Protractor

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

Would it be possible to add an "I have read" checkbox to disable the pop-up that shows up when starting Protractor? Right now, since it appears every time, most people just skip over it assuming it's the same message. It’s only after seeing it a few times that we realize there might be something new in there. Letting users acknowledge it once and hide it after would probably make it more effective when the message actually changes.

It would be helpful that when an employee is logging into a Time Clock Event, (We call it E-time), that you could force and explanation and in the case of when they are assisting another employee that they have to enter the work order number. This would allow for better auditing of the legitimacy of some employee punches on their shop or productive time. Especially when calculating shop bonuses.

We already have the option to change the Service Advisor, Technician and Mileage after a work order is posted to invoice - much appreciated, thank you! We would ALSO like the option to change the SOURCE. Ideally, we would like another line to see the Source (both on open Work Orders and closed customer Invoices) in that "Work Order" section on the right of the screen (see screenshot). And then we would like to have the option to adjust the Source on closed invoices, if AFTER the visit, we realize a customer came in from a source they didn't accurately describe in person (i.e., "I searched for you online" gets entered as Google, but in reality, it was RepairPal or Yelp. For accurate reporting, we need to be able to make sure this is correct, even if the customer has already left by the time we uncover it.

We currently have rules set up for pricing profiles that will not allow a discount on certain service packages that have ND in the service package code. We would like the ability to be able to use the promotions button and still have the ability to exclude certain service packages. For example tires and batteries. We do not allow discounts on those packages and yet with the promotions button it will take the discount off the entire ticket regardless of the service package.

Some customers, usually fleet customers, require one or more persons to be emailed estimates and work orders, and a different person or persons to be emailed invoices and A/R statements. Additionally, being able to set up multiple emails so they are all emailed automatically without having to manually add them each time would be a very nice feature. For example: Take ABC Landscaping, Inc., they have 40 fleet vehicles and multiple people in the decision making process. They request the following people be emailed at the following stages: -Estimates and Work Orders need to be emailed to Tom, Stan, and Dave. -Invoices need to be emailed to Dave and Kathy. -A/R Statements need to be emailed to Kathy and Frank. Having to always remember to manually add this email or that email depending on what is being sent opens the door for a shop to make a mistake and look unprofessional in the eyes of a fleet customer. Being able to consistently email each person based on the type of document being emailed will keep the customer happy and streamline a shop's workflow.

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.

Subject: Feature Request – Custom Technician-to-Advisor Notification Groups for Completed Inspections Hi Protractor Team, I’m reaching out with a feature request that would greatly improve workflow efficiency and communication clarity for larger shops like ours. Currently, under Messaging Settings > Message Groups, we can set up automatic notifications to specific groups when a technician completes an inspection. However, this setting applies uniformly across all technicians — there’s no ability to assign specific technicians to specific advisor groups for targeted notifications. Recommendation: We would greatly benefit from the ability to customize technician-to-advisor notification routing, so that notifications for completed inspections can be sent only to assigned service advisors or message groups. For example: Techs 1, 2 & 3 → Notifications sent to Advisor 1 group Techs 4 & 5 → Notifications sent to Advisor 2 group Techs 6 & 7 → Notifications sent to Advisor 3 group This would: Prevent advisor message overload Reduce the risk of missed inspection notifications Align with our workflow where technicians are directly assigned to specific service advisors Currently, the volume of notifications across one large group makes it difficult to track which advisor should be responding, especially when multiple inspections are completed simultaneously. This adjustment would ensure better accountability and streamline communication within our team. A native solution within Protractor would be the most reliable and seamless. We appreciate all the work your team does and hope this is something you can consider adding to the roadmap. Sincerely, Alex Vaillancourt True Centre Auto Service North Bay, ON

I would like to be able to create a secondary "Credit Card Account" or "Loan Payment Account" to pay my bills such as Multiple Fleet Fuel Cards or Car Loan Payments.