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)

11 Reviews of Protean

Average User Ratings

Overall

4.82 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(9)

9

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 11 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.

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.

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.

January 2018

Jonathan from Ideal Lifts Service Ltd

Company Size: 11-50 employees

Industry: Mechanical or Industrial Engineering

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

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.

April 2019

Barrie from Servio Ltd

Company Size: 51-200 employees

Industry: Facilities Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2019

Very Happy Customer

From the initial discussion we had through to the implementation and eventual roll out of the system Protean were absolutely brilliant, I remember the go live day, we had one of their support guys on site to help deal with any last minute issues, there were none !!! by 10am we were drinking coffee and chatting. As a business owner you need to be sure you have good systems in place so that staff can undertake the work quickly and efficiently. I have no problem recommending Protean, we are all very happy with the system.

Pros

It is tried and tested so when a new release comes out it works every time. Once you understand the system it is very powerful and can produce a lot of very useful information. The quality of the end result paper work that the customer sees is very good. although this is an off the shelf product it can be adapted to most situations. (more than others on the market)

Cons

When looking initially it can be a little confusing as it looks complicated, that soon goes away once you understand the layout. The web portal could look a bit nicer.