e-automate vs. HouseCall Pro

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

Amazing for booking jobs. Super easy to use.

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

• Online Booking
• Instant credit card funding
• Customer Text Notifications

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

• Job costing
• QBO integration
• Reporting

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

Knowify has job costing but lacks the ability to invoice in the field and requires more work from [the] office staff.

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

• Negative is time lost fixing books.
• Negative is having to use multiple programs to fulfill needs so it takes 2x as long.
• [The] positive is that it is very user-friendly so our team has picked it up easily and techs save time in the field.

Incentivized