Protractor

UPDATE: PROGRESS BILLING I want to emphasize how critical progress payments (progress billing) are to the success of any business—especially shops like ours that handle long-duration, parts and labor-intensive projects. When a business can bill as work is completed, it solves several major problems at once: Cash flow stays healthy – Work gets funded in real time instead of the company floating costs for weeks or months. Projects stay on schedule – Payments tied to milestones keep customers engaged and responsive. Reduces financial risk – The business isn’t carrying large unpaid balances or funding expensive parts/labor out of pocket. Creates transparency – Customers see progress tied directly to real deliverables, which builds trust and reduces disputes. Improves forecasting – Predictable inflows mean better planning for staffing, parts ordering, and workload management. For a restoration business—where every project is unique, unpredictable, and expensive—progress billing isn’t optional; it’s survival. Any software system we use needs a simple, reliable workflow that lets us: Track completed line items in real time Generate progress-billing requests automatically Push those requests to the customer quickly Record payment status cleanly This is a core operational requirement, not a “nice to have,” and it directly affects profitability, workflow, and customer satisfaction. Let me know what you need from me to prioritize and implement this. Thanks, Bryan

We use a mix of technician pay structures (flat rate, salary, and bonus-based). Protractor’s analysis is not accurate in real time and only reflects correctly after the books are closed because it doesn’t account for salaried technicians or different pay models. Is there a way to add support for multiple compensation structures so reporting reflects true labor cost and profitability?

Looking to make the current CRM platform deliverable via text message.

Could Deferred work have its own profit analysis? Currently, I have to move deferred work service packages back into the work order tab of a work order to check it's profitability.

Currently we have an overall GP$/HR calculation on the analysis tab for the overall ticket. I would like to have that calculation on each individual line. We want to ensure each service package meets our minimum standard for GP$/HR that way if a client declines a certain package, our overall GP$/Hr does not fall below our set minimum.

Was noticing that the work order analysis page utilizes hours billed to calculate the invoice margins. I feel that using hours clocked is a more accurate representation of profit margins for the management team. It isn't often accurate to cost out the technicians hours billed. When they are usually either more or less then the billed hours. So hours clocked would give a more exact value for the profit /loss on each individual invoice when using the analysis page for analytics..... In my opinion :)

Hi, since the monthly average mileage is being calculated and shown on the vehicle card under General > Details, why can't we have a "Predicted" mileage show when making up a new work order where it would be quite useful? (See pic). This would be very helpful predicting if a vehicle was likely due for any maintenance services.

Keeping the tech working on the vehicle instead of in an Event Time is how we generate Revenue. It is the Advisors job to keep the tech busy, therefore they need to know when the tech is not working on a vehicle. The clock in the white sidebar for each tech in the Prioritization Screen is a good indicator, however when the Advisor is busy doing their job this is not an IN YOUR FACE enough warning. We should have setting to turn their name RED (at the top of the Prioritization Screen) or have a flashing red warning or bar to alert the Advisor to find something for them to do. In the Time Clock Events Setup Screen There could be a toggle, just like with Productive and Exclusive.

KPI dashboard with: ELR$, GPPH$, Net profit per hour $, Overhead cost $ per hour, Closing ratio of SA's.