Need help managing your HVAC technician workforce?

Manage your work, technicians, customers, time and administration effectively with Protean’s HVAC Service Management Software.

Speed up cash flow, increase productivity, go paperless. See your technicians locations, monitor the status of jobs, send quotes and invoices easily and visualize the results on a customizable data report.

If you’re a heating, ventilation, and air conditioning business, choose among our world class products.

Our Products

ServiceSight

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.
  • Links to QuickBooks

$FREE
for first 5 users forever

$15

per user per month (after first 5)

Get Started

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ServiceSight Select

Put together a unique configuration to suit your unique business requirements. Pick the modules and features you require and start saving money.

  • Choose from our suite of FSM modules including Equipment, Contracts and Inventory Control.
  • Add or remove modules or add-ons as you need – just pay for the features you are using.
  • Cloud-hosted so no IT costs or back-ups to worry about. Access your data from anywhere at any time.
  • Links to QuickBooks

$POA
price on application

Book Demo

Contact Us

ServiceSight Pro

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.
  • Cloud-hosted so no IT costs or back-ups to worry about. Access your data from anywhere at any time.
  • Links to QuickBooks

$55.00
per user per month

Book Demo

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What is the best FSM software for your HVAC business?

Fill out this questionnaire to find out which Protean product fits the best for your HVAC business needs.

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How many technicians do you manage?

How many engineers do you manage?

Do you need advanced tools to handle service contracts, stock control & order processing?

Do you need advanced tools to handle service contracts, stock control & order processing?

Are you a growing business and would like to pick and choose which of our exciting modules you need: service contracts, stock control, order processing and so on?

Man choosing between ServiceSight products

Which field service management software is the best for your business?
ServiceSight

ServiceSight Light

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.r
ServiceSight Pro

ServiceSight Pro

Delight your customers and energise your employees with the system for growing SME services companies who require a complete business solution in the Cloud.
ServiceSight Select

ServiceSight Select logo

Put together a unique configuration to suit your unique business requirements. Pick the modules and features you require and start saving money.
ServiceSight Light

ServiceSight

ServiceSight Select

ServiceSight Pro

ServiceSight Pro

Why Protean Software’s products make sense for your HVAC business

Field Service Management Software is the perfect choice for your HVAC business that helps you manage everything all in one place. Reduce time and cost, eliminate paperwork, enhance productivity and revenue streams.

With an HVAC Service Management Software you can:

  • Plan your work effectively
  • Solve the administrative problems your field technician workforce face when maintaining and servicing clients
  • Connect business processes and workflows seamlessly
  • Grow your revenue and enhance productivity
  • Streamline your operations with our reporting dashboards
  • With our  HVAC Field Service Management software your technicians also can receive maintenance, service repair or installation jobs in real-time
  • Visualize your data on customizable dashboards and create reports
  • And much more…
HVAC Service Engineer working
HVAC modules on screen

Modules include 

CRM, job management, order processing, mobile engineers app, service agreements, equipment register, parts control, and reporting.

  • Enjoy better-centralized control
  • Streamline operations and drive efficiencies
  • Manage communications between the back office and the field. Also, schedule and track activities
  • Deliver high-quality customer service

Which Protean product is right for your business?

Customer Management

ServiceSight
ServiceSight Pro
Customer details
Unlimited customer sites
Automatic notifications
Lead & data tracker
Unlimited custom fields
Site equipment inventory

Job Management

ServiceSight
ServiceSight Pro
Customisable job types
Drag & drop scheduling
Real-time dispatching
Inspections
Live GPS tracking
Engineer mobile app for iPhone & iPad
Engineer mobile app for Android
Multi-technician jobs
Job costings with time & material tracking
Job update email notifications
Unlimited custom fields
Engineer skills
Dynamic route scheduling
Equipment Transport

Quoting

ServiceSight
ServiceSight Pro
1-click winning
Revisions
Accept on web portal
Quote on mobile app
Automatic follow-ups
Phrasebook for repeat text
Attachments
Mixed quote types

Sales Invoicing

ServiceSight
ServiceSight Pro
Print or email invoices
Online and mobile app payments*
Credit notes
Custom layout designs
Meter based invoicing

Recurring Jobs

ServiceSight
ServiceSight Pro
Customisable service schedules
Auto-add Inspections
Automatic job creation
Service parts kits
Service groups
Maintain at Equipment or Site level

Service Contracts

ServiceSight
ServiceSight Pro
Custom contract types
Custom job operation set up
Custom invoicing cycles
Per item or contract pricing
Equipment, Site or mixed level contracts

Stock Parts

ServiceSight
ServiceSight Pro
Stock Parts
Serial number support
File attachments
Multi-store support
Stock reordering & levels tools
AVCO valuation method
FIFO valuation method
Bill of materials

Order Processing

ServiceSight
ServiceSight Pro
Supplier management
Purchase orders/GRNs
Sales orders/Despatch notes
Mixed order types
Back-to-back ordering
Purchase invoice matching

Customer Web Portal

ServiceSight
ServiceSight Pro
Client job logging
View job sheets, invoices and more
Customer or Site level log ins
Online payments*
Quote approvals

Hire Agreements

ServiceSight
ServiceSight Pro
Hire Wizard
Quick On-Hire
Hire Equipment or Parts
Periodic Invoicing

Additional Features

ServiceSight
ServiceSight Pro
Customisable dashboard
In-app employee chat
Reminders & notifications
Import facilities
Proactive business alerts
Audit log
Advanced Reporting Dashboards
Sage link
Quickbooks online link
Xero link

Support & Implementation

ServiceSight
ServiceSight Pro
Online knowledge-base
Help articles & videos
Email support
Phone support
Professional services packages
Secure Cloud Hosting
On Premise

*Requires Stripe or Square subscription
Additional modules can be purchased for ServiceSight individually or in discounted packs. Please note that some features within these modules are only available in Pro. Talk to one of our sales representatives to make sure you choose the right package for your business.