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IRIS Field Service
The ultimate service management solution
Why choose IRIS?
UK’s largest private software house,
supporting over 60,000 customers

• UK‟s leading service management
  software supplier, with 30 years
  experience
• Integrated, award-winning
  accounting & ERP solutions
• Comprehensive support,
  training & development services
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
                                  Multi-                  Preventative
                                 currency                 Maintenance
                 Multi-                                                  Chargeable
               language                                                  work billing
                                               Call
                                            management

  Quotations                                                  Contract                  Contract
                            Stock
                                                             management                  billing



   Project                                                                                 Purchase
                          Management                           Mobile data
management                                                                                   order
                           information
  /costing

                                              Interface
          Subcontractor                         suite                        Sales order
             portal
                                Customer                     Sales
                                 portal                   prospecting
Call/job management
Your main hub for managing jobs, customers
enquiries & field service technicians

• 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
Scheduling
Real-time scheduling & appointment booking

• 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
IRIS Service Mobile
Access real-time information,
when you need it, out in the field

• Full support for the latest
  mobile devices, including
  all new business tablets
• Full traceability of every
  job and message sent
  from your mobile device
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
Tight financial control and complete visibility

• 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
Contract management
Full visibility of your contract profitability and
tighten controls over your SLA 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
Planned preventative maintenance
Minimise customer downtime and improve customer
service levels with IRIS’ comprehensive PPM functionality

• Automate PPMs & mass schedule jobs
• Schedule different types of servicing/jobs
• Set multiple PPMs on one job
• Run reception reports & monitor
  job completion status
Project/installation management
Gain full control over your portfolio and
deliver every project on time and on budget

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

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

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

• Automatic invoice generation
• Fully integrates with 3rd party
  finance/ERP systems
• Handles complex billing
  structures, rules, schedules
  & charge codes
• Multi-currency options
Web enabled access
Secure real-time business critical information
for both office-based and field workers

• 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
Management reporting
Highly configurable management reports
giving you unprecedented insight

• Call analysis by equipment,
  site & efficiency
• Job & engineer costing
• Engineer performance
  & productivity
• KPI reporting
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
What our customers say

“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




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

“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




“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

“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




 “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
What our customers say

“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




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

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IRIS Field Service Presentation

  • 1. IRIS Field Service The ultimate service management solution
  • 2. Why choose IRIS? UK’s largest private software house, supporting over 60,000 customers • UK‟s leading service management software supplier, with 30 years experience • Integrated, award-winning accounting & ERP solutions • Comprehensive support, training & development services
  • 3. 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
  • 4. 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
  • 5. IRIS Service Management Multi- Preventative currency Maintenance Multi- Chargeable language work billing Call management Quotations Contract Contract Stock management billing Project Purchase Management Mobile data management order information /costing Interface Subcontractor suite Sales order portal Customer Sales portal prospecting
  • 6. Call/job management Your main hub for managing jobs, customers enquiries & field service technicians • 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
  • 7. Scheduling Real-time scheduling & appointment booking • 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
  • 8. IRIS Service Mobile Access real-time information, when you need it, out in the field • Full support for the latest mobile devices, including all new business tablets • Full traceability of every job and message sent from your mobile device
  • 9. 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
  • 10. Accounts Integration – IRIS Exchequer Tight financial control and complete visibility • 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
  • 11. Contract management Full visibility of your contract profitability and tighten controls over your SLA 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
  • 12. Planned preventative maintenance Minimise customer downtime and improve customer service levels with IRIS’ comprehensive PPM functionality • Automate PPMs & mass schedule jobs • Schedule different types of servicing/jobs • Set multiple PPMs on one job • Run reception reports & monitor job completion status
  • 13. Project/installation management Gain full control over your portfolio and deliver every project on time and on budget • 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
  • 14. Job costing Understand the most (& least) profitable areas of your business • 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
  • 15. Stock management Optimise your stock holdings with a fully integrated, multi-location stock management system • 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
  • 16. Invoicing Improve your cash flow and shorten the billing cycle with efficient, automated invoicing • Automatic invoice generation • Fully integrates with 3rd party finance/ERP systems • Handles complex billing structures, rules, schedules & charge codes • Multi-currency options
  • 17. Web enabled access Secure real-time business critical information for both office-based and field workers • 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
  • 18. Management reporting Highly configurable management reports giving you unprecedented insight • Call analysis by equipment, site & efficiency • Job & engineer costing • Engineer performance & productivity • KPI reporting
  • 19. Additional Features also available • Vehicle tracking • Data distribution • Mapping • Computer Telephony Integration (CTI) • Accounts/ERP integration • Card payments • Address look-up
  • 20. The right solution for your business
  • 21. What our customers say “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 “50,000 call per year has lowered to about 46,000 despite significant business growth.” Miller‟s Vanguard, bakery equipment maintenance
  • 22. What our customers say “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 “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
  • 23. What our customers say “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 “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
  • 24. What our customers say “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 “Engineers are more efficient, customers are kept informed and service delivery & fix times have been shortened.” Music Marketing Services, AV & comms supplier