An integrated field service software solution can not only look after the management of your field services team or commerical assets, but also provide a powerful back-office business and accounting system designed to drive efficiency throughout your organisation. This presentation explores IRIS Field Service software - a powerful integrated field service software, hire management and accounting solution.

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