Maintenance Contract Self-Billing

Summary The Maintenance Contract Self-Billing flag can be used to prevent a maintenance contract from being included in a batch invoicing run, while leaving the invoice period open. For example, if a leasing company isn’t in a position to make a monthly maintenance payment (due to the end customer missing […]

Setting Up Employee Attributes

You can use the Employee Attributes functionality in Protean to record details about an employee. To set up new Employee Attributes, go to System > More > Employee Attributes Within here you will see your list of existing Employee Attributes. To add a new Employee Attribute click in the first white box […]

Setting Up Engineer Types

Categorising your engineers into Engineer Types allows you to apply filters to your plannerboard. To set up Engineer Types, go to System > Job > Engineer Types Within here you will see your list of existing Engineer Types. To add a new Engineer Type click Add and name your new Engineer Type. […]

Engineer Timesheets – Travel Away From Site

If you are using the Engineer Timesheets functionality in Protean, your engineers have the ability to record their time away from site for the last job of the day (e.g. to record travel back home). To make this functionality available, within the main office system go to System > Settings […]