ECI Software Solutions offers e-automate, an ERP for office technology companies to automate business workflows and increase contract profitability.
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Salesforce Field Service
Score 8.1 out of 10
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Field Service (formerly known as Field Service Lightning) is a customizable, mobile-friendly field service hub in Salesforce. It provides tools to manage work orders, scheduling, and a mobile workforce.
E-Automate does MOST accounting functions exceptionally well. Payables, Receivables, Billing, Bank Account Reconciliations, Inventory, Sales Tax Reporting, Customer Statements, Moving back and forth between software modules. The negatives are functionality I have had in other software products that e-Automate lacks. Things such as expanding drop-down menus (when 90% of the time, the item I am looking for is out of the range). Another negative is the way the software handles deposits. Every Cashbook Deposit is considered to be a receivables deposit. Our company has frequent deposits that are not. The only workaround we have found is to enter them as "negative" withdrawals.
Salesforce Field Service is a powerful and feature-rich solution for managing field service operations. With AI-driven scheduling, seamless mobile access for technicians, and deep integration with the Salesforce ecosystem, it helps businesses enhance efficiency, improve customer satisfaction, and optimize service delivery. While it may be costly and complex to implement, its scalability and ability to grow with your business make it a worthwhile investment for many organizations.
E-automates interface is intuitive and easy to navigate, making our employees more efficient in performing their job tasks.
The reporting is available in summary or detail versions, and includes the option to filter even the most complex of queries to get right to the key information needed.
E-views fill the gap where an existing report may not present the data in the desired format or where a user needs to export the data for use in other analysis tools.
User management is easy with a very rich permissions structure to allow administrators to finely tune the access each user needs.
Real Time Communication with back-office team When our nurses need anything by using mobile app they can reach out to our back office team to resolve their issues
Utilization of resources We can see the all the appointments view with the assigned representative in a single page so We can assign more appointments if any resources has any free slot it is just a drag and drop
It helps us to automate the process like delay or reach notification we can also route the appointments based on representative skill set, location and urgency of task
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.
At times updates from may take a while to come back to the main database. This is generallly because of a loss of internet connectivity due to poor data coverage from cell towers or Wi-Fi networks.
Organizational IT policies of network architecture/DMZ/Firewalls may add to the challenges of deploying ClickMobile outside of the organization domain, thus allowing field resources the ability to access relevant work order data without connecting the company network via VPN. This can usually be overcome with quality solution design and implementation.
ClickSoftware is still being used. As far as I can tell it will be used tomorrow as well. Once you make the commitment to run with that as your scheduling engine, it would take a lot of effort to evaluate and implement another companies' solution without significant disruption to your service organization.
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.
Having a program that gives sales leaders a real time view was game changing. Time was always an issue because there wasn't always a sales leader available for closing sales. This has allowed for any sales leader to jump in and help make the sale without the need to do a warm transfer.
Overall the training was quite informative but did lack detail in some areas. It had all of the necessary content for an experience product user but didn't offer enough information for a new user to complete the training and then feel comfortable in real-world situations running or managing the software. I would recommend this course for anyone with at least 1 year of full-time exposure to the ClickSchedule product.
I have used many different ERP programs over the years. It's hard to compare e-automate to other programs because a lot is dependent on the client (size, needs, etc.). I would probably put e-automate in the lower tier when stacked up against some of the other solutions. I think at one point, they were much higher, but we haven't seen much technological advancement from e-automate over the years, where the other companies have really moved along.
I have added a few of the many Salesforce products we use. We also use HubSpot but they all have different functions so not really comparable as they are used for different things/ teams.
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.
