Protractor

To be able to hand a customer a tablet to have them fill out their contact information and or vehicle information and have it populate directly into Protractor and flag if the customer is already in the system.

Ability to edit/add items into deferred work outside of the work order. We don't always have time to complete deferred work pricing or add items until after the customer leaves the shop, especially if they're waiting for service. It would be nice to be able to edit/add deferred work right from the customer/vehicle profile.

Even though we save a favorite transaction to use over and over again, if we over-ride the tax setting (ie, a re-occuring charge that is tax exempt), it doesn't apply that over-ride to a new transaction created from that favorite.

It would be great if we were able to select multiple material item lines at the same time from a service package line (whether if needing to move them or delete them) it would be great if we could have the function to "ctrl + click" to select and then right click to delete or just drag to where they would be needed rather than having to deal with one material item line at a time.

Be able to punch in and out on the time clock through the mobile app.

Can you please put the phone number present on the scheduler window when you click on the appointment. - All Makes Auto Repairs

The challenge is identifying work orders where the Outstanding Total exceeds the Authorization amount before meeting the customer at the checkout counter. If the Authorization amount could be displayed in a column next to the Total column on the Prioritization screen—along with a visual indicator when the Total exceeds Authorization—it could save shops significant money. Currently, we can rearrange columns on the Prioritization screen, and a Column Chooser is available. Adding the Authorization amount as an optional column and implementing a feature that highlights job lines where the Total exceeds Authorization (e.g., using a distinct color or other visual cue) would provide a quick and effective way to catch these discrepancies in advance. We frequently take a hit on our GPM when the service advisor meets the customer at checkout with a final bill that exceeds the authorized amount. This solution would prevent that issue because the additional parts or labor taking the work order over the authorized amount are always added to the work order before the job is started. There are common situations where this happens. For example: A part listed in the original estimate turns out to be incorrect for the vehicle, and the correct part is significantly more expensive. Or, After reviewing the job procedure, the technician realizes that the estimated labor time is too low. Our shop policy requires technicians to review the work procedure before starting the job. By beginning the work, they are accepting the allocated book time. If a discrepancy is found during this review, the service advisor can then call the customer for additional authorization. At that point, the customer can either approve the revised cost or defer the repair—ensuring the shop isn’t forced to absorb unexpected costs. We’ve all made those calls before starting a job, where the customer acknowledges the higher cost and authorizes the work. On the other hand, if the service advisor presents a final bill that surpasses the Authorization at checkout, the shop is left completely at the mercy of the customer. Protractor having the ability to notify us in advance when the Outstanding Total exceeds the Authorization would put the shop in a position of power. This feature would help protect our margins and ensure better financial control over work orders. A feature like this could help a shop retain an additional $20,000+ per year if they are currently losing $200 in profit per invoice just twice a week.

It would be more efficient and make the "Batch Add Material" more usable if there was a column to adjust the margin and a button to set the purchase order to "Mark As Placed". Right now you can add multiple parts in a single screen but then you have to go back into every individual line to adjust the mark up. Also you have to leave the work order, go into "Purchases", search the "Purchase Orders" to find the one that was just created, go into that purchase order and "Mark As Placed", go back into the work order/purchases tab and receive the parts.

I would like at least a pop up to warn someone that a supplier invoice or bill with the same invoice number/reference number has already been entered to help prevent duplicates when it comes time to reconcile supplier statements.