Mobile Engineer Application

  • Connect field teams to the back office.
  • Schedule, dispatch and track your team and their activities easily and effectively.
  • Reduce drive time and fuel consumption.
  • Plan ahead. See the availability of engineers.
  • Track mobile engineer locations.
  • Map customer locations.
  • Optimise mobile worker routes.
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CRM & Marketing Software

  • 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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Dashboard KPI Reporting

  • 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

SeerviceSight dashboard

Order Processing Software

  • 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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Service Agreements

  • 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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Customer and Contact Database

  • 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

ServiceSight customer and contact database

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. FIND OUT MORE

servicesight software quotation screen

Work Order Management

  • 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

ServiceSight Work Order Management

Custom Inspection Forms

  • 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

Planner Board and Planner Map

  • 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

ServiceSight planner dashboard

Stock Level Management

  • 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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Technician Mobile App

  • 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

Invoicing

  • 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

ServiceSight software, invoice interface

Reminders and Messages

  • 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.
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ServiceSight reminders interface

Job Management Software

  • 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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Business Intelligence & Reporting

  • 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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Hire Agreements

  • 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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Equipment Register

  • 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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