CMMS is a software package that contains all of the information about an organization’s maintenance operations and gives the tools to improve and manage the maintenance services. It helps the management make informed decisions and maintenance workers to effectively do their jobs.
Thriving, efficient, and profitable business with Protean’s CMMS
Protean’s CMMS provides the competitive edge for your thriving field service business.
With our Computerized maintenance management system you can easily manage jobs, customers, quotes, invoices, workforce, and much more, all in one place.
Make well-founded management decisions based on all of the information included in the software’s database. Go paper-free, save time, money and grow your business with this one tool.
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Top Benefits
- Economy – track and control your cash-flow, save money and time
- Transparency – every information you need organised, in one place
- Simplicity
– specially designed for ease of use
- Efficiency – increase your efficieny by optimisation and speed
Dashboard and KPI Reporting
Improve the quality and quantity of management information and make informed decisions. Enable better communications, both internal and external.
- Choose from our range of built-in charts including Technician Utilization and First Time Fix Rate
- Create your own dashboard layout and content
- See where you technicians are and what they are doing, on one screen
- Monitor the progress of your work orders easily
Invoicing and Payment
Sales invoices can be raised at any time with the push of a button. All sales tax calculations are taken care of automatically. Invoices can be previewed beforehand to prevent mistakes. If you are linked to Quickbooks the invoices will appear in your accounts system at the same time ready for payment. Technicians can collect payments via the mobile app to speed up your service to cash cycle.
- Invoices raised with a single click
- All sales tax jurisdictions supported
- Sales tax calculated automatically with no set up required
- Seamless integration to Quickbooks
- Collect payments via the mobile app
- Allow customer to pay via the web portal feature
Quotations
Raise quotations from customer requests via the web, from your office or directly on the mobile app. Job quotes allow you to capture labor hours and materials needed as well as work descriptions and terms.
Quotes can be emailed or viewed and accepted by customers online immediately. Once accepted jobs are raised from the quote automatically ready for assigning to a technician.
- Create quotes with description, notes, labor, materials needed
- Choose your quote format before emailing to your customer
- Customer can view & accept quotes on web portal
- Technicians can raise quotes on mobile app
- Turn a quote into a job with on click
- See which quotes have been successful
- Jobs linked back to quote for visibility
Inspections
Create your own checklists, inspections and certificates and compete them on the mobile app whilst on site. Email completed documents to customers immediately. Customers can view completed inspections online via the web portal.
- Completely user-definable templates
- Create your own checklists with custom questions & answers
- Enforce data gathering including notes & readings
- Add recommendations to inspections
- Link to jobs to be complete onscreen by field technicians
- Completed forms emailed to customers easily or viewable online
- We can create them for you – checklist creation service available at an extra cost
Tech Mobile App
Available for Android & iOS the mobile app allows you to connect your back office & techs in the field seamlessly. Assigned jobs appeared instantly on the tech’s job list & dashboard. Tech can view history, complete work reports & capture hours on site easily.
- See work history by site or equipment assets
- View asset locations, specification & service history
- Complete Work Reports, Labor Hours & Materials used
- Complete Checklists & Inspections
- Create Quotes
- Invoice jobs & collect payments
Improve the quality and quantity of management information and make informed decisions. Enable better communications, both internal and external.
- Choose from our range of built-in charts including Technician Utilization and First Time Fix Rate
- Create your own dashboard layout and content
- See where you technicians are and what they are doing, on one screen
- Monitor the progress of your work orders easily
Sales invoices can be raised at any time with the push of a button. All sales tax calculations are taken care of automatically. Invoices can be previewed beforehand to prevent mistakes. If you are linked to Quickbooks the invoices will appear in your accounts system at the same time ready for payment. Technicians can collect payments via the mobile app to speed up your service to cash cycle.
- Invoices raised with a single click
- All sales tax jurisdictions supported
- Sales tax calculated automatically with no set up required
- Seamless integration to Quickbooks
- Collect payments via the mobile app
- Allow customer to pay via the web portal feature
Raise quotations from customer requests via the web, from your office or directly on the mobile app. Job quotes allow you to capture labor hours and materials needed as well as work descriptions and terms.
Quotes can be emailed or viewed and accepted by customers online immediately. Once accepted jobs are raised from the quote automatically ready for assigning to a technician.
- Create quotes with description, notes, labor, materials needed
- Choose your quote format before emailing to your customer
- Customer can view & accept quotes on web portal
- Technicians can raise quotes on mobile app
- Turn a quote into a job with on click
- See which quotes have been successful
- Jobs linked back to quote for visibility
Create your own checklists, inspections and certificates and compete them on the mobile app whilst on site. Email completed documents to customers immediately. Customers can view completed inspections online via the web portal.
- Completely user-definable templates
- Create your own checklists with custom questions & answers
- Enforce data gathering including notes & readings
- Add recommendations to inspections
- Link to jobs to be complete onscreen by field technicians
- Completed forms emailed to customers easily or viewable online
- We can create them for you – checklist creation service available at an extra cost
Take full advantage of ServiceSight’s full customer, contact & prospect management software that can assist you in marketing and selling your services.
- Search & view complete customer communication & transaction histories
- Create prospect records for marketing & quoting. Turn them into customers with one click
- Store unlimited numbers of contacts per customer, prospect or work site
- Set payment terms, labor rates and more per customer
- Upload your customer’s logo to personalize their account
Available for Android & iOS the mobile app allows you to connect your back office & techs in the field seamlessly. Assigned jobs appeared instantly on the tech’s job list & dashboard. Tech can view history, complete work reports & capture hours on site easily.
- See work history by site or equipment assets
- View asset locations, specification & service history
- Complete Work Reports, Labor Hours & Materials used
- Complete Checklists & Inspections
- Create Quotes
- Invoice jobs & collect payments
Choose your product
We can proudly say our product selection covers all of the business needs from small business needs to specific requirements. Find out which Protean product is right for your business!
Everything your small business needs to manage jobs, manage workers and manage customers. Boost efficiency, radically reduce costs and improve cash flow – all for free for small businesses.
- 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.
Delight your customers and energise your employees with the system for growing SME services companies who require a complete business solution in the Cloud
- Stay informed by accessing vital data from anywhere at any time.
- Powerful features deliver increased productivity of field workers without increasing costs.
Drive operational efficiencies and reduce costs with the powerful end-to-end office and mobile software application that has been transforming service and maintenance businesses.
- The complete business system for any service business providing all the features you need to operate a successful business in a wide variety of sectors.
- Full professional services packages available including implementation, data migration, report writing and user training.
“A great tool for a service management business like ours. It is helping us reduce paperwork & improve the efficiency of our operations.”
Ben Pugh, MD
Abbey Mechanical Services Ltd
Specialists in Field Service Management Software since 1996
ServiceSight is a product of Protean Software, a company with over 20 years’ experience in providing powerful solutions for field service businesses. Official Microsoft, Xero, QuickBooks and Sage partners.
