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Knowledge Base

  • Training 10 Articles

    • Protean Intelligence – Quick Start Users Guide
    • Webinar – Setting up and using Parts Holding Categories, Price Categories and Discount Categories
    • Webinar – Carrying out Parts Stock Takes
    • Webinar – Setting up Miscellaneous Types, Job Types & Service Types
    • Webinar – Feature Release 7
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  • Sales App 1 Article

    • Mobile Sales App User Guide
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  • Quick Start 12 Articles

    • Protean Accounts Integration
    • Engineer Mobile Device User Guide
    • New Starter User Guide
    • Webinar: Protean Tips and Tricks
    • Quick Start Video 7: Finding and Editing Jobs
    View all
  • User Guides 22 Articles

    • Xero Integration
    • Protean Accounts Integration Setup & Best Practice – User guide
    • Protean Intelligence – Quick Start Users Guide
    • MyTotalSource TVH Link User Guide
    • Labour Recovery Notes
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  • Jobs 53 Articles

    • Protean projects overview
    • Adding Attachments to Jobs
    • Webinar – Equipment Swap Out Functionality
    • Making Changes to Completed Job Visits
    • Setting Engineer Home Location User Guide
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  • Plannerboard 9 Articles

    • Setting Engineer Home Location User Guide
    • Setting Up Engineer Types
    • Engineer Types
    • Can I flag an Activity Type as unpaid?
    • Where Can I use Activity Types?
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  • Mobile Engineer 22 Articles

    • Adding Attachments to Jobs
    • Webinar – Equipment Swap Out Functionality
    • Setting Engineer Home Location User Guide
    • Engineer Mobile Device User Guide
    • Webinar: Feature Release 6 (FR6) – Equipment Out of Action (OOA)
    View all
  • Help Videos 20 Articles

    • Webinar – Carrying out Parts Stock Takes
    • Webinar – Setting up Miscellaneous Types, Job Types & Service Types
    • Webinar – Feature Release 7
    • Webinar – New Protean Intelligence
    • Webinar – Cross Hire Process
    View all
  • Stock 29 Articles

    • Webinar – Setting up and using Parts Holding Categories, Price Categories and Discount Categories
    • Webinar – Equipment Swap Out Functionality
    • Webinar – Carrying out Parts Stock Takes
    • Stock Adjustment Categories
    • Price Lists – Price Calculation Methods
    View all
  • Purchases 26 Articles

    • Setting up Commodity Codes in Protean
    • Landed Cost Types – Creation
    • Landed Cost Types – An Explanation
    • How do I control a users’ Purchasing Limits?
    • How do I Cancel the Rest of a Partly Received Purchase Order
    View all
  • Suppliers 8 Articles

    • Protean & Sage 200 integration
    • How do I add attachments to a Supplier record?
    • Setting up Suppliers to Use Discounts
    • Adding New Suppliers
    • Suppliers: Purchase Order Email Addresses
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  • Users 6 Articles

    • Enhanced Password Security Options
    • Where Can I use Activity Types?
    • Setting Purchase Order limits for Employees
    • How To Set Up A Recipient Group
    • Users Logged On
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  • Employee 9 Articles

    • Enhanced Password Security Options
    • Setting Up Employee Attributes
    • An Employee is leaving what do I do?
    • How to Switch Mobile Engineer Licences
    • How do I control a users’ Purchasing Limits?
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  • Credit 5 Articles

    • How do I create a Credit Note for a Hire Contract?
    • How do I create a Credit Note for a Job?
    • How do I create a Credit Note for a Maintenance Contract?
    • How do I create a Credit Note for a Miscellaneous Sale?
    • How do I create a Credit Note for a Parts Sale?
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  • Scheduler 7 Articles

    • Webinar: Protean Scheduler
    • How to Restart the Scheduler
    • Scheduler
    • Scheduler Preset Alerts
    • Scheduler Tasks
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  • General 41 Articles

    • Archiving Sales Invoices
    • Applying EORI Numbers to your Protean Reports
    • Setting up Commodity Codes in Protean
    • Enhanced Password Security Options
    • Webinar – New Protean Intelligence
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  • Customers 25 Articles

    • Archiving Sales Invoices
    • Webinar – Customer Web Interface
    • Protean & Sage 200 integration
    • Protean Outlook Add-In
    • How do I add Attributes to a Customer Account?
    View all
  • Invoicing 12 Articles

    • Archiving Sales Invoices
    • Webinar: Sales Invoicing
    • How do I create a Credit Note for a Parts Sale?
    • How do I create a Credit Note for an Equipment Sale?
    • How do I enter a Purchase Invoice in the Currency of the Supplier?
    View all
  • Equipment 31 Articles

