Protean Software Classroom Training sessions up to January 2020. Customer Relationship Management (CRM) Tuesday 24th September 2019, 1 day The session will cover all aspects of customer relationship management from prospect management to sales opportunities and more. This session does not include use of the Protean Sales App – See […]
Mobile Device Refresh – Android Battery Optimisation
Occasionally the operating environment on a mobile device can stop the Protean Mobile application performing its background Job refresh (usually set to happen at 5 minute intervals). The settings that can cause this, and suggested actions are as listed below. (Please note depending on manufacturer and Android version these settings […]
Webinar: Sales Invoicing
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Webinar: Protean Scheduler
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Engineer ETA Auto-Update
Your browser may not support inline PDFs, you can download the PDF by clicking here. Engineer ETA Auto-Update
Feature Release 5.1 – Parts Sales Order Import
Your browser may not support inline PDFs, you can download the PDF by clicking here. Labour Rates and Profiles
Classroom Training Schedule
Protean Software Classroom Training sessions up to July 2019 including 2 free of charge courses! Hire Operations Tuesday 19th March 2019, 1 day The session will cover all aspects of hire operations from creating new contracts, including searching available equipment and hire extras, to suspending and completing contracts. Suitable for all […]
Data Import Template – Parts Stock Records
Your browser may not support inline PDFs, you can download the PDF by clicking here. You can also download a sample CSV template, containing headers, here. Further guidance is available in our webinar, available here. Parts Record Import Template
Classroom Training Schedule
Protean Software Classroom Training sessions up to February 2019 including 2 free of charge courses! Customer Relationship Management (CRM) Tuesday 25th September 2019, 1 day The session will cover all aspects of customer relationship management from prospect management to sales opportunities and more. Suitable for all users* New User Training – […]