Core Modules
Client & Site Management
Manage client accounts and multi-site structures, including active and inactive sites, grouped customer records, and user-level access to relevant locations.
Contract Management
Create preventative, direct-sale, and curative contracts with guided workflows covering customer details, services, inspections, payment methods, and final sign-off.
Lead & Prospect Management
Track prospects, leads, quotations, and conversions through dashboards and structured tables from initial opportunity to completed contract.
Worksheet & Setup Management
Monitor worksheet logs, master setup dashboards, and operational setup tracking to streamline service preparation across branches.
Call-Out & Overdue Workflow
Monitor overdue visits, overdue call-outs, critical call-outs, and expected service dates to identify risks and respond quickly.
Sales Performance Reporting
Review monthly, quarterly, and yearly sales performance through comprehensive dashboards, reports, tables, and charts.
Messaging & Communication
Support technician messaging and internal communication workflows to improve collaboration and keep service delivery aligned.
Real-Time Monitoring and Alerts
One of the more advanced features of the platform is its integration with GSM monitoring of activity. Monitor data is shared by Microshare as a stream, routed through AWS, stored in the Elis database and then processed at regular intervals.
When relevant activity is detected on a monitor at a client site, the system alerts the appropriate stakeholders, including technicians and representatives. All activity is stored, allowing Elis to build a long-term history of monitor events and site-level trends.
Reporting and Analytics
The reporting layer is a major part of the solution. The platform provides around 250 graphs and dashboards covering areas such as:
- sales performance
- prospect activity
- contract breakdowns
- call-out trends
- overdue visits
- recent site activity
- proofing issues
- motion alert history
- technician and branch-level analysis
This allows management to move beyond static reporting and work from live operational data.
Operational Impact
The platform has transformed the way Elis captures, stores and uses operational information. Instead of one-off service records disappearing into disconnected workflows, the business now has a centralised, real-time system that supports operational efficiency, data visibility and faster decision-making.
- reduced reliance on paper and disconnected systems
- real-time visibility for staff and clients
- better use of historical operational data
- improved response to overdue and critical service issues
- stronger reporting for managers and representatives
- greater efficiency across service, sales and contract workflows
Scale and Complexity
This is one of iWorks’ largest bespoke platforms. It supports a wide range of operational workflows, user roles and business processes within a live service environment where real-time information matters. The system has grown over time alongside Elis’ operational needs and now represents a substantial enterprise-grade software platform tailored to a real business with complex field-service requirements.
Ongoing Support and Development
iWorks continues to support and enhance the platform, refining workflows, adding functionality and responding to Elis’ evolving requirements. The system is not a one-off build; it is a long-term operational asset embedded in the day-to-day running of the business.
Platform Gallery
A closer look at the Elis Ireland operational platform across dashboards, reporting, workflows and day-to-day service tools.
