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.

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.

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.

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.

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.