Protractor's Management Features

Overview

Each Edition of Protractor software has the same complete set of core management features, including integrated Internet connectivity for Business-to-Business (B2B) transactions such as online parts ordering.

Listed below are management features common to all Protractor Editions:

• Point-of-Sale (POS) software designed to be used by your Service Managers at their Service Desks, all day long.
• Intuitive, Graphical User Interface (GUI) similar to Microsoft Office^®.
• Microsoft SQL Server 2000^®database which provides complete reliability, security, and a virtually unlimited database size.
• User-defined Service or Retail Profit Centers (stores within a store).
• Built-in or user-defined Service Categories for each Service-type Profit Center or Sales Departments for each Retail-type Profit Center.
• Powerful Contact and Vehicle management features for unlimited Contacts, Contact Categories, Contact Sites, Vehicles, and Groups of fleet Vehicles.
• Built-in Maintenance Plan templates and authoring tools to create your own.
• Vehicle Maintenance History records automatically maintained, and Service Reminders automatically generated based on the assigned Maintenance Plan.
• Built-in Common Complaints templates and authoring tools to create your own.
• Built-in Pinpoint Inspection templates and authoring tools to create your own.
• Perpetual Materials inventory with fractional quantities, differing buy / sell case lots, and powerful sell pricing options.
• Perpetual Supplies inventory for accurate expense tracking (both for in-house consumption and supplies used in the shop).
• Built-in Service Package (Kit) templates and authoring tools to describe commonly-sold combinations of Labor, Materials and Supplies.
• All Common Complaints, Pinpoint Inspections, Materials, Supplies and Service Packages organized by Service Category for sales and expense reporting.
• New Work Wizard collects customers’ complaints, service requests, inspection requests, then reviews deferred and upcoming work, and schedules an appointment with promised completion time quickly and efficiently.
• Scheduling system organizes appointments and promised job completion times by No-Shows, Today's Work, Work-on-Hold and Future Work.
• Workflow management system follows individual jobs through through all work stages including: Tech Assignment, Inspections, Tech Reporting, Estimating, Customer Authorizations, Tech Instructions and Invoicing.
• Storybook-style Work Order documents are organized by Chapters and Jobs to make them easy for customers to read and understand.
• Completely integrated Purchase Ordering system.
• On-line parts pricing and ordering (with participating suppliers).
• Built-in Report templates and custom Report authoring tools.
• Built-in Security / Password access system for all employees - administered exclusively by the company owner.
• Built-in Spell Checker with features such as spell-as-you-type, industry-specific dictionary of words, and auto-replace.
• Integrated email system which allows you to send email messages, Work Order documents, Credit Slips, Receivable Statements, Purchase Orders and reports directly from inside Protractor.

For a more in-depth look at Protractor’s management features, see Guided Tours.