Protractor Work Order

Generate Digital Work Orders on your technicians tablet. Full paperless solution is possible!

Digital Work Order Generation

Digital Work Order Generation

  • Work orders can be generated automatically by saving a ticket to the “Work Authorized” Status
  • Work orders will properly split tickets if multiple techs are assigned.
  • All Parts, part numbers, and quantity will appear on the Autoflow Digital Work Order
  • Optional: Tech Notes Made in the Autoflow Digital Work Order can be sent directly back to Protractor.
Autoflow Digital Work Order Details

Autoflow Digital Work Order Details

  • Technicians can clock in/out
  • Slider will enable show advisors how much of a job is completed
  • Notes, pictures, videos can be added
  • Parts ordered/arrived (based on Work Order Parts List in Autoflow)
  • Techs mark jobs complete / Sign Off on WO.
Push/Pull WO info to/from Protractor

Push/Pull WO info to/from Protractor

  1. Generate/Regenerate – This will reconcile the Digital WO with any items on the Protractor WO .
  2. Beware, this will pull in any items whether authorized or not. Best practice is to only click this button if directed (i.e. tell your tech via internal chat). Or as needed by the advisor once authorizations are made.

    Best practice is to generate the WO by saving the status as Work Authorized

    This button is typically used for additional work sold after prior authorizations.

  3. Text/Email a copy of the digital WO to clients if desired. Most Digital WO are internal documents
  4. This option is helpful for sharing videos and pictures. No pricing is currently displayed in Autoflow Work Orders’s.

  5. SMS – Use this to push WO details to Protractor.
  6. If enabled, notes can be added to the Protractor WO.

    If you track job times, you can push Clocked Time into Protractor.

Enable Work Order Notes for Pushback to Protractor

Enable Work Order Notes for Pushback to Protractor

  • Go to Integrated Services in Protractor Setup
  • Find the Autoflow integration service
  • Add this exact action (Case and character sensitive): UpdateWorkOrderPackage
  • Be sure the value is set to: Yes

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