we can record jobs, dispatch jobs, keep track on progress, this then follows to easy invoicing with all data carried through. you can record info in notes of calls .quote customers .allow customer their own access.

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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.

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.

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.

Bad

The only pro I have is that I stopped using it soon after I purchased. Wasn’t good at all

Basically a lot. Get sucked into the annual plan, promised everything you asked for. First hurdle and wasn’t good at all. I asked back in May 2020 that I have issues, and basically get fobbed off. Customer service is useless, and very slow. Again you get promised it’ll go to development team for review and get nothing. Ask them to help and say we can’t as it doesn’t do that, but we have a work around. I find this silly as the work around takes longer then just inputting into a spreadsheet or any other kind of software you have before you use Joblogic. Very disappointing and no part refund or help. Stay well clear

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.

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.

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

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.

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.