e-automate vs. Intuit Field Service Management, powered by Corrigo

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.

Incentivized

This tool is well-suited for our company since we cater to rental homes. We use Intuit Field Service Management to create work orders for reported maintenance issues in the homes we manage. Being able to do so lets the company provide timely and appropriate actions to help the residents have a quality way of life.

Incentivized

• Dispatching Technicians to Service calls.
• Invoicing Service Contracts.
• It offers a wide variety of reports.
• I like the way I can create a sales order and right click and instantly create a purchase order for that sales order, and the process continues when I clear the PO, it releases the items on the Sales order for shipment.
• Keeping track of Equipment has never been easier.

Incentivized

• It is user-friendly.
• It allows the team to customize the options based on what the company needs.
• It provides a view of all work orders created and allows the user to filter them based on what is needed.
• It allows the user to attach photos which are helpful in the nature of work we have.

Incentivized

• 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.

Incentivized

• We are unable to attach videos in the work orders
• Photo attachments should only limited to a certain file size.

Incentivized

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.

Incentivized

It works well enough.

Incentivized

Mostly available, sometimes down for issues but usually there when we need it

Incentivized

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

Incentivized

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.

Incentivized

I did not participate in implementation

Incentivized

I actually liked Microsoft 365 better than e-automate. The "flaws" that I identified in e-Automate did not exist in Microsoft 365. I did not select e-Automate - the software was selected several years before I started here. E-Automate does a few things better than Microsoft Dynamics - Bank Account Reconciliations and Sales Tax reporting are 2 that stand out.

Incentivized

Every department we have does use e-automate to some degree with most being successful.

Incentivized

• E-automate has allowed us to trim down our internal workforce by not re-hiring departures. Our employees are able to do more with their time.
• E-automate allows us to maintain optimal inventory levels, decreasing our inventory value by 50%. This is accomplished by using the rich analytics and reporting.
• E-automates contract billing has allowed us to fine tune how we bill our customers and increase the accuracy by 30%.

Incentivized

• This tool helps lessen resident complaints.
• This tool helps reduce the possibility of legal responsibilities due to unattended maintenance issues.
• This allows the company to monitor the repairs done for a specific property which helps the investors keep track of their expenses

Incentivized