Protractor Shop Management
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User Interface (140)
Work Orders (350)
Reporting (114)
Supplier Catalogs (17)
Purchases, Accounting, & GL (165)
Workflow (WIP, Scheduler, etc) (104)
Setup & Settings (89)
Profitability Tools (9)
Financing and 360 Payments (9)
Integrations (34)
Inventory (48)
Mobile Web App (6)
Email by User Log in, Not Station
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.
0
2
Contact Management - Assign vehicles to specific User
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.
0
16
Attach phone numbers to vehicles
It would be great if there was a field in the vehicle screen were we could add a phone number of the driver. When it comes to companies with multiple vehicles it would be nice to have the driver's phone number attached to that specific vehicle. That way the driver gets the reminders and we know who to call when we have question, not call the office. This would also be nice to have husband and wife reminders go to their specific phones. Right now the only way to do this is to create multiple contacts which is ridiculous and it would be horrendous to have 20+ listing of one company name.
2
12
Unit # field on Dymo Label
Could we please have the Unit # field populate on the Dymo Labels, currently there is no command in the label making directions that refers to the Unit ID.
0
4
Change Service Adviser on Credit Invoices after Posting
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.
0
5
Service Advisor Pay Rate Permissions
Need the ability to turn off/hide pay rates from the Service Advisor and Technician views. This needs to be a permissions setting
0
9
deferred when booking
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
5
12
Add “I have read” option to Protractor startup pop-up
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.
1
14
Critical Memo
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")
4
51
Time Clock Events - Force Explanation
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.
1
9
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