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With e-automate, I now know how profitable my service contracts are and how well my technicians are performing. Scott Diamond
President
Mountainland Business Solutions
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One system to manage your entire business
e-automate was designed with one goal in mind: to make it easier to manage core functions of your business using one powerful, intuitive, integrated system.
With full featured sales, service, purchasing, inventory, contract management and accounting tools, e-automate has helped hundreds of businesses stay lean, focused, competitive and profitable.
- Disparate functions of your business are pulled together into one system allowing greater collaboration and knowledge sharing while reducing error and costly redundancies.
- Intuitive, process-based interface utilizes industry best practices allowing smoother operations, better efficiency and cost savings.
- All data is posted and extracted from the system in real-time allowing up-to-the-minute reports that help you make smarter decisions based on real information.
- All data is stored in a centralized MS SQL server database, allowing easy flow of information in and out of the system.
- 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.
Sales
- Manage contacts
- Issue sales quotes
- Place sales orders
- Submit invoicing
- Handle customer returns
- Generate picking lists
- Manage cash registers
Service
- 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
Purchasing
- 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
Inventory
- 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
Accounting
- 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
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