Protractor

If a discount reason is required, it would be nice to see that reason from the closed invoice and not have to go through reporting. If the reason was listed when clicking discount, that would be helpful.

When merging contacts, allow the option to keep a phone or email from both accounts instead of having to select from only one account.

We already have the option to change the Service Advisor, Technician and Mileage after a work order is posted to invoice - much appreciated, thank you! We would ALSO like the option to change the SOURCE. Ideally, we would like another line to see the Source (both on open Work Orders and closed customer Invoices) in that "Work Order" section on the right of the screen (see screenshot). And then we would like to have the option to adjust the Source on closed invoices, if AFTER the visit, we realize a customer came in from a source they didn't accurately describe in person (i.e., "I searched for you online" gets entered as Google, but in reality, it was RepairPal or Yelp. For accurate reporting, we need to be able to make sure this is correct, even if the customer has already left by the time we uncover it.

When a service advisor makes a mistake and applies a customer's payment incorrectly, especially from a check that's supposed to cover multiple invoices, I'm stuck. There's no built-in way for me to fix it. This leads to a lot of problems. Businesses expect their statements to be spot-on. When my records don't match theirs because of a payment that was put in the wrong place, it causes huge confusion and makes them unhappy. It's awkward when I have to tell a customer "your balance is your balance" without a clear explanation – it just makes things worse. I'm forced to create these incredibly time-consuming Excel spreadsheets. I have to meticulously list out all the invoices and payments just to pinpoint where the error happened. It's so inefficient and pulls me away from other important tasks. Even though I constantly ask my service advisors that payments are applied correctly, it doesn't always happen. It shows me I need a much stronger solution than just reminding people about the process. When a credit isn't applied correctly, it piles on the same kind of problems – inaccurate balances and even more customer frustration. It feels like the system is missing the crucial tools for flexible payment adjustments and clear audit trails for customer accounts. We need a way to easily go in and fix these errors when they happen! Thank you! PS - I do see that this was requested prior and did not get a lot of traction. This issue affects accounting and the customer.

A report of what a service advisor has authorized or sold that day not what has cashed out. Another point of sale has this and it is helpful to see how the day has gone. If you have long term projects going on, it is nice to see Sales figures by week or day. It is also helpful when when figuring out a sales or production issue.

We currently have the possibility to export banking and accounting supplier data in PDF only, I had an idea to get ChatGPT to compare our bank (or supplier) statements to the data in Protractor to help find discrepancies when we do end of month reconciliation - ChatGPT can do it no issue (!) but needs the file in CSV for ease of analysis. Would be such a time saver if Protractor could export the file in this format, we can already get them in CSV from our bank :)

We’d like to request an alert when a work order total exceeds the authorized amount—ideally with a visual indicator, such as a color change, on the Prioritization screen for quick recognition. As repairs progress, it’s common to uncover additional work necessary to complete the job properly. These added items are often entered through PartsTech, and there’s usually a window of time to contact the customer for additional approval before the parts arrive. However, with automated status updates, customers are often notified that their vehicle is ready before anyone realizes the work order has exceeded the original authorization. An alert in advance would give us the opportunity to reach out for approval while the vehicle is still in progress, rather than revising the total at checkout—where the service advisor often feels pressured to discount heavily in order to avoid conflict. Catching this earlier would protect both our workflow and our gross profit.

I would like the program to notify us if we are creating a duplicate supplier invoice with the same supplier and invoice number

I find it often the need to look back at purchases on a posted/closed invoice. Would be helpful if the purchases tab stays in place even after the workorder is closed, to avoid having to go through many other screens to get this info. Also helpful to know when parts were ordered/received when it comes to resolving discrepancies.