Protractor

Useful for when shops are entirely paperless / doesn't use a printer

It would be nice if there were a way to create email signatures for sending receipts from accounting, rather than having to type it in every time.

Under the Printed Documents Templates we would like the ability to modify the subject lines of the emails that are sent. For example, our AR statements that we send out monthly - the current subject line is "Receivable statement." This is kinda "meh" and doesn't stand out in our customers' inboxes and sometimes the emails go ignored. We would like to be able to modify the subject line at least to contain our business name and using more customer centric verbiage.

A minor fix I would hope for us Canadians.

I have a hybrid labor system and I'm sure others around the country do to. I would like to request a way to input the tech, his base pay-based on hours worked x rate, then a way to set a increased rate as the technician increases his amount of hours billed out(not matrix). For example: Base is 20.00 x hours worked. Hybrid for hours produced 30-34.9 hours, Tech is paid 28.52, next level is 35-39.9 hours produced, tech is paid 29.24, 40-44.9 produced is 31.67 and so on in increments of 5 hours for as many levels as necessary. Each reached level gets a set increase of pay for the corresponding hours produced. As it stands, I cannot track my labor costs within protractor and set an appropriate Labor Gross Profit % or $. This would help in reports but also in each RO so SA can see the actual cost of labor to insure they are hitting target labor margin. Thank you.

Could we please have the Sub-total including the miscellaneous charges. Or add another Sub-total line before taxes. This little change will make MANY bookkeepers happy and will make it easier when dealing with aftermarket warranty companies as well.

Feature request: Ability to add images to an invoice template. The goal here is to add a QR code to every invoice that links to information regarding warranties.

Being able to copy a saved inventory item and make minor changes. For example, front shocks and rear shocks - part number is one off but all other costs/details are the same.

Allow Service Advisors full usage of receiving payments, applying credits and viewing account history, but NOT the ability to actually create the Receivable Account (would like A/R account creation to be a Manager-only setting). This is for security.

Would like to see an option for a "critical memo" to come up when opening a customer contact. Something that pops up as soon as you open the contact or vehicle that you have to click closed, forcing you to read it. For example if a customer has special modifications or alterations that affect repairs, would be nice to see that immediately when starting an appt or RO. Also would be helpful for personal notes (for example the husband or wife have passed) so we don't end up saying something to upset the client. Also would be helpful for notes for next visit (i.e. customer calls and asks, "next time I come in can you remind me that I want to get the oil leak looked at")