ECi e-automate

A software system designed by ECi Software Solutions.

About ECi e-automate

e-automate is a total business management software solution for field service-oriented dealers. Since its creation over a decade ago, it has helped over 1000 companies better manage common business processes like accounting, inventory control, sales, service dispatch, contract processing and more. While robust and sophisticated, the system has an eye toward being intuitively easy to learn, understand and use.

  • Windows Vista & Windows 7® ready
  • Intuitive process-based user interface makes the system easy to learn and use.
  • S.T.E.P.S. Interactive training and help tools make finding answers to your questions simple.
  • All data is stored in a centralized MS SQL server database allowing an easy and fast flow of information in and out of the system
  • Service dispatch utilizes mapping and color-coded consoles to help you manage service technicians at-a-glance
  • Robust real-time reporting tools allow you to easily get to the critical information you need to manage the most important aspects of your business. Fields can be clicked on to drill down into more in-depth information.
  • Product functions integrate seamlessly to deliver an unparalleled platform to optimize your business operations.
  • Disparate functions of your business are pulled together into one system allowing greater collaboration and knowledge sharing while reducing error and costly redundancies.
  • Many processes are done automatically allowing resources to be focused less on menial tasks and more on the parts of your business that really matter.


  • Manage receivables and payables
  • Conduct banking transactions
  • Facilitate customer accounts
  • Perform general ledger, journal entries and reconciling
  • Automatic credit card processing
  • Credit limit flag on service calls and sales orders


  • Manage multiple warehouses and bins
  • Manage transfers
  • Look up item location
  • Alert yourself when items need to be reordered
  • Utilize minimum and maximum quantity variables
  • Inventory logistics console


  • Automated purchase order and transfer request generation
  • Create bid requests
  • Receive orders
  • Track returned items
  • Link PO to sales order or service call
  • Inventory logistics console


  • Manage contacts
  • Issue sales quotes
  • Place sales orders
  • Submit invoicing
  • Handle customer returns
  • Generate picking lists
  • Manage cash registers


  • Log, clear, complete, and schedule service calls
  • Get directions to customer’s location using onscreen maps
  • Send text messages to field technicians
  • Provides recommendations for service call assignments based on technician qualifications
  • Support for multiple time zones

Product Overview

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