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Field Service Management Software

Simplify and centralize your complex service management business

Are all your contracts profitable?

If you can’t find the answer to that question easily, e-automate can help. Understand your profitability on every contract down to each individual device. This visibility will allow you to manage your service calls better, enhance your customer relationship by providing regular insight into their usage and needs, and discover ways to improve your contract management.

Features

Standard Features7

  • Accounting

  • Reports

  • Purchasing

  • Contract Management

  • Sales Management

  • Inventory Management

  • Equipment History Tracking

e-automate Features

Standard Features7

  • Accounting

  • Reports

  • Purchasing

  • Contract Management

  • Sales Management

  • Inventory Management

  • Equipment History Tracking

Connect All Your Business Functions and Efficiently Manage Your Finances

Our robust accounting feature lets you manage payables and receivables, perform general ledger and journal entries (both manual and automated), and conduct banking transactions and reconciliation to name a few. Continue to drive efficiencies by automating "on hold" status for both customers and unique transactions, deferred revenue recognition, and statement generation and delivery.

e-automate also supports AP payment cycles, the ability to reconcile subsidiary ledger, branch management on the balance sheet, and group capability as well as asset management for rentals and fixed assets.

Ready to streamline your finance capability?


More than 100+ out-of-the-box reports you can drill down into including:

  • Contract Profitability Report – One view that pulls hundreds of data points from your e-automate system to see what is making or breaking your contract profits.
  • Machine Profit Report – Stack ranking your serialized equipment by profit.
  • Model Profit Report – Stack ranking your models by profit.

Simplify Purchasing with Vendor Integration

Link your purchase orders to sales orders and service calls for improved contract and service management.

Automate purchase order (PO) generation, receipt, and notification. Send your POs automatically to most major vendors using PO Processor with access to real-time pricing and product availability. Automated purchasing is a key factor in reducing costs and keeping your cash flow healthy.

Ready to automate your purchase orders?



Ensure you get the most from contracts in place and gain control over billing and service contracts

  • Automate invoicing and email delivery
  • Manage flexible revenue distribution
  • Automate meter requests, integrate with data collection agents for robust managed print service contracts
  • Receive alerts when contracts or warranties are about to expire
  • Access multi-tiered contract profitability (type, contract, equipment)
  • Link purchase orders to sales and service calls

Ready to see how E-Automate can save you time and money with contract management?

Improve Your Customer Experience

You have all the information you need to automatically generate quotes, orders, and invoices, manage back order and order flow from entry to picking and staging then shipping and invoicing.

Your sales team can see every aspect of the customer environment and know which devices are performing and which ones need replacing making the next even before a contract is up for renewal.

Want to improve your sales process?


Save Money, Time, and Energy Now

  • Automate and centralize inventory management functions across multiple warehouses and technician trucks in the field.
  • Optimize your inventory by automatically setting minimum and maximum values based on historical usage patterns
  • Save time and effort by managing transfers and auto-transfer replenishment for technicians
  • Automate purchase order creation when items need to be reordered
  • Order based on individual technicians’ prior usage
  • Schedule and automate vendor selection enabling you to create and distribute purchase orders to your selected vendors in bulk
  • Prioritize orders

Ready to learn how e-automate can help manage your inventory?


Visibility into the Entire Lifecycle

Keep track of all your serialized equipment throughout the equipment lifecycle and easily see when it arrived, any contracts or transactions associated, usage, and location.

E-automate allows you to customize conditions, status, and transactions enabling you to meet your unique business needs.

Ready to improve the way you track your equipment?

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Keep track of all your serialized devices

Owners and General Managers

When you employ several stand-alone systems for various functional areas of your business, it is difficult to perform at full potential.

With e-automate cloud-based ERP software for service-centric companies, you can see the big picture and drill down into each department. You can keep everything, including accounting, moving along together using just ONE comprehensive management system.

Finance Department

If you spend hours sifting through and comparing multiple spreadsheets, it becomes an obstacle, preventing you from focusing on growing your business.

e-automate cloud-based field service management software can simplify and centralize your complex business processes. With automated alerts, data mining tools, data import utilities, and a step-by-step help standard, e-automate seamlessly integrates all your business functions into one easy-to-use interface. Errors and redundant tasks are reduced, allowing you and your team to focus less on everyday functions and more on profitable growth.

Service Techs and Managers

Using e-automate and MobileTech, you can coordinate all service and support center processes and ensure the best usage of resources for the shortest amount of time to produce the greatest ROI.

Your service department will thank you!

Inventory Managers

Managing your inventory and knowing what to stock–and when and how much–shouldn’t be a guessing game.

Without an effective way to keep an accurate record, it’s nearly impossible to determine the exact value of your spare parts inventory. By automating and centralizing inventory management functions with e-automate cloud-based field service management software, service organizations can save thousands of dollars in lost or wasted parts and materials.

Ready to get control over inventory?

Owners and General Managers

SEE THE BIG PICTURE

Owners and General Managers

When you employ several stand-alone systems for various functional areas of your business, it is difficult to perform at full potential.

With e-automate cloud-based ERP software for service-centric companies, you can see the big picture and drill down into each department. You can keep everything, including accounting, moving along together using just ONE comprehensive management system.

Finance

ACCURATE RELIABLE DATA

Finance Department

If you spend hours sifting through and comparing multiple spreadsheets, it becomes an obstacle, preventing you from focusing on growing your business.

e-automate cloud-based field service management software can simplify and centralize your complex business processes. With automated alerts, data mining tools, data import utilities, and a step-by-step help standard, e-automate seamlessly integrates all your business functions into one easy-to-use interface. Errors and redundant tasks are reduced, allowing you and your team to focus less on everyday functions and more on profitable growth.

