Protractor

It would be helpful if the deferred work would remain in the same order they were on the original work order. Sometimes, we're working with a client to identify a priority list and therefore, would show the most urgent items at the top. Similarly, when we estimate preventative maintenance packages, we order them by frequency by grouping them by mileage/time recommendations. And in some cases, there are packages that are grouped together because they are services that should be done together. When we pull those packages forward to the next RO, that order has been completely changed. It creates extra work to then regroup or re-order the packages.

The new feature is a nice possibility. However two critical things are needed ASAP. First, there should be a way to enable/disable it. Some shops may not want to use it. Second, ZERO cost inspections/concerns and service packages can be listed, but do not need to be specifically approved. A setting that allows us to display or not display zero cost service packages could also work.

It would be great to have the ability to add PDF's to the work order for history, such as code scans, alignments and safety reports, and other inspection reports. Having this available to the Technicians as well, would be fantastic!

It would be nice, if on the invoice it would show the date that deposits were received. Sometimes we have to search for the payment because we dont know the date it was received.

When posting a supplier invoice or credit we have the ability to "adjust' the amount to make the credit or supplier invoice match. We would like the ability to post a reason why the adjustment is being made. i.e. Re-stocking fee etc...

The current alert system is too much alerts for when a WO stage is changed.

is there a way to add external PDF, excel, word Docs to the Work order. we do Oil sample analysis and it would be a great feature to have the PDF file attached to the work order. Can this be done already. has someone figured a work around?

I would like to be able to add notes to a customer and vehicle files that Pops up whenever one of these is accessed. For instance, I just got off the phone with a client who was just here. He said from now on, he only wants us to use GM parts. I want to be able to add that note now, so when he's here three months from now, that note will "POP-UP" when the advisor accesses their info. I know there are note sections for customers and vehicles but those notes get missed all the time.

Would like the ability to add the clients name & vehicle for quick referance. i.e. Part # BP1762 Disc Brake Pads Select Notes option & be able to add Martin P 745i This would give all staff members the abilitly to quickly jog their memory & know who has the parts if they are not currently on the shelf.

We can establish our own "live" labor guide based on the type of job, vehicle year, make, model, technician efficiency, etc. Labor guides are a mess at best. When using the technician time clock properly, we have rich data within each of our systems that could generate a tailored labor guide for each facility—no more blanket industry guides built from OE "new" vehicles. The "live" labor guide would provide the most accurate labor times based on our individual facilities' historical efficiency averages. I also believe this is the only way to establish realistic labor times. The system could eventually offer: Repair difficulty ratings (1–5 stars) based on time spread and complexity (convenient for advisors) Technician benchmarking tools for training and incentives. Facility vs industry average comparisons. I know there are reports to pull for tech review, etc., but this is valuable, and the information is there for this use. It could be developed and selectable from the labor guide options or offered as a comparison when estimating to show the advisor or whoever is estimating where WE stand compared to the standard guide. At that point, a decision is made to use the labor guide or the "Live" guide. In addition, instead of the labor matrix, imagine a variable per technician that would automatically allow enough time for the tech to be at their peak efficiency purely based on real historical data.