Protractor

Would be nice to ignore special characters in any search bar. It would improve efficiency when trying to find customer profiles such as "Pro-Tech" or "C.V.S.E.", or while looking for service packages that begin with "A/C" or, when a fat-finger incident happens and the "\" is pressed when aiming for the Enter key....

There is a location settings for this but would like a toggle on the actual send authorization screen

The built in spell check for Protractor is horrible. It doesn't know common words and the suggested replacement words are sometimes laughable. Worst I have ever seen.

You should be able to look at vehicle history from an old invoice instead of having to go to contact and find the vehicle and then to to history from there.

Would like to be able to email the carfax report after looking at it within protractor, some sort of button

When booking a technician off through the employee hours - schedule overview, the system does not block off the technician for the day. All it does is put "day off" at the top of the tech's name when viewing the scheduler. It also removes their hours from the total available hours, but shows nothing when viewing the normal daily schedule. I feel it should block off the ability to book work for the technician, as well as have some indication on the regular daily schedule.

Would like an Authorization total amount column in overview prioritization screen, would like it to be color coded based on what the authorization total is versus the total column. Colors changing based on if the authorization is over or under the actual total / work order amount.

Smart Right-Click Context Menu Right-click anywhere within Protractor (work order, customer, vehicle, estimate, inspection, invoice, etc.) Quick Actions Create Reminder... Find... Add Note Create Task View Customer History View Vehicle History Open Inspection Copy VIN Copy RO Number Copy Customer Information The menu would automatically know what record you're currently viewing. Smart Reminder Selecting Create Reminder automatically links the reminder to: Current Repair Order Customer Vehicle VIN Assigned Advisor Assigned Technician (optional) No additional searching required. Reminder Options One Time In 15 Minutes In 30 Minutes In 1 Hour End of Day Tomorrow Morning Tomorrow Afternoon Custom Date & Time Recurring Every: Day Week Month Year Or Every Monday Every Tuesday Every Wednesday etc. Examples: ✔ Call customer every Friday ✔ Follow up every Monday ✔ Check parts every Wednesday ✔ Warranty reminder every 30 days Reminder Types Phone Call Customer Follow-Up Parts Follow-Up Warranty Appointment Waiting for Customer Waiting for Parts Waiting for Technician Internal Reminder Custom Smart Notification When due: 🔔 Popup notification Shows RO ##### Customer Vehicle Reminder Buttons Open RO Snooze 15 Minutes Snooze 1 Hour Tomorrow Done Dashboard Widget A "Today's Reminders" panel could appear on the home screen. Example: 🟢 9:00 Call Mrs. Smith about brakes 🟡 10:30 Waiting on alternator quote 🔴 2:00 Follow up after diagnosis Clicking any reminder immediately opens the correct work order. Smart Find The Find option would also understand context. Right-click on a work order and select Find. Automatically search for: Customer Phone Number VIN Plate Repair Orders Estimates Invoices Inspections Parts Notes Photos Emails Text Messages No need to manually copy and paste information. Why This Would Be Valuable One of the biggest workflow interruptions in any shop management system is having to stop what you're doing to search for information or create follow-up reminders. A context-aware right-click menu eliminates those extra steps by automatically recognizing the current repair order, customer, and vehicle. Users can create reminders, search related records, or access history without leaving their current screen. This improves efficiency, reduces missed follow-ups, and keeps advisors and technicians focused on serving customers instead of navigating the software. This type of context-sensitive functionality is common in modern software but largely absent from automotive shop management systems. Implementing it would significantly improve day-to-day usability while reducing clicks, search time, and the risk of missed customer communication.

It would be nice to have a way to mark deactivated, sold, or single visit vehicles. Often we deal with Body Shops, other Mechanical Shops, or Second Hand Dealers, and they will have a vehicle in once or maybe twice for repairs. It would be nice to be able to deactivate, but not delete these old vehicles, so that their history is still intact, but we don't have a list a mile long under that contact.

Would like to have a customizable work order status. Also, would like to be able to change the default status instead of "inspection in progess" to something like "waiting for service"