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 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, Travelling, and Arriving at a Job
Quick Start Video 5: Engineer Mobile – Completing a Job Visit
Quick Start Video 6: Completing and Invoicing a Job
Quick Start Video 7: Finding and Editing Jobs

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    1. Simon Bridgwater

      Hi Pauline,

      Many thanks for your comment. I have checked the videos from multiple web browsers and they appear to be working fine.

      I’ve sent an email to you with some suggestions, so please give this a go and please get in touch if you need any further assistance.



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