Protractor

Request being able to have the schedule show we are closed for 12-1 for lunch. Right now there is no way to have lunch booked off.

Online access for protractor and CRM

Is it possible for the column title to turn red and or flash when a tech is not clicked into a work order? We find that often the techs will complete all of the assigned work and we miss that they're idle.

Our shop uses the Prioritization screen as our primary production board and workload planning tool. Currently, future appointments appear correctly on the Prioritization screen, even when the vehicle is not on-site, using the existing off-site indicator. However, future holdovers do not appear at all, even though they represent labor that has already been planned and allocated. A holdover is created for work that cannot be completed in the available time. The remaining labor is assigned to a future date. The holdover appears in the Scheduler. The holdover does not appear on the Prioritization screen until the vehicle is on-site. For shops that plan production using Prioritization, future holdovers become effectively invisible during capacity planning. Advisors and managers can see the labor commitment in the Scheduler, but it is absent from the screen used to balance technician workloads and assess future availability. This creates a disconnect between the Scheduler and Prioritization views, increasing the risk of overlooking committed future labor when booking additional work. Suggested Enhancement Display future holdovers on the Prioritization screen the same way future appointments are displayed today. Since Prioritization already supports future appointments with an "off-site" indicator, future holdovers could follow the same logic. This would provide an improved alignment between Scheduler and Prioritization, a more complete production view for shops that use Prioritization as their job board, and reduced risk of overbooking. If labor inventory has been intentionally scheduled through a holdover, it should be visible wherever future workload is being planned.

Currently, when a work order is placed “On Hold” (waiting for parts, client authorization, etc.), the tile disappears from the technician’s prioritization screen. This creates a breakdown in workflow visibility and accountability. We are requesting an enhancement where: • “On Hold” work orders remain assigned to the technician • These jobs are displayed in a clearly defined “On Hold” section under each technician’s column • This section should be visually separated from active work • “On Hold” jobs must NOT count toward the technician’s daily workload or load percentage (consistent with how they are excluded on the Overview screen) Why this matters: • Technicians lose visibility of jobs they are still responsible for • Service consultants and managers lose an accurate real-time picture of workflow • Jobs risk being forgotten or delayed once removed from view • Creates unnecessary back-and-forth to track status manually Operational Impact: In a high-efficiency shop environment, technicians are often juggling multiple vehicles at different stages. Even when a job is paused, ownership does not change. Keeping these jobs visible ensures: • Better planning when parts arrive • Faster re-engagement on paused jobs • Improved communication between service consultants and technicians • Stronger accountability across the team Suggested UI Behavior: • Add an “On Hold” section at the bottom of each technician’s column • Greyed-out or visually distinct tiles to indicate paused status • No impact on load %, hours available, or prioritization calculations Priority Level: High – This is a critical workflow improvement for real-world shop operations.

With the current functionality, work that has already been authorized can be declined if there is a subsequent authorization sent. Our request is that pre-authorized work already marked complete is greyed out or otherwise labeled as already authorized or completed. An additional layer could be as long as the service package is within $xx of the initial authorization. This is useful so that we can have an initial diagnosis or inspection authorized and completed and then send another authorization once additional recommendations are estimated.

Scheduler needs an options to Hide Wo on Hold and Wo in Completed just like hide invoices and hide break at left bottom on scheduler page. Would give more accurate head counts on scheduler

It would be nice if we were able to have the history window open and the current work order/inspection screen to be able to compare or look back at precious work. Having to close the history window to access the current work order creates a lot of jumping back and forth.

It would be invaluable if the prioritization screen automatically updated and did not require refreshing. This will allow our foreman to update the screen for the technicians to show what their next project is and allow them to see this update in real time.