within one program from Shipping to invoicing and inventory.

Cons
Occasionally I do run into errors if I dispatch a tech, they arrive at the customers only for the customer to not be there so then I will undispatch them....But upon trying to dispatch them back out to the same call later in the day, I end up getting an error to which I have to delete the tech from the invoice so it shows no tech is dispatched.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Muhammad Ibrahim Mian

Great product for Startup's

Used daily for 2+ years
Reviewed 2019-04-28
Review Source: Capterra

With any new startup, the most difficult problem is maintaining the data especially for sales, inventory and accounting. EAutomate eliminates all of these issues without the problem of software being too complicated to learn and understand. Our company has relied on this since 2012 and it has never failed us. Would recommend this to any new startup to keep track of their system.

Pros
The best thing about this software is that it is easy to use and understand. A small crash course is given to any employee and they are good to go. It also makes sure that there are no records missing in case an invoice is voided or a writeoff is being conducted, everything is shown and monitored.

Cons
Many companies still have this installed on their servers which have to be accessed by teams through remote connection. Update to the cloud version would be reccomended

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 8/10

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Farhan Qazi

E-Automate as an ERP Software

Used daily for 2+ years
Reviewed 2019-05-13
Review Source: Capterra

The overall experience has been good. The software keeps everything in place for us to go back and forth and review.

Pros
The software is easy to learn software that brings together all the modules of a modern ERP system from purchases, sales, accounting, inventory, customers, vendors, payroll etc. It makes it very easy for companies to run their day to day practices.

Cons
The software has limited support for it to be interlinked with other third party software e.g. helpdesk software, crm software etc. It also does not support EDI integration very easily without the use of third party tools.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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e-automate pricing

Pricing options
Subscription
View Pricing Plans

Contact ECi Software Solutions for pricing information.

e-automate features

Auditing
Automatic Notifications
Billing & Invoicing
Customizable Reporting
Inventory Management
Reporting & Statistics
Third Party Integration

API (665 other apps)
Activity Dashboard (566 other apps)
Activity Tracking (326 other apps)
Audit Trail (316 other apps)
Compliance Management (382 other apps)
Data Import/Export (386 other apps)
Document Management (313 other apps)
Document Storage (308 other apps)
Inventory Tracking (332 other apps)
Monitoring (297 other apps)
Real Time Data (339 other apps)
Real Time Reporting (296 other apps)
Workflow Management (423 other apps)

Videos and tutorials

Additional information for e-automate

Key features of e-automate

  • Accounting management
  • Automated invoicing
  • Bank reconciliation
  • Contract/warranty expiry alerts
  • Credit card processing integration
  • Customer self-service
  • Customized reports
  • Deferred revenue recognition automation
  • Equipment management
  • Inventory logistics management
  • Inventory management
  • Inventory valuation
  • Meter collection system integrations
  • Multi-tiered contract profitability
  • Order processing
  • Preventive maintenance automation
  • Purchase order generation
  • Quote, order & invoice generation
  • Service call assignment
  • Service call management
  • Service request logging
  • Warehouse management
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Benefits

• e-automate notifies users automatically of any warranties or contracts which are due to expire.

• Service call assignments are recommended based on each technician’s qualifications, and calls can be reassigned as necessary.

• e-automate’s accounting tools allow users to manage receivables and payables, bank and subsidiary ledger reconciliations, general ledger and journal entries, deferred revenue recognition, and more.

• Self-service capabilities let customers log service requests, audit tickets, order consumables, enter meter readings, and pay invoices online.

• Minimum and maximum inventory level setting can be set automated based on historical usage, and purchase orders can be created automatically when reordering is required.