IRIS Field Service The ultimate service management solution

• UK’s leading service management software supplier, with 30 years experience

• Integrated, award-winning accounting & ERP solutions

• Comprehensive support, training & development services

UK’s largest private software house, supporting over 60,000 customers

Why choose IRIS?

IRIS Field Service The power to transform your business

• Increase efficiency

• Eliminate paperwork

• Improve customer service

• Shorten response times

• Increase resource utilisation

• Reduce time to invoice

• Get greater control

• Gain unprecedented insight

• Comply with legislation

• Optimise stock

Tailored to the needs of your industry• Access, security & fire alarm systems

• Automobile & garage equipment

• Building control & maintenance

• Catering & equipment servicing

• Cleaning & equipment servicing

• Dry cleaning & laundry equipment

• Engineering inspectorate & surveying

• Gas service & appliance maintenance

• Heating, ventilation & air conditioning

• Lighting & signage installation/maintenance

• Pest & animal control

• Power generation & batteries

• Printing & print finishing equipment

• Telephony, telecoms & radio equipment

IRIS Service Management

Call management

Call management

Mobile dataMobile data

Contract managemen

t

Contract managemen

t

Management information

Management information

StockStock

Interface suite

Interface suite

Purchase order

Purchase order

Sales orderSales order

Contract billing

Contract billing

Chargeable work billingChargeable work billing

Preventative Maintenanc

e

Preventative Maintenanc

e

Customer portal

Customer portal

Project management

/costing

Project management

/costing

QuotationsQuotations

Sales prospecting

Sales prospecting

Subcontractor portal

Subcontractor portal

Multi-language

Multi-language

Multi-currency

Multi-currency

Call/job management

• Call logging, dispatching, monitoring, processing & closing service calls

• Active KPI monitoring

• Automated SLA adherence alerts

• Customers can directly log & manage their own jobs

• Web based ‘virtual call centre’ options

Your main hub for managing jobs, customers enquiries & field service technicians

• Take new work, view, manipulate & rearrange jobs

• Send updates via your mobile solution

• View jeopardy issues & monitor job progress

• Real-time in-day scheduling

• Assisted & automated scheduling

• Capacity planning & engineer gap analysis

SchedulingReal-time scheduling & appointment booking

IRIS Service Mobile

• Full support for the latest mobile devices, including all new business tablets

• Full traceability of every job and message sent from your mobile device

Access real-time information, when you need it, out in the field

IRIS Service Mobile

• Core functionality including automated timesheets, parts control, customer signature & photo capture

• Customise forms to suit your individual requirements

• Fully- or self-managed system options

Accounts Integration – IRIS Exchequer

• Award-winning, powerful, back-office accounting solution

• Integrates fully with IRIS Field Service solutions

• Manage all transactional activity

• Includes general ledger, general ledger views, cashbook, sales & purchase ledgers, eBanking & Payroll

Tight financial control and complete visibility

Contract management

• Create, manage & store contracts & client agreements

• Attach SLA documentation

• Set-up different SLAs by priority

• Set-up automatic renewal notifications

• Automatic repeat billing & contract renewal uplift alerts

Full visibility of your contract profitability and tighten controls over your SLA management

Planned preventative maintenance

• Automate PPMs & mass schedule jobs

• Schedule different types of servicing/jobs

• Set multiple PPMs on one job

• Run reception reports & monitor job completion status

Minimise customer downtime and improve customer service levels with IRIS’ comprehensive PPM functionality

Project/installation management

• Manage all aspects of your business including contracts, projects or large installs

• Create a centralised data store on your clients, contacts & suppliers

• Create estimates & sales orders

• Track phase, material, labour & subcontractor budgets versus actuals

Gain full control over your portfolio and deliver every project on time and on budget

Job costing

• Analyse where time is spent, on which activities & by whom

• Accurately track call/project costs

• View costs & analyse job profitability

• Produce engineer cost reports & analyse WIP

Understand the most (& least) profitable areas of your business

Stock management

• Place parts sales orders, purchase orders & receipts

• Monitor van stock levels, parts usage & s/n tracking

• Automated re-ordering & stock replenishment

• Fully integrated with mobile data

Optimise your stock holdings with a fully integrated, multi-location stock management system

Invoicing

• Automatic invoice generation

• Fully integrates with 3rd party finance/ERP systems

• Handles complex billing structures, rules, schedules & charge codes

• Multi-currency options

Improve your cash flow and shorten the billing cycle with efficient, automated invoicing

Web enabled access

• Access your field service solution at any time via the web

• Create jobs, view history & report on KPIs

• Allocate & manage work to subcontractors

• Customer & contractor web portal options

Secure real-time business critical information for both office-based and field workers

Management reporting

• Call analysis by equipment, site & efficiency

• Job & engineer costing

• Engineer performance & productivity

• KPI reporting

Highly configurable management reports giving you unprecedented insight

Additional Features also available• Vehicle tracking

• Data distribution

• Mapping

• Computer Telephony Integration (CTI)

• Accounts/ERP integration

• Card payments

• Address look-up

The right solution for your business

“We can allocate stock straight away, generate purchase orders, run reports to show what costs are related to the job, do stock taking...it’s all done through IRIS SiCLOPS.” Barry Bros, security specialists

What our customers say

“50,000 call per year has lowered to about 46,000 despite significant business growth.”Miller’s Vanguard, bakery equipment maintenance

“IRIS Service Director was invaluable in helping us to demonstrate that we have a level of service capability which the opposition simply could not match.” Weblight, independent lighting contractor

What our customers say

“IRIS SiCLOPS has all the functionality that we require to extend its use into all applicable areas of our field service management. It saves us time & money.”Mulmar, coffee machine supplier

What our customers say

“Billing is now almost an instant process: We’ve completely eliminated the previous delay of up to three weeks.” Montgomery Refrigeration, provider of refrigeration solutions

“The 25% growth in revenue over the last 18 months has been as a direct result of our ability to demonstrate we are the most technology advanced.” Bullwell Trailers, mobile repairers

What our customers say

“Engineers are more efficient, customers are kept informed and service delivery & fix times have been shortened.” Music Marketing Services, AV & comms supplier

“We particularly like the integrated IRIS approach which will enable us for the first time to retrieve information from anywhere across the business.” Daly Electrical, electrical repair company