Field Service Management Software | e-automate
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Software Designed for Office Technology Dealers

Simplify and centralize your complex copier business processes.

Keep track of all your serialized devices.

From accounting and contracts to inventory, purchasing, sales, and customer service, e-automate® software removes the need for disparate systems, streamlines critical daily processes, and provides real-time visibility into every area of your business. E-automate seamlessly blends its core solution, add-on products, and supplier integrations to provide one system to run your office technology business.

e-automate Features
Customizable Reports

Instant Insight from Over 75 Reports

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.

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Contract Management

Streamline Your Contract Process

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.

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Equipment History Tracking

Comprehensive Equipment Tracking

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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Inventory Management

Optimize Your Inventory Management

Save Time, Effort, and Money

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.

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?

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Connect All Your Business Functions

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?

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Stock the Right Inventory

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?

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Sales Management

Increase Sales Revenue

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?

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Focused For Your Industry
  • Office Equipment Dealers
  • Value-added Resellers
  • Managed Print Providers
  • Point of Sales Equipment Dealers
  • Digital Signage Providers
  • Managed IT Field Service Providers
  • Audio/Visual Providers
  • Internet Telephony Providers
EA Persona Inventory Issues
Frustrated by inventory issues?

Get control of inventory

Frustrated by inventory issues?

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?

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5 Inventory Management Pitfalls to Avoid
EA Persona Managing Multiple Systems
Managing multiple systems?

See the big picture

Managing multiple systems?

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.

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What Separate Systems are Costing You
EA Persona Profitable Contracts
Is that contract profitable?

Improve contract management

Is that contract 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.

Take the first steps toward contract profitability.

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4 Steps to Better Contract Management
EA Persona Service Calls
Struggling with service calls?

Streamline service calls

Struggling with service calls?

Using e-automate and MobileTech, you can coordinate all service 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!

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How to Shine on the Service Stage

It can be a challenge to operate efficiently when your business management tools are fragmented and decentralized.

Read more about e-automate.

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.

Add-On Solutions

Add-ons and integrations streamline service and operational efficiency.

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

EA Business Technology Device Management

Device Management

Data collection and insight

Device Management

ECI’s industry-leading family of print management solutions range from simple rapid assessment to advanced managed services offering unparalleled agnostic data collection, data integrity, and back-end support. Available in multiple languages, our device management solutions empower OEMs, dealers, and distributors in over 100 countries to sustain rich customer relationships by creating exceptional value for their clients.

Device Management Details

EA Add On User Management

User Management

Reduce document costs

User Management

User Management is ECI’s print user management solution, providing intelligent print management tools that reduce the cost of document output, increase document security, and provide flexible cost recovery methods.

Insights into User Management

EA Add On Mobile Tech


Service Technician App


Our service technician app gives your technicians the ability to get service call information, manage service activities, and input data while out in the field. With a real-time connection to e-automate, MobileTech reduces office staff workloads, increases accuracy, and improves inventory management.

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EA Add On Quick Deal


Easy proposal creation


Enable sales representatives to quickly and easily create proposals for prospects and customers, pulling usage data from our device management solutions. A salesperson can create a proposal with the current state of device data including accessories, service costs, and usage. QuickDeal then sources equipment upgrades from the database to meet the customer’s objectives and automatically generates a total cost of ownership with a proposal that compares expenses and value in the current state with the proposed state.

QuickDeal ensures you have everything you need to close the deal and be profitable!

EA Add On PO Processor

PO Processor

OEM Ordering Efficiency

PO Processor

Access pricing and product availability, place orders directly, and receive PO confirmations in real-time! Working with participating OEMs and suppliers, e-automate's PO Processor integration takes the work out of the ordering process.

  • Item costs on orders are accurate
  • Margins on orders are predictable
  • Stock is reserved and made available for shipment
  • Vendor acknowledgement in minutes
  • Fewer keying errors by PO admin or vendor
  • No printing, faxing, or filing of POs is necessary

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RF Persona Acsellerate

Acsellerate CRM

Easy customer insight

Acsellerate CRM

In the office or the field, Acsellerate® CRM increases customer retention, maximizes sales from existing customers, and builds an effective pipeline. Integrating with your e-automate software, critical account, lead, and contact information is at your fingertips.

