Protractor

Show in scheduler which advisor created an appointment, not just the last one to edit it. I often need to know who it was that talked to the customer, not just who the last person to open and edit a WO was.

Currently the online appointment, does not have a mandatory function where the Customer must enter their Phone # and Email address before they hit the Submit button. It does not allow us anyway of contacting the Customer to move their appointment. They are making a brake repair job during lunch hour and that is Not Possible!

We would like to have the scheduler expanded to show every 15 minutes rather than 30 min.

We like to use the technician mode on the scheduler. However, it's annoying that every morning when loading protractor we have to select technician mode, and then also select which technicians we wish to view. Could a feature be added to save the scheduler we've customized to our liking as a default? Also, while using technician mode... it would be super handy if when a technician has a day off, there was a check box next to their name to click that would highlight their whole day as off. This would make it simple to see, so that no appointments get accidently made under their name. Thanks.

It would be great if there was a way to show in the scheduler that a technician is off on holidays currently I have to book an 8 hour appointment for that tech. If you mark them as off in setting it just takes 8 hours off the day but does not show the technician that is off. It would also be nice to be able to see the notes in the appointment screen without having to hover over the appointment.

Can we make it so when you change a category color on a carry over it changes on the RO and vice versa? As it is, the category volor has to be changed on each carryover and the RO seperately.

The scheduler needs to be updated as a more vital part of the system. You should be able to book by bays, and work drops into a general pool for your technicians to pull from, not to an individual. Your should be able to double click on the bay/technician and book that spot and auto assign. You should be able to book off technicians for re-occuring days if it stays in technician mode. You should be able to set it to open in technician mode all the time, and it should auto update to prevent double bookings. When clicking into an appointment the note should auto drop into the work order as customer concern to allow for quick print. I don't really understand how shops efficently book to fill there days with out using the schedule in tech mode and day mode. Our booked jobs rarely end up with the tech they are booked under, we move jobs to next available tech, when we try to go digital this wo management this will be a big challenge. You should be able to have techs that you can assign work too but are not part of the schedule, we have cross trained staff that work from counter-shop depending on work load... we dont book jobs for them, but it would be nice to be able to assign jobs so we know in the future who did the job.

Even if we could choose which ones. Example: we use flags for loaners, when customer makes appointment we could see what was on last visit, if they need a loaner or ride, pick up etc.

When doing audits on customer vehicles and checking the history, and Reminders I think there would be a benefit to see if the there is a Deferred item that relates to the Reminders.