Quick Start Video 7: Finding and Editing Jobs

Your browser does not support the video tag. Quick Start Video 1: Creating a New Job Quick Start Video 2: Assigning a Job to an Engineer Using the Plannerboard Quick Start Video 3: Assigning a Job to an Engineer Using Add Visit Quick Start Video 4: Engineer Mobile – Accepting, […]

Quick Start Video 1: Creating a New Job

Your browser does not support the video tag. Quick Start Video 1: Creating a New Job Quick Start Video 2: Assigning a Job to an Engineer Using the Plannerboard Quick Start Video 3: Assigning a Job to an Engineer Using Add Visit Quick Start Video 4: Engineer Mobile – Accepting, […]

Quick Start Videos

The below links to Quick Start videos are designed to get you started on using Protean to create and send jobs to engineers, for the engineers to use their mobile devices to complete the job sheets, and for the jobs to be completed and invoiced. Creating Customers Quick Start Video […]

Setting Up Price Lists For Parts Discounts

Price Lists can be used for, amongst other things, creating customer discount structures for parts sales. For example, you may have some customers on a ‘Standard’ price list, who receive no discount, and some customers on a ‘Preferential’ price list, who receive various levels of discount depending on the category […]