Drag to reorder - the board follows this order everywhere, for everyone.
Rename or recolor inline (saves as you go). Hide removes a column
from the board but keeps its history; a column can only be hidden once
no vehicles are sitting in it. Delete is only possible for columns
no tile has ever used. The two columns tagged SYNC are where Protractor
drops new vehicles (today's appointments / on-site arrivals) and cannot
be hidden or deleted.
Job Approval Rules
How this works. While a tile sits in a checked step below, any job
appearing on the work order from Protractor is automatically marked
Auth so techs see it as approved work. In every UNCHECKED step,
jobs coming over from Protractor are never auto-approved - no
matter what, including deferred work moved back onto the ticket in
Creating Estimate, Waiting for Approval, or Approved Work. Teammates can
always check Auth by hand (parts came in early, get the tech started),
and a job someone has manually un-checked is never re-approved by the
rule.
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Tech View Visibility
Tiles in a checked step disappear from the TECH VIEW screen (they
stay on the workflow board). Default: SA Review - the wrenching is
done, the ticket is paperwork.
Smart Markers
Edit any marker and hit its SAVE - emoji in the icon box, the
description is the hover tooltip on the tile. Unchecking
Active hides a marker from the picker; tiles already
carrying it keep it. The automatic markers (Waiter, Walk In,
Tow In, Priority, Core, Warranty, Today, Due Tomorrow, and the
three inspections) come straight from Protractor - removing one
from a tile keeps it off that tile until someone re-adds it by
hand.
Report Shop Contacts
What the client report prints in its header and shop card. Phone and
email come straight from the location record and are shown here for
reference only - change those in the Hub. Display Name and
Address are set here; the address also becomes the map link on the
report. Leave Website blank to use the company-wide address below.
Every Protractor-enabled location appears in this list automatically, so a
newly opened shop can be filled in here with no deploy. A shop with no
address prints its plain location name and no map link.
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Vehicle Event Notifications
Who gets the LOUD ping (sound + phone push) when a tech triggers a
vehicle event - inspection submitted, tech alert bell, all jobs
complete. Pick the production person running the board at each
location; every other screen at that store still badges quietly, so
nobody misses the history, they just stop being spammed with sounds.
Leave a location blank and everyone at that store keeps getting the
loud ping (today's behavior). A teammate who is deactivated or has no
login automatically falls back to everyone too - alerts can never go
nowhere. For phone buzz with the screen off, the chosen person should
enable push notifications from the messaging panel on their device.
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Inspection Editor
Pick a topic on the left - everything on the right is that topic.
Tap a status chip to set a condition's default. 📷 on
the topic bar means the whole item needs a photo; on one condition
it applies to that pick. ▾ opens a condition's detail
(default action, client note, caption, educational note / video).
SELECT turns on checkboxes for moving a batch of conditions
to another topic - or a brand new one - in one shot: that is how
the merged AV blobs get carved up. Hide keeps history; the trash
can is forever (blocked once a completed inspection references the
row).
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Dependent Jobs
If the trigger job is recommended, these jobs come with it -
struts pull an alignment, an AC compressor pulls the belt and an
overlap. Codes are Protractor service package codes, comma
separated in the add list. Enforced when the tech app writes
recommendations.
