2023 Feature Showcase

At Protean Software we are always striving to provide first-class solutions that simplify and enhance the efficiency of your workflows and projects. Our development team have been hard at work this year with numerous new and updated features added to our software.

We’ve highlighted our top new features of the year below; however, you can find details of all our releases and features on our support site, including home page updates, the addition of inspection photos, ability to search the job list and more.

Foreign Currency Price Lists & Quoting

Quoting in foreign currency has never been easier! With our latest update to the Jobs module, you can now price and quote in your customer’s base currency directly. No more hassle of toggling between different currencies – Protean Software adapts to your customer’s needs effortlessly.

Key features:

• The ability to specify customer special prices in the currency of the customer.

• Create sales quotations in the currency of the customer.

This enhancement not only simplifies your quoting process but also ensures accuracy and consistency in your transactions. It’s a significant change for businesses dealing with international clients or those who operate in multiple currencies.

Project Invoicing

Designed to meet the dynamic needs of your projects, the project invoicing update enables users to invoice jobs in stages as needed, ensuring better control and transparency throughout the project lifecycle.

Key Features:

• Handles cost apportionment seamlessly.

• Automated retentions for easy management.

• Retention invoicing for greater financial control.

This update empowers you to have a more granular view of your project finances, making it easier to track and manage invoicing based on project milestones. It’s a key step in enhancing your project management capabilities within Protean Software.

Batch Invoicing Options

Efficiency is at the heart of our batch invoicing options update. We understand the importance of flexibility when it comes to invoicing, and our new options in the batch invoicing screen enable users to filter documents prior to invoicing, with options such as customer/site selection, job completion date filters, and order/customer reference text filters in the General, Maintenance and Hire tabs.

This enhancement empowers you with greater control over your invoicing process, allowing you to tailor it to your specific needs and criteria.

We believe that these updates will significantly contribute to the efficiency and success of your business operations. We have more exciting developments coming in 2024 as we continue to innovate and refine Protean Software to meet your evolving needs, you can read about what’s to come here.