    • Webinar – Equipment Swap Out Functionality
    • Webinar: Feature Release 6 (FR6) – Equipment Out of Action (OOA)
    • Equipment Pop-Up Notes
    • Adding Default Inspections to Services
    • How do I add attachments to an Equipment record?
    View all
  • Maintenance 25 Articles

    • Webinar: Sales Invoicing
    • Maintenance Contract Self-Billing
    • Adding Default Inspections to Services
    • How do I Attach files to a Maintenance Contract?
    • Creating a New Service Type
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  • Hire 11 Articles

    • Webinar – Cross Hire Process
    • How to Create a Cross-Hire Purchase Order
    • How do I set up a Global Suspension?
    • Hire Extras
    • Off Hiring Equipment
    View all
  • Sales 17 Articles

    • Mobile Sales App User Guide
    • Webinar: Sales Mobile Application
    • Webinar: Sales Invoicing
    • How do I Attach files to a Sales Order?
    • Adding New Sales Opportunity Status’
    View all
  • Accounts 16 Articles

    • Xero Integration
    • Protean Accounts Integration
    • Posting invoice with Postponed VAT to Sage
    • Protean Accounts Integration Setup & Best Practice – User guide
    • Labour Recovery Notes
    View all
  • Tasks 5 Articles

    • Webinar: Sales Mobile Application
    • Following up tasks
    • Adding a New Contact on a Task
    • Setting pop-up reminders for yourself or another user
    • CRM Module User Guide
    View all
  • Webinars 44 Articles

    • Webinar: Protean Projects
    • Webinar – Setting up and using Parts Holding Categories, Price Categories and Discount Categories
    • Webinar – Equipment Swap Out Functionality
    • Webinar – Carrying out Parts Stock Takes
    • Webinar – Setting up Miscellaneous Types, Job Types & Service Types
    View all
  • Setup 63 Articles

    • Protean Accounts Integration
    • Archiving Sales Invoices
    • Applying EORI Numbers to your Protean Reports
    • Setting up Commodity Codes in Protean
    • Protean Accounts Integration Setup & Best Practice – User guide
    View all
  • Import Templates 15 Articles

    • Data Import Template – Customers & Sites (Protean 7.4)
    • Data Import Template – Jobs
    • Data Import Template – Job Visits / Job Labour
    • Data Import Template – Misc Sales Orders
    • Data Import Template – Job Parts
    View all
  • Customer Web 4 Articles

    • Enhanced Password Security Options
    • Webinar – Customer Web Interface
    • Webinar: Feature Release 6 (FR6) – Equipment Out of Action (OOA)
    • Protean Customer Web Interface
    View all
  • Reports 4 Articles

    • Archiving Sales Invoices
    • Applying EORI Numbers to your Protean Reports
    • Webinar – New Protean Intelligence
    • Access Rights & Reports
    View all
  • Release Notes 40 Articles

    • Protean 7.5 FR1 Release notes
    • Protean 7.4 MR4.10 Release notes
    • Protean 7.4 MR4.9 Release notes
    • Protean 7.4 MR4.8 Release notes
    • Protean 7.4 MR4.7 Release notes
    View all
  • Access Rights 6 Articles

    • Making Changes to Completed Job Visits
    • Access Rights & Security Roles User Guide
    • Access Rights & Reports
    • Access Rights – Jobs Require Authorisation
    • How Do I Set Up A New Security Role?
    View all
  • FAQ's / Troubleshooting 11 Articles

    • Archiving Sales Invoices
    • Setting up Commodity Codes in Protean
    • Making Changes to Completed Job Visits
    • Protean Outlook Add-In
    • Mobile Device Refresh – Android Battery Optimisation
    View all
  • Policies 2 Articles

    • GDPR Compliance Statement
    • Fair Processing Notice
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  • GDPR 9 Articles

    • GDPR Compliance Statement
    • Fair Processing Notice
    • Webinar: GDPR Toolkit Review
    • Anonymising Prospect Records
    • Anonymising Ex-Employee Records
    View all
  • ServiceSight 0 Articles

Uncategorized

  • Classroom Training Terms and Conditions
  • Trusted location
  • Protean support job portal
  • Adding additional text to invoices
  • Reverse charge VAT
  • Database Admin Best Practice – Webinar
  • Protean 7.4 upgrade guide
  • Datasheets
  • How to change your Protean intelligence password
  • FR7 Mobile Application Download