Field Service Management Software | e-automate
EA Business Technology e automate

Field Service Management Software

Simplify and centralize your complex service business

Field service software ensures contract profitability.

If you are unsure about the how profitable your contracts are, e-automate can help. Understanding the profitability of each device under contract, the visibility gained with e-automate will allow you to manage your service calls better, enhance your customer relationship by providing insight into usage, and uncover areas of improvement.

Features

Standard Features7

  • Accounting

  • Purchasing

  • Customizable Reports

  • Contract Management

  • Sales Management

  • Inventory Management

  • Equipment History Tracking

e-automate Features

Standard Features7

  • Accounting

  • Purchasing

  • Customizable Reports

  • Contract Management

  • Sales Management

  • Inventory Management

  • Equipment History Tracking

Connect All Your Business Functions and Efficiently Manage Your Finances

Our robust accounting features let 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 A/P payment cycles, the ability to reconcile subsidiary ledgers, branch management on the balance sheet, and has group capabilities as well as asset management for rentals and fixed assets.

Ready to streamline your finance capability?

Simplify Purchasing with Vendor Integrations

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 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 With 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, and can even 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 e-automate can't answer quickly and easily.

Get instant insight from over 75 reports.


Streamline Your Contract Process to Maintain 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 service 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. Quickly manage back order and order flow from entry to picking and through staging to shipping and invoicing.

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

Want to improve your sales process?


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?


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?

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, keeping everything, including accounting, moving along together using 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 use 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, when to stock, 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, service organizations can save thousands of dollars in lost or wasted parts and materials.

Owners and C-Suite

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, keeping everything, including accounting, moving along together using ONE comprehensive management system.

Finance

ACCESS 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 use 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, when to stock, 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, service organizations can save thousands of dollars in lost or wasted parts and materials.

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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Device Management Add On Banner Quick Deal

QuickDeal

Easy Proposal Creation

Enable sales to quickly create proposals

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Acsellerate CRM

Connected Customer Insight

Build your sales pipeline

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NET1 Payment Processing

Integrated Payment Processor

Process payments online

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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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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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Ready to increase your profits?

Get your demo today!

Industry-specific, e-automate field service 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 field service machine management 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

Print It 2020 Awards

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

Industry Resources

  • All Resources
  • Videos
  • Whitepapers
  • Brochures
  • Infographics
  • Ebooks
  • Case Studies
  • Fact Sheets
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!

How to shine on the

whitepaper

How To Shine On The Service Stage

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

Southwest Office Systems Success Story

video

Southwest Office Systems - Success Story

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

E automate rochure for field service providers

brochure

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.

EA ERP Takes Out Guesswork infographic 2020

infographic

ERP Takes The Guesswork Out Of Business

How quickly can you find inefficiencies in your business?

7 must have reports

ebook

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 Digital Transformation Next Step FS infographic 2020

infographic

Digital Transformation

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

The Security Center ROI

video

The Security Center - ROI

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

ERP readiness quiz

ebook

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!

EA What Separate Systems Cost You infographic 2020

infographic

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.

Southwest Office Systems Just in Time Inventory

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Southwest Office Systems - Just in Time Inventory

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

5 inventory management pitfalls

whitepaper

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.

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.

Equipment History Tracking in e automate

video

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.

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.

Service equipment tracking with ERP

whitepaper

Service Equipment Tracking With ERP

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

Easy contract creation

video

Creating contracts in e-automate

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

4 steps to better

whitepaper

4 Steps To Better Contract Management

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

E automate Inventory Logistics Console

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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.

10 traits of effective contract management resource tile

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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.

EA 11 Signs Outgrown Quick Books

ebook

11 Signs Your Business Has Outgrown Quickbooks

Many reasons that make QuickBooks appealing for a new company become the reasons why it's difficult to grow your business.

Get a Demo

Learn why Field Service Providers choose ECI over the competition.

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Increase contract profitability today!

Find out how we can help.

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