Service and Support

STREAMLINE SERVICE CALLS

Service Techs and Managers

Using e-automate and MobileTech, you can coordinate all service and support center processes and ensure the best usage of resources for the shortest amount of time to produce the greatest ROI.

Your service department will thank you!

Purchasing and Inventory

GET CONTROL OF INVENTORY

Inventory Managers

Managing your inventory and knowing what to stock–and when and how much–shouldn’t be a guessing game.

Without an effective way to keep an accurate record, it’s nearly impossible to determine the exact value of your spare parts inventory. By automating and centralizing inventory management functions with e-automate cloud-based field service management software, service organizations can save thousands of dollars in lost or wasted parts and materials.

Ready to get control over inventory?

Add-ons and integrations streamline service and operational efficiency.

Free up your time to focus on what matters most—your customers.

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Device Management

Print Device Data and Insight

Capture critical printing data

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Device Management Add On Banner User Management

User Management

Increase Your Margins

Intelligent print management tools

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MobileTech

Service Tech App

Manage service activities

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PO Processor

Supply Order Automation

Connect with all your vendors

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QuickDeal

Easy Proposal Creation

Enable sales to quickly create proposals

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Third Party Integrations

Connect to All Your Vendors

Simplify vendor relations

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ScanIT

Mobile Inventory App

Simplify inventory management

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Strategic Business Review

Dashboards and Analytics

Quick visual business insights

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Resources

  • All Resources
  • Ebooks
  • Whitepapers
  • Videos
  • Case Studies
  • Brochures
  • Fact Sheets
11 Signs Youve Outgrown Quick Books Resource Tile

ebook

11 Signs Your Business Has Outgrown Quickbooks

Some of the reasons that make QuickBooks suitable for a new company become the reasons why it can be a hindrance to your business growth.

7 Benefits Of Cloud Computing Resource Tile

whitepaper

7 Benefits Of Cloud Computing

The cloud is the wave of the future and could be the best and most secure solution for businesses of all sizes.

Advantages of Cloud Computing Resource Tile

ebook

Benefits of ERP for Service Providers

With ERP, you can rid yourself of duplicate data entries in disparate databases, unpredictable costs, and employee downtime, all of which cost you time…

Experiencing Sales Slump Resource Tile

video

Bouncing Back – Regain control over your MPS contracts

Watch our Contract Management webinar

Easy contract creation

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Creating contracts in e-automate

Struggling to create contracts or get invoices out on time? See how easy it is to build service contracts in e-automate.

E automate Inventory Logistics Console

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e-automate Inventory Logistics Console

See how, with e-automate’s Inventory Logistics Console, you can place orders based on tech usage, queue and bulk create purchase orders, choose a vendor or let e-automate assign one.

E automate Overview Video

video

e-automate Overview Video

Discover the value of a complete business management solution for field service providers, from accounting and contracts to service, inventory, purchasing, and more!

Ecommerce Optimization Resource Tile

ebook

e-automate System Optimisation Audit

Improve your business processes with a deep dive into your system setup

Equipment History Tracking in e automate

video

Equipment History Tracking in e-automate

e-automate gives you complete visibility into your inventory so you can track your equipment every step of the way.

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case study

Viatek Customer Success Story 2020

Learn how leading print service provider Viatek has streamlined its systems and processes

Management and Reporting

video

e-automate Reporting Demo

In a highly competitive market, the ability to make real-time business decisions will make the difference between profit today and existence tomorrow. Here is an overview of just some of the most impactful standard reports included within the e-automate system, helping you to gain full visibility into your business.

FM Audit Brochure

brochure

FMAudit Brochure

FMAudit® software gives you the ability to manage all your print devices in one place!

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fact sheet

User Management Remote Print

Print from anywhere to printers on the network

fact sheet

PO Processor Solution Flyer

PO Processor allows you to access pricing and product availability, place orders directly, and receive PO confirmations in real-time!

fact sheet

Data Collection Agent (DCA) Flyer

ECI has made several improvements to our traditional data collection agent for greater data accuracy and performance efficiency.

E atuomate Streamline physical inventory counts Scan IT Resource Tile

fact sheet

ScanIT for e-automate

Streamline physical inventory counts

How to shine on the

whitepaper

How to Shine on the Service Stage

Today’s service providers are confronted with tough competition, business inefficiencies, and out-of-control operating costs, all of which make it difficult to get ahead. Find out how to turn these common service challenges into opportunities for growth!

Ready to increase your profits?

Get your demo today!

Designed specifically for field service providers, e-automate software is ideal for:

  • Office Equipment Dealers
  • Managed Print Service Providers
  • Managed IT Service Providers
  • Banking Equipment Dealers
  • Medical Device Dealers
  • Point of Sale Equipment Dealers
  • Value-Added Resellers
  • Security Equipment Providers
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Supporting your management of all your machines in field for over 25 years.

Learn more about our history.

Over 1,500 dealers use e-automate to help manage everything from accounting to service dispatch. We strive to ensure you can reduce human errors and redundant tasks, allowing you and your team to focus less on everyday functions and more on growth. To make sure we are meeting your needs and driving growth we value your feedback whether direct or through peer groups and strive to effectively prioritize requests to deliver value to all of you. Thank you for choosing us to grow with you.

Print It 2020 Awards

PrintIT 2020 Awards

ECI Print Management Software wins ERP/Device Management Solution of the Year

Get a Demo

“Do something today that your future self will thank you for.” —Sean Patrick Flanery

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