2026.11.01 - What's New at Juice

Juice Payments gives your customers an online portal to pay their invoices and set up autopay, with payments syncing back into e-automate. NMI is the payment gateway, and you can choose your own payment processor.

This process integrates with the EKM API and is required for any other CEO Juice processes that will leverage EKM data.

There's already a survey dashboard built into our website once you log in, but if you want to really slice and dice your survey responses, the Power BI version is the way to go. It also lets you build an executive dashboard combining survey results with your other financial benchmarks.

Compares your financial performance against the industry benchmark models from Bering McKinley or Tom Johnson, pulling directly from your e-automate transactions. A Financial Cockpit shows where you're hitting or missing target, with company-versus-model comparisons, scoring by branch and department, and drill-through to the transactions behind every number. Requires your financials to be mapped through ID893.

A financial reporting dashboard covering your full financial picture across 50+ report pages: income statement, balance sheet, cash flow, budget vs actuals, financial ratios and year-over-year comparisons, all pulling directly from e-automate transactions, with drill-through to the GL entries behind every number. Includes SG&A analysis and forecast vs budget tracking.

If your sales team closes equipment deals in Salesforce, ID209 saves you keying them into e-automate a second time. Every 10 minutes it pulls your deals from Salesforce and holds them in a table shared with e-automate, but it doesn't create anything itself. ID634 Sales Order Import Utility, a required subscription, reviews those deals and creates the sales orders in e-automate. There is currently a waitlist for onboarding.

Access to the Juice API for e-automate. It's a secure doorway to your data that lets your larger customers or third parties build integrations with their own ticketing and ordering systems. Service calls and sales orders can then be entered in either system and stay in sync. Note this is the API itself, not a finished integration. The connection is built by you, your customer, or a third party.

Takes agreement invoices from ConnectWise and uses them to create and update contracts in e-automate, with the ConnectWise agreement acting as the master for contract billing. The base amount and additions push across each time the agreement is invoiced, and the sync will create the contract and any missing items for you using templates. There are options to push data back the other way too, including the e-automate contract number and invoice number, and marking the ConnectWise invoice as paid once it's paid in e-automate. Requires ID747.

Got a key account your service manager wants to keep a close eye on? When a corrective or preventive maintenance call is opened for a customer or piece of equipment you've flagged, ID53 emails the nominated contact, whether that's a service manager, sales manager or owner, and keeps them updated as the call is dispatched, arrives and is completed.