Optimise time and resources to deliver a high value service

      • Streamline job management
        Get the 360° visibility you need to manage contracts and projects and increase productivity. Easily access essential job/contract/project information, anytime and anywhere it is needed. Access information about equipment, parts, customer history, service scheduling, invoicing and more, simply and quickly.
      • Mobilise your workforce
        Connect field teams with the UK’s leading mobile engineer communications and tracking module. Then enjoy the benefits of being able to track, communicate and collaborate with your team and schedule their activities easily and effectively, whether you’re on-line or off-line.
      • Easily manage service agreements
        Reduce the cost and complexity of administration. Create and record your own contracts. Define tasks, checklists and expenditure (such as labour costs, mileage, travel time, parts, etc.). Then raise invoices simply, at the click of a button.
      • Reduce risk and keep track of equipment
        Replace unnecessary paperwork with the equipment register. Track equipment supplied to customers under warranty, maintenance contract or neither. Use stored equipment finance and insurance information for profit analysis.
      • Understand the value of client relationships with the CRM/Marketing Module
        Prioritise resources, and safeguard and grow your most profitable accounts. Use the powerful prospect database to increase lead generation, manage your sales pipeline, make accurate sales forecasts and predict cash flow.
      • Effectively manage parts control
        Minimise downtime and loss of productivity by controlling and monitoring parts leaving your warehouse. Have the ability to maintain the most appropriate stock levels, so that you can free up cash flow. Be alerted when supplies are low.
      • Easily search equipment for hire
        Search for equipment by specification, availability and current condition. View full equipment details prior to deciding which item to place on a contract. Use the diary function to view equipment already reserved or on hire quickly.
      • Manage the sales process from enquiry through to quotation, order and invoice
        Convert equipment quotations to sales orders. Then create service agreements and warranty agreements. Take advantage of a fully automated parts reordering system that helps you to forecast demand. Match purchase invoices with receipts and orders.
      • Have the operational intelligence you need to manage your business
        Get easy access to the management information you need to improve your company’s productivity and profitability. View and download invoices, job sheets and inspection sheets. Leverage the detailed profit analysis facility that provides revenues and costs month by month, by equipment ID, make/model, equipment type, hire contract, service contract, customer, site and more.



Download the Protean Software brochure.


  • Access Platforms & Equipment
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