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.
Get more insight into e-automate.
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.
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?
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?
Accounting
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?
Purchasing
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?
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?
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
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?
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.
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.
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!
