Field Service Management Software | e-automate | ECi Software
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Office Technology Software

Simplify and centralise your complex copier business

Are all your copier 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

  • Purchasing

  • Customisable Reports

  • Contract Management

  • Sales Management

  • Equipment History Tracking

  • Inventory Logistics Console

e-automate Features

Standard Features7

  • Accounting

  • Purchasing

  • Customisable Reports

  • Contract Management

  • Sales Management

  • Equipment History Tracking

  • Inventory Logistics Console

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. Additionally, if you are located in the UK we work with the local legislation, Making Tax Digital.

Ready to streamline your finance capability?


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?

Make Quick Decisions - Out-of-the-box Reports

Our Contract Profitability Report pulls hundreds of data points from your e-automate system. This report shows what is making or breaking your contract profits in one view, or goes even further to stack rank equipment down to the model level by profit.

With access to all of your critical business information in one system there isn't a question it can't answer quickly and easily.

Get more insight into e-automate.



Manage Your Margins

E-automate gives you the ability to automate meter requests from our integrated data collection agents and generate an invoice at desired intervals which will be emailed directly to your customers. You will also receive alerts when contracts or warranties are about to expire, enabling proactive sales and service management.

Create any number of contract templates and easily understand profitability through multi-tier contract types such as type, contract, or equipment. Then link your purchase orders to sales and services calls so you can see every aspect of the contract and ensure you are meeting your desired margins.

Get the most from contracts in place, and gain control over billing and service contracts.

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?


Visibility into the Entire Lifecycle

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

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

Ready to improve the way you track your equipment?


Save Time, Effort, and Money

Automate and centralise 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.

Set up minimum and maximum values based on historical usage patterns to automate purchase order creation when items need to be reordered. These purchase orders can also be scheduled and automated in terms of vendor selection, enabling you to create and distribute purchase orders from your select vendors in bulk.

Ready to streamline your inventory process?

Keep track of all your serialised 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?

It can be a challenge to operate efficiently when your field service management tools are fragmented and decentralised.

Read on

It can be a challenge to operate efficiently when your business management tools are fragmented and decentralised. If you have to 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 solutions can simplify and centralise 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.

Add-ons and integrations streamline service and operational efficiency.

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

EA Add On Device Management

Device Management

Print Device Data 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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Device Management Add On Banner Quick Deal

QuickDeal

Easy proposal creation

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EA addons P Oprocessor 1440x500

PO Processor

Supply Order Automation

Connect with all your vendors

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EA ADDONS Acsellerate CRM 1440x500

Acsellerate CRM

Connected Customer Insight

Build your sales pipeline

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Third Party Integrations

Connect to All Your Vendors

Simplify vendor relations

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JumpTrack

Proof of Delivery

Improve delivery process

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EA addons mobile inventory app 1440x500

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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Industry Resources

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  • Ebooks
  • Videos
  • Case Studies
  • Whitepapers
  • Infographics
  • Webinars
  • 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.

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.

Viatek customer sucess story resource tile

case study

Viatek Customer Success Story

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

Experiencing Sales Slump Resource Tile

video

Bouncing Back – Regain control over your MPS contracts

Watch our video to learn how to regain control over your MPS contracts

E automate Inventory Logistics Console

video

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.

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.

Complete Guide To Managed Print Services

ebook

Complete Guide To Managed Print Services

Regardless of whether you are new to MPS or a long-time provider, it is always important to take a moment to evaluate the market you are in and the goals you have set as a business.

Easy contract creation

video

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.

Top 5 benefits of mps for end users 830

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…

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!

Advantages of Cloud Computing Resource Tile

whitepaper

7 Benefits Of Cloud Computing

The accessibility, hardware cost savings and higher-level of security are driving more and more customers to learn the facts about cloud and the benefits of having a cloud-based business.

Ecommerce Optimization Resource Tile

ebook

e-automate System Optimisation Audit

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

EA What Separate Systems Cost You infographic 2020

infographic

e-automate What Separate Systems Are Costing You

If your costs are out of control, it could be because you are working in multiple systems.

Power of Automation Webinar

webinar

The Power of Automation Webinar 2021

Automation is becoming increasingly important in the print industry especially in line with an increase in remote working. Don't get left behind. Watch our webinar to understand how automation can help your business become more efficient.

Field Service Ecosystem Webinar March 2021

webinar

Field Service Ecosystem Webinar 2021

Are you looking to change your existing ERP system or consolidate separate systems that are hard to connect? This webinar introduces the value of the ECI eco system.

E atuomate Streamline physical inventory counts Scan IT Resource Tile

fact sheet

ScanIT for e-automate

Streamline physical inventory counts

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

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.

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Learn why Office Technology Dealers choose ECI over the competition.

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Print It 2020 Awards

PrintIT 2020 Awards

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

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