Streamline Your Tasks & Staff Management

Job Management Software is a powerful addition to any field service business, providing a central hub for your office-based and mobile teams. Manage all of your jobs and contracts through the entire work process, from first quote through to final invoice. Protean’s job management software makes this easier than ever before.

Have all of your job management information in one location. Easily plan, track and manage jobs, teams, parts, resources and time. Access all of 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 with our easy to use job management app.

  • Use the fully integrated task management system to increase operational efficiency
  • Know whether jobs are allocated or not, if they are awaiting parts, site attended or awaiting details, etc
  • Log and track progress on maintenance tasks
  • Receive real-time notifications
  • Choose between three simple drag and drop planner boards

Job Management Software key benefits

Job Management Software enables you to improve the efficiency of your field service engineers.  Empower them to do their jobs more effectively and to help management make informed decisions regarding job allocation and engineer management.

Schedule field engineers efficiently with the Job Management app

  • Create efficient work schedules
  • Auto-allocate jobs by sites to routes, and by routes to engineers
  • Schedule unlimited engineer visits to a job
  • Prioritise jobs and maximise efficiency
  • Improve coordination with powerful response times and hit: miss ratio analytics
Schedule field engineers with the job management app
Equipment planning with the job management app

Effective, smarter, faster resource and equipment planning

  • Define your own inspections and checklists
  • Provide engineers on call-outs with full information about equipment on-site
  • Schedule unlimited items from the Equipment Register to be serviced per job

Reduce manual intervention

  • Save time by automating the processes of:
    • Raising orders and parts requisitions
    • Scheduling due services
  • Know when jobs await parts
  • Eliminate problems caused by engineers omitting to identify parts delivered directly
  • Be confident that jobs cannot be completed or invoiced whilst purchase orders remain outstanding
Equipment Register in the job management app
Early warning systems in the job management app

Minimise downtime with intelligent early warning systems

Keep on top of:

  • Customers on credit hold or over credit limits
  • Maintenance schedules
  • Equipment under warranty or with a high number of recent jobs
  • Customers flagged as ‘order number required’, preventing allocation of engineers or raising of invoices until a number is received

Keep on top of job costings

  • Save time by automating the calculation of job charges, based on job type and customer agreement
  • Set up permission-based user roles to give senior managers the authorisation they need to override costing
Job costings with job managemnt app

Full payment control

  • Verify invoices prior to sending by way of a two-step authorisation process
  • Manage stage payment applications, retentions and project cost reviews
  • Set up multiple jobs and stage payments per project
  • Get instant access to fully analysed job cost and profit reports