Your browser may not support inline PDFs, you can download the PDF by clicking here. GDPR Compliance Statement Keywords: GDPR, Policies
Fair Processing Notice
Your browser may not support inline PDFs, you can download the PDF by clicking here. Fair Processing Notice Keywords: GDPR, Policies
CFTS – Thorough Examination Guide
Your browser may not support inline PDFs, you can download the PDF by clicking here. CFTS – Thorough Examination Guide
Webinar: Protean Tips and Tricks
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Webinar: TVH MyTotalSource Integration
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Customers: Account Balances
If you are linking Protean with an accounting system, it is possible for the current customer balance to be imported into Protean. This is usually carried out on a daily basis by using the Scheduler application. The current balance is displayed within the Accounts tab of the customer record, within […]
Webinar: Employee Setup and Security Access Rights
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Maintenance Release 5
Your browser may not support inline PDFs, you can download the PDF by clicking here. Maintenance Release 5
Customers: Setting Standard Mileage and Travel
If you charge for travel and/or mileage on your jobs, you may wish to standardise the amounts paid by your customers, so they know what to expect every time. This is possible to configure at site-level and is setup within the Accounts tab of the site record. The Labour Profile […]
Entering Special Banner Text Onto Sales Invoices
Occasionally you may wish to publicise a special offer, a seasonal change in your opening hours, or a change in contact or bank details to your customers. It is possible for you to do this by creating your own invoice banner within Protean, which allows you to add a few […]