Smart Right-Click Context Menu

Right-click anywhere within Protractor (work order, customer, vehicle, estimate, inspection, invoice, etc.)

Quick Actions

Create Reminder...

Find...

Add Note

Create Task

View Customer History

View Vehicle History

Open Inspection

Copy VIN

Copy RO Number

Copy Customer Information

The menu would automatically know what record you're currently viewing.

Smart Reminder

Selecting Create Reminder automatically links the reminder to:

Current Repair Order

Customer

Vehicle

VIN

Assigned Advisor

Assigned Technician (optional)

No additional searching required.

Reminder Options

One Time

In 15 Minutes

In 30 Minutes

In 1 Hour

End of Day

Tomorrow Morning

Tomorrow Afternoon

Custom Date & Time

Recurring

Every:

Day

Week

Month

Year

Or

Every Monday

Every Tuesday

Every Wednesday

etc.

Examples:

✔ Call customer every Friday

✔ Follow up every Monday

✔ Check parts every Wednesday

✔ Warranty reminder every 30 days

Reminder Types

Phone Call

Customer Follow-Up

Parts Follow-Up

Warranty

Appointment

Waiting for Customer

Waiting for Parts

Waiting for Technician

Internal Reminder

Custom

Smart Notification

When due:

🔔 Popup notification

Shows

RO #####

Customer

Vehicle

Reminder

Buttons

Open RO

Snooze 15 Minutes

Snooze 1 Hour

Tomorrow

Done

Dashboard Widget

A "Today's Reminders" panel could appear on the home screen.

Example:

🟢 9:00 Call Mrs. Smith about brakes

🟡 10:30 Waiting on alternator quote

🔴 2:00 Follow up after diagnosis

Clicking any reminder immediately opens the correct work order.

Smart Find

The Find option would also understand context.

Right-click on a work order and select Find.

Automatically search for:

Customer

Phone Number

VIN

Plate

Repair Orders

Estimates

Invoices

Inspections

Parts

Notes

Photos

Emails

Text Messages

No need to manually copy and paste information.

Why This Would Be Valuable

One of the biggest workflow interruptions in any shop management system is having to stop what you're doing to search for information or create follow-up reminders. A context-aware right-click menu eliminates those extra steps by automatically recognizing the current repair order, customer, and vehicle. Users can create reminders, search related records, or access history without leaving their current screen. This improves efficiency, reduces missed follow-ups, and keeps advisors and technicians focused on serving customers instead of navigating the software.

This type of context-sensitive functionality is common in modern software but largely absent from automotive shop management systems. Implementing it would significantly improve day-to-day usability while reducing clicks, search time, and the risk of missed customer communication.