Protractor

Would like the ability to charge or exempt in the other charge rules based off of what labor rate is being used

We recently updated some of our Settings: * Parts Matrix * Labor Matrix * Catalog Matrix * Cap on Shop Supplies Protractor changed the billed times and sell price on nearly every open work order!! This was very hard on our team and could have caused significant issues if we didn't catch it before charging the customer the wrong price. As a group of large shops that have a lot of carryover from week to week bc of big jobs, we can't just clear all the work orders on Friday and start fresh on Monday. What we learned is that in the future we will make these changes on a Friday in the future, but our SAs need to: Faithfully use the Approval button Print out every open work order on Friday so they can fix them when they get to work on Monday. This is still not an ideal solution, but it's better than the disruption and stress we experienced last week! Please can these Settings all have the option to "Apply to All Existing" or "Apply to New Only," but especially for the 3 matrix settings?

When we update a labor rate in settings all the open ROs will have their labor rate updated. We have to go into each open work order and change the labor rate to fixed amount for it to not update to the current rate. We do not want any open work orders updated automatically as they may have already been approved.

Like we can (with certain permissions) edit a posted WO/Invoice, we should be able to edit the closed Credit Invoice and change the same information. Can't change a SA after a ticket is closed.

the font size and boldness is very small. it is very hard to see the text. If there could be adjustment made for size and boldness that would help

Would be nice if we could change stations, and our email would follow us no matter which station we log in to. Currently, the email is locked to a station, not a user, so we have to make sure to send email from our own station.

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.

Make the Smart Labels available for the Time Clock Not any time the Note field is available to be populated or edited; i.e. especially for clock in!

Would be great if the deferred repairs pop up as soon as you enter the customer information instead of digging for it in a workorder. we often book via the tech schedule, it would be help full for our advisors to see that information when they book. In the top box when you select the client and car there should be an option in the top bar to view carfax, history and deferred

We regularly run into issues where the automated vehicle reminders are not going to the spouse who's vehicle it is. While it makes sense to combine contact details for a couple into one contact in our system, when they have multiple vehicles, there does not appear to be any way to identify who belongs to which vehicle. Some individuals are miffed when their spouse/partner receives the reminder message for their vehicle. It would be helpful to identify who the primary contact should be for each vehicle.