Protractor

would like the ability to edit the invoice template so it is more structured. for example. my largest customer uses AI to receive and process invoices. the AI system takes the invoice provided. they have programed the AI system to recognize certain aspects of the invoice, automatically match it to the Purchase Order. it then process's the PO for payment. how it does this is to recognize headers in the body of the invoice. it really likes structures like an excel file layout. see example below.

I often find myself wishing I could put a note on a Dashboard to explain something about how numbers are being calculated, etc. Could we add a Text Box widget that would create a blank box as a "Report" that could be added like a Dashboard widget? In the attached example, I'm wishing I could explain what qualifies as a "Loyal" customer vs "Active" and what makes a customer "Renewed" or "Inactive" or "Dead" Thank you!

Would be nice to be able to delete more than one Material Line, Sublet Line, or Labour Line at a time.

When using Contact or Service Item searches, the system should ignore special characters. For example, if I'm looking for Pro-Tech, I should be able to type protech, pro tech, or pro-tech to be able to find that account. Also, some sort of predictive search should be available. Much like Napa's Pro-Link, where if I type "Ball Joimt", I will get Ball Joint results. All search functions across the program would benefit from this adjustment.

DATE OF PRODUCTION AND COLOUR SHOULD BE AUTOMATICALLY UPDATED FROM THE VIN DECODE IF POSSIBLE

On the Pro Summary, it shows the "sold hours." (and says 'billed hours' when hovering over the question mark). It does not reflect actual "billed hours", calculated by dividing labor revenue by the labor rate. Instead, it counts the hours from each invoice and divides them by the total number of invoices. The reason this is not as useful as basing it on labor income is that for the menu-priced items, like oil changes, we sell them at .7, but collect a reduced dollar value. As we try to improve our "billed hours" per invoice, this makes a difference. We are striving for a .4 improvement, when in reality we need a .6 improvement when we do proper math with labor revenue. It would be nice to have this calculated to reflect actual "billed Hours", for simple reference.

Would be nice to see these sticky notes in the technician view as well as the service advisor view even if they are not editable by the technician

It would be helpful to be able to push our matrix to our vendor, so that when a part is received, the vendor's "sell price" or "retail price" listed on the invoice copy matches the margins we have built in.

It would be nice to be able to mark a repair order as authorized without having to assign a technician to it. Sometimes the work is authorized at the drop and we don't know which tech will be doing the work.

It would be great to be able to reprint an individual customer authorization rather than all authorizations on a single sheet.