ECI Software Solutions offers e-automate, an ERP for office technology companies to automate business workflows and increase contract profitability.
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FIELDBOSS
Score 0.0 out of 10
Mid-Size Companies (51-1,000 employees)
FIELDBOSS is a specialized Field Service Management (FSM) software solution built on the Microsoft Dynamics 365 ERP and hosted on the scalable Microsoft Azure cloud. Designed for field service businesses that require an end-to-end management platform, FIELDBOSS is designed to streamline operations, improve service efficiency, and enhance customer satisfaction. It provides businesses with a unified solution for scheduling, dispatching, work order management, asset tracking, and compliance…
If you need a system to place and track sales quotes, sales orders, purchase orders, and service calls then E-Automate is perfect. However, if you want to be able to easily bulk upload customers and contracts or if you want to be able to quickly and easily track contract profitability, customer costs, etc, then you'll likely want/need a secondary or different system to do so.
Being able to react to customers’ needs through real-time contact with our technicians has improved our customer experience and increased operational efficiencies. Having information at our fingertips, by using reporting and tracking allows us the visibility we need to identify potential problems and find quick solutions, thereby preventing or decreasing repeat visits and elevator downtime. We’ve increased workforce productivity with technician mobile access, using automated flows in processing multi-level tasks throughout the system, and our users having the ability to easily create custom views and reports to fit their needs.
Sending Invoices out to customers via email or printing.
Keep track of ordering and inventory.
Sales Tax reporting.
Monitoring customer payment activity/setting up and removing credit holds.
Calculating payments to process each cycle.
Excellent aging reports.
I like the fact that when I am looking at one item, such as an invoice, I have the capability to switch to the customer menu rather than having to exit out of invoices and then enter into customers.
I love the flexibility of the search menus - being able to sort on several factors at once.
Make sales invoices not require serial numbers, or be more flexible with it.
Make contract invoices have some sort of flexibility in terms of editing. Our end users complain that QuickBooks made it very easy to edit invoices, and in e-automate, for them, it is practically impossible. (I do personally understand why it has to be as it is myself, I'm just forwarding their observation.)
Make the API actually useful. I spent days looking at the functions and the functions available are not really useful.
Its really the only option for the industry that does enough of what we need for it to function . I'm not sure if there were better options out there if we would have to renew our subscription. With the addition of AI, hopefully something will be able to become more useful.
The integration with Microsoft Dynamics 365 is optimal for any company, as any user that has used a Microsoft product finds the interface intuitive and allows them to navigate the system with ease. Users are able customize views and reports that are easily share with colleagues throughout your organization
Reports are the struggle the most with the information being extracted in a way that you need to copy and paste it into a new document so some of the information is not covered
Sometimes when you need answers quickly, a voice on the phone is far better than having to wait for email support or a callback. I have found this to have delays and feel ECI e-automate should invest more in its support infrastructure.
E-automate is much better at understanding the needs of the office equipment industry and provide the necessary tools. SAP Business One has limited features specific to the office equipment industry and includes things that are not useful. E-automate is also priced much better and provides the best value for your investment.
The e-automate will stop working if we stop paying each year. We chose not to go to the cloud and buy the software. QuickBooks and other software are a one-time fee.
E-automate has very few outside vendors for add-on modules.
