Protean

RATING:

4.7

(18)

About Protean

Protean is a cloud-based field service management solution that helps businesses get real-time access to workforce and contract information. The platform provides detailed information about customer history, service schedules, equipment, parts, jobs, contracts and more. Additionally, it allows users to track, communicate and collaborate with teams for scheduling tasks. Primary features of Protean include tracking, invoicing, equipment registry, data storage, sales forecasting, profit analysis, inventory management and an automated parts reordering system. Its administration management functionality enables users to create/record contracts and define tasks, checklists, expenditure and invoices. Plus, its profit analysis facility provides detailed information on cost...

Protean Pricing

ServiceSight Pro is available at £50/user/month.

Starting price: 

£50.00 per month

Free trial: 

Available

Free version: 

Available

Protean jobs screenshot.

Protean Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Protean

1 - 5 of 18 Reviews

Timothy

Facilities Services, 2-10 employees

Used daily for less than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

Organize and prioritize experts

I have been on since day one contact in integrating their software and our business and have to say they are really responsive and we have a dedicated rep that is there and responds quickly and efficiently. If there is something I have a question on he answers promptly or if he is unsure he gets back usually same day if not within the hour. Great software, Customer service, Excellent product.

PROS

This software can help track jobs customers invoices paid and past due balances and you can even set past due balance limits that when your customer owes more than $100 for example it won't let you schedule service. Good way to keep track of invoices paid and unpaid. also keep tabs on expenses milage and many many more features already recommended to mechanics delivery drivers and other service professionals that are sole proprietors. I feel this software can work for hvac, maintenance companies, cleaning services, if you have customers and contractor or employees, this will work for you.

CONS

Haven't found any down side yet and I'm going on 2yrs of daily usage.

Reason for choosing Protean

I was contacted by sales rep and they gave me a demo and I saw immediate implications and results for what the software could do for my business and free up so much of my already jam packed day. I called both companies and they don't return calls promptly and they don't come out to give demos or troubleshoot in person if needed.

Reasons for switching to Protean

System was multiple platforms and had lots of holes and very expensive. This was a one stop shop for excellent service and great product.

Matthew

Machinery, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2019

Software

PROS

I love what (Sensitive Content Hidden) are doing with Protean. For us Protean is not just a piece of software we use everyday. It is central to our business operating and performing and the team at Protean understand this. We feel valued as a customer, it is a personal relationship and every staff member at Protean cares about Bennie and our success, which is phenomenal. As a Group we have many many software suppliers and Protean rank at the very top. Protean is more than a software company, they are a business Partner of Bennie.

CONS

I still looks a bit legacy, and has a couple of quirks. But Protean are engaging with customers on the roadmap and we know this is changing, so we are looking forward to the future.

Reason for choosing Protean

Customer service, ease of use and familiarity.

Reasons for switching to Protean

Decision was before my time, but we are now looking at putting into other business units.

Andy

Automotive, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2022

Very good product to a point, and await next version for major advancements

Goog company, UK based, and friendly helpful implementation and support staff.Feels like their focus is moving away from the locally hosted to cloud based ServiceSight product, so I'd advise anyone looking at Protean to ensure the solution they choose is the correct future-proofed solution for the business, as moving into or from Protean (or similar products) is not a small project.

PROS

This was an upgrade from Service Director who no longer supported their desktop product, and at the time (2019) when we did an appraisal of alternatives in the market Protean was the only one that ticked all the boxes and met all business requirements. Moving to Protean allowed the business to grow further than could have been possible with Service Director.

CONS

The integration with Sage200 was disappointing. We began to integrate to Sage50 but were assured that when we moved to Sage200 that it would be much better integrated, especially in terms of parts/stock, however that was not true and so we could only expand so far with Protean and are now looking for alternatives.

Reason for choosing Protean

Based on business requirements, cost and migration ease, which Protean seemed to fit best with.

Reasons for switching to Protean

Service Director ceased to support their desktop product adequately to meet our business needs, and at the time (2019) when we did an appraisal of alternatives in the market Protean was the only one that ticked all the boxes and met all business requirements.

Nick

Machinery, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2021

Protean - Solid, reliable & dependable after 6 years of using it

We supply and service commercial and industrial cleaning machines and we use Protean for: Job management Stock management Order management, Machine fleet management, Maintenance contract management Hire contract management The job and stock management modules have absolutely transformed our business. It has automated so many processes within our company, helping us provide a better service to our clients and improve operational efficiencies

PROS

- The engineer interface is simple and straight forward to use which was one of the key reasons we went with Protean. - The ability to bulk import and amend data was very important to us and Protean handles this very well. - Technical support is very good, they seem to have an efficient team there. - The client portal is particularly useful, clients being able to log in online to get live updates on jobs. - Automatic job reports being sent to our clients on job completion are very well received, also saving us a great deal of time needing to provide those update. - History of clients, jobs, parts fitted, etc is easily accessible -The most important feature for us is how reliable the software has been. Protean has been really solid for us with zero downtime in almost 6 years! The data always add up too which is of course vital.

CONS

It could do with some additional user access rights options, being able to restrict certain users from amending parts of the system. I understand this is currently being developed. We also don't use the CRM side of the software as this didn't match our needs, granted this was a number of years ago so it may have been updated.

Jonathan

Mechanical or Industrial Engineering, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2018

Protean has transformed how we operate and do business

Much quicker to issue jobs, get them done, get the info, quote for repairs and invoice on the completion. Complete traceability of events, no lost emails or 'who's dealing with this' scenarios. The engineers can take photos on their phone and send them straight to the office via Protean to ensure we quote for and order the correct replacement part.

PROS

All relevant modules in one place with live data and analysis using the Protean Intelligence feature. No need for additional spreadsheets to support it, it's all here in one package. Excellent telephone and email customer support with webinars, videos, and online help also available. Easy to use app which isn't web based so doesn't rely on network connection for continued usage Regular software updates. Protean are receptive to enhancement requests for future updates to their software.

CONS

Enhancement requests can take a while to implement, but any bugs found are usually ironed out quickly. Bespoke reports or specific software changes can be quite costly. Learning curve can be steep for new software users due to power of software (it doesn't hold your hand through processes), but classroom training is available in Coventry.