e-automate

We run our entire operation using e-automate. If it is down we are down. Invoicing A/R A/P service calls, managing service techs, managing inventory, managing techs, tracking sales activity and pushing to a 3rd party, managing service metrics, printing and e-mailing invoices to customer. etc

• It provided the ability to scale our business.

Trackit and OneSaas by Quickbooks

Pivot

we managed our printers leasing information, such as customer names, machines and parts info, contact info, all the service calls info etc. We also get meter reads fmaudit and send invoice to customers.

• supplies warning system helps us to ship the supplies to the customer before it was run out
• Service call management makes the manager can pull all the service info base on the device. It helps the techs to troubleshoot the issues.

We use E-Automate for everything from quoting customers to sending POs, tracking service calls, and handling all of our invoicing and accounting needs. Because a lot of what we do is with different parts of the US Federal Government, we need to track hundreds of contracts with tens of thousands of pieces of equipment and supplies on order. E-Automate provides us a good framework system for the most part, though some aspects of what we need are either difficult or unnecessarily roundabout, or are locked behind additional paywalls from ECI. By and large, the system works for what we need it to do. I would just prefer to see aspects like bulk uploading of "child" customer locations (locations nested under a "parent" or primary customer) be more straightforward and simplified.

• One of the things that E-Automate is best at for us is simplifying the process of tracking sales orders and purchase orders. Because you can link the POs to their respective SOs, it allows for increased visibility across multiple teams/departments.
• Trying to bulk upload nested/"child" customer locations is unnecessarily clunky and difficult. It feels like the process was created in 2005 and never updated.

Smartsheet

We use e-automate to keep a record of customers and their devices, create purchase orders, create sales orders, keep track of inventory, place and manage service calls and records, billing, create contracts and auto increase rates, among I'm sure so much more. It is a great database for us to use for generics but has the occasional hiccup that can case weeks of additional work.

• It increases time savings for implementations you already know.
• However, if there is a new feature there is an extensive learning curve to understand how to enter information so that the program will do what you want, accurately.
• I am not sure how much manual work it reduces other than using a search bar instead of a filing cabinet.

Sherpa ERP

It’s great for ticket and sales tracking. Easy to visualize where tickets are and how might be feeling overwhelmed by an abundance of calls. It’s easy to reassign and add context to allow further assistance or context when moving it to another employees call list. It’s a great tool to get new employees in the groove of the business

• Increase visibility
• Quicker support time
• Consolidated information