A Complete Field Service Solution For Businesses

Are you generating the most productivity from your business?

Protean Software Ltd is setting new trends in job management software and technology. This is used to improve operations and the bottom line for the UK and Irish companies that are involved in supplying, installing maintaining or hiring equipment.

Here at Protean, our award-winning service software helps companies in various industries to maximise their potential. By unshackling management and administrative staff from the high levels of paperwork associated with the activities of selling, servicing and hiring equipment, managing engineers etc.

Our field service software helps streamline workforce management and therefore frees up valuable time resources, which can then be spent on more productive and profitable activities. The Protean mobile engineer app alone will typically save businesses hundreds of hours per engineer per year of wasted labour.

Protean Software: Job Management Software

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Improve Efficiency

Manage your entire team from one platform. Monitor key performance indicators. Identify & manage issues as they happen.

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Increase Engineer Productivity

Keep track of workflow. Keep jobs on track. Keep everyone on the same page.

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Increase Customer Satisfaction

Consistently meet customer deadlines. Have all the customer information you need in one place..

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Increase Service Revenue

Improve your productivity to get more jobs done every day without increasing your workforce.

All Packages contain the following features:
  • Take advantage of customer histories & prospect databases
  • Plan jobs and allocate them to your team through drag-and-drop planner boards & maps
  • Complete jobs in the field with native mobile application that also works offline
  • Eliminate paper, improve cash flow and work smarter. The essential tools for a small service business.
  • Cloud-hosted so no IT costs or back-ups to worry about. Access your data from anywhere at any time.
  • Links to QuickBooks
ServiceSight Pro
  • Powerful features deliver increased productivity of field workers without increasing costs.
  • Seamless and intuitive tools for your Field Service needs
  • Stay informed by accessing vital data from anywhere at any time.
Protean FSM
  • Easily manage Service & Hire Agreements. Define tasks checklists and expenditures.
  • Reduce risk and keep track of equipment with the powerful equipment register
  • Effectively manage parts control to free up cash flow

Find out how Protean can help your business

Service Management Features

Job Management

Easily plan, track and manage jobs, activities, parts, resources and time all in one location. Reduce the administration involved in project management, scheduling people and equipment tracking as well as client billing.

  • Know now each job is progressing from logging through to completion
  • Utilise powerful drag and drop planner boards & maps
  • Stay in touch with your field teams via the engineer mobile app
  • Define your own inspections and checklists


Mobile Engineer Application

Connect field teams to the back office. Schedule, dispatch and track your team and their activities easily and effectively, speeding up your response times & improving first-time fix rates. Reduce drive time and fuel consumption. Get more jobs done… every day. 

  • Complete jobs and capture signatures even when offline
  • Easily access equipment details, job histories and technical manuals
  • Identify additional work required as well as extra parts needed
  • Available for iOS & Android devices 


CRM & Marketing

Make your organisation customer-focused. Communicate with your customers more effectively. Identify new opportunities, spot trends, save time, reduce costs and ultimately sell smarter. 

  • Seize the potential of your customer and prospect data in the office and in the field with our browser-based cloud service software 
  • Store useful sales data such as equipment on site, replacement and renewal dates and current provider 
  • Make your customer communications personal and proactive 
  • Access complete interaction histories for each customer 


Equipment Register

Gain full control over equipment throughout its life cycle. Easily search and retrieve the information you need from a simple, unified repository.

  • Store unlimited information on make and model templates to speed up equipment entry
  • Record and view complete service schedules
  • Access complete service histories including parts used, invoices raised and much more
  • Upload unlimited attachments to store photos, manuals and other information


Recurring Jobs

Manage repeat work and planned maintenance visits with flexible service schedules to delight your customers.

  • Service schedules can be set up at site or equipment level
  • Scheduling can be based on meter readings or time intervals, from days to months
  • Equipment can be grouped for easy handling of large quantities of assets
  • Automatic overnight scheduled job creation


Service Contracts

Reduce the time, costs, risk and compliance issues associated with the creation and administration of customer service agreements.

  • Create agreements at site or equipment level, or even a mixture of both
  • Create unlimited labour profiles and parts price-lists
  • Set up different charging structures for different types of jobs such as labour, mileage, travel time and parts
  • Recurring invoicing managed easily


Parts Control

Make a positive impact on your cash flow by efficiently managing stock control. Replenish parts quickly and simply. Improve the efficiency of your field engineers by avoiding unnecessary trips to purchase missing parts.

  • Track stock simply including by serial number, speeding up warranty control
  • Take advantage of numerous parts pricing options including cost plus, and customer special pricing
  • Include suppliers’ part numbers, minimum order quantities and lead times
  • Upload unlimited attachments on part record to store photos, technical manuals and much more


Order Processing

Effectively manage orders from quotation through to fulfilment. Manage purchase orders, sales orders and over the counter sales for parts and equipment.

  • Allow customers to view and accept quotes online
  • Turn quotes into sales orders with a single click
  • Sell equipment with required parts on the same order
  • Manage suppliers (vendors) and easily track purchases through to receipt


Business Intelligence & Reporting

Improve the quality and quantity of management information and make informed decisions. Have the information you need to plan and control operations and reduce costs.

  • Benefit from easily generated standard reports, charts and graphs and even design your own
  • See the big picture with powerful visual data dashboards
  • User-defined KPI dashboard including quick links to main operations
  • Set automatic reminders, text messages or emails to provide proactive early warnings of key business events


Web Portal

Delight customers with a dynamic yet simple to use branded web portal where they can monitor and track current work and access service and invoicing history.

  • View and download Invoice & Credit Notes
  • Check and accept quotes online with the click of a button
  • Examine equipment service histories and inspection results
  • Provide KPI charts like on site response times, first time fix rates and equipment uptime

Reporting Dashboard

Improve the quality and quantity of management information and make informed decisions. Have the information you need to plan and control operations and reduce costs.

  • Manage your entire team from one platform
  • Monitor key performance indicators
  • Identify and manage issues as they happen.


Obtain digital signatures to complete jobs. Raise invoices. Send by a direct link to xero.

Planner Map

Allocate jobs based on location & route of engineers in real-time with powerful Google mapping