TD Add On Integrated Payment Processing NET1

NET1 Payment Processing

Streamline your payment process

NET1 Payment Processing

Serving more than 100,000 merchants, ECI’s preferred payment processor, NET1, helps dealers to streamline payment processing, improve customer data security, and enhance customer service. With guaranteed lowest overall processing costs, ECI customers typically save anywhere from $50 to $300 per month when they switch to NET1.

Learn more about payment processing with NET1.

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Third-party Integrations

Electronic automation made easy

Third-party Integrations

The Dealer Gateway™ integration platform is the hub of ECI’s Business Communication Services (BCS). It serves as a single access point to provide routing, mapping, and authorization services that facilitate automated electronic transactions for e-automate software users.

Shipping Connections

Stop duplication efforts by importing customer and sales order data directly into the shipping platform with e-automate's Shipping Connector integration available for UPS WorldShip and FedEx Ship Manager.

Industry Resources

  • All Resources
  • Infographics
  • Whitepapers
  • Videos
  • Fact Sheets
  • Case Studies
  • Ebooks
  • Brochures
10 traits of effective contract management resource tile


Effective Contract Management Traits

Managing customer relationships is critical to driving growth and a key part of managing these relationships is managing your contracts, from creation through renewal.

4 steps to better


4 Steps To Better Contract Management

Learn how to transition long-term customers to M&S contracts using technology.

Easy contract creation


Creating contracts in e-automate

Struggling to create contracts or get invoices out on time? Building service contracts is a breeze in e-automate.

Service equipment tracking with ERP


Service Equipment Tracking With ERP

Discover the difference ERP can make by centralizing critical maintenance schedule data and making it actionable and accessible!

Mobile Tech Solution Flyer

fact sheet

MobileTech Solution Flyer

With MobileTech, your technicians get service call information, can manage their service activities, and input data while out in the field.

Equipment History Tracking in e automate


Equipment History Tracking Feature

With this feature, you can see when equipment arrived in your inventory, all sales and builds associated with the equipment, any transfers, and all service calls logged.

E automate BCOS Testimonial 2020

case study

BCOS Office Technologies Success Story

Read about how, after installing e-automate, BCOS Office Technologies took control of operations and became proactive instead of reactive.

5 inventory management pitfalls


5 Inventory Management Pitfalls To Avoid

Find out how an ERP can streamline inventory management and help you combat the hidden inventory costs hurting your business.

Southwest Office Systems Just in Time Inventory


Southwest Office Systems - Just in Time Inventory

See how Southwest Office Systems uses e-automate to keep control of inventory.

E automate Inventory Logistics Console


Inventory Logistics Console

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.

EA What Separate Systems Cost You infographic 2020


What Are Separate Systems Costing?

E-automate gives you all the information you need in one spot so you can streamline business processes, reduce your operating costs, and focus on growing your business.

ERP readiness quiz


ERP Readiness Quiz

Struggling with time-consuming workarounds? Your business management solution may no longer be meeting your needs. Take our quiz to find out if it's time to make the switch to ERP!

The Security Center ROI


The Security Center - ROI

See how e-automate provides a positive ROI for The Security Center.

EA Digital Transformation Next Step FS infographic 2020


Digital Transformation

What is digital transformation? Download the infographic to learn about the next step in field service.

7 must have reports


7 Must Have Field Service Provider Reports

Over 75 out-of-the-box reports enable you to see your business performance at a glance and drill down into contract, inventory, service, and financials.

EA ERP Takes Out Guesswork infographic 2020


ERP Takes The Guesswork Out Of Business

How quickly can you find inefficiencies in your business?

E automate rochure for field service providers


E-automate Brochure for Field Service Providers

Download the Brochure to learn more about how e-automate can help field service providers gain efficiency and profits.

Southwest Office Systems Success Story


Southwest Office Systems - Success Story

Listen in as Buddy Puente, President of Southwest Office Systems explains how e-automate helps streamline business efficiency.

How to shine on the


How To Shine On The Service Stage

Find out how to turn common service challenges into opportunities for growth!

E automate Overview 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!

Get a Demo for e-automate

Learn why Office Technology Dealers choose ECI over the competition.

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