e-automate

ERP for small & medium-sized field service businesses

About e-automate

e-automate is a cloud-based business management solution for companies that support, sell, and service technology products, such as office equipment, banking equipment, and two-way wireless. The platform covers accounting, contracts, purchasing, inventory, sales, customer service, and more.

e-automate’s sales tools allow users to generate quotes, sales orders, and invoices, and manage the order flow, from entry through to picking, shipping, and invoicing. Billing and service contracts can be managed with tools including meter collection system and data collection agents integrations, meter request automation, contract and warranty expiration alerts, and more. Invoicing and email delivery can be automated to reduce users’ workloads.

Inventory management functionality allows users to track stock and parts with e-automate. Multiple bins and warehouses can be managed, and integration with purchasing enables the automatic generation of purchase orders when inventory levels are low. An accounting system is also included, allowing users to manage receivables, payables, reconciliations, journal entries, statement generation, and more. e-automate generates a range of financial and management reports, such as balance sheets, income statements, inventory valuation, service statistics, and contract profitability, allowing users to assess the health of their business.


Key benefits of e-automate

• e-automate notifies users automatically of any warranties or contracts which are due to expire.

• Service call assignments are recommended based on each technician’s qualifications, and calls can be reassigned as necessary.

• e-automate’s accounting tools allow users to manage receivables and payables, bank and subsidiary ledger reconciliations, general ledger and journal entries, deferred revenue recognition, and more.

• Self-service capabilities let customers log service requests, audit tickets, order consumables, enter meter readings, and pay invoices online.

• Minimum and maximum inventory level setting can be set automated based on historical usage, and purchase orders can be created automatically when reordering is required.


Images

e-automate Software - e-automate offers accounting tools for managing payables and receivable, reconciliations, revenue recognition and more
e-automate Software - Quotes, sales orders, and invoices can be generated and delivered
e-automate Software - Serialized Equipment History Tracking
e-automate Software - Packing List
e-automate Software - New Sales Order Screen
e-automate Software - Contract Invoice
e-automate Software - Accounts Payable Console
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e-automate video
e-automate Software - e-automate offers accounting tools for managing payables and receivable, reconciliations, revenue recognition and more
e-automate Software - Quotes, sales orders, and invoices can be generated and delivered
e-automate Software - Serialized Equipment History Tracking
e-automate Software - Packing List
e-automate Software - New Sales Order Screen
e-automate Software - Contract Invoice
e-automate Software - Accounts Payable Console

Not sure about e-automate? Compare with a popular alternative

e-automate

3.7 (6)
VS.
Highly reviewed

Starting Price

US$300.00
£406.00
year

Pricing Options

Free version
Free trial
Free version
Free trial

Features

116
348

Integrations

2
13

Ease of Use

3.5 (6)
3.8 (1,479)

Value for Money

3.2 (6)
3.8 (1,479)

Customer Service

3.4 (6)
3.7 (1,479)
Green rating bars show the winning product based on the average rating and number of reviews.

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Reviews

Overall rating

3.7 /5
(6)
Value for Money
3.2/5
Features
3.8/5
Ease of Use
3.5/5
Customer Support
3.4/5

Already have e-automate?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 6
JESSICA
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy to use and navigate

Reviewed on 29/7/2019

All in all I like eAuto and believe it serves its purpose within a business

All in all I like eAuto and believe it serves its purpose within a business

Pros

I like that there are multiple functions you can use within one program from Shipping to invoicing and inventory.

Cons

Occasionally I do run into errors if I dispatch a tech, they arrive at the customers only for the customer to not be there so then I will undispatch them....But upon trying to dispatch them back out to the same call later in the day, I end up getting an error to which I have to delete the tech from the invoice so it shows no tech is dispatched.

Muhammad Ibrahim
Muhammad Ibrahim
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

Great product for Startup's

Reviewed on 28/4/2019

With any new startup, the most difficult problem is maintaining the data especially for sales,...

With any new startup, the most difficult problem is maintaining the data especially for sales, inventory and accounting. EAutomate eliminates all of these issues without the problem of software being too complicated to learn and understand. Our company has relied on this since 2012 and it has never failed us.
Would recommend this to any new startup to keep track of their system.

Pros

The best thing about this software is that it is easy to use and understand. A small crash course is given to any employee and they are good to go. It also makes sure that there are no records missing in case an invoice is voided or a writeoff is being conducted, everything is shown and monitored.

Cons

Many companies still have this installed on their servers which have to be accessed by teams through remote connection. Update to the cloud version would be reccomended

Todd
Overall rating
  • Industry: Computer Hardware
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Small Companies Beware

Reviewed on 9/11/2020

We are a small company and for us this software does not work for the reasons I mentioned. If you...

We are a small company and for us this software does not work for the reasons I mentioned. If you have an full time accountant on staff and levels of management at every turn you may have great success with this software. For a small company it is way too complicated and requires too much training-god forbid you have a staff turnoiver.

Pros

There is very little I can express about what I like about this software.

Cons

Overly complicated, missing key features (such as a bank account register), support takes days for simple issues, extensive training required. Accounting firm does not like it.

Farhan
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

E-Automate as an ERP Software

Reviewed on 13/5/2019

The overall experience has been good. The software keeps everything in place for us to go back and...

The overall experience has been good. The software keeps everything in place for us to go back and forth and review.

Pros

The software is easy to learn software that brings together all the modules of a modern ERP system from purchases, sales, accounting, inventory, customers, vendors, payroll etc. It makes it very easy for companies to run their day to day practices.

Cons

The software has limited support for it to be interlinked with other third party software e.g. helpdesk software, crm software etc. It also does not support EDI integration very easily without the use of third party tools.

Debra
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

E-Automate

Reviewed on 13/9/2022

Overall, I find E-automate a easy software to get use to and to use on a daily basis.

Overall, I find E-automate a easy software to get use to and to use on a daily basis.

Pros

The ability to link inks and toners to a machine model. The ability to see customer history and usage. The ability for the system to track usage and recommend purchase quantities.

Cons

There is not way to know who last touched an order or who entered a quote

Showing 5 reviews of 6 Read all reviews

e-automate FAQs

Below are some frequently asked questions for e-automate.

e-automate offers the following pricing plans:

  • Starting from: US$300.00
  • Free Trial: Not Available

Custom Quote

e-automate has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

e-automate supports the following languages:

English

e-automate supports the following devices:

e-automate integrates with the following applications:

Avalara, Naverisk

e-automate offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for e-automate.