Protractor

Currently we have an extreme issue trying to differentiate overtime paid events VS just coming in early for employees that are paid hourly and come in a bit earlier to avoid traffic. There are no time clock reports that will show attendance AND time clocks events - this problem is worse with non-tech employees who do not punch onto workorders, all reports either show one or the other, the time clock view from the home ribbon does have all the information including edits being highlighted (which you loose everywhere else in any report that I have seen). When we do the pay every 2 weeks we are having a hard time being certain of how much time to pay due to this.

Would it be possible to create a report that shows the list of clients who have not yet been billed certain service packages.

Discount reports are not in Protractor. Invoice summary shows amounts discounted for parts, labor and sublet, but they don't show you the reason for the discount(which can be setup in the settings). It would be nice to have a report dedicated for discounts so you can easily see why the discount was given and then drill down from there. Need to know if your team is discounting and costing the company money when they shouldn't be. Have to do a manual audit the way the reports are setup now and this can be very time consuming. Why have the discount reason in the settings if you can not see those reasons easily? Maybe I'm missing something

Able to do it with Autoflow but would like to keep it all inside of protractor

We notice that the Dead Stock report shows days since last sold. This is helpful, except in the scenario where you haven't been able to stock it for a while (due to supply issues) and now you finally have it in stock. It then would show that it hasn't been sold since the last time you stocked it, even though you've only had it for a few days or possibly even less. Is there a way to add Days in Inventory into the Dead Stock report?

I would like to see a Technician Hours by Service Category Report in a detail and summary format. Right now all of the existing reports are by dollars. I would like these reports to include the dollars as well, but the labor hours are what would provide another level of analysis. The purpose of this report would be several fold. One is to measure specifically how your techs are spending their time, which is important for apprentice hours and also in wage discussions. It would be useful in evaluating proficiency/productivity for techs in specific areas and help establish training and efficiency goals in that area. They might be rock stars on brakes, but might be struggling on steering and suspension or diagnostics. Thanks

Creation date field seems to be connected with the contact not the vehicle. Would be helpful to create a report of all vehicles and sort on the vehicle creation date - including new vehicles existing customer have purchased. This gives us a more accurate picture of our vehicle base and how/when it is changing.

Looking for the ability to change the Subject of Emails being sent with things like BULK statements. "Receivable Statement" is to generic for clients I would like to add my company name and or month. Also it is my Receivable Statement but I am emailing my client who sees it as an Accounts Payable Statement!

We wish for a graph format. We wish for the option to export to excel, and to be able to sort for multiple time periods, and team members in order to produce comparison options with this dashboard. The ability to produce graph overlays for various Pro Summary data to contrast and compare various time periods, and personnel stats. The data provided in the Pro Summary Dashboard is AMAZING! For those who don't know, the Pro Summary Dashboard shows stats for: 16 Key Performance Indicators, or KPi's (Car Count, Total Sales, Shop Supplies, Total Hour Sold, Total Hours Offered, Average Hours Sold per Invoice, ARO, Effective Labor Rate, Closing Ratio, Total Opportunity, Average Opportunity, Total Deferred Sales, Average Deferred Sales per Invoice, and Total Deferred Hours). Being able to easily compare differences graphically between different periods of time, and different team members by overlaying graphs to show pertinent data comparisons would allow shop managers to see improvement, or not, and empower those shop managers to make appropriate, objective management decisions in order to fix what needs fixin’.

We have created several custom customer attributes and it would be nice to be able to see these on the Invoice Summary report.