List of ECi e-automate Customers
Fort Worth, TX, 76177,
United States
Since 2010, our global team of researchers has been studying ECi e-automate customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased ECi e-automate for Field Service Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using ECi e-automate for Field Service Management include: Impact Networking, a United States based Professional Services organisation with 750 employees and revenues of $200.0 million, Office Solutions, a United States based Distribution organisation with 120 employees and revenues of $13.0 million, Docutrend, a United States based Professional Services organisation with 100 employees and revenues of $12.0 million, Southwest Office Systems, a United States based Professional Services organisation with 70 employees and revenues of $7.0 million, Preferred Office Technologies, a United States based Distribution organisation with 50 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using ECi e-automate, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The ECi e-automate customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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BCOS Office Technologies | Professional Services | 20 | $2M | United States | ECi Software Solutions | ECi e-automate | Field Service Management | 2002 | n/a |
In 2002, BCOS Office Technologies implemented ECi e-automate to address disorganized, reactive operations at its Angleton, Texas Xerox and Konica Minolta dealership. ECi e-automate is a Field Service Management application that centralized service, billing, and contract workflows for the 20-person professional services dealer.
The deployment focused on core Field Service Management capabilities, including dispatch automation, automated meter reading requests, accounts receivable and billing automation, and service contract management. ECi e-automate’s contract routines were configured to validate meter readings and generate invoices automatically, moving invoicing from a monthly batch cycle to daily invoice creation and email distribution.
Operational integration extended to the dealership’s sales pipeline, ECi e-automate integrates with the existing sales management software to synchronize prospect and sales data with service and billing records. The system orchestrated field resources by matching available personnel to service requests while the accounting engine ran in the background to send statements, invoices, and meter requests, affecting dispatch, general accounting, and customer care functions.
Governance and workflow restructuring removed manual meter reading calls and reduced labor on billing, receivables, and dispatch. After go-live BCOS reduced headcount dedicated to billing and dispatch from four full-time workers to two, cut manual labor requirements by 50 percent, enabled invoice lookup and email delivery within minutes, and cited a 400 percent increase in business since the system was implemented.
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Docutrend | Professional Services | 100 | $12M | United States | ECi Software Solutions | ECi e-automate | Field Service Management | 2015 | n/a |
In 2015 Docutrend implemented ECi e-automate to support Field Service Management operations, establishing the application as the firmwide service and ERP backbone. The deployment served a 100-person professional services firm in the United States and was positioned to coordinate service order processing, sales inputs, and back office workflows.
ECi e-automate operated as the core ERP application with several vendor add-ons and was supported by on-premises Windows Server 2008 file and print servers alongside three Microsoft Server 2012 virtual machines hosted in Azure. The implementation integrated ECi e-automate workflows with Microsoft SharePoint for document management, Microsoft Dynamics 365 for CRM and sales-driven functional changes, and Office 365 for user identity and productivity support. Support processes for ECi e-automate centered on Freshdesk ticketing for incident intake and tracking, and routine IT tasks included workstation provisioning, software troubleshooting, and server administration.
Operational governance reflected a ticket-driven change control model, with the IT Support Specialist reporting to the Director of IT, managing incoming support inquiries in Freshdesk, and collaborating with a Dynamics 365 developer to implement visual and functional requirements from the sales organization. Coverage spanned IT, sales, and customer service teams that interfaced with ECi e-automate for service dispatch and sales workflow execution, with cross-functional validation used for configuration and change requests.
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Impact Networking | Professional Services | 750 | $200M | United States | ECi Software Solutions | ECi e-automate | Field Service Management | 2016 | n/a |
In 2016, Impact Networking implemented ECi e-automate. The ECi e-automate deployment served Field Service Management needs and was applied to core finance and accounting functions at Impact Networking, a 750-employee professional services firm.
Implementation focused on accounts payable and invoicing capabilities within ECi e-automate, with staff generating invoices directly in ECi e-automate for payment and bookkeeping purposes. Invoices and supporting documents were processed into DocuWare as part of the invoice capture workflow, and the AP team compiled a check queue in ECi e-automate to cut and send checks to vendors, reflecting integrated document management and payment processing workflows.
Operational scope centered on the finance department, where accounts payable specialists handled daily AP tasks, interdepartmental correspondence, and mail operations that fed into the ECi e-automate workflows. Governance emphasized centralized invoice generation and document retention through DocuWare integration, aligning bookkeeping and vendor payment processes under the ECi e-automate Field Service Management implementation.
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Office Solutions | Distribution | 120 | $13M | United States | ECi Software Solutions | ECi e-automate | Field Service Management | 2024 | n/a |
In 2024, Office Solutions implemented ECi e-automate, deploying ECi e-automate as a cloud-based Field Service Management platform to centralize quote-to-invoice operations across its three locations. The transition was completed in less than 30 days, with an overnight cutover after the vendor prepared and imported the company database, and all user-facing services continued without customer disruption. Office Solutions uses ECi e-automate to manage quotes, invoicing, service workflows and its IT network products and services division, with core usage by administration, sales, and field technicians. Everything in day-to-day operations routes through ECi e-automate, reflecting the application relationship to billing, service execution, and customer account management. The cloud deployment removed the need for a separate remote technical services tool at branch locations, enabling direct remote access to the ECi e-automate environment and eliminating previous license hang and logon complexity for remote technicians. Backups and version upgrades are now handled by the ECi cloud operations, with upgrades applied overnight and vendor-managed backup routines replacing manual server checks. The cutover required only minor internal adjustments to email and printer settings, and no third-party remote service is required post-migration. Operational outcomes stated by the customer include faster application performance than the prior server-hosted environment, elimination of a server room and associated cooling costs that reduced electric expenses by approximately $300 per month, more frequent automated upgrades, and simplified remote work and administration. Office Solutions reported initial reservations were alleviated by peer references and product demos, and the company retained ECi e-automate as a stable, flexible Field Service Management backbone to support its continuing service and IT product business.
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Preferred Office Technologies | Distribution | 50 | $5M | United States | ECi Software Solutions | ECi e-automate | Field Service Management | 2015 | n/a |
In 2013, Preferred Office Technologies implemented ECi e-automate, a Field Service Management application, to centralize service department operations, maintenance agreements, and meter collections across its Fort Smith and Fayetteville offices. The deployment targeted core service and parts workflows, instrumenting mobile field dispatch, inventory tracking, and billing inputs to support technicians and back-office staff.
ECi e-automate was configured with RemoteTech dispatch capabilities to provide real-time technician location tracking and scheduling, and with inventory management screens that expose parts availability at headquarters, the Fayetteville branch, and within technician vehicles. Configuration included on-site parts lookup and order creation by technicians, automated arrival alerts for ordered parts, and consolidated machine and parts inventory visibility to reduce reconciliation effort.
About a year after the e-automate implementation Preferred added FMAudit managed services software from ECi to automate meter collection and supplies monitoring. FMAudit integration provided automated meter read collection workflows, supplies usage monitoring, and automatic replenishment ordering, reducing manual outreach for billing inputs while supporting a growing installed base. The company reported an increase in installed machines from 1,400 to 2,500 over four years while retaining streamlined meter collection processes.
Operational governance shifted technician and service desk workflows toward mobile-enabled processes and centralized inventory control, enabling technicians to complete more calls per day by checking and ordering parts on site. Meter collection responsibilities consolidated from two staff members to a single person due to FMAudit automation, and annual inventory processes were shortened by replacing disconnected counts with centralized, real-time inventory visibility. These changes impacted service delivery, parts management, and billing operations without referencing any named implementation partner.
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Professional Services | 70 | $7M | United States | ECi Software Solutions | ECi e-automate | Field Service Management | 2015 | n/a |
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Professional Services | 20 | $2M | United States | ECi Software Solutions | ECi e-automate | Field Service Management | 2015 | n/a |
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Buyer Intent: Companies Evaluating ECi e-automate
- Gordon Flesch Company, a United States based Professional Services organization with 560 Employees
- Copier Careers, a United States based Professional Services company with 45 Employees
- Diversified Insurance Industries, a United States based Insurance organization with 100 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
| Avaniko Technologies | Professional Services | 100 | $25M | India | 2026-08-24 | |
| Copier Careers | Professional Services | 45 | $10M | United States | 2026-06-12 | |
| Gordon Flesch Company | Professional Services | 560 | $200M | United States | 2026-04-28 | |
| Insurance | 100 | $20M | United States | 2025-11-18 | ||
| Communications | 80 | $6M | Canada | 2025-10-06 | ||
| Distribution | 10 | $1M | United States | 2025-09-05 | ||
| Manufacturing | 21 | $4M | United States | 2025-06-30 | ||
| Education | 500 | $50M | United States | 2025-06-23 | ||
| Manufacturing | 10 | $1M | United States | 2025-05-30 | ||
| Professional Services | 20 | $2M | United States | 2024-12-19 |