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 o...


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Supported Operating System(s):

Web browser (OS agnostic)

13 Reviews of Protean

Average User Ratings

Overall

4.85 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(11)

11

4 stars

(2)

2

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 13 results

November 2019

Matthew from Bennie

Company Size: 51-200 employees

Industry: Machinery

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

Reasons 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.

February 2020

Timothy from C.R. Cleaning

Company Size: 2-10 employees

Industry: Facilities Services

Time Used: Less than 2 years

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

Reasons 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.

February 2021

Nick from LVC

Company Size: 11-50 employees

Industry: Machinery

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

November 2019

Richard from Workspace Technology

Company Size: 11-50 employees

Industry: Facilities Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

November 2019

Great Time Saver

Protean has allowed us to produce far more accurate records and reports, and makes the general day to day job for our staff much easier. It also allows us to plug gaps where the previous processes could have had things slip through the net. It's not perfect, but compared to other companies in our field, the functionality and value is far beyond many of the competitors alternatives.

Pros

The software has allowed our company to keep an accurate record of all works completed, and services due. Previously this was much more of an issue, and it has helped to streamline our processes, in turn making the team more efficient, and providing our clients with a much more fluid and improved service.

Cons

There are a few areas where the software can be slightly frustrating, the way our contracts are set up can sometimes cause us minor issues within the system, but on a whole the positives hugely outweigh any negatives.

February 2021

Greg from Clearway

Company Size: 201-500 employees

Industry: Security and Investigations

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

February 2021

Long time satisfied Protean user

Overall we have been very satisfied with Protean since its deployment back in 2011.

Pros

We have been using Protean software for the past 10 years. Protean has a comprehensive set of features and the technical team are very efficient when it comes to bespoke changes. The system is reasonably configurable and being based on SQL Server database relatively easy to integrate with. The mobile engineer application has been critical to us. The technical support and customer service is very good. The security access rights are role based and very granular which is useful.

Cons

A more comprehensive web based interface for some functions would be very useful. I understand from the road map that Protean is moving in a SAAS direction and we are keen to move with them.