Protractor

an option to duplicate an inventory item similar to the duplicate on creating service packages

In our shop we heavily rely on the messaging system for communication from both internal staff and customer texting. It would be nice to be able to set an urgency level or color option on the alerts that show up on our screen as there is a new message received. Because the service advisors are constantly receiving messages from all angles their screens are constantly full of alerts, but at a glance they all look the same and get camouflaged together. But when a time sensitive one is sent to them, like a technician asking for parts... it may get overlooked as to how fast the service advisor should deal with it. So if there was a setting to make the pop-up alerts flash RED or something when sent from technicians, to look different and stand out to grab the attention of our service advisors that would be very helpful. Also if there was another option to send a message to a 'task list' to help organization, that too would be quite helpful.

Title explains it all.

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")

It would be great if we could have the ability to have both a Bill To and a Ship To Address on Customer work orders and invoices. We have to do a work around on regular basis to accommodate this missing feature.

Would like to see TAX on printed pending warranty document

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.

Would like to have a setting in Enterprise that would allow us to sync contacts across all locations automatically rather than needing to manually “Add to location” one at a time. Why? 2 Reasons: The obvious reason: To prevent duplicate contacts / vehicle histories from being created at different locations. Third party software integration. Whether it’s AutoOps, AutoVitals or another scheduling software, when a customer enters their phone number, the software scans our database to identify the customer and autofill the customer’s contact and vehicle info. This is a great User Experience for the customer. But it can only access the contact files for ONE location. When locations are close together (like ours are), customers may jump from one location to another, based on convenience. We would really like the ability to anccess all of our locations at the same time, so if a customer has ever visited one of our shops, they’re known. Bc it’s not just sometimes that you “wanna go where everybody knows your name.” In fact, “they already know me” is the experience they expect in todays world, so it’s actually a source of frustration when the software doesn’t work like that, and they have to type all their info in from scratch (and create a duplicate contract!!) Maybe this 2.0 request comes later: When the contact card syncs, we would also want their BayIQ rewards account to carry through any location in our system.

The ability for the program to automatically default to a specific labor rate according to the Vehicle Make. For example, you can create a labor rate called "Tesla" and have all Tesla WO's default to that rate instead of your standard, default labor rate.

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