Service Management Features

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

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

• Take advantage of Proteans full customer, prospect and enquiry  CMMS software that can assist you in marketing and selling your products and/or services.
• Make your organisation customer-focused.
• Use the CRM module to communicate with your customers more effectively.
• Identify new opportunities, spot trends, save time, reduce costs and ultimately sell smarter and work more efficiently.
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• Unique cylinder identification design system
• Create, import, or buy in cylinders
• Easily add refrigerant gas to job quotes.
• Search and filter a master log to find any F-gas entry
• Auto-generated when returning reclaimed or waste gas
• Scan bar codes to identify cylinders
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• Unique cylinder identification design system
• Create, import, or buy in cylinders
• Easily add refrigerant gas to job quotes.
• Search and filter a master log to find any F-gas entry
• Auto-generated when returning reclaimed or waste gas
• Scan bar codes to identify cylinders
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• Improve the quality and quantity of management information and make informed decisions
• Enable better communications, both internal and external.
• Choose from 10 built in charts including Technician Utilization and First Time Fix Rate
• Create your own dashboard layout and content. FIND OUT MORE

• Effectively manage orders from quotation through to fulfilment and streamline the sales process.
• Use the order processing functionality to manage purchase orders, sales orders and over the counter sales for parts and equipment.
• Reduce disputes by reconciling purchase orders to invoices.
• Empower management with improved forecasting and reporting.
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• Reduce the time, costs, risk and compliance issues associated with the creation and administration of customer service agreements.
• Raise invoices for all regular billing contracts at a click of a button
• Have the flexibility to manage services easily
• Customise service agreement contracts to suit your own working practices
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• Global search facility allows customers to easily find the data they need
• Delight customers with easy access to reports & documentation
  • Response Times
  • First Time Fix
  • Up Time
  • Complete service histories
  • Inspection Certificates
  • Invoices

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• 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. FIND OUT MORE

• 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. FIND OUT MORE

• Create call-out & planned work and allow your customers to request work via a simple online portal.
• Easily plan, track and manage work orders, teams, materials, resources and time.
• Access all the essential information you need about the work required, the customer history and payment details anytime and anywhere it is needed. FIND OUT MORE

• 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.FIND OUT MORE

• Connect field teams to the back office.
• Schedule, dispatch and track your teams and their activities easily and effectively.
• As a result speed up your response, reduce drive time and fuel consumption.
• See current workloads easily and where the availability is. FIND OUT MORE

• Improve the efficiency of your field engineer workforce by avoiding unnecessary trips to purchase missing parts.
• Make a positive impact on your cash flow by efficiently managing stock control.
• Replenish parts quickly and simply.
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• Empower your technicians with the ServiceSight mobile app.
• See job assignments in real-time, customer histories, messages and other activities.
• Record travel time and on site hours, materials used, work reports and add photos or other attachments.
• Record further work required and raise quotes if needed.FIND OUT MORE

• Sales invoices can be raised at any time with the push of a button.
• Users can choose between different levels of detail available per job type or per job.
• All sales tax calculations are taken care of and values are shown on the invoice for the customer. FIND OUT MORE

• Improve internal communication and control with the built in task reminder and messaging systems.
• Create reminders for customer or other work.
• Notifications appear to remind you.
• Internal messaging allows you to have conversations with any other ServiceSight user, including your field technicians. FIND OUT MORE

• Save more time by linking ServiceSight to Quickbooks Online.
• Import your customers & contacts with one click and send invoices and payments the other way to eliminate re-keying and double entry.
• Allow your customers to pay your invoices via Quickbooks using ServiceSight’s powerful web portal.FIND OUT MORE

• Reduce the administration involved in project costing, scheduling people and equipment and client billing with Protean job management software.
• Have all your job management information in one location. Easily plan, track and manage jobs, teams, parts, resources and time.
• Then access all the essential information you need about equipment, parts, customer history, service scheduling and invoicing, anytime and anywhere it is needed.
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• Have all your job management information in one location.
• Easily plan, track and manage jobs, teams, parts, resources and time.
• Access all the essential information you need about equipment, parts, customer history, service scheduling and invoicing, anytime and anywhere it is needed.
• Reduce the administration involved in project costing, scheduling people and equipment and client billing
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• Make your hiring operation flexible and competitive by improving the efficiency and reducing the administration and costs involved in processing equipment for hire.
• Improve equipment utilisation.
• Obtain fast access to customer information.
• Automate time-consuming equipment hiring processes.
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• Store unlimited information about equipment makes and models.
• Gain full control over equipment throughout its life cycle.
• Easily search and retrieve the equipment information you need from a simple, unified repository.
• Reduce time spent wading manually through spreadsheets.
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• 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

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• 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

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