Protractor

We regularly run into issues where the automated vehicle reminders are not going to the spouse who's vehicle it is. While it makes sense to combine contact details for a couple into one contact in our system, when they have multiple vehicles, there does not appear to be any way to identify who belongs to which vehicle. Some individuals are miffed when their spouse/partner receives the reminder message for their vehicle. It would be helpful to identify who the primary contact should be for each vehicle.

There doesn't appear to be any way to add any notes to an outstanding receivables invoice to record when and how collections were attempted, any other relevant details etc. When we do repairs that will be covered by a third party warranty, the invoice may be in the name of our customer, but we're expecting payment from the warranty company. Sometimes you have to speak to multiple people/departments, to follow up on the payment portion, and having a place to record those specific details would be very helpful.

Is there a way to have Protractor notify the SA when posting an RO that there is an existing scheduled appointment already in the system? Also if that is a possibility could the system prompt the SA, if they would like to edit an existing appointment, or simply list the existing appointment/s to choose from. This would be helpful to reduce any redundant appointments being created in the system. Thank you

Good afternoon team, hoping on work orders that we can have the names associated with each phone number show up on the work order screen instead of having to click the contact name to find out which number is for which person. I attached a rough paint sketch I made but hoping the names will show up beside each number instead of just the numbers. Thank you.

Would like the ability to have certain document types default to certain types of printers. Ex : Work orders default to printer 1 and invoices default to printer 2 connected to the computer.

When a service package only contains a part, with no labor, it is automatically Green/complete. Can we leave it uncolored? I don't want anyone to assume that part has been installed...

It would be nice to have the option to select cheque when posting a bill. This is an option when posting supplier invoices, but not bills. Right now if you pay by cheque you have to select payable to do a check that way. It would be helpful to say it was already payed by cheque at that time, if a manual check was given, or to do it right from there, like you can in supplier invoices, if needing one printed vs going to payable first.

The ability to assign an entire service package line parts/labour to warranty (or discount) without having to individually go to each part/labour line item to apply it would be very helpful and save a lot of unnecessary time.

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

Of The 9 Boxes available to search, The "Supplier" option is in the top 3 used for searching in previous system but not available in Protractor! Add Field To the Tab as a searchable field. I know it is present in the "Reorder" option, should be the same on the general search tab.