All modulesExample data
People & Communication
Keep service customers, machines and contracts together
CRM holds the companies you service, their sites, machines, service contracts and invoices. MES Service tickets use the same records.
IRISCRM · CustomersCustomer C-014Mon 09:00
- Open tickets
- 2
- Machines
- 5
- Contracts
- 1
Machines at the customer
- WarningPump P-200Warranty to Mar 2027
- WorkingValve V-80Warranty to Jun 2027
- WorkingMotor M-12Warranty ended
- WorkingGearbox G-4Warranty to Jan 2028
Service customer
Customer C-014Contacts and sites belong to the customer.Machine at the customer
Pump P-200- Warranty to
- Mar 2027
- Next service
- 12 Dec
Service contract
Prepaid hours- Coverage
- 8x5
- Response
- 4 h
- Hours used
- 12 / 40
Service invoice
INV-0412Parts, labor and travel lines.DraftIssued
Issued
Each service customer in one record.
What it does
- 01
Customers and machines
Each customer shows open tickets, machines, sites and active contracts. Machines carry serial number, warranty and next service date.
- 02
Service contracts
Contract type, coverage hours, response and repair times, package hours used, rate and the machines covered.
- 03
Service invoices
Parts, labor and travel lines. An invoice moves from draft to issued to paid, and totals list each currency.
Where the data comes from
- Customers, contacts, sites, machines and contracts are entered and edited in CRM.
- Tickets, parts and escalations come from the MES Service flow, linked to the same customers.
- Invoices are created on the invoices screen, with their lines and payment terms.
Good to know
- CRM is for service customers. There is no sales funnel, quotes or campaigns.
- Invoices are operational documents. Accounting stays in your ERP.
- Amounts on an issued invoice cannot be edited. You can mark it as paid.
Screens from the IRIS demo
Sample data from the IRIS demo factory. Click a screen to enlarge it.
Read